Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
John G
Series 63, Series 65
La Jolla, CA
Morgan Stanley
John Galano is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Merrill and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in assets through a range of advisory programs and financial planning services that incorporate firm-approved tools and investment committee insights.
Jaime L
Series 66
La Jolla, CA
Morgan Stanley
Jaime Lima is a financial advisor at Morgan Stanley with five years of industry experience. Prior to joining Morgan Stanley, he worked at the Center for Oral and Facial Surgery. He is registered with the Series 66 designation. Outside of his advisory role, he is a partner involved in property management through C&L Land Company in Santee, California. Morgan Stanley Wealth Management provides a wide range of advisory programs for 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 both directly and through corporate financial planning agreements.
Layla K
Series 63, Series 65
La Jolla, CA
Morgan Stanley
Layla Kouriri is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her prior roles include positions at RBC Capital Markets, TD Ameritrade Institutional, Lyft, and Pacific Beach Restaurant Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Brian A
Series 63, Series 66
La Jolla, CA
Morgan Stanley
Brian Armston is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2007. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support customized financial plans.
Timothy W
Series 63, Series 65
La Jolla, CA
Morgan Stanley
Timothy Wade is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a director of Tolls Got 2 Go, Inc. and acts as a co-promoter and financier of Valor Fighting and Management. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process with firm-approved tools and serves a broad range of retail and institutional investors.
Patricia M
Series 66
La Jolla, CA
Morgan Stanley
Patricia Mc Cue is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory offerings.
Mia G
Series 66
La Jolla, CA
Morgan Stanley
Mia Gilbertson is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and UBS. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, specializing in tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-supported tools and modeling techniques to assist clients with financial strategies.
Ashley M
Series 66
La Jolla, CA
Morgan Stanley
Ashley Mooney is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to her financial services career, she was employed at Seasons 52 for five years. Outside of advisory work, she rents her personal vehicle through Turo. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.
Dax F
Series 66
La Jolla, CA
Morgan Stanley
Dax Fletcher is a Series 66-licensed financial advisor with Morgan Stanley in La Jolla, CA, bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including his current role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a sole proprietor of a real estate rental business in Carlsbad, CA. 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 and financial planning services that incorporate firm-approved tools and models, managing approximately $2.74 trillion in client assets.
Kyle U
CFP®, Series 63, Series 66
La Jolla, CA
Morgan Stanley
Kyle Uthe is a CFP® professional with 14 years of experience currently serving at Morgan Stanley in La Jolla, CA. He has been with Morgan Stanley and its Private Bank division since 2019, following four years at UBS Financial Services. Outside of his advisory work, he is involved with the Monarch School of San Diego. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach incorporates structured discovery conversations and advanced modeling tools, offering a broad range of retail and institutional investment services.
David B
Series 63, Series 65
La Jolla, CA
Morgan Stanley
David Bell is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 that incorporates firm-approved tools and market outlook models.
Marco A
Series 63
La Jolla, CA
Morgan Stanley
Marco Alessio is a financial advisor with Morgan Stanley in La Jolla, California, holding a Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.
Melissa M
Series 66
La Jolla, CA
Morgan Stanley
Melissa Mueller is a Series 66 licensed financial advisor with Morgan Stanley in La Jolla, California, bringing 15 years of industry experience. She has been affiliated with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate financial planning agreements.
William M
Series 66
La Jolla, CA
Morgan Stanley
William Mcbride IV is a financial advisor at Morgan Stanley in La Jolla, CA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013. Outside of his advisory role, he is involved in managing rental real estate properties and serves as a personal representative for a trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.
Charles B
Series 63, Series 66
La Jolla, CA
Morgan Stanley
Charles Barnhart is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Bank of America, Merrill, and TD Ameritrade. Outside the financial services industry, he has experience with SDCA Distilling LLC and The Spot La Jolla. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various investment strategies without offering individual security recommendations as part of its standalone planning services.
Kelsey R
Series 66
La Jolla, CA
Morgan Stanley
Kelsey Regedanz is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including working at Morgan Stanley Private Bank, N.A. 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 with a focus on tailored financial planning and utilizes structured planning tools and models developed by its Global Investment Committee.
Tarik B
Series 66
La Jolla, CA
Morgan Stanley
Tarik Benchabane is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Based in La Jolla, CA, he has been with Morgan Stanley since 2022. 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’s financial planning process uses structured discovery, approved planning tools, and various modeling techniques to support client goals, generally acting in an advisory capacity.
Russell G
Series 66
La Jolla, CA
Morgan Stanley
Russell Gallen is a financial advisor with Morgan Stanley in La Jolla, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley and its Private Bank in 2018. Outside of his advisory role, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and research.
Faye F
Series 66
La Jolla, CA
Morgan Stanley
Faye Floyd is a financial advisor at Morgan Stanley in La Jolla, California, with 15 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without individual security recommendations as part of standalone plans.
Elia M
Series 66
La Jolla, CA
Morgan Stanley
Elia Mora is a Series 66 licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in La Jolla, CA. Prior to joining Morgan Stanley in 2024, Mora worked at Merrill Lynch for twelve years and at American International Enterprises Inc DBA SD Commercial for five years. Outside of advisory work, Mora is a sole proprietor involved in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic modeling to support its financial planning services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters