John O'Neil is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include six years at Merrill and a consulting position at John P. O'Neil Consulting. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm’s planning process uses structured discovery and firm-approved tools, incorporating various modeling techniques, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

Justin Kreibich is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2014 and also works with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory role, he is involved in property management as a sole proprietor. 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. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

Shairah Willis 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 2020, including a role at Morgan Stanley Private Bank, N.A. since 2024. Prior to her financial career, she worked at Kennesaw State University from 2013 to 2020. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm employs structured planning processes using approved tools and market modeling techniques, managing approximately $2.74 trillion in client assets.

Steven Stachowski is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. 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 processes and firm-approved tools.

Thomas Donahue is a financial advisor at Morgan Stanley in San Francisco with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles including at Safety Insurance and Boston Harbor City Cruises. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Sylvia Spranger is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Richard Perlman is a financial advisor at Morgan Stanley in San Francisco, California, with 26 years of industry experience. He has held his current position at Morgan Stanley since 2010 and holds Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with clients responsible for implementing and updating their plans.

Delaura Danesh is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Thomas Gammer 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 2024, he worked at Stifel, Nicolaus & Co. from 2022 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Yiu Woo is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at First Republic Bank for six years before joining Morgan Stanley Smith Barney LLC in 2021. Woo holds a Series 66 designation and is based in San Francisco, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and approved planning tools to support client goals, managing approximately $2.74 trillion in assets.

Gregory De Surville is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. De Surville serves as chair of the finance committee and board member of Meadow Club, a recreational organization in Fairfax, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Leslie Corrales is a financial advisor at Morgan Stanley with five years of industry experience. Leslie holds the Series 66 designation and has previously worked at Bank of America, Merrill, Bernardus Lodge & Spa, Liberty Station Hotels, and La Quinta Inns & Suites. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services ranging from retail investment options to complex institutional solutions.

Belen Tompkins is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 63 designation. 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 that utilizes structured discovery conversations and proprietary planning tools.