Lesley Norelli is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets beginning in 1989. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Michael Siegel is a financial advisor at Morgan Stanley with 25 years of industry experience. He has held roles at Morgan Stanley since 2011, including at Morgan Stanley Private Bank, N.A. since 2022. Siegel holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

John Binney 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 been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and models.

Shane Brisbin is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of The Pacific-Union Club, a social and recreational organization in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 employs structured planning tools to support its clients’ financial goals.

David Falkow is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a part owner of FFL LLC/FLAMESTOWER, a company that designs power supplies for individuals and homes. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while generally acting in an advisory capacity for clients' financial plans.

Adrienne Iglehart is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Adrienne serves on the finance committees for two nonprofit organizations focused on family support and education. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering financial planning that incorporates firm-approved tools and strategies without individual security recommendations as part of standalone plans.

Richard Petit is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary modeling techniques.

William Lyon is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lyon serves on the Belvedere Finance Committee and is a member of Big Mossy LLC, an agritourism-related business in Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering 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 uses structured planning tools and market models to support financial plans.

Alexander Chan is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. He currently works at Morgan Stanley, having previously been employed at First Republic Securities Company and Bank of the West. Outside of advisory, he is a limited partner in real estate investment entities based in San Francisco. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive asset management.

John Lin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of investment and planning solutions.

Michelle Thomas is a financial advisor at Morgan Stanley with 17 years of industry experience and holds a Series 66 designation. Her prior roles include positions at UBS Financial Services, Inc. and Merrill. She is based in San Francisco, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment products and strategies.

Lawrence Lee is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with one year of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and First Republic Bank. Outside of finance, he previously worked for PacificPine Sports and has experience at Caltech. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Richard Palmer is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 license and 31 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Matthew Peter is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, he worked in the technology sector at Grafana Labs and Splunk. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers both direct and corporate financial planning services.

James Greenfield is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Spencer Larson is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2009. His current roles include working with Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Tsu An Tsai 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, Tsai worked at Deloitte, Meitu, and Amphenol, and completed studies at the University of California, Berkeley. 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 advisory services supported by firm-approved tools and a broad range of investment programs.

Helen Donnelly is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has been with Morgan Stanley since 2016, including a position at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of 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 planning tools and models in its process.

Brian Peter is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Jason Whitney is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Tubular Labs Inc. and Quantcast Corporation before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and modeling tools, serving clients through a range of programs including estate planning and corporate financial planning agreements.