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Mher K

Series 63, Series 65

Los Angeles, CA

Morgan Stanley

Mher Khukoyan is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and J.P. Morgan Securities. Khukoyan is based in Los Angeles, CA. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning programs.

General estate planning guidance
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Joseph P

Series 63, Series 65

Los Angeles, CA

Morgan Stanley

Joseph Pena is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Morgan Stanley since 2020, following positions at U.S. Bank and Office Depot. 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.

General estate planning guidance
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Daniel T

Series 66

Los Angeles, CA

Morgan Stanley

Daniel Thomason is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, where he has worked since 2009. He has 20 years of industry experience. 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. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Lyndsae H

Series 63, Series 66

Los Angeles, CA

Morgan Stanley

Lyndsae Hunter is a financial advisor at Morgan Stanley in Los Angeles, CA, with nine years of industry experience. She has held positions at Morgan Stanley since 2018 and previously worked at E*Trade Securities LLC from 2016 to 2018. Hunter holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 methodologies.

General estate planning guidance
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Charles B

Series 66

Los Angeles, CA

Morgan Stanley

Charles Benell is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and six years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as two years at KPMG. He studied at Texas A&M and USC from 2008 to 2017. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

General estate planning guidance
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Benn K

Series 63, Series 65

Los Angeles, CA

Morgan Stanley

Benn Konner is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2021 and previously spent 20 years at J.P. Morgan Securities Inc. along with five years at J.P. Morgan Chase Bank. Outside of his advisory role, he serves as a trustee for family trusts. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning that includes tailored strategies supported by firm‑approved tools and models.

General estate planning guidance
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Ryan W

Series 66

Los Angeles, CA

Morgan Stanley

Ryan Wood is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, Lincoln Financial Advisors Corporation, and Donald E. Garcia. He is based in Los Angeles, CA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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Valerie M

Series 66

Los Angeles, CA

Morgan Stanley

Valerie Morris is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019 and previously worked at UBS Financial Services from 2009 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

General estate planning guidance
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Christopher C

Series 66

Los Angeles, CA

Morgan Stanley

Christopher Consiglio is a Series 66 licensed advisor with Morgan Stanley in Los Angeles, CA, and has four years of industry experience. His work history includes multiple tenures at Morgan Stanley as well as time spent at Merrill Lynch, Pierce, Fenner & Smith Inc. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Mathew L

Series 66

Los Angeles, CA

Morgan Stanley

Mathew Lewis is a financial advisor at Morgan Stanley with five years of industry experience and a Series 66 designation. He previously worked at Dashlane Inc. for five years before joining Morgan Stanley, where he has been with the firm since 2021. 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, utilizing structured discovery conversations and firm-approved tools to develop client plans.

General estate planning guidance
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Stephen B

Series 63, Series 65

Los Angeles, CA

Morgan Stanley

Stephen Bearden is a financial advisor with Morgan Stanley Wealth Management in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 employs structured planning processes supported by firm-approved tools.

General estate planning guidance
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Scott S

Series 66

Los Angeles, CA

Morgan Stanley

Scott Stuart is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience, having previously worked at United Talent Agency and Financial Profiles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Andrew S

Series 66

Los Angeles, CA

Morgan Stanley

Andrew Schauer is a Series 66-registered financial advisor with Morgan Stanley in Los Angeles, CA, bringing eight years of industry experience. He has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, and previously spent three years with 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 variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes using firm-approved tools and modeling techniques such as Monte Carlo simulations.

General estate planning guidance
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Andrew P

Series 63

Los Angeles, CA

Morgan Stanley

Andrew Price is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools but does not provide individual security recommendations as part of the standalone planning service.

General estate planning guidance
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Richard D

Series 63

Los Angeles, CA

Morgan Stanley

Richard Duffy is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked in various capacities within Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and research.

General estate planning guidance
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Devon B

Series 66

Los Angeles, CA

Morgan Stanley

Devon Baranski is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, and has 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved as a manager in private investment activities through entities based in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a broad range of advisory programs.

General estate planning guidance
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Ryan M

Series 66

Los Angeles, CA

Morgan Stanley

Ryan Mahatme is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. His prior work experience includes roles at Turnbridge Equities, DLA Piper, W2O Group, and Alnylam Pharmaceuticals, interspersed with periods of full-time education. 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 structured financial planning supported by sophisticated modeling tools and delivers services through a large network of advisors.

General estate planning guidance
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Nathalia P

Series 66

Los Angeles, CA

Morgan Stanley

Nathalia Pulido is a financial advisor at Morgan Stanley with Series 66 accreditation and one year of industry experience. Before joining Morgan Stanley, she held positions at academic institutions including the Keck School of Medicine of USC and the Ichan School of Medicine at Mount Sinai. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment products and services.

General estate planning guidance
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Luis M

Series 66

Los Angeles, CA

Morgan Stanley

Luis Medina is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, where he has worked since 2016. He has nine years of industry experience, including time at Morgan Stanley Private Bank, N.A. since 2025. 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 utilizes structured planning tools and investment modeling to deliver tailored financial plans while primarily acting in an advisory capacity.

General estate planning guidance
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Nicholas H

Series 66

Los Angeles, CA

Morgan Stanley

Nicholas Hogan is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at 24 Hour Fitness and Aflac. Outside of his advisory role, Hogan is involved as a house technician at Spear Recovery, where he monitors clients’ activities and provides regular updates to program management. 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 research.

General estate planning guidance
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