Michael Kolb is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and serves clients both directly and through employer-sponsored agreements.

Sibyl Woo is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., The Vanguard Group, and the University of California Merced. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Hashini Jayasekara Sa is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Bank of America. 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 uses structured planning tools and market simulations as part of its planning process.

Nathan Van Dell is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at John Mills and been involved with the United States Tennis Association. Outside of finance, he has been active with the Peninsula Community Center for several years. Morgan Stanley Wealth Management provides a wide range of advisory services to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive asset management capabilities.

Elizabeth Dong is a financial advisor with Morgan Stanley in Menlo Park, California. She holds a Series 66 designation and has 12 years of industry experience. Her work history includes roles at Morgan Stanley Private Bank and Morgan Stanley since 2013. Outside of her advisory work, she owns and manages a real estate business, DJH Realty LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Wang is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He has worked at Morgan Stanley and its Private Bank affiliate since 2020, following roles at ForeGrowth Inc., Royal Bank of Canada, and China Construction Bank (Canada). He serves as a board member for New Horizon Career Club, a nonprofit organization based in Toronto. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gregory Quinlan is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools supported by its Global Investment Committee.

Brian Bechelli is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and J.P. Morgan Securities and Chase Bank. 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Elizabeth Meyer is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is involved in spiritual development education as a teacher and author, operating several related ventures focused on energy healing and product creation. 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, utilizing structured planning tools and scenario modeling to support client goals.

Andrew Carlisle is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at FactSet Research Systems and PricewaterhouseCoopers. He has been with Morgan Stanley Smith Barney LLC since 2022 and Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that integrate industry-standard modeling techniques without providing individual security recommendations.

Philip Hoang is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2010 and is currently associated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves 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 structured planning tools and strategies designed around their Global Investment Committee’s return estimates.

Charlie Ramos is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Ramos serves as a non-voting member of the Investment Committee at Saint Peter's University. Morgan Stanley Wealth Management provides advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and investment committee insights.

James Marguet is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 63 designation and over 43 years of industry experience. His career includes roles at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Brian Houle is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2018, currently also working with Morgan Stanley Private Bank, N.A. in Menlo Park, CA. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their approach involves structured discovery and firm-approved planning tools, utilizing methodologies such as Monte Carlo simulations and Secular Return Estimates from the Global Investment Committee.

Mercedes Landaverde is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2017 and previously at Wells Fargo Bank from 2014 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 including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Riley Krook is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2018, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also has past experience at Stonerise Capital Partners and served on the University of Oregon staff. 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. The firm emphasizes structured financial planning supported by proprietary tools and serves approximately $2.74 trillion in client assets.

Douglas Ingham is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, supporting a broad spectrum of investment and financial planning needs.

Wen Wu is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 23 years of industry experience. Wu has worked at Morgan Stanley Private Bank, 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 emphasizes structured planning processes supported by firm-approved tools and modeling techniques.

Manuel Ojeda is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a disciplined investment approach, offering comprehensive solutions including estate planning and institutional advisory services.

Xiuying Jin is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Jin serves as a board member for The Joy Culture, a nonprofit organization based in California. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct financial planning and corporate arrangements.