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Sandra W

Series 66

Reno, NV

Morgan Stanley

Sandra Wang is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley in various roles since 2009, including her current position at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, Wang is involved in educational and health-related activities, including instructing at Stanford Continuing Studies and volunteering as an instructor for the San Mateo County Community College District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory services to individual and institutional clients. The firm emphasizes structured financial planning supported by its Global Investment Committee’s research and offers both direct and employer-based planning programs.

General estate planning guidance
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John W

Series 66

Reno, NV

Morgan Stanley

John Wang is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is involved in managing residential rental properties in Nevada. 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 that utilizes structured discovery and advanced modeling tools.

General estate planning guidance
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James L M

Series 63, Series 65

Reno, NV

Morgan Stanley

James L. Mills is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been associated with various Morgan Stanley entities since 2014, including Morgan Stanley Private Bank. Outside of his advisory role, he serves as a successor trustee in an estate administration trust. 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 tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment committee estimates to support clients’ financial goals.

General estate planning guidance
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