Samuel Maran is a Series 66-credentialed financial advisor with three years of experience at Morgan Stanley, based in Palo Alto, CA. His prior work includes roles in education and the restaurant industry, including positions at the University of California Berkeley and Pyeongchang Tofu House. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, providing financial planning through structured discovery and firm-approved tools, and managing approximately $2.74 trillion in client assets.

Muhammad Siddiqi is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is an executor involved in estate administration. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including personalized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling techniques.

Joenah Norasing is a financial advisor at Morgan Stanley with seven years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2026, Joenah worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. for eight years. Outside of finance, Joenah has experience as a business owner, having operated Glow Nailbar LLC from 2016 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools alongside investment advisory and brokerage services.

Noah White is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Atlantic Union Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients directly and through corporate financial planning agreements.

Taylor Lambert is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2008, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he manages a real estate property in San Jose, California. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning processes and provides both direct and employer-based financial plans while managing approximately $2.74 trillion in client assets.

Kevin Harrington is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved with a trust-related business activity in San Francisco. 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 employs a structured planning process supported by firm-approved tools and provides services in both advisory and brokerage capacities.

Chad Bell is a financial advisor at Morgan Stanley with over 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011. Outside of his advisory role, he serves on the administration and finance committee for Trinity Presbyterian Church and works as a bookkeeper and payroll assistant for the Santa Cruz Forest School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services to individuals and institutions, utilizing structured planning tools and methodologies without providing individual security recommendations as part of its standalone planning services.

Sandra Lanoie is a financial advisor at Morgan Stanley with 42 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. She holds Series 63 and Series 65 credentials. Lanoie serves on the advisory board of the Children’s Musical Theater in San Jose. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, combining tailored financial planning and investment services supported by structured discovery processes and firm-approved planning tools.

Mark Maizel is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016 and briefly with AFS Securities LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning and a variety of investment solutions, managing approximately $2.74 trillion in client assets.

Eric Lucero is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Fisher Investments and held roles at UBER and the San Jose Earthquakes. Outside of his advisory work, he is involved with Nu-Image, a transportation-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning using structured tools and does not provide individual security recommendations as part of its standalone planning services.

Rachelle Ruiz is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. 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 proprietary tools and offers a broad range of investment and planning services.

William Michaelsen is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, alongside a prior tenure at Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and corporate financial planning agreements.

Gabriel De Oliveira is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Morgan Stanley Smith Barney LLC. Prior to entering the financial industry, he spent five years employed at Starbucks and the University of California, Davis. 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 utilizes structured planning tools and investment modeling as part of its advisory services.

Jeffrey Phillips is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Haotian Xie is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2022. Prior to his financial services career, he was affiliated with Plug and Play Tech Center and held roles associated with Hult International Business School, Columbia University, and the University of California, San Diego. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services through a large network of financial advisors.

Mark Curtis is a financial advisor at Morgan Stanley with Series 63 and 65 licenses and 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Curtis serves as a board member and director of The Sobrato Foundation in Mountain View, CA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning tools and a broad range of investment services, including both retail and institutional offerings.

Thomas Mccue is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Yaqiong Zhong is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2019, Zhong worked at Fly High from 2018 to 2019 and at USC from 2015 to 2018. 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 personalized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market scenario analyses.

Riley Tolles is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Tolles worked at Ernst and Young and has been involved in entrepreneurial and cultural ventures, including owning Secia Art, an art and culture business based in San Francisco. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by advanced modeling tools and strategies developed by its Financial Advisors and Estate Planning Strategies Group.

Peter Wisowaty is a financial advisor with Morgan Stanley in Palo Alto, CA. He holds the Series 66 designation and has professional experience beginning in 2023 with Mass Mutual Investors Services and MassMutual Life Insurance Co before joining Morgan Stanley in 2025. His prior work includes roles in education and retail. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, without providing individual security recommendations as part of its standalone financial plans.