David Klein is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Based in Newport Beach, CA, he works within a large institutional firm. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by its Global Investment Committee’s analyses and offers a broad range of investment and advisory services.

Payton Gronnerud is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Lion Street Financial, J.P. Morgan Securities, and Ameriprise Financial. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, offering services primarily in an advisory capacity.

Marian Morcos is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 credential and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, he worked for DW Home (Decoreware) for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured discovery and firm-approved planning tools in its advisory approach.

Trevor Morgan is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory role, Morgan operates a music-related sole proprietorship. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs supported by structured planning tools and various investment strategies.

Rita Garchie is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm uses structured planning tools and modeling techniques to support client goals while generally acting in an advisory capacity.

Winona Livingston is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with 12 years of industry experience. She previously worked at Wells Fargo Clearing for three years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory programs. The firm employs a structured planning process supported by approved tools and investment committee insights, managing approximately $2.74 trillion in client assets.

Andrea Vu is a financial advisor at Morgan Stanley with five years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held a role at Veritext Legal Solutions from 2016 to 2019. Andrea serves as a successor trustee and executor in an estate-related capacity outside of her advisory work. Morgan Stanley Wealth Management offers a broad range of advisory programs to 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 that incorporates firm-approved tools and market outcome simulations.

Abhay Kothari is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2015, following prior roles at Western Growers Financial Services and Wells Fargo Investments. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 both direct client services and corporate financial planning arrangements.

Joshua Meek is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. 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 a broad range of retail and institutional offerings.

Kevin Le is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior professional roles at Ameriprise, First American Trust, Humana Inc, Velosio LLC, Argano LLC, and Tesla. He operated as a sole proprietor from 2017 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Roya Cole is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Cole serves as President of the Board and is a board member of the Laguna Beach Community Clinic Inc., participating on its Finance and other committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering 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 employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Rafael De Vengoechea is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional solutions.

Robert Reckinger is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Richard Racofsky is a financial advisor at Morgan Stanley with eight 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 2018, following a year at Pruco Securities, LLC. Morgan Stanley Wealth Management provides advisory services to both individual and institutional clients, offering tailored financial planning and investment programs supported by firm-approved tools and methodologies.

Shelby Cohantz is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2026, Shelby worked at Charles Schwab & Co., Inc. for three years and TD Ameritrade for two years. Before entering the financial sector, she was a self-employed homeschool instructor and behavioral consultant. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to estate planning and corporate financial planning agreements.

Emily Gai is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to assist clients in their financial decisions.

Mark Morgan is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent 12 years at UBS Financial Services. He serves as a trustee for his father’s estate, dedicating a few hours monthly to administrative duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Jill Bartholomew is a financial advisor with Morgan Stanley in Newport Beach, CA, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Dennis Schwary is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley Smith Barney since 2009, continuing currently with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations, firm-approved planning tools, and investment modeling techniques such as Secular Return Estimates and Monte Carlo simulations.

Kendall Wear is a financial advisor at Morgan Stanley with over 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is involved in property management. Morgan Stanley Wealth Management serves 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 broad investment resources.