Katayun Razaghzadeh is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, she was with Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by advanced modeling tools.

Michael Lam is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 18 years of industry experience. His work history includes multiple tenures at Morgan Stanley and UBS Financial Services. Morgan Stanley Wealth Management serves individual 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.

Hector Naranjo Lepe is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following two years at Merrill. Outside of finance, he was involved with Rose Garden Massage from 2012 to 2020. 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 utilize structured discovery processes and firm-approved tools to support client planning.

Pierre Manneh is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with plans based on model-driven outcome simulations, while clients retain responsibility for implementation.

Thomas Griffin Jr. is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and bringing 16 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 individuals and institutional clients through a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and comprehensive asset management.

John Campbell is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliated entities since 2017. Prior to that, he worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Kin Lau is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, with prior roles at Prestige Asset Management Limited and BTL Asset Management. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment services.

Clemy Law is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley since 2017, previously working at Ameriprise Financial Services for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Wen Yueh Hu is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at UBS Financial Services Inc. from 2013 to 2018. Outside of his advisory role, Hu is a sole proprietor of a rental property business. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Seth Novosel is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked across various roles including positions at Amazon Web Services and multiple academic institutions prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.

Zhou Chen is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, N.A. in Menlo Park, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by the Global Investment Committee’s analyses.

John Lopez is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools without providing individual security recommendations as part of standalone plans.

Jackson Thoreson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 license and has previously worked at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of his advisory work, he is involved in coaching baseball with Bellarmine College Preparatory and College Park Baseball. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than direct security recommendations.

Parker Bauman is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and with eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and previously worked at Adlava, Schwartz Realty, and Schwartz Flansburg PLLC. Outside of his advisory role, Bauman coaches lacrosse at Sacred Heart Schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, 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 simulations.

Jia He is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley since 2014 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Zi Chen Liu is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Katten Muchin Rosenman LLP. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and utilizes firm-approved tools to model outcomes, while clients are responsible for plan implementation and updates.

Masoud Mohebi is a financial advisor at Morgan Stanley with eight years of industry experience. He has held positions at Morgan Stanley Private Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning processes and advanced modeling tools.

Michael Manneh is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at First Republic Bank for 21 years and Flagtar Private Bank for two years before joining Morgan Stanley in 2025. He holds Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs a structured financial planning process using firm-approved tools and modeling techniques.

Xiaolu Yan is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. Yan has worked at Morgan Stanley and affiliated entities since 2013, with additional experience at East West Bank and Cetera Investment Services. Outside of advisory activities, Yan is involved in managing a rental property in Brooklyn, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory and financial planning services supported by firm-approved tools and insights from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers diversified investment programs, including corporate financial planning agreements.

Emily Kuang is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is a sole proprietor of a rental property business in San Francisco. 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 methodologies.