Robin Ross is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Ross holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

Jeffrey Breininger is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, following a five-year tenure at Citigroup Global Markets. He serves as a board member of Blue Alliance, a nonprofit organization. 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 and estate planning. The firm employs a structured planning process supported by proprietary tools and offers diversified investment solutions alongside institutional and retail services.

Nancy Vonhof is a financial advisor at Morgan Stanley with 40 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 designation. 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 employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist in financial decision-making.

Francisca Sanchez is a Series 66-licensed financial advisor with Morgan Stanley in Oakland, CA, bringing eight years of industry experience. Her prior roles include positions at UBS Financial Services, Pruco Securities, LLC, and Chase Bank. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, delivering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Deborah Tharp is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various divisions within Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and firm-supported investment tools.

David Bail is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 35 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in agricultural planning and development through Farm DHB LLC and participates in retail and online sales activities as a partner in ReUseBricks.com LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning supported by proprietary tools and investment research, managing approximately $2.74 trillion in client assets.

Karen Jaffe is a Series 66-licensed financial advisor with Morgan Stanley in Oakland, CA, where she has worked since 2018. She has eight years of industry experience, including two years at Collabera Inc before joining Morgan Stanley. 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, utilizing structured discovery processes and firm-approved tools to support client goals.

Patricia Mitchell is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Steven Drackert is a financial advisor at Morgan Stanley in Oakland, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including UBS Financial Services, First Republic Securities Company, and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

David Whalen is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets and offering services directly and through corporate agreements.

Erik Pulley is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 designations and having 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market modeling methods.

Michael Peri is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Philip Camicia is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 63 designation and 43 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Aside from his advisory role, he is a partner in an investment-related rental property business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Maria Del Rio is a financial advisor at Morgan Stanley with 8 years of experience, holding a Series 66 designation. She previously worked at Wells Fargo Bank for 6 years before joining Morgan Stanley Smith Barney LLC in 2018. 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 proprietary tools and models.

Kylie Lindquist is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022. Outside of her advisory role, she is involved in pet sitting and dog walking through Rover, as well as babysitting via Care.com. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through direct client relationships and Corporate Financial Planning agreements.

Hercules Rosario is a financial advisor at Morgan Stanley with 11 years of industry experience and holds a Series 66 designation. He previously worked at JP Morgan Securities LLC for six years and Merrill for one year before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and wealth management services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Rick Felix is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analysis.

Sharron Scoggins is a Series 66-credentialed financial advisor with 32 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at J.P. Morgan Securities, Merrill, LPL Financial, and Cetera Investment Services. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools without providing individual security recommendations in standalone plans.

Traci Bilas is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. 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 firm-approved tools and a structured discovery process.

David Traverso is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.