Samee Dokovic is a financial advisor at Morgan Stanley in Long Beach, CA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, Samee worked in various roles including at California State University, Fullerton, Target Co., Orange Coast College, and Costa Mesa High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Thomas Mann is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector, such as positions at In-N-Out Burger and Regional Finance. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and investment programs, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services but generally does not provide individual security recommendations as part of standalone financial plans.

Paul Salas is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to his career in financial services, Salas held roles at T-Mobile US, Inc., Living Spaces, and HIT Mobile. 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, and manages approximately $2.74 trillion in client assets.

Thomas Shadden is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He previously worked at Nomura Asset Management and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of 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 services through both direct client relationships and employer-sponsored financial planning agreements.

Kathryn Simmons is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved with OCC Installations Inc., a construction and engineering business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning tools and models outcomes using resources like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Monica Grubbs is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, she held roles in retail and youth sports organizations and has a background that includes involvement with the Apex1 Volleyball Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods.

James Cox is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 63 designation and 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques such as Monte Carlo simulations in its financial planning process.

Maxwell Gecowets is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His work history includes positions at Morgan Stanley Smith Barney LLC, Chapman, and various roles outside finance such as at SVS Parking Company and Tillys. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by firm-approved tools and market modeling techniques.

Bridge Nathanson is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation. He has recently begun his career in the financial industry, with prior roles including experience at Raymond James and involvement in various community and educational organizations such as the South OC Flag Football League and Capistrano Unified School District. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that includes firm-approved tools and scenario modeling.

John Shadden is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its related entities since 2009. His current role involves working at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its process.

Justin Chamberlain is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, First Republic Investment Management, and Citibank. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and models.

Kyle Dillon is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools along with proprietary investment models as part of its financial planning process.

Gary Velek is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning and investment solutions.

Jared Tretter is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he held various roles in the hospitality industry. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and broad investment services.

Brenton Grandstaff is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience working in various roles in the hospitality and education sectors. Grandstaff is also involved with Pacific Catch, a restaurant business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Karen Chung is a Series 66-licensed financial advisor with 22 years of industry experience. She has worked at Morgan Stanley since 2025 and previously spent 18 years at Western International Securities, Inc. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and analyses.

Harold Van Dyke II is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves as board president of The Children's Clinic, a nonprofit providing healthcare to underserved children and adults in Long Beach, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

James Panting Jr. is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, with prior experience at SC Distributors, LLC and Five Rivers Rx. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment advisory services supported by structured planning tools and a broad range of retail and institutional product offerings.

Steven Long is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized estate planning groups.

Ethan Paz is a Series 66-registered advisor with Morgan Stanley in Long Beach, CA, beginning his advisory career in 2025. Prior to joining Morgan Stanley, he held various roles including ownership and operational involvement at Board & Brew. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning services supported by structured discovery processes and firm-approved planning tools.