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.

Henry Sutro is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Stifel Financial and Charles Schwab. He also has a background in education from Santa Clara University and Sir Francis Drake High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools to support its clients.

Cathy Kosley is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her career includes ten years at Citigroup Global Markets and over a decade at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional offerings with additional activities such as principal trading and relationships with private funds.

Evelyn Liang is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation. She began her career in the financial industry in 2026 and previously worked at Anchor Realty, Inc. and held roles related to education at Saints Peter and Paul School and the University of California Irvine. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm‑approved tools and model-based outcome simulations.

Patrick Mullen III is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate agreements.

Austin Tyler is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and the Organization for Economic Cooperation and Development. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and models to support client financial plans.

Jessica Rocha is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and having one year of industry experience. Her background includes roles at Morgan Stanley Private Bank and the Oakland Athletics Baseball Organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Sarah Gleason is a Series 66-registered financial advisor with Morgan Stanley in San Francisco, where she has worked since 2018. She has three years of industry experience and previously held consulting roles as well as a position at ONE65, a restaurant owned by Alexander’s Steakhouse. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Katherine Halkias is a Series 66-licensed financial advisor at Morgan Stanley in San Francisco, with one year of industry experience. Prior to joining Morgan Stanley, she held roles at Alpine Physician Partners, CorePower Yoga, Bo Bridges Gallery, and Pitfire Pizza. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Kenneth Tse is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He holds Series 63 and Series 65 credentials and is based in San Francisco, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 that uses firm-approved tools and models to support client objectives.

James Paik is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, including time with Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is involved in managing rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services using firm-approved tools and investment strategies.

Kyle Marshall is a financial advisor with Morgan Stanley in San Francisco, CA, holding a Series 66 designation and 12 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 is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Earl Ignacio is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, NYLIFE Securities LLC, and New York Life Insurance Co. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s process includes structured discovery conversations and firm-approved planning tools, serving clients through both direct and employer-sponsored financial planning arrangements.

Troy Pewitt is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Morgan Stanley in San Francisco. His career includes over two decades at Merrill and eight years at Bank of America, N.A., before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and models, managing approximately $2.74 trillion in client assets.

Diawoda Kamara is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 65 licenses. Kamara has less than one year of industry experience, having joined Morgan Stanley in 2026. Prior to this role, Kamara held positions at CBRE, the Center for Entrepreneurial Development, and several other organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Natalie Schnuck is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 license and has previously worked at First Republic Investment Management and First Republic Securities. She is currently based in San Francisco, CA. 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 firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Carmen Zheng is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Morgan Stanley, Zheng worked at GMF Real Estate and attended UC Berkeley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes with firm-approved tools to support client goals.

Cole Adaskaveg is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a two-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Arthur Lam is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Morgan Stanley Private Bank and Morgan Stanley in 2021. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured discovery conversations and firm‑approved planning tools, with plans designed but implemented by clients.

Farbod Farman is a financial advisor at Morgan Stanley with eight years of industry experience. He has held roles at Morgan Stanley Private Bank, Citigroup, and Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its advisory approach.