Danielle Solano is a financial advisor with Morgan Stanley in Napa, CA, holding a Series 66 designation and three years of industry experience. Prior to her advisory role, she spent 11 years at JD Jones Construction. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering a range of investment and planning services without individual security recommendations in standalone plans.

Maxim Sparks is a financial advisor at Morgan Stanley in Napa, CA, with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Morgan Stanley, Maxim has held various roles including work at Hog Island Oyster Company and DigiTrade Ltd., as well as time spent as a full-time student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved tools and methodologies such as Monte Carlo simulations to support its planning process.

Kelly O'Toole is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for Wells Fargo Clearing and Wells Fargo Advisors. O'Toole is based in Napa, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Denise Cary is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. In addition to her advisory career, she owns and manages Fazerrati's Pizza Restaurant in Napa, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm‑approved tools and a range of investment services.

Ross Monten is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following four years at Edward Jones. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Mark Cordeiro is a financial advisor with Morgan Stanley in Napa, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Cordeiro serves on the boards of Napa Valley College Foundation, Napa Valley College, and the Boys & Girls Club of Petaluma. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by proprietary tools and offers its services both directly and through corporate agreements.

Zachary Taylor is a financial advisor with Morgan Stanley in Napa, California, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has been with Morgan Stanley since 2016, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is a sole proprietor involved in real estate property management in Lorida, Florida. 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, utilizing structured discovery processes and various modeling tools, and manages approximately $2.74 trillion in client assets.

Marisa Goldstein is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and investment advisory services. The firm employs structured planning tools and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Colin Phelps is a financial advisor at Morgan Stanley in Napa, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at UBS Financial Services, Charles Schwab, Fidelity Investments, and BioMarin Pharmaceutical. 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 utilizing a structured discovery process and firm-approved tools.

Pina Carino is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Morgan Stanley, she worked at Bank of America, Merrill, and Wells Fargo. Carino serves on the boards of the Alzheimer Association in San Rafael, CA, and the Sons & Daughter of Italy Napa 501c8, both nonprofit and community organizations involved in fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and scenario modeling.

David Castleberry Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Based in Napa, CA, he has been with the firm for more than a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and insights from its Global Investment Committee.

Sean Desmarais is a financial advisor with Morgan Stanley in Napa, California, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Global Investment Management, NMS Capital Asset Management, and Silicon Valley Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering financial planning that incorporates structured discovery and firm-approved tools. The firm manages substantial client assets and supports plans both directly and through employer agreements.

Ashlee Whittemore is a financial advisor at Morgan Stanley in Napa, CA, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Mango Publishing and positions in education at Cornell University and Justin-Siena High School. 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 supported by firm-approved tools and methodologies.

John Whittemore is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. 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 a structured planning process supported by advanced modeling tools.

Erika Uribe is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018. Outside of finance, Uribe has managed and bartended at Ristorante Allegria since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm provides tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Jon Niebling is a financial advisor at Morgan Stanley with 45 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Jon has authored a fiction e-book under the pen name Jon Gregory and serves as Communications Director for a dive-related charity and private foundation in Napa, California. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. 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.

Jorge Rey Prada is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for four years before joining Morgan Stanley in 2019. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

Tom Dowse is a Series 66-licensed financial advisor with Morgan Stanley in Napa, California, and has 26 years of industry experience. He has been with Morgan Stanley and its private bank since 2014 and serves as President and CEO of Dowse Securities Management Corporation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment programs.

Francis Dolan is a financial advisor with Morgan Stanley in Napa, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following a 12-year tenure at Bank of America and Merrill. Outside of his advisory role, he is involved in a family-held LLC for a vacation home shared among siblings. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models while offering various retail and institutional investment options.

Rupa Jack is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009, currently also serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.