Brendan O'Brien is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets beginning in 1999. Outside of his advisory role, he coaches lacrosse in Woodside, California. 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 utilizes structured planning tools and investment models to support clients' financial goals.

Matthew Kerr is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and is based in Menlo Park, California. Outside of his advisory role, Kerr is involved in the restaurant business as an employee at Alice's Restaurant, a Woodside-based establishment he has been with since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm utilizes structured discovery processes and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Christian Galvez is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His background includes roles in education at Santa Clara University and executive education at Stanford Graduate School of Business. He has also worked in the retail and hospitality sectors with Lunardi's Market and The Cask Wine and Bar. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory services to individuals and institutions. The firm employs structured financial planning processes and serves clients through both individual and corporate financial planning agreements.

Michael Victor is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 structured planning tools alongside various investment services.

Michael Curts is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Citigroup Global Markets since 2006 and Morgan Stanley Smith Barney since 2009, with a current position at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by 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 its Financial Advisors and Estate Planning Strategies Group.

Eric Lee is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Republic Investment Management, CITIGROUP, and JP Morgan. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its network of Financial Advisors and the Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models to support its financial planning process.

Isaac Feldstein is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Itamar Medical, and the Committee on Ways and Means in the U.S. House of Representatives. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and processes.

Daniel Kolb is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 license and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. 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 supported by firm-approved tools and modeling techniques.

Jiedan Lin is a financial advisor at Morgan Stanley with eight years of industry experience. Prior to joining Morgan Stanley in 2022, Lin worked at HSBC Securities USA Inc and HSBC Bank USA NA from 2018 to 2022 and held roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA between 2015 and 2018. Lin holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Charles Levy is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Michael Burke is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2012, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide 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 client relationships and corporate financial planning agreements.

Lin Xie is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Cetera Investment Services LLC and East West Bank. 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 supported by structured discovery and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Rachael Martindale is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at InfoIMAGE Inc and Dijeau Poage Construction. 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 and financial planning services that utilize structured discovery processes and proprietary planning tools.

Daniel Gieseke is a financial advisor at Morgan Stanley in Menlo Park, CA, with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he was associated with Citigroup Global Markets starting in 2007. 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 planning tools and modeling techniques as part of its financial planning process.

Shou Chan Lee is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 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 provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning approach uses structured discovery and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone services.

Hug Manzano Gomez is a Series 66-licensed financial advisor with Morgan Stanley in Menlo Park, CA, bringing 15 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he serves as a business ambassador for ACCIO, promoting Catalonia abroad within the U.S. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools without providing individual security recommendations in standalone plans.

Ran Zhou is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following prior roles at Bank of America and Merrill. Outside of his advisory work, he is a sole proprietor of rental property management in Alameda and San Mateo, California. 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, managing approximately $2.74 trillion in client assets.

Susan Wohlgemuth is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets, Inc. since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Maicie Levitt is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation. She began her career at Morgan Stanley in 2025 and has prior experience in coaching softball at Norcal Fusion. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

William Hains is a financial advisor with Morgan Stanley, holding a Series 66 credential and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2017, and previously held roles at Sanctuary Securities, LLC and Three Bridge Wealth Advisors. 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. Its planning process involves structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone financial plans.