Kay Yamada is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 designations and over 39 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and was previously with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and firm-approved planning tools to support clients, managing approximately $2.74 trillion in assets.

Roobina Yahya is a financial advisor at Morgan Stanley with 28 years of industry experience. She previously worked at RBC Capital Markets for 14 years before joining Morgan Stanley Smith Barney LLC. Yahya holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that include scenario modeling without individual security recommendations.

Lyle Murakami is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 credentials and having 44 years of industry experience. He previously worked at Citigroup Global Markets from 2000 to 2009 before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Outside of his advisory role, he is involved in managing rental property as a sole proprietor. Morgan Stanley Wealth Management provides advisory services and brokerage through tailored financial planning programs for individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of investment and financial products, serving clients directly and through employer-based agreements.

Jordan Horner is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 licenses. He has five years of industry experience, including prior roles at E*TRADE Securities and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs with a focus on tailored financial planning supported by firm-approved tools and structured discovery processes.

Brandon Higa is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding a Series 66 designation and bringing 17 years of industry experience. He previously worked at E*TRADE Capital Management and E*TRADE Securities. Outside of finance, he is an officer of Big Head Productions and an active SAG-AFTRA actor. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment offerings.

Arthur Lubin is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. 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 financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Arthur Lopes is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2023, Lopes worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2022. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

James Bullard is a financial advisor at Morgan Stanley with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory work, he serves as President of the Board of Directors for the Rolling Hills Little League in Rolling Hills Estates, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

Kristena Petty is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current role at Morgan Stanley Smith Barney LLC since 2009. Petty holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Ryan Fisher is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including E*TRADE Capital Management, Fidelity Brokerage Services, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Andrew Davis is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Vincent Woo is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior positions include roles at City National Bank and RBC Capital Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist clients in developing financial plans.

Nikesh Kadakia is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 26 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to develop financial plans.

Ian Riley is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 28 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Wells Fargo Clearing. 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 and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Steven Geraghty is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 1994 to 2009. Outside of his advisory role, he is president of an S-Corp that owns a warehouse in Commerce, California. 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 through its Financial Advisors and Estate Planning Strategies Group.

Edward Haus is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at City National Bank, RBC Capital Markets, and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of advisory and brokerage capabilities.

Evan Hunter is a financial advisor with Morgan Stanley who holds Series 63 and 65 licenses and has 39 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that leverages firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Brian Woo is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RBC Capital Markets, J.P. Morgan Chase Bank, and Bank of America. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to assist clients and operates in both advisory and broker-dealer capacities.

Robert Critelli III is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 50 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He has also been a state-credentialed teacher since 1979, instructing adult investment classes in the Torrance Unified School District. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of financial planning and advisory programs, utilizing structured discovery processes and advanced modeling tools to support client planning.

Todd Lubin is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. 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 firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Alicia Wong is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by research tools such as Global Investment Committee estimates and Monte Carlo simulations.

Janet Kim is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and simulations to support its advisory services.

Jon Berry is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Outside of finance, he is involved in the arts as a musician and participates in acting and improv, including teaching and directing at the Youth Academy of Dramatic Arts and The Second City. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by structured discovery processes and firm-approved planning tools.

Kurt Murakami is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Houlihan Lokey Capital, Inc. and Live Nation Entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and supports clients through various investment and financial planning strategies.

Jonathan Woo is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets, Credit Suisse Securities, RBC Capital Markets, and served in a role at Cornell University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based simulations.

Traci Honda Laflower is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2011. She has 18 years of experience in the industry. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Emilio Gancayco Jr. Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board of the Rotary Club of Historic Filipinotown in Los Angeles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Shanleigh Bird is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm provides tailored financial planning through structured processes and a range of investment and planning programs.

David Widor is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including 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 financial planning process that utilizes firm-approved tools and market models.