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Clinton C

Series 65, Series 63

La Jolla, CA

Morgan Stanley

Clinton Curtright is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by proprietary tools and analysis, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Damon S

CFP®, Series 66

La Jolla, CA

Morgan Stanley

Damon Snell is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Morgan Stanley in La Jolla, CA. Prior to his current role beginning in 2022, he was with E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2011 to 2020. Outside of advising, he is involved in managing rental property, which is handled primarily by his wife. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of investment services, including both retail and institutional offerings.

General estate planning guidance
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Stefano R

Series 66

La Jolla, CA

Morgan Stanley

Stefano Rakigjija is a financial advisor with Morgan Stanley in La Jolla, CA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018. Outside of finance, he assists in design work for a small high-end garment manufacturing company founded by his brother. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and modeling techniques as part of its structured financial planning process.

General estate planning guidance
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Alan P

Series 63, Series 65

La Jolla, CA

Morgan Stanley

Alan Peller is a financial advisor with Morgan Stanley Wealth Management in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved in rental property management alongside his spouse. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services both directly and through corporate financial planning agreements.

General estate planning guidance
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Jeffrey M

Series 63, Series 65

La Jolla, CA

Morgan Stanley

Jeffrey Macelli is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Nathan P

Series 63, Series 66

La Jolla, CA

Morgan Stanley

Nathan Parviz is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its private bank since 2020, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, with an emphasis on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

General estate planning guidance
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Tyler B

Series 66

La Jolla, CA

Morgan Stanley

Tyler Baugh is a financial advisor with Morgan Stanley in La Jolla, CA, holding a Series 66 designation and three years of industry experience. Before joining Morgan Stanley in 2022, he worked in various roles at Target, a community college, The Home Depot, and Cinemark. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client plans and corporate financial planning agreements.

General estate planning guidance
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Jack K

Series 65, Series 63

La Jolla, CA

Morgan Stanley

Jack Kilpatrick is a financial advisor with Morgan Stanley in La Jolla, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience, including prior work at Florida Financial Advisors. Outside of advising, he has worked in security at The Library Bar. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and scenario modeling tools, offering services primarily in an advisory capacity.

General estate planning guidance
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Jennifer W

Series 66

La Jolla, CA

Morgan Stanley

Jennifer Werve is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley affiliates since 2009. Outside of her advisory role, she is involved in an investment-related bookkeeping business based in San Diego. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Norberto F

CFP®, Series 66

La Jolla, CA

Morgan Stanley

Norberto Frassa is a CFP® and Series 66 credentialed advisor with Morgan Stanley in La Jolla, CA, bringing 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist in financial decision-making.

General estate planning guidance
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Ian L

Series 66

La Jolla, CA

Morgan Stanley

Ian Linde is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Consulting Group and managed roles in agriculture and hospitality, including at Domaine Della Wines and Gio's Pizza. Outside of finance, he has been involved in agricultural work with Domaine Della. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Jennifer M

Series 63, Series 66

La Jolla, CA

Morgan Stanley

Jennifer Miller is a financial advisor at Morgan Stanley in La Jolla, CA, holding Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

General estate planning guidance
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Olivia S

Series 66

La Jolla, CA

Morgan Stanley

Olivia Studley is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously worked at RBC Capital Markets and has experience in educational and service roles, including positions at the University of San Diego and Ponce's Mexican Restaurant. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning services supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Peyton M

Series 66

La Jolla, CA

Morgan Stanley

Peyton Maple is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, Peyton worked at LPL Financial and has also been involved in academic roles at Monmouth University and Great Oak High School. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Joseph C

Series 63, Series 65

La Jolla, CA

Morgan Stanley

Joseph Campano is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010. He is based in La Jolla, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

General estate planning guidance
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James W

Series 63, Series 65

La Jolla, CA

Morgan Stanley

James Waddell is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is based in La Jolla, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm’s financial planning process utilizes structured tools and models, delivering tailored plans through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Masha E

Series 66

La Jolla, CA

Morgan Stanley

Masha Efros is a financial advisor with Morgan Stanley in La Jolla, CA, holding a Series 66 credential and 16 years of industry experience. She previously worked at UBS Financial Services before joining Morgan Stanley in 2017. Outside of her advisory role, she serves as Treasurer and Finance Committee Board Member for the San Diego Cooperative Preschool. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized planning groups.

General estate planning guidance
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Dylan M

Series 66

La Jolla, CA

Morgan Stanley

Dylan Miller is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior experience working in the restaurant and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and advanced analytical tools.

General estate planning guidance
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Joseph P

Series 63, Series 65

La Jolla, CA

Morgan Stanley

Joseph Pitrofsky Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is involved in property management through ownership and partnership in rental property ventures. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and investment committee resources. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

General estate planning guidance
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Ardaches P

Series 63, Series 65

La Jolla, CA

Morgan Stanley

Ardaches Peltekian is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

General estate planning guidance
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