Donald Fung is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, with prior roles at JPMorgan Chase Bank and J.P. Morgan Securities dating back to 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a variety of advisory programs. The firm offers tailored financial planning and utilizes structured discovery conversations and firm-approved tools to support customized client plans.

Robert Manning 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 and its affiliated entities since 2005. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 and estate strategies, managing approximately $2.74 trillion in client assets.

Aaron Valadez is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2022 and has prior work experience spanning corporate and restaurant sectors. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools, focusing on advisory services rather than individual security recommendations.

Ryan Brown is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2011. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Elena Lopez is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Elena also engages in trust-related business activities in the San Francisco area. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Jessica Peters is a financial advisor at Morgan Stanley with the Series 66 designation and less than one year of industry experience. Her work history includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley, as well as prior employment outside the financial sector. 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 focused on structured financial planning and diverse investment solutions.

Gail Rogers is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she serves on the advisory board of Associate Resources LLC, a strategy consulting firm, and is a board member of the University of Pennsylvania Alumni Club of San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its advisory process.

Solaria Perez Stepanov is a financial advisor at Morgan Stanley with 15 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she owns SOLARIA TV, a video production business. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide 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 planning tools and modeling techniques in its financial planning process.

Frank Almendarez is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2017 and previously held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2008 to 2017. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and modeling techniques.

Chris Hu is a CFA® charterholder and holds a Series 66 license, with six years of experience in the financial services industry. He is currently with Morgan Stanley in Menlo Park, CA, and previously worked at Charles Schwab, Fidelity Investments, Bank of America N.A., and Merrill. His background also includes involvement with Blockchain At Berkeley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside input from its Global Investment Committee.

Angela Marcheschi is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and having 22 years of industry experience. She has been with Morgan Stanley since 2013. In addition to her advisory role, she operates as a life coach through her sole proprietorship, Wayfinder Life Coach. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through a broad range of investment and financial strategies.

Madeline Beaton is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Natixis Advisors, LLC, Natixis Distribution, LLC, and Impax Asset Management. Outside of finance, she has experience operating Sandpiper Productions LLC and has been involved with the Edgartown Yacht Club and the Field Club and Boathouse. 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 utilizes structured planning tools and market simulation models as part of its advisory services.

Brian Brogan is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 63 designation and 27 years of industry experience. He has worked at Citigroup Global Markets since 1999 and with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association starting in 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and processes to support financial decision-making.

Timothy Davis is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association. 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, managing approximately $2.74 trillion in client assets.

Hui Wong is a financial advisor at Morgan Stanley in Menlo Park, California, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, Wong worked at Nordstrom, Inc. for one year and managed Sugarie Bake Shop, a bakery business, from 2011 to 2019. Wong continues to have ownership interests in Sugarie Bake Shop, a restaurant and bar located in Pleasanton, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Amy Brugger is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she pursues several activities including driving for ride-share companies and creating and selling artwork, as well as working on a self-published book focused on exercise and general health. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Robert Mckee IV is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he is a partner in a commercial cattle breeding operation and serves as a director of a personal investment holding company, in addition to acting as an advisory trustee for a charitable foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 offers services designed to support both direct individual clients and corporate financial planning agreements.

Roy King is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through individual and corporate financial planning agreements.

Andre Duong is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Rockefeller Capital Management and Thrivent Financial. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Alexander Oberle is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2012. Outside of his advisory role, Oberle owns and manages a rental property business. 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 market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a broad platform that includes retail and institutional investment offerings.