Abraham Meza is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and Equitable Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

Alwin Weibezahn Rodriguez is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and five years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Tri Nguyen is a financial advisor at Morgan Stanley in San Francisco, CA, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including GWFS Equities and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by a structured process and utilizes tools such as Monte Carlo simulations but generally does not provide individual security recommendations as part of standalone planning services.

Emily Gera is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, she worked at Oracle for three years. She has been with Morgan Stanley Private Bank since 2019. 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 offers planning services that utilize structured discovery processes and firm-approved tools but do not include individual security recommendations as part of standalone plans.

Blake Van Grouw is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Bank and its affiliated securities company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by advanced planning tools and firm-approved methodologies.

Jason Corda is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a 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 planning process incorporates structured discovery conversations and firm-approved tools, utilizing models such as Monte Carlo simulations to help inform planning outcomes.

Bradley Jerome is a financial advisor at Morgan Stanley in San Francisco, CA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at E*TRADE Capital Management, Bank of America, and Merrill. Outside of finance, he has experience with Extended Travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and modeling techniques.

Cedric Zhou is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with four years of industry experience. His background includes roles at E*TRADE Capital Management and E*TRADE Securities, as well as time affiliated with the University of California, Davis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Eric Lee is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has held prior roles at E*Trade Capital Management, E*Trade Securities, AXA Advisors, and Foresters Financial. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Sophia Wu is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at both Morgan Stanley and E*TRADE in advisory roles. Outside of her finance career, she was involved with the East Bay Asian Youth Center for over a decade and previously operated Sushi House. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a variety 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 offers services that incorporate structured planning tools and portfolio modeling techniques.

Jeffrey Liang is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with six years of industry experience. His prior roles include positions at E*TRADE Capital Management and Equitable Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based modeling in its financial planning process.

Rodd Lee is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2023, with prior roles at E*Trade Capital Management LLC, E*Trade Securities LLC, Bank of America, N.A., Merrill, and Western Digital Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee models to support its financial planning process.

Ka Ngai is a financial advisor with Morgan Stanley in San Francisco, CA, holding a Series 66 license and having 11 years of industry experience. Prior to joining Morgan Stanley in 2026, Ka worked at Bank of America, Merrill, and Citigroup. Outside of advisory work, Ka is employed as a mobile assistant at a retail store and has held hospitality and merchandising roles. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves a structured discovery process and utilizes firm‑approved tools to model financial outcomes.