Shelby Buccellato is a financial advisor with Morgan Stanley in Orinda, CA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Morgan Stanley since 2013. 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. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ned Milin is a financial advisor with Morgan Stanley in Orinda, CA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a football coach at De La Salle High School. 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 data-driven modeling techniques.

Nicole Lai is a financial advisor at Morgan Stanley Wealth Management in Orinda, California, holding a Series 66 designation with 14 years of industry experience. She has worked at Morgan Stanley since 2016 and previously at UBS. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and broad retail and institutional services.

Mackenzie Sitzwohl is a Series 66-licensed financial advisor with Morgan Stanley in Orinda, CA, and has four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Sitzwohl worked at Victory Financial Planning and The Standard Insurance Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process employs firm-approved tools and modeling techniques, offering tailored financial plans without individual security recommendations as part of standalone programs.

Richard Beaumont is a financial advisor with Morgan Stanley in Orinda, CA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Beaumont has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and scenario modeling.

Ava Williams is a financial advisor at Morgan Stanley in Orinda, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at Skipolini's Italian and was affiliated with the University of Nevada, Reno. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 using firm-approved tools and modeling techniques.

Sean Parks is a financial advisor with Morgan Stanley in Orinda, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley and its 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 range of advisory programs, including tailored financial planning supported by structured discovery processes and sophisticated modeling tools.

Claudia Thompson is a financial advisor at Morgan Stanley with over 34 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Morgan Stanley in 2025, she worked at Merrill for 21 years. 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 using firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Daniel Albert is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. He holds Series 63 and Series 65 licenses. 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 uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Adam Koplan is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing rental property in Moraga, California. 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 research. The firm manages approximately $2.74 trillion in client assets and provides planning services through financial advisors and its Estate Planning Strategies Group.

Susan Davitz is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. 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.

Lindsay Abrams is a financial advisor at Morgan Stanley with a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley, she held roles at Blue Orange Games and worked as a full-time college student at Saint Mary's College of California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a range of advisory programs.

Lindy Cweiber is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has prior experience at Transit Systems Incorporated, LPI Masks, and the University of Pittsburgh. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate financial planning agreements.

Caroline Langner is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Outside of finance, she has experience with Urban Oil & Gas, LLC and an academic background from Southern Methodist University. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a structured financial planning process that employs firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Christopher Godvin is a financial advisor with Morgan Stanley in Orinda, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at UBS Securities, Merrill, Bank of America, and self-employment. He has been with Morgan Stanley since 2025, currently working within Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Emily Bach is a financial advisor with Morgan Stanley in Orinda, California, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and has served at Morgan Stanley Smith Barney LLC since 2009. 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, 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 market modeling techniques.

Matthew Koob is a financial advisor at Morgan Stanley in Orinda, CA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has experience working with Northwestern Mutual and Colorado State University prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and diversified investment strategies.

Matthew Cummings is a financial advisor at Morgan Stanley in Orinda, CA, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Carmel Valley Ranch from 2014 to 2018. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Lacey Brook is a financial advisor with Morgan Stanley in Orinda, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Raymond James and Associates from 2015 to 2022 before joining Morgan Stanley. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process incorporating proprietary tools and market simulations.

Tina Fletcher is a financial advisor with Morgan Stanley in Orinda, CA, holding Series 63 and Series 65 licenses with 45 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 uses firm-approved tools and modeling techniques.

Nicholas Mommaerts is a financial advisor with Morgan Stanley in Orinda, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 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 analysis from its Global Investment Committee.

Mary Dinerman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 supported by firm-approved tools and research from its Global Investment Committee.

Anna Miller is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley since 2019 and has prior experience at SEAF and Moondance Adventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Bret Cameto is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to his current roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Anne Nishiura Seto is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association starting in 2015. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.