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Emon S
Series 66
Long Beach, CA
Morgan Stanley
Emon Stevenson is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Stevenson worked at Equitable Advisors and has held various roles including academic positions at California State University-Long Beach and Fullerton College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.
Jonathan T
Series 66
Long Beach, CA
Morgan Stanley
Jonathan Thomas is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and 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 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 supported by firm-approved tools and market modeling techniques.
James F
Series 66
Long Beach, CA
Morgan Stanley
James Froelich is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and with several years of professional experience including multiple periods at Morgan Stanley since 2023. His prior work includes roles outside the financial industry at DeLaveaga Golf Course and UC Santa Cruz. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured tools and analytical models.
Jarod G
Series 66
Long Beach, CA
Morgan Stanley
Jarod Garza is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at BJ's Restaurants, Inc. and FedEx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.
Madelynn M
Series 66
Long Beach, CA
Morgan Stanley
Madelynn Merrill is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. She previously worked at Guggenheim Partners before joining Morgan Stanley in 2020. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.
Kristy H
Series 66
Long Beach, CA
Morgan Stanley
Kristy Hernandez is a financial advisor at Morgan Stanley with 12 years of experience in the industry. She holds a Series 66 designation and previously worked at RBC Capital Markets for nine years before joining Morgan Stanley in 2024. Outside of her advisory role, she is involved in photography as an independent contractor. 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 supported by firm-approved tools and methodologies.
Patrick G
Series 66
Long Beach, CA
Morgan Stanley
Patrick Gallagher is a financial advisor at Morgan Stanley in Long Beach, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Outside of his advisory role, he is involved with District 4 Pizza, a restaurant/bar in Long Beach. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides its services through a combination of direct client relationships and corporate financial planning agreements.
Oscar R
Series 66
Long Beach, CA
Morgan Stanley
Oscar Ramos is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Ramos also worked at California State University Long Beach from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning tools and modeling techniques to support its financial advisory services.
Barbara F
Series 63, Series 65
Long Beach, CA
Morgan Stanley
Barbara Fleming is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2009. Fleming currently works out of Long Beach, CA. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to assist clients, offering both direct individual plans and corporate financial planning agreements.
Blair M
Series 66
Long Beach, CA
Morgan Stanley
Blair Maley 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, Maley worked in various roles across the hospitality and education sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.
Mckenzie K
Series 66
Long Beach, CA
Morgan Stanley
Mckenzie King is a financial advisor at Morgan Stanley with 5 years of industry experience. He holds the Series 66 designation and has worked at multiple Morgan Stanley entities since 2018. Prior to his advisory career, he worked at Chick-Fil-A and was involved with California State University, Long Beach, as well as the Mission Oaks Recreation and Park District. 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 conversations and firm-approved planning tools.
Mackenzie S
Series 66
Long Beach, CA
Morgan Stanley
Mackenzie Sullivan is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets for five years. She has been with Morgan Stanley and its affiliated Private Bank since 2018. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory approach.
Glynis C
Series 66
Long Beach, CA
Morgan Stanley
Glynis Colosimo is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies.
Natalie C
Series 66
Long Beach, CA
Morgan Stanley
Natalie Castaneda Becerra is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Flag Solutions LLC and Ilink Business Management. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.
Christopher A
Series 66
Long Beach, CA
Morgan Stanley
Christopher Andrade is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and one year of industry experience. He served in the United States Marine Corps from 2016 to 2021 and has been involved with the University of Southern California since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.
Megan C
Series 63
Long Beach, CA
Morgan Stanley
Megan Cornille is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 proprietary tools and methodologies, managing approximately $2.74 trillion in client assets.
Angela S
Series 66
Long Beach, CA
Morgan Stanley
Angela Schlafke is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved in property management as a sole proprietor and partner of rental property in Germany. 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 planning process uses structured discovery and firm-approved tools, focusing on advisory services without offering individual security recommendations as part of standalone plans.
Quentin F
Series 63
Long Beach, CA
Morgan Stanley
Quentin Fenn Anstruther is a Series 63-licensed financial advisor with Morgan Stanley in Long Beach, CA, and has 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by various models and tools, serving a broad client base with both retail and institutional offerings.
Talon L
Series 66
Long Beach, CA
Morgan Stanley
Talon Love is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, Talon held various roles including positions at American Campus Community and the University of California, Irvine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and offers diverse services including estate planning and access to proprietary investment research.
Stephen S
Series 63, Series 65
Long Beach, CA
Morgan Stanley
Stephen Shanklin is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.
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