Donna Goode is a Series 66-licensed financial advisor with Morgan Stanley in Sacramento, CA, where she has worked since 2009. She has 18 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Carolyn Mowlds is a financial advisor at Morgan Stanley with 47 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2009, including her current 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 with a focus on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Peter Scheid is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 using firm-approved tools and market outlook models.

Thomas Goode is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2012 and 2015, respectively. He holds the Series 66 designation. Outside of his advisory role, Goode serves as a board member of the Rotary Club of Arden Arcade Foundation in Sacramento. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services that include institutional relationships, private funds, and structured product activities.

James Coffin III is a financial advisor with Morgan Stanley in Sacramento, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a Successor Trustee in Walnut Creek, California. 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 including tailored financial planning and uses structured planning tools and modeling techniques in its process.

Sterling Dalatri is a financial advisor with Morgan Stanley in Sacramento, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and the Estate Planning Strategies Group.

Sean Langley is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its advisory process.

Thomas Faller is a financial advisor with Morgan Stanley in Sacramento, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley and Merrill, spanning over a decade. 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 supported by structured discovery and firm-approved tools.

Elizabeth Chavez is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012. Outside of her advisory role, she is the creator and sole proprietor of ShopMy, a fashion and retail business. 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 using firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Thomas Goode is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 and uses structured tools and models in its planning process.

Craig Mcloughlin is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He previously worked at Citigroup Global Markets. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals 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, tools-based planning process.

Katie Beres is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association since 2015. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

John Auble is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves 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 approach includes structured financial planning using firm-approved tools and a variety of retail and institutional investment offerings.

Ayorinde Akinwande is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 66 designations and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018 and previously held roles at PFS Investments Inc, Bensource Employee Benefits, Primerica Financial Services, and Georgia State University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Harrison Paschal is a financial advisor at Morgan Stanley in Sacramento, CA, holding the Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles across sectors including education with Vacaville Unified School District and retail with Lululemon Athletica. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and employs a structured financial planning process supported by firm-approved tools and model-based outcome simulations.

Jeffrey Earle is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individuals 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 structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Elise Chu is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, following two years at Rabobank, N.A. Outside of her advisory role, she is the sole proprietor of a revocable trust involved in real estate activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and advanced investment models in its financial planning process.

Scott Collard is a financial advisor with Morgan Stanley in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Morgan Stanley since 2016 and previously worked as a self-employed advisor for over three decades. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning facilitated by firm‑approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Timothy Parsons is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previous work history at JP Morgan Chase Bank and Northwestern Mutual. Prior to his financial services career, he worked in the restaurant industry for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Kathrine Andrews is a Series 66-credentialed financial advisor at Morgan Stanley with five years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she owns and manages residential rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages a broad range of client assets.