Donial Nikooei is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, U.S. Bancorp Investments, and U.S. Bank. Nikooei has also held roles at UC Irvine and in the real estate and fitness sectors. 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 analyses.

Feijun Zhang 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, Zhang worked at CitiBank from 2019 to 2022 and was employed at Tawa Supermarket for five years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and models, serving clients directly and through corporate financial planning agreements.

Mark Grace is a financial advisor with Morgan Stanley in San Francisco, CA, holding Series 63 and 66 licenses with 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients through tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone financial planning services.

Anthea Tjuanakis Cox is a financial advisor at Morgan Stanley in San Francisco with three years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Minted. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques such as Monte Carlo simulations as part of its financial planning process.

Ryan Alessi is a financial advisor with Morgan Stanley in San Francisco, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2017, and previously at Bank of the West and BancWest Investment Services. 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 using firm-approved tools and modeling techniques.

Mathew Shipman is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Park Hudson and Arbor Professional Solutions. 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 supported by firm-approved tools and methodologies.

Adam Cho is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Morgan Stanley in San Francisco. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, incorporating tailored financial planning and various investment products.

Faye Mellos is a financial advisor at Morgan Stanley with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, Mellos serves as a board member and treasurer for the Zonta Club of Silicon Valley, a nonprofit focused on women’s professional development and related community causes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its financial planning process.

Sean Peake is a CFP® professional with 12 years of experience, currently serving at Morgan Stanley in San Francisco. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of his advisory role, Peake is involved as the sole proprietor of Peake Performance Solutions, LLC and also holds a partnership in SolRae Beauty, LLC, a retail and online store. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of retail and institutional channels.

Robert Martz is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley since 2023 and previously held roles at Equitable Advisors, Axa Advisors, and Westhoff Cone & Holmstedt. Outside of financial advising, Martz operates a pet care service business. 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 serves clients through a mix of direct and employer-sponsored financial planning agreements.

Heather Moen is a Series 66 licensed financial advisor with Morgan Stanley in San Francisco, CA, where she has worked since 2009. She has five years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning processes that utilize firm-approved tools and methodologies.

Daria Gracheva is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at a family office and Bank of Moscow. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering financial planning and a range of advisory programs supported by firm-approved planning tools and investment research.

Kathryn Murakami Mccaskey is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of her advisory role, she is a partner involved in real estate ventures in Indianapolis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by proprietary planning tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Mandy Mcclung is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she owns and manages a rental property business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Steven Chan is a financial advisor at Morgan Stanley with 28 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 at Morgan Stanley Smith Barney LLC since 2009. Chan serves as a board member of the Dads' Club of Kensington Hilltop Elementary and is involved in multiple art and culture-related projects through contracting roles with Eleven, LLC, Marea Productions, and Jim Baldwin Productions. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and model outcomes developed by its Global Investment Committee.

Matthew Kitts is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with three years of industry experience. His background includes positions at Morgan Stanley since 2023 and prior roles connected to Santa Clara University and Saint Ignatius College Preparatory. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct client plans and corporate financial planning agreements.

Charles Kerl is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is a partner at Bear Unlimited LLC, a real estate business based in San Francisco. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and robust investment modeling. The firm manages approximately $2.74 trillion in client assets and offers services that include both retail and institutional solutions.

Jeannette Harris is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved with Kiawah River Bel Cove Aly, LLC, engaged in property management activities. 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’s planning process uses structured discovery and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.

Ivan Yang is a financial advisor with Morgan Stanley in San Francisco, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he was involved with the Hawaii HOME Project and held roles at the University of Hawaii and other organizations. Morgan Stanley Wealth Management provides a range of advisory programs to 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 serves clients through both direct and corporate financial planning agreements.

Tricia Mei Lin Tsui is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016, including her current role starting in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, including modeling techniques like Monte Carlo simulations, while clients are responsible for implementing and updating their plans.