Margaret Angelica Nagel is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Maya Gervis is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial, Bacwest Investment Services, and BMO Bank, N.A. Her current roles at Morgan Stanley include positions with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad 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 provides structured financial planning supported by firm-approved tools and modeling techniques.

Darren Wollrich is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association and Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates.

Joseph Stern III is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a comprehensive range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery processes and planning tools but does not offer individual security recommendations as part of standalone plans.

Darwin Ching is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Based in San Francisco, CA, he focuses on providing wealth management services within the firm. 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, utilizing structured discovery processes and firm-approved planning tools to support clients’ financial goals.

Joseph Reid is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Focus On The Field and coached youth lacrosse with ADVNC Lacrosse Club. Outside of his advisory role, he continues to coach lacrosse on weekends. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Patrick Taylor is a CFP® with 15 years of experience in financial advising. He has been with Morgan Stanley since 2013 and currently works at Morgan Stanley Private Bank, National Association. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

William Mc Kee is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Lenox Advisors and MassMutual Life Insurance Co. Outside of finance, Mc Kee has been involved in lacrosse club activities, including roles with the Alcatraz Outlaws and Skyline Lacrosse, as well as engagement with the East Bay School for Boys. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment models as part of its financial planning process.

Jacqueline Harris is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at AlphaSights and FedEx. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Aaron Pence is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007 and is also involved with Bartenders Unlimited outside of his financial advisory career. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Nancy Chu is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, 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 modeling techniques.

Christopher Gillette is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Lindsey Wetzel is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and over 22 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2014. Outside of her advisory role, she is involved in property management activities related to rental real estate. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Youssef Zohny is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Richardson GMP from 2011 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning facilitated 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.

Jonathan Shane is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015 respectively. He is based in San Francisco, CA. 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 that utilizes firm-approved tools and modeling techniques.

Kurt Burkhard is a financial advisor at Morgan Stanley in San Francisco, CA, with 42 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Burkhard holds Series 63 and Series 65 licenses. He serves as president and board member of the Ski Club in San Rafael, CA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by the firm’s Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Milo Gates is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses 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 partner in a family partnership, Gates Tahoe House LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and methods such as Monte Carlo simulations.

Paul Minasian is a financial advisor with Morgan Stanley based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Minasian has been with Morgan Stanley and its related entities since 2007. 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 methodologies.

Connor Addiego is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley since 2021, as well as prior positions at Bigge Crane & Rigging Co and TransPak. He also spent four years at Pitzer College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning tools and a range of advisory programs.

Garry Lawler is a financial advisor with Morgan Stanley in San Francisco, holding a Series 63 designation and bringing 34 years of industry experience. He has worked with Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing rental properties after business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.