Benjamin Angotti is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to his advisory role, he held positions at Chapman University and Coach, among other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

Q Fenn Anstruther is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include collaboration with investment companies, private funds, and commodity pool operations.

Lacey Somwaru is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she worked at TTFB CA LLC and has experience in education and fitness sectors, including roles at the University of California, Los Angeles, and LifeTime Fitness. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services using firm-approved tools and a structured discovery process.

Jonathan Kiester is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Kevin Mc Gough is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Advisors and involvement with Onyx Indoor Golf & Cafe, as well as teaching positions at Westwood Public Schools and UC Irvine. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

John Fleishman is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 credential and 14 years of industry experience. He previously worked at Raymond James & Associates before joining Morgan Stanley and Morgan Stanley Private Bank, N.A. in 2018. Outside of his advisory role, Fleishman is active in music as a keyboard player and band member, and he serves on the board of the charity Team 100 / Food For Kids. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment programs alongside estate planning strategies.

Marissa Roncancio is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Based in Long Beach, CA, she has been with Morgan Stanley since 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mason Preston is a Series 66-credentialed advisor with Morgan Stanley in Long Beach, CA. He has been with Morgan Stanley since 2025 and has work experience in various service and hospitality roles. Outside of his advisory work, he is involved with Panama Joes. 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 provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ashley Model is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services that utilize structured discovery processes and firm-approved planning tools.

Ryan Pitcher is a financial advisor at Morgan Stanley with 17 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. He holds Series 63, Series 65, and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling to support its financial planning process.

Jennifer Toney is a financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley since 2013 and is currently associated with Morgan Stanley Private Bank, National Association. Toney holds a Series 66 designation. Outside of her advisory role, she is involved in managing an investment property in Mammoth Lakes, California. 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 that uses structured discovery and firm-approved tools to model outcomes.

Becky Tapper is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured financial planning process.

Aaron Shen is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2024, his background includes various roles outside of finance, including a position at Irvine Chinese School in 2022. 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, and manages approximately $2.74 trillion in client assets.

Jonathan Davis is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at In-N-Out Burger and McDonald's. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Delisa Abady is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeled investment outcome scenarios.

Matthew Kriege is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Business Incentive Solutions and Philz Coffee. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Calvin Jacobs is a Series 66-licensed financial advisor with Morgan Stanley, based in Long Beach, CA, with 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Eleni Attard is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and having four years of industry experience. Prior to joining Morgan Stanley, she was involved with St John the Baptist Greek Orthodox Church for five years and has experience in educational roles at Chapman University and Canyon High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by firm-approved tools and methodologies.

Rebecca Huffman is a financial advisor with Morgan Stanley in Long Beach, CA. She holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the firm, her experience includes various roles outside the industry, such as working with Meraki Jiu Jitsu and CSULB Housing and Residential Life. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Scarlette Zar is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 credential and previously worked at Merrill for seven years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.