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Dante C

Series 66

Menlo Park, CA

Morgan Stanley

Dante Collins is a Series 66-credentialed financial advisor with six years of industry experience, currently working at Morgan Stanley in Menlo Park, CA. He has been with Morgan Stanley Smith Barney LLC since 2020 and Morgan Stanley Private Bank, N.A. since 2021. Outside of his advisory role, Collins has been involved with organizations focused on mental health and developmental disabilities, including YAI CA START and Autism Living Leisure Education and Nurturing. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning methodologies and offers a variety of investment and advisory solutions across retail and institutional sectors.

General estate planning guidance
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Andrew L

Series 66

Menlo Park, CA

Morgan Stanley

Andrew Lunney is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. 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, including financial planning that uses structured discovery discussions and firm-approved tools to model outcomes without providing individual security recommendations.

General estate planning guidance
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Jason B

Series 63, Series 66

Menlo Park, CA

Morgan Stanley

Jason Bothwell is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities and E*TRADE Capital Management. Bothwell is currently based in Menlo Park, CA. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

General estate planning guidance
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Santiago M

Series 66

Menlo Park, CA

Morgan Stanley

Santiago Manrique Parra is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research-based modeling techniques.

General estate planning guidance
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Christoph B

Series 66

Menlo Park, CA

Morgan Stanley

Christoph Bono is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and previously worked at eShares, Inc. DBA Carta, Levi's Stadium Management Company, and the San Francisco Giants, among others. He also serves as a part-time high school football coach for the Palo Alto Unified School District. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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