Erin Burke is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, N.A. in Oxnard, California. 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 and advanced analytical tools.

Jason Tran is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, he was involved with Ventura Missionary Church from 2020 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

John Mcauliffe is a financial advisor with Morgan Stanley and holds Series 63 and Series 65 licenses. He has 48 years of industry experience, including over nine years at Morgan Stanley Smith Barney LLC. 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 proprietary tools and research, managing approximately $2.74 trillion in client assets.

Brian Burke is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee and co-trustee for a trust in Franklin, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeannie Balmes is a financial advisor with Morgan Stanley in Oxnard, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Jessie Hawkins is a financial advisor with Morgan Stanley in Oxnard, CA, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior experience at Citigroup Global Markets. Outside of her advisory work, she serves on the finance committee of the United Way of Ventura County. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models to support client financial goals, while generally acting in an advisory capacity.

Johanna Trujeque is a financial advisor at Morgan Stanley in Oxnard, CA, holding a Series 66 designation with 18 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual 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 planning process using firm-approved tools and market-based modeling techniques.

Trent Greco is a financial advisor with Morgan Stanley in Oxnard, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of finance, he is president of Stave Art by the Barrel, a business creating art from wine barrels. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools.

William Burke is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering comprehensive financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services without providing individual security recommendations as part of its standalone planning offerings.

Adam Biederman is a financial advisor with Morgan Stanley in Oxnard, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he was involved with Copycat Copywriters, a copywriting and branding firm, where he remains a minority co-owner and board member. He has also worked with NBC Peacock Productions. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and managed within a large, diversified platform.

David Soter is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Maxwell Soter is a financial advisor with Morgan Stanley in Oxnard, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2024, with breaks in employment in the intervening years. Prior to his current role, he worked at Ripcurl for five years and also has experience as a high school employee. 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 planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Serena Tobias is a financial advisor at Morgan Stanley with 35 years of industry experience. She has been with Morgan Stanley since 2008 and 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 employs a structured planning process supported by firm-approved tools and economic modeling techniques.

Mason Pendleton is a financial advisor at Morgan Stanley in Oxnard, CA, with four years of industry experience. He holds a Series 66 designation and previously worked at Corrigan & Company and Northern Arizona University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its process.

Jason Lloyd is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Morgan Stanley, Wells Fargo Clearing, Bank of America, Merrill, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he has ownership in a non-investment business, The Grapeseed Company, based in Carpinteria, CA, which he co-owns with his spouse. 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, using structured discovery conversations and approved planning tools without providing individual security recommendations as part of standalone plans.

Jacques Manset is a financial advisor with Morgan Stanley in Oxnard, CA, holding a Series 63 designation and over 40 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of financial services through its advisors and affiliated entities.

Todd Krueger is a financial advisor with Morgan Stanley in Oxnard, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Krueger serves as an officer and board director for LA Divisa Corporation, a mining company. 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 services. The firm manages approximately $2.74 trillion in client assets and employs a structured approach to financial planning using firm-approved tools and market simulations.

Nestor Gomez is a financial advisor at Morgan Stanley in Oxnard, CA, holding Series 63 and Series 66 credentials with 14 years of industry experience. He joined Morgan Stanley in 2022 after working for multiple Wells Fargo entities from 2016 to 2022. 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 financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Nancy Brewster is a Series 66-credentialed financial advisor with Morgan Stanley in Oxnard, California, where she has worked since 2009. She has 17 years of industry experience. Outside of her advisory role, she is an authorized check signer for Concrete Illusions Inc., a construction and engineering business based in Ventura, CA. 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 Global Investment Committee estimates and Monte Carlo simulations to support its advisory process.

Adam Oehmke is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 license and has worked at various Morgan Stanley entities since 2023. Oehmke also serves in the United States Air Force, where he has been active since 2011. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and proprietary tools, offering both direct client services and corporate financial planning agreements.

Moaniala Valdez is a financial advisor at Morgan Stanley in Oxnard, CA, holding a Series 66 designation with 19 years of industry experience. Valdez has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment services.

Lydia Hopps is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in fundraising for the Community Memorial Hospital Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Benjamin Hopps is a financial advisor with Morgan Stanley in Oxnard, California, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a partner in a real estate business based in Ventura, California. 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 tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Matthew Adams is a Series 66-registered financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been associated 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 range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Kevin Hrabovsky is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Anthony Chavez is a financial advisor at Morgan Stanley in Oxnard, CA, with five years of industry experience. He holds a Series 66 designation and previously worked at California Wealth Advisors and Education for Employment, an NGO. He also spent five years at the University of California. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Charles Oehmke is a financial advisor at Morgan Stanley in Oxnard, CA, holding a Series 66 designation with five years of industry experience. He has been with Morgan Stanley since 2015, including six years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, with a focus on tailored financial planning and broad investment services. The firm manages approximately $2.74 trillion in client assets and provides planning tools that incorporate advanced modeling techniques.

Daniel Biederman is a financial advisor with Morgan Stanley in Oxnard, CA, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate both retail and institutional investment capabilities.

John Bell is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, while also working with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 both direct agreements and employer-sponsored plans.

Charles Morrison is a financial advisor with Morgan Stanley in Oxnard, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a sole proprietor involved in real estate investment and serves as a trustee for investment-related trusts. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Anthony Hayek is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Morgan Stanley and has worked previously at Ameriprise, California Wealth Advisors, Centaurus Financial, UCLA Health, Fidelity Investments, and Bank of America/Merrill. Hayek has also owned a business for nine years. 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 research.