John Mahoney is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, following his tenure at Morgan Stanley Smith Barney LLC beginning in 2009. Outside of his advisory role, he is involved with Peninsula Equity Partners II LLC, which operates a web portal for creative content. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, 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 proprietary modeling techniques.

Rachel Murfit is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and access to multiple investment products, managing approximately $2.74 trillion in client assets.

Marissa Simon is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2013, including 11 years with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs 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 conversations and firm-approved tools to help model financial outcomes and support client decision-making.

Grant Lee is a financial advisor with Morgan Stanley in San Francisco, CA, holding a Series 63 designation and having 40 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisor role, Lee serves as managing member of DWS Partners LLC, a real estate investment entity, and is involved with the Menlo Park Atherton Education Foundation, a public school foundation and endowment. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on structured financial planning using firm-approved tools and modeling methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and employer-sponsored financial planning agreements.

Erin Dicarlo is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array 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 modeling techniques.

Jeremy Techer is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at J.P. Morgan Chase Private Bank from 2015 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Douglas Gainer is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including corporate financial planning agreements.

Jennifer Kim is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 19 years of industry experience. She previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, NA before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Anne Green is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 licenses with 21 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 both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Austin Tobian is a financial advisor at Morgan Stanley in San Francisco, CA, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of finance, he has experience with organizations such as Evans Hotels and the Salvation Army. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved analytical tools.

Alison Wharton is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2003. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based agreements.

Robert Mclaren is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and over 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Mary Tootell is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 credentials 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 individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and advanced modeling tools.

Jacqueline Morales is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Raymond James & Associates for six years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 that uses tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Gavin Resnick is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Bofa Securities, Inc., University of California Berkeley, and Bank of America. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

David Dudek is a CFA® charterholder and Series 63 licensee based in San Francisco, CA, with 10 years of industry experience. He is currently with Morgan Stanley, having previously worked at First Republic Securities Company LLC and First Republic Investment Management. Outside of his advisory role, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process.

Stefan Madjarov is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the CFA® designation along with Series 65 and Series 63 licenses. Prior to joining Morgan Stanley in 2025, he worked at J.P. Morgan Securities and J.P. Morgan Chase bank from 2015 to 2025. 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 uses a structured planning process that incorporates firm-approved tools and modeling techniques such as Monte Carlo simulations.

Matthew Geary is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2023, he worked briefly at Lincoln Financial Advisors in 2022. Geary has experience in other sectors including the food service industry and education. 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, and manages approximately $2.74 trillion in client assets.

Dylan Taa is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2022. Prior to that, he was employed at Bank of America and Merrill from 2019 to 2022. 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 and offers a broad range of retail and institutional investment services.

Richard Shu is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with three years of industry experience. He previously worked at Barulich Dugoni & Suttmann and Solan Park & Robello. 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 employs structured planning tools and methods such as Monte Carlo simulations to model financial outcomes.