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.

Shanna Bearden is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering structured financial planning supported by firm-approved tools and guidance from specialized groups such as the Estate Planning Strategies Group.

Pauline Wong is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney 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 and financial planning services supported by structured discovery processes and firm-approved tools.

Tommy Huynh is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2022, following prior roles at Citigroup and JP Morgan. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Chloe Mc Kenna is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 66 designation and two years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley since 2021. Prior to her financial career, she attended the University of Colorado Boulder. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools as part of its approach.

Donna Andrews is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1999. 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.

Richard Daum Jr. is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley and its associated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of retail and institutional investment services.

Mark Sanchez is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. based in Oakland, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Margaret Hiller is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She is currently with Morgan Stanley, having previously worked at The Advisory Group of San Francisco for 18 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Outside of her advisory role, she speaks on financial literacy topics for high school seniors through her consulting business, Launchpad. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by firm-approved planning tools and a structured discovery process.

Daniel Deitrick is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a 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 both direct client relationships and corporate financial planning agreements.

Sabrina Kheirolomoom is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she has been involved with several dance and ballet organizations, including roles as a ballet instructor and choreographer. Outside of finance, she is active in the arts as a ballet instructor with Piedmont Ballet Academy and a dancer with Deanna Stanton Choreography. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies.

April Machado is a financial advisor at Morgan Stanley in Oakland, CA, with 17 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and scenario modeling.

Egan Brown is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 66 credential and eight years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2017, following a year at H&R Block. Outside of advisory work, he is involved in managing real estate investment and property management activities in Oakland and San Antonio. Morgan Stanley Wealth Management provides a broad range of advisory and financial planning services to individual and institutional clients, utilizing structured planning tools and a variety of investment programs.

John Macchi is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 63 designation and bringing 39 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 since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenarios developed by its Global Investment Committee to support its advisory process.

Robyn Johnson is a Series 66-registered financial advisor with Morgan Stanley in Oakland, CA, bringing 33 years of industry experience. She previously worked at New York Life Insurance Company and NYLIFE Securities LLC for over two decades before joining Morgan Stanley in 2023. Her career also includes a brief tenure at Fire Wings in 2022. 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’s financial planning process involves structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Charles Johnson III is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets over his career. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and Global Investment Committee resources to assist clients in creating financial plans.

Virginia Choice is a financial advisor at Morgan Stanley with a Series 66 credential and two years of industry experience. Her prior roles include positions at Northwestern Mutual, Honda Finance Corporation, and Clark Atlanta University. Outside of advising, she is involved in art and culture ventures, serving as sole proprietor of an online retail store and as president of an art-related organization. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.