Van Tran is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation. He has one year of industry experience and previously held various roles at Hobart and William Smith Colleges, as well as positions in education at Gia Dinh High School and Le Van Tam Secondary School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and market outlooks.

Dianna Rodgers is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers investment solutions alongside its financial planning capabilities.

Rick Baray is a financial advisor at Morgan Stanley in McLean, VA, holding the CFP® and CFA® designations with 14 years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance, Campbell Wealth Management, Madison Avenue Securities, and Charles Schwab. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Kevin Cortina is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Timothy Keena is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Keena is involved in managing a portfolio of inherited rental properties in Virginia. 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 advisory programs supported by robust planning tools and a wide range of investment solutions.

Courtney Dinning is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2011 to 2022 before joining Morgan Stanley Smith Barney LLC. 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 a structured discovery process and advanced modeling tools.

Suzanne Cooper is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 a structured planning process supported by firm-approved tools and investment committee analyses.

Mark Leonard is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and advanced planning tools to develop financial plans.

Kenneth Peretin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 employs a structured planning process that incorporates firm-approved tools and market-return modeling.

Daniel Shannon is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm‑approved tools and models.

Pamela Murphy is a CFP® and ChFC® with 35 years of experience in the financial services industry. She has worked at Morgan Stanley and its affiliated entities since 2017 and previously held roles at Bank of America and Merrill. She is affiliated with Morgan Stanley Wealth Management, a firm that provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Kristen Herard is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Kaitlin Day is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and bringing 12 years of industry experience. She has worked with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she coaches middle school girls in lacrosse and serves as a contracted youth lacrosse coach with Next Level Lacrosse in Bethesda, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 financial planning process using firm-approved tools and modeling techniques.

George Stone is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. 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 as part of its process.

Ngoc Huynh is a financial advisor at Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses with 16 years of industry experience. Ngoc has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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 a structured planning process supported by firm-approved tools and market modeling techniques.

Christopher McGrath is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of financial advising, he is involved in management consulting through Paquin Design/Build, Inc. 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 various financial planning and investment strategies.

Ronald Yoo is a Series 66 licensed financial advisor with Morgan Stanley in McLean, VA, where he has worked since 2009. He has 22 years of industry experience. Outside of his advisory role, he is the sole proprietor of a real estate investment business in New York. 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 estate planning strategies, managing approximately $2.74 trillion in client assets.

James Barton is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) offers a wide range of advisory programs to individuals and institutional clients, 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 engagements and corporate financial planning agreements.

Amir Brenner is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, George Mason University, and Nordstrom. 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 uses structured planning tools and offers a range of retail and institutional investment services.

Nicholas Trosko is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and 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 planning process supported by firm-approved tools and methodologies.