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Ronald R

Series 63, Series 65

Long Beach, CA

Morgan Stanley

Ronald Rand is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of advising, he serves on the board of the Children's Dental Foundation and owns a racehorse managed by a trainer. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model simulations to support client financial strategies.

General estate planning guidance
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Mia Celest M

Series 66

Long Beach, CA

Morgan Stanley

Mia Celest Miranda is a Series 66-credentialed financial advisor with Morgan Stanley, based in Long Beach, CA. She has two years of industry experience and has been with Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to her financial services career, she held various positions including roles in education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Sandy D

Series 63, Series 65

Long Beach, CA

Morgan Stanley

Sandy Devich is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she is involved in rental property management. 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 and financial planning services.

General estate planning guidance
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Steve H

CFP®, Series 63, Series 65

Long Beach, CA

Morgan Stanley

Steve Hahn is a CFP®-designated financial advisor with Morgan Stanley, bringing 24 years of industry experience. He previously worked at Citigroup Global Markets, Inc. for 19 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment strategies.

General estate planning guidance
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Cuauhtemoc G

Series 66

Long Beach, CA

Morgan Stanley

Cuauhtemoc Garcia is a financial advisor at Morgan Stanley based in Long Beach, CA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Margarita Jones Mexican Restaurant and the University of California, Santa Cruz. Outside of finance, he has experience in education and the food service industry. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling to support its financial planning process.

General estate planning guidance
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Jung Min C

Series 63, Series 65

Long Beach, CA

Morgan Stanley

Jung Min Chun is a financial advisor at Morgan Stanley with six years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Securities Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured planning tools and a broad range of investment programs.

General estate planning guidance
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Alexander D

Series 66

Long Beach, CA

Morgan Stanley

Alexander Dickson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional services.

General estate planning guidance
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Jean Paul A

Series 66

Long Beach, CA

Morgan Stanley

Jean Paul Afif is a financial advisor with Morgan Stanley, holding a Series 66 license and 12 years of industry experience. His prior positions include roles at Bank of America, Merrill, Wells Fargo Private Bank, and Morning Star Wealth Management. Outside of finance, he has been involved with the Screen Actors Guild as an executive producer and actor in commercials, films, and television for more than two decades, and he is the creator of a technology app called Star of the Sea NIL. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive asset management.

General estate planning guidance
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Allison F

Series 66

Long Beach, CA

Morgan Stanley

Allison Fujimoto is a financial advisor at Morgan Stanley with 10 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She holds a Series 66 designation. 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 services supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Nicolas B

Series 66

Long Beach, CA

Morgan Stanley

Nicolas Bamont is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Since 2022, he has been involved in marketing activities at Red Bull North America. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers planning services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Melissa S

Series 66

Long Beach, CA

Morgan Stanley

Melissa Shadden is a financial advisor at Morgan Stanley with eight years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017 and previously worked at Santa Clara University. She holds a Series 66 designation. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Curtis W

Series 66

Long Beach, CA

Morgan Stanley

Curtis Wolfslau is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2018. He is also affiliated with Chapman University since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Brandon B

Series 66

Long Beach, CA

Morgan Stanley

Brandon Behrad is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial and Waddell & Reed. Morgan Stanley Wealth Management is an SEC-registered 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 advanced modeling tools.

General estate planning guidance
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Nicholas F

Series 66

Long Beach, CA

Morgan Stanley

Nicholas Falk is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Panorama Coordinated Services and SF&B. Outside of finance, he has experience working in educational roles at multiple schools and has been involved in entrepreneurial ventures such as a tiki bar and a hay distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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John L

Series 66

Long Beach, CA

Morgan Stanley

John Le Berthon is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the University of California Irvine and College of the Canyons. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm offerings with less typical activities such as private fund relationships and principal trading.

General estate planning guidance
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Carole Ann N

Series 63, Series 65

Long Beach, CA

Morgan Stanley

Carole Ann Nero is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior work includes roles at Merrill and Bank of America. Outside of her advisory work, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and structured processes.

General estate planning guidance
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Kevin C

CFP®, Series 66

Long Beach, CA

Morgan Stanley

Kevin Coyle is a CFP® with 14 years of experience in the financial industry, currently serving at Morgan Stanley since 2017. Prior to this, he worked at Merrill from 2011 to 2017. He holds the Series 66 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process emphasizes structured discovery and firm-approved tools, while clients retain responsibility for plan implementation and updates.

General estate planning guidance
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Daniel L

Series 66

Long Beach, CA

Morgan Stanley

Daniel Lasker is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2011 and 2015, respectively. He is based in Long Beach, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning, utilizing firm-approved tools and scenarios developed by its Global Investment Committee.

General estate planning guidance
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Jennifer W

Series 66

Long Beach, CA

Morgan Stanley

Jennifer Wolfslau is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked in various roles at Morgan Stanley entities since 2016. Her background includes a year at the Segerstrom Center for the Arts and four years at Chapman University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques in its planning process, providing advisory services without individual security recommendations as part of standalone plans.

General estate planning guidance
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Khaled Y

Series 66

Long Beach, CA

Morgan Stanley

Khaled Younes is a financial advisor with Morgan Stanley in Long Beach, CA. He holds a Series 66 credential and has been in the industry since 2025. His prior work experience includes roles at the City of La Habra and Kay Jewelers. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services ranging from retail and institutional offerings to private funds and principal trading activities.

General estate planning guidance
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