Renee Johnson is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated entities since 2007. 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, and manages approximately $2.74 trillion in client assets.

James Turner is a Series 66-registered financial advisor with Morgan Stanley in Newport Beach, CA, having six years of experience at the firm and two years in the industry overall. Prior to his current role, he worked at Morgan Stanley Private Bank, 24 Hour Fitness, Saddleback Unified School District, and So Cal Athletic. Outside of his advisory work, he coaches soccer at Orange Lutheran High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to assist clients, offering a broad range of retail and institutional financial products.

Gregory Zappas is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs, including tailored financial planning supported by firm-approved tools and models.

Barbara Collette is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and D.A. Davidson & Co. Outside of her advisory role, she is a sole proprietor of a rental property in Mission Viejo, California. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a range of investment strategies and tailored planning tools.

Janet Farfan Alvarado is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 66 licenses and five years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Bank and has been affiliated with California State University Fullerton and Santa Ana College. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Sean Davitt is a financial advisor with Morgan Stanley Wealth Management based in Newport Beach, CA. He holds a Series 66 designation and has four years of industry experience. His prior work history includes roles at New York Life Insurance Company and various positions related to fitness and real estate. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a range of investment and planning resources available.

Jenna Burke is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. She has worked at Morgan Stanley since 2020 and previously held positions at Kohl’s from 2015 to 2020. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Wolfgang Frisch is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. He serves on the advisory board of Fowler School of Law in Orange, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gayle Bullock is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as MORGAN STANLEY SMITH BARNEY llc since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides services through Financial Advisors and an Estate Planning Strategies Group.

Tammy Jau is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held her position at Morgan Stanley since 2009 and holds a Series 66 designation. 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 processes and firm-approved planning tools.

Mai Nguyen is a Series 66-licensed financial advisor with Morgan Stanley in Newport Beach, California, and has 17 years of industry experience. She previously worked at UBS Financial Services Inc. from 2013 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery and firm-approved tools, including scenario modeling, while acting primarily in an advisory capacity.

Isabella Domeyko is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior work history includes roles in retail and administrative finance, as well as involvement with California Polytechnic State University San Luis Obispo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Lora Zippe is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 license and with seven years of experience at Morgan Stanley and five years in the industry overall. She previously worked at DecisionInsite and Pacific Rim Capital. Outside of finance, she is an owner and artist of Deux Brosses, a fine art and faux finishing company she co-founded in 1996, which she currently maintains on a limited basis for charitable and personal projects. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Christine Telish is a CFA® charterholder with 25 years of industry experience. She is currently with Morgan Stanley in Newport Beach, CA, having been with the firm and its related entities since 2021. Prior to that, she worked at UBS Financial Services for nine years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its extensive network of financial advisors and specialized planning groups.

Raymond Crandal is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 50 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. He is based in Newport Beach, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Neal Coleman is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2010 and 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 through a variety of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jake Sine is a financial advisor at Morgan Stanley in Newport Beach, CA, with six years of industry experience. He previously worked at The Vanguard Group for five years before joining Morgan Stanley. 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, including tailored financial planning supported by firm-approved tools and modeling techniques.

Crispina Renteria is a financial advisor at Morgan Stanley in Newport Beach, CA, with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1992. 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 financial planning process supported by firm-approved tools and modeling techniques.

Timothy Skelly is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, Skelly is a partner in El.Skel Enterprises LLC, which focuses on music, art, and fashion, and serves as a guest lecturer on fiduciary education and investment management topics at the Investments & Wealth Institute. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial planning and estate strategies.

Sophia Oh Nguyen is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. Her career includes multiple tenures at Morgan Stanley, as well as roles at UBS Financial Services, Wells Fargo Clearing, Woodbury Financial Services, and San Diego Capital. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate structured planning processes without providing individual security recommendations as part of their standalone financial planning.