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.

Luyao Zheng 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, Zheng held roles at Cetera, East West Bank, and Bank of America. 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 emphasizes a structured financial planning process supported by firm-approved tools and models.

Michael Fisher is a financial advisor at Morgan Stanley in San Francisco, holding Series 65 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Company, and Prudential Insurance Company of America. Outside of financial services, Fisher is involved with In Home Support Services, providing living assistance support to individuals. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced analytical tools.

Shiela Hingorani is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with 32 years of industry experience. Her career includes roles at UBS Financial Services from 2005 to 2010 and Morgan Stanley Smith Barney since 2010, transitioning to Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, providing advisory services without individual security recommendations as part of standalone plans.

Aaron Gallagher is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation. He joined Morgan Stanley in 2025 after two years at Douglas Elliman and has a background that includes four years at Town School for Boys. Outside of his advisory role, he co-founded an e-commerce LLC focused on wholesale arbitrage. 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 and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Arnold Suliguin is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Clearbridge Investments, and Citigroup Global Markets. Outside of his advisory role, he works as a freelance photographer. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, including tailored financial planning using firm-approved tools and models.

Rajvi Berry is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mark Harris is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked within various Morgan Stanley divisions since 1997, as well as at Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he serves as a board member of the San Francisco Wine & Food Society. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning and a variety of investment solutions.

Melyinda Mitchell is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

William Yore 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 2025, he worked at Merrill for one year and has a background in education with roles at Santa Clara University and St. Andrew's Episcopal School. 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 utilizes structured discovery conversations and proprietary tools, serving clients through both direct and corporate financial planning arrangements.

Claire Keller is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with three years of industry experience. She previously worked at Fidelity Investments and operated a private practice before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Carlos Herrera is a CFP®-designated financial advisor at Morgan Stanley with 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, Bank of America, and Merrill. Herrera is based in San Francisco, CA. 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 processes supported by proprietary tools and offers various investment and planning services through its extensive platform.

Gene Chung is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliates since 1997. Outside of his advisory role, he is the sole proprietor of Fublo LLC, an automotive and transportation business based in California. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques as part of its advisory process.

Alexandra Cooley is a Series 66-licensed financial advisor with six years of industry experience, currently with Morgan Stanley in San Francisco. She has a diverse background that includes roles at JPMorgan Chase Bank, First Republic Investment Management, Bank of America, and Merrill Lynch. Outside of her advisory work, she is a partner in agricultural ventures based in Petaluma, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Rosana Vantuyl is a Series 66-licensed financial advisor with Morgan Stanley in San Francisco, California, and has 16 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. 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 and financial planning services supported by structured planning tools and broad investment product offerings.

Ronald Gin is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at various arms of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored 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 methodologies.

Joseph Daniel is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients through a wide range of advisory programs, 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 to model financial outcomes.

James Rothwell is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Equitable Advisors, Kaiser Permanente, and academic institutions such as the University of San Diego and Diablo Valley College. 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 and financial planning services that utilize firm-approved tools and market models to assist clients with tailored financial plans.

Vincent Rocha is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research from its Global Investment Committee.