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, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association. 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 and modeling techniques to support its advisory services.

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. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities, as well as five years at Turner Tyler Development and four years at the Organization for Economic Cooperation and Development. He holds Series 65, Series 63, and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured planning tools and investment modeling techniques and manages approximately $2.74 trillion in client assets.

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.

Siu Chan is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Morgan Stanley in 2024, he spent 19 years at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

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 nine years of industry experience. He has held roles at Morgan Stanley since 2016 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

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 financial advisor with Morgan Stanley in San Francisco, holding the CFP® designation and Series 63 and 66 licenses. He has 33 years of industry experience, including tenures at Merrill and Bank of America prior to joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analytic models.

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 65 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley, she worked at GMF Real Estate and completed graduate studies. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined process but does not offer individual security recommendations as part of its standalone planning services.

Cole Adaskaveg is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following two years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and processes.

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 work history includes positions at Morgan Stanley Private Bank and Wells Fargo firms spanning from 2008 to the present. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery conversations and firm-approved tools, with planning but not implementation services provided directly to 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.

Stephanie Kong is a financial advisor at Morgan Stanley in San Francisco, holding Series 65 and Series 63 licenses with three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Merrill, Bank of America, and Citibank. Outside of finance, she has experience in fitness and wellness, having worked with The Dailey Method and Ume Yoga. Morgan Stanley Wealth Management is an SEC-registered 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 a structured process.

Joshlyn De Ala is a financial advisor at Morgan Stanley in San Francisco, holding Series 65 and Series 66 licenses with 24 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017, and previously spent 11 years with ClearBridge Investments LLC and Legg Mason Investor Services. Outside of her advisory role, she is involved as an independent contractor with Rodan & Fields, LLC, specializing in skincare products. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.