Jason Parker is a financial advisor at Morgan Stanley with 19 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 a co-founder and owner of Placencia LLC, which focuses on investment opportunities and capital raising for real estate and private start-up companies. 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 investment models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Douglas Carter is a financial advisor with Morgan Stanley in Redding, CA, holding a Series 66 designation and 27 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he is the manager and president of Northstate Property Management, a family-owned rental property business. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Kelsie Sax is a financial advisor with Morgan Stanley in Redding, CA, holding a Series 66 designation and having one year of industry experience. Her prior roles include positions at Farmers Insurance and Robinhood, as well as earlier work in the food service industry. 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 and tailored financial planning services. 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.

Jerald Sax Jr. is a financial advisor with Morgan Stanley in Redding, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services without providing individual security recommendations as part of its standalone planning offerings.

Justin Eklund is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to his financial services career, he served with the Sacramento Police Department for 29 years. Morgan Stanley Wealth Management provides advisory and brokerage 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

Maria Whittle is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley since 2015 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations and Secular Return Estimates.

David Carter is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management and real estate through other business activities in the Redding, California area. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 market simulations to support client strategies.

Tyler Duenas is a financial advisor with Morgan Stanley in Redding, California, holding the Series 66 designation and bringing 10 years of industry experience. He previously worked for Edward Jones for a decade before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through Corporate Financial Planning agreements with employers.

Lorrie Snow is a financial advisor with Morgan Stanley in Redding, California, holding a Series 66 credential and bringing 36 years of industry experience. She has worked with Morgan Stanley in two separate periods totaling 15 years, with an interim year at RBC Capital Markets. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies.

Edgar Burke is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. 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 and financial planning services supported by structured tools and a broad selection of investment options.