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Ryan M
Series 66
Palo Alto, CA
Morgan Stanley
Ryan Meirose is a Series 66-licensed financial advisor with Morgan Stanley in Palo Alto, CA, and has three years of industry experience. He previously worked at BMO Family Office and held positions across several other companies including California People Service and Simon Property Group. Outside of his advisory role, Meirose is involved with Backlit People LLC, an art and culture-focused business. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, offering tailored financial planning supported by firm-approved tools and extensive resources.
Matthew C
Series 66
Palo Alto, CA
Morgan Stanley
Matthew Curtis is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.
Rivka M
Series 66
Palo Alto, CA
Morgan Stanley
Rivka Marom Franco is a Series 66-licensed financial advisor with Morgan Stanley, based in Palo Alto, CA, and brings 24 years of industry experience. She has been with Morgan Stanley and its affiliates since 2010, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients. The firm provides tailored financial planning through structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.
Valerie C
Series 63, Series 65, Series 66
Palo Alto, CA
Morgan Stanley
Valerie Corradini is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63, 65, and 66 licenses. Her prior roles include positions at Morgan Stanley Private Bank, Heidrick & Struggles, Visa, BlackRock Fund Advisors, and RBC Capital Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers various investment and advisory services.
Dan F
Series 63, Series 65
Palo Alto, CA
Morgan Stanley
Dan Flores is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Flores serves on the board of the Mounted Patrol Foundation of San Mateo County, a community organization supporting equestrian initiatives and youth programs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in financial decision-making.
Richard F
Series 63, Series 65
Palo Alto, CA
Morgan Stanley
Richard Fulton is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Merrill. He is currently based in Palo Alto, CA. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved tools, offering planning without individual security recommendations as part of standalone programs.
Robert W
Series 66
Palo Alto, CA
Morgan Stanley
Robert Wolffe is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley since 2012. 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 tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.
Crispin H
Series 66
Palo Alto, CA
Morgan Stanley
Crispin Hanshaw 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 since 2020, following 18 years at Charles Schwab. Based in Palo Alto, CA, Hanshaw focuses on providing advisory services under a major wealth management firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its advisory process.
Nida M
Series 66
Palo Alto, CA
Morgan Stanley
Nida Memon is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 19 years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2023 to 2025, and held roles at First Republic Securities Company and First Republic Investment Management from 2022 to 2023. Her earlier experience includes six years at Wells Fargo Clearing and two years at Ameriprise. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses methodologies such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.
Laura B
Series 63, Series 65
Palo Alto, CA
Morgan Stanley
Laura Barberian is a financial advisor at Morgan Stanley with 33 years of industry experience. She has held roles at Morgan Stanley Private Bank, Wells Fargo Clearing, and UBS Financial Services. Barberian also serves as a trustee and co-trustee in a trust-related capacity outside of her advisory role. Morgan Stanley Wealth Management provides advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning approach and a wide range of investment programs.
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