Quentin Aknin is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he has worked as an independent contractor driver and has involvement with a wholesale distribution business. 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 that employs firm-approved tools and modeling techniques.

Philip Peterson is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with the Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 63 and Series 66 designations. 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 estate planning strategies, managing approximately $2.74 trillion in client assets.

Cloise Anderson is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association since 2015. Anderson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process using firm-approved tools, serving clients directly and through Corporate Financial Planning agreements with employers.

Julie Fujimoto is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at UBS Financial Services for 22 years. Outside of her advisory work, she owns and manages rental property in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Steven Reegler is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and 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-based modeling.

Tyler Supple is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. Outside of finance, he has experience with the Special Olympics and UC Davis Admissions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Audrey Booher is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked with California State Parks and has teaching experience from the University of California, Berkeley, and Half Moon Bay High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers broad retail and institutional investment services.

Arch Hoffman is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory role, Hoffman serves on the board of directors for the Red Cross and teaches basic financial planning to high school students through Columbia University’s summer program. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Julie Flieder is a financial advisor with Morgan Stanley in San Francisco, holding the Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning that includes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Tristan Kao is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation. He has less than one year of industry experience, with prior roles at Equitable Advisors, Global Key Advisors, and McKenzie Adams. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques.

Danielle Jansen is a financial advisor at Morgan Stanley with three years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley Smith Barney LLC since 2023 and previously at First Republic Securities Company and First Republic Investment Management. Prior to her finance career, she was employed at Four Barrel Coffee. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and proprietary planning tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Luca Kennedy is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he has held various roles including a year with the Seattle Seahawks and positions at Santa Clara University and Seattle Fish Company. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured discovery process and a range of investment offerings.

Steven Ng is a financial advisor at Morgan Stanley with 11 years of industry experience. He has held roles at Morgan Stanley Smith Barney LLC since 2023 and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2014 to 2023. Ng holds Series 65 and Series 63 licenses and is based in San Francisco, CA. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Thet Myothwe is a financial advisor at Morgan Stanley with 21 years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at United Planners Financial Services, Proxy Wealth Advisors LLC, Northwestern Mutual Life Insurance Company, and Charles Schwab Co. He is involved with the CAIA San Francisco Bay Area Chapter in an educational and business development capacity. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Vivian Kremer is a financial advisor at Morgan Stanley with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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. Its financial planning process uses structured discovery and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone plans.

Andrew Hartman Maloy is a financial advisor with Morgan Stanley based in San Francisco, CA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior roles include positions at BlackRock Investments, LLC and CMG Securities LLC. He is a passive member of a family agricultural LLC, TARGHEE LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Claudia Correa is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 15 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Morgan Stanley Smith Barney LLC in 2017. 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 manages approximately $2.74 trillion in client assets.

Daniel Gallisa is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 16 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary models as part of its advisory services.

Jessica Marguet is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and five years of industry experience. Her work history includes multiple roles at Morgan Stanley since 2019 and a brief tenure at the Santa Barbara Polo and Racquet Club. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning and estate planning strategies.

Lang Huang is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 license and eight years of industry experience. Prior to joining Morgan Stanley in 2018, Huang worked at Bank of America from 2015 to 2017. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.