Duke Susilasate is a financial advisor at Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior work includes roles at Merrill and Citigroup Global Markets, as well as multiple tenures at Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Klara Dykastova is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Kevin Martin is a financial advisor at Morgan Stanley in Los Angeles, CA, holding the CFP® designation with 38 years of industry experience. He has worked with Morgan Stanley since 2018 and previously spent nine years at UBS Financial Services Inc. 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 a structured planning process supported by firm-approved tools and analyses.

John Cleator is a financial advisor at Morgan Stanley with 54 years of industry experience. He holds the Series 63 designation and has worked at various Morgan Stanley entities since 2007. Outside of his advisory role, he is involved as a fundraiser for the Doheny Eye Institute. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

William Johnson is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, he worked at UBS Financial Services Inc. and Civic Financial Services. Outside of his advisory role, he is involved with Vice Elite Basketball LLC in a contractor capacity. 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 methods.

Mark White is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank. Outside of his advisory work, he owns a property in Los Angeles that is rented for film and television productions and serves on the Finance Committee of the Jonathan Club, a private dining social club. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and corporate arrangements.

Jocelyn Moran is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill, JP Morgan Chase Bank, and JP Morgan Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Alison Huang is a financial advisor at Morgan Stanley in Los Angeles, holding a Series 66 designation with four years of industry experience. She previously worked at First Republic Securities Company and First Republic Investment Management. Prior to her financial career, she attended Vanderbilt University and taught at Xiamen No.1 High School of Fujian. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning that utilizes firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Julio Mancilla is a financial advisor at Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Before joining Morgan Stanley in 2026, he worked at J.P. Morgan Securities LLC and JPMC BANK NA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Alex London is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with 15 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment modeling.

Paul Joseph is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a trustee for a trust based in Calabasas, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and combines planning services with a variety of investment and financial products.

Lee Dunayer is a financial advisor with Morgan Stanley in Los Angeles, CA, holding the Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Justin Levy is a financial advisor at Morgan Stanley in Los Angeles, CA, with six years of industry experience. He holds a Series 66 designation and previously worked at Citrix Systems and Extended Travel before joining Morgan Stanley. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and comprehensive advisory programs. The firm manages approximately $2.74 trillion in client assets and incorporates advanced modeling tools in its planning process.

Nicholas Lombardo is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at RBC Capital Markets and First Republic Securities Company, Llc. 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 focuses on tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Stambaugh is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His career includes long tenures at Citigroup Global Markets and Morgan Stanley Smith Barney, in addition to his current role with Morgan Stanley Private Bank, National Association. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Justin Weiss is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 license with 16 years of industry experience. His prior roles include positions at Goldman Sachs and Credit Suisse Securities. He has been with Morgan Stanley and its Private Bank since 2018. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that incorporate advanced modeling techniques but typically do not include individual security recommendations in standalone plans.

Nancy Molina is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 license and 20 years of industry experience. She has worked with Morgan Stanley since 2016, with a brief tenure at UBS Financial Services in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Sean Lavin is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. 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 using structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Jared Grimes is a financial advisor at Morgan Stanley in Los Angeles, CA, with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in two periods totaling nine years, as well as at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for three years. His background also includes involvement with Impact Events & Displays in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and analytical tools, managing approximately $2.74 trillion in client assets.

Edward Tess is a financial advisor with Morgan Stanley Wealth Management in Los Angeles, holding a Series 63 designation and having 30 years of industry experience. He has been with Morgan Stanley 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 institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly to clients and through employer-based Corporate Financial Planning agreements.