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Peter G
Series 66
Los Angeles, CA
Morgan Stanley
Peter Garfield is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments, MML Investor Services, and Massmutual Life Insurance Company. Outside of finance, he has experience working in the restaurant industry. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, offering a range of investment and brokerage services.
Robert T
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Robert Thomason is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Thomason is also a partner in KLT LLC, an investment entity focused on private companies. Morgan Stanley Wealth Management serves 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 utilizes structured discovery processes and firm-approved tools to support client financial plans.
Emma O
Series 66
Los Angeles, CA
Morgan Stanley
Emma Olcott is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Morgan Stanley Wealth Management since 2016 and at Morgan Stanley Private Bank since 2023. Outside of her advisory role, she is involved with AMASS Marketing, Inc. as an independent contractor promoting the brand and attending networking events. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm employs a structured planning process using proprietary tools and investment models, managing approximately $2.74 trillion in client assets.
Drew Z
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Drew Zager is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked with Morgan Stanley and its affiliates since 1986, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves on multiple nonprofit and educational boards, including the UCLA Foundation, University of California Board of Regents, UCLA Mildred E. Mathias Botanical Garden, and Brentwood Private School’s investment committee. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing trillions in client assets and utilizing firm-approved tools and research to support client planning needs.
Judith I
Series 63, Series 66
Los Angeles, CA
Morgan Stanley
Judith Ignacio Cox is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.
Anna K
Series 63, Series 66
Los Angeles, CA
Morgan Stanley
Anna Kiledjian is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Morgan Stanley since 2020, with prior roles at JPMorgan Securities LLC and The Vanguard Group. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a 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 provides services through both direct client relationships and Corporate Financial Planning agreements.
Eric J
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Eric Johnson is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. 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 and financial planning services that incorporate structured discovery conversations and firm-approved planning tools.
April B
Series 66
Los Angeles, CA
Morgan Stanley
April Bernardoni is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and Wachovia Securities during her career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning services supported by a structured discovery process and firm-approved planning tools.
Joseph E
CFA®, Series 63
Los Angeles, CA
Morgan Stanley
Joseph Emmerling is a CFA® credentialed financial advisor with 14 years of industry experience. He currently serves at Morgan Stanley in Los Angeles, having held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to joining Morgan Stanley, he spent ten years with JPMorgan Chase bank and J.P. Morgan Securities. Morgan Stanley Wealth Management delivers a wide range of advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques but generally leaves implementation and updates to the client.
Audney D
Series 66
Los Angeles, CA
Morgan Stanley
Audney Depaulo is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 credential and bringing 22 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as extensive experience with Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.
Donatella M
Series 66
Los Angeles, CA
Morgan Stanley
Donatella Mancinone is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has prior experience at UBS Financial Services, First Republic Securities, and First Republic Investment Management. Outside of finance, she has worked in the hospitality industry and held teaching roles at Northeastern University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers financial planning services without providing individual security recommendations as part of standalone plans.
Ema A
Series 66
Los Angeles, CA
Morgan Stanley
Ema Avalos is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked at RR Donnelley and American Girl Place, and has experience affiliated with California State University - Los Angeles. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process involves structured discovery and firm-approved tools, delivering advisory services that include but do not provide individual security recommendations.
Susan T
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Susan Tout is a financial advisor at Morgan Stanley in Los Angeles, CA, with 27 years of industry experience. She has been with Morgan Stanley and its predecessor firm since 2009. She holds Series 63 and Series 65 credentials. 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, including tailored financial planning, supported by structured processes and advanced modeling tools.
Kristi F
Series 66
Los Angeles, CA
Morgan Stanley
Kristi Fujimoto is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley since 2018 and previously worked with The Mosaic Project, AIDS Emergency Fund, and Occidental College. Fujimoto serves on the Alpha Lambda Phi Alpha Alumni Board as assistant treasurer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning tools and a broad selection of retail and institutional investment products.
En Yin L
Series 66
Los Angeles, CA
Morgan Stanley
En Yin Liu is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with 22 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, Liu serves on the advisory board of The Palos Verdes Assembly, a community organization focused on children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using firm-approved tools and offers both direct and corporate financial planning services.
Craig B
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Craig Benell is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services that incorporate firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.
Sean T
Series 66
Los Angeles, CA
Morgan Stanley
Sean Todd is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, N.A. Outside of his advisory work, he acts as successor trustee for a family trust, managing expenses related to a family member's care. 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 structured planning tools supported by a dedicated Financial Advisors and Estate Planning Strategies Group.
Liam L
Series 66
Los Angeles, CA
Morgan Stanley
Liam Lau is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, PacWest Investment Management, and Stifel, Nicolaus & Co. Outside of finance, he co-founded FunFlicks Outdoor Movies, an outdoor movie entertainment venture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.
Maria H
Series 66
Los Angeles, CA
Morgan Stanley
Maria Hernandez is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 financial planning process that incorporates firm-approved tools and modeling techniques.
Nicholas M
Series 66
Los Angeles, CA
Morgan Stanley
Nicholas Moore is a financial advisor at Morgan Stanley with 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is a sole proprietor managing rental property in La Jolla, California. 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. The firm offers tailored financial planning using approved tools and maintains approximately $2.74 trillion in client assets.
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