Rodney Pirtle is a financial advisor with Morgan Stanley in Monterey, CA, holding a Series 63 designation and 42 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Daniel Kreer Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he serves on the York School Board of Trustees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Christopher Boyns is a financial advisor with Morgan Stanley in Monterey, CA, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to his current roles, he was involved with Bronco Wine Company and Caddie Services LLC. Outside of his advisory work, Boyns serves as a board member and finance committee member for Ducks Unlimited, an environmental nonprofit. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering plans through structured discovery processes and firm-approved tools.

Kawa Najim is a financial advisor with Morgan Stanley in Monterey, CA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024, Najim worked at Bank of America and Merrill, where he spent 15 and 19 years respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.

Luisa Garcia is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked at Morgan Stanley since 2018, with prior roles at Merrill and Wells Fargo Clearing. 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 employs a structured financial planning process supported by firm-approved tools and investment modeling techniques.

Philip Vy is a financial advisor with Morgan Stanley in Monterey, CA, holding a Series 66 designation and having 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Scott Mcalister is a financial advisor with Morgan Stanley in Monterey, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Outside of his advisory role, Mcalister serves as a board member of The Pacheco Club of Monterey and is on the investment committee of the Grand Lodge of Free and Accepted Masons of California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools as part of its financial planning services.

Susan Yedlicka is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley since 2016 and previously was employed by RBC Capital Markets Corp from 2010 to 2016. She holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves 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 utilizes structured discovery processes and firm-approved planning tools in its approach.

Elizabeth Benjamin is a financial advisor with Morgan Stanley in Monterey, CA, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Merrill from 2004 to 2008. 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 supported by firm-approved tools and methodologies.

Mark Sears is a financial advisor with Morgan Stanley in Monterey, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes 11 years at UBS Financial Services Inc. Aside from his advisory role, he is a sole proprietor of a rental property business in Salinas, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and investment modeling techniques.

Eric Le Towt is a CFA® charterholder and financial advisor with Morgan Stanley in Monterey, CA. He has 25 years of industry experience, including prior roles at Wells Fargo Clearing, Wells Fargo Investments, and UBS Financial Services. Outside of his advisory work, he is involved as a general partner and sole proprietor in property management activities in Carmel and Carmel Valley, California. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers its services through a comprehensive platform including its Financial Advisors and Estate Planning Strategies Group.

Lauren Cortright is a financial advisor at Morgan Stanley with 19 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 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 models to support its advisory services.