David Young is a CFP® with 48 years of industry experience, currently affiliated with Morgan Stanley in Newport Beach, CA. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with 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. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Angelica Lara is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 15 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range 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 uses structured planning tools and models to support its services.

Azita Salam is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including customized financial planning. The firm uses structured planning tools and models to support clients, managing approximately $2.74 trillion in assets.

Kenneth Dunquist is a financial advisor with Morgan Stanley in Newport Beach, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 49 years of industry experience and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs for individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analyses.

Simi Struve is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and 19 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked five years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved in property management as a sole proprietor of a real estate business. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Michael Million is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he is the managing member of NYSE Guy, LLC, an automotive and real estate business based in Montana, and co-manages JLMeCom LLC, a retail and online store operated primarily by his spouse. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving 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 employs a structured planning process utilizing firm-approved tools and modeling techniques.

Lee Clark is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 52 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he owns and manages a grain farm in Alma, Michigan. 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 that utilizes structured discovery conversations and firm-approved tools.

Nicholas Dolle is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he is involved with Red Hawk Rising LLC, a limited liability company that manages a vacation home used both personally and as a short-term rental. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and advisory products across retail and institutional markets.

Trevor Pepper is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley and Charles Schwab in various capacities since 2015. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research models.

Kathy Robertson is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. In addition to her advisory role, she is a licensed notary public. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations in standalone planning.

Patricia Mullin is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of her advisory work, she is involved as a member in a real estate joint venture based in Laguna Beach, California. Morgan Stanley Wealth Management is an SEC-registered 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 structured planning tools supported by its Global Investment Committee to model potential outcomes.

Danielle Barabino is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with 10 years of industry experience. She spent nine years at UBS Financial Services before joining Morgan Stanley in 2025. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Olivia Gilson is a Series 66 licensed financial advisor with Morgan Stanley in Newport Beach, CA, with six years of experience at the firm. She worked at Morgan Stanley from 2018 to the present and was a student at Towson University from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services supported by proprietary tools and research.

Keegan Mancinelli is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS Financial Services from 2018 to 2023 and at the University of Portland from 2014 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using proprietary tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Douglas Meece is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Meece serves as a board member of the 552 Club at Hoag Hospital and is a founding board member of the UCI Center of Real Estate; he is also a member of Kingdom Advisors, an education and coaching organization. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of retail and institutional investment solutions.

James Moos is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was associated with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive advisory programs and financial planning services. The firm employs structured planning tools and models to support its offerings and manages approximately $2.74 trillion in client assets.

Justin Stone is a Series 66-registered financial advisor with Morgan Stanley in Newport Beach, CA, with 14 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 processes supported by firm-approved tools and modeling techniques.

Brooke Crownover is a financial advisor at Morgan Stanley in Newport Beach, CA, with two years of industry experience. She holds the Series 66 designation and has previously worked at Flight Services International, The Downtown Club, Victory Sports, and Amazing Lash Studio. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs and personalized financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Ryan Morrissey is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, and previously at Wedbush Securities in 2017. He holds a Series 66 designation. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Karen Lyn Manuharan is a financial advisor with Morgan Stanley in Newport Beach, CA, holding the Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and KCAL Insurance Agency/TBH Marketing & Consulting Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and proprietary tools to develop plans, with clients responsible for implementation and updates.