Thomas Johnson is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and Axa Advisors, as well as positions at academic institutions such as UC Berkeley and the University of Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Christopher Phillips is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Fidelity, New York Life, and other firms. 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Danielle Aldama is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 license and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Aldama is involved in independent sales of hair care products and jewelry. 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 with a focus on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Samuel Lacy is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Donnie Ayers LLC and earlier stints at Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process involves structured discovery and firm-approved tools, serving clients primarily in an advisory capacity without individual security recommendations.

Dino Marraccini 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 J.P. Morgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and earlier positions in retail and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

Tennyson Zhu is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities, and he has also worked at Merrill Lynch and Marsh & McLennan Insurance Agency. Zhu has been involved with the Youth Men's Christian Association (YMCA), reflecting engagement outside the financial sector. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, while offering both retail and institutional investment options.

Michael Hollen is a financial advisor at Morgan Stanley in Palo Alto, CA, with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, he is a non-manager member of Three Mutts LLC, a property management business based in Salt Lake City. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning for individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using approved tools and analytics but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Justin Yip is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank division since 2015. Based in Palo Alto, CA, Yip's career has been focused within Morgan Stanley's wealth management and private banking services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and access to institutional resources, managing approximately $2.74 trillion in client assets.

Eric Castillo is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2016 to 2026. 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, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Vanessa Zapanta is a Series 66 licensed financial advisor with Morgan Stanley in Palo Alto, CA, where she has worked since 2021. She has two years of industry experience and previously spent nine years at Citibank N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including customized financial planning that employs structured discovery methods and firm-approved planning tools.

Thach Nguyen is a financial advisor at Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. His career includes previous roles at RBC Capital Markets, LLC, Realty One Group-Infinity, World Financial Group, Inc., and Transamerica Financial Advisors. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and financial planning services.

Michael Corley is a Certified Financial Planner (CFP®) with over 40 years of experience in the financial services industry. He currently works at Morgan Stanley in Palo Alto, California, and has held prior positions at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, Corley serves on the board of the Phi Kappa Sigma fraternity at the University of California, Berkeley. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research to help clients model potential outcomes.

Sigal Barak is a financial advisor at Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, Barak worked at Deloitte from 2022 to 2023. 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 modeling techniques as part of its advisory services.

Alexander Curtis is a financial advisor at Morgan Stanley in Palo Alto, CA, with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2021. Outside of his advisory work, Curtis serves on the advisory board of Wishlife, a family communication platform based in South San Francisco. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Katelyn Pan is a financial advisor at Morgan Stanley in Palo Alto, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Andersen Tax and 23andMe, as well as work at U.C. Berkeley and Homestead High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Joanna Ho is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and JPMorgan Chase affiliates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

Kenneth Marcus is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank, MORGAN STANLEY SMITH BARNEY LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in property management through his sole proprietorship, Del Marcus Properties. 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 research, managing approximately $2.74 trillion in client assets.

Michael Zosky is a financial advisor at Morgan Stanley in Palo Alto, CA, with three years of industry experience. He holds a Series 66 designation and previously worked at Rimon PC and Royse Law Firm. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Christina Yuni is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Merrill and Bank of America. Outside of her advisory work, she is a partner in Reef Hunters LLC, a company involved in real estate and technology. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, with a structured financial planning process supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

David Finston is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Bank of America, Merrill, E*Trade, and Northwestern Mutual. His background also includes non-financial roles at Redwood Harley Davidson and Evergreen MKTG LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both retail and institutional investment solutions.