Scott Waxman is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 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. 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 using firm-approved tools and methodologies such as Monte Carlo simulations.

James Berti is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and RBC Capital Markets. Berti is based in San Francisco, CA. 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.

Mark Haley is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he manages a rental property in Berkeley, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its investment approach.

Noel Cueto is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Kendal Schall is a CFP®-certified financial advisor with 13 years of industry experience, currently with Morgan Stanley in San Francisco. His prior experience includes roles at First Republic Securities Company and First Republic Investment Management, as well as positions at Lion Street Financial and Legacy Capital Group California. 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 financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Andrew Cooper is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm uses a structured planning process with firm-approved tools and manages approximately $2.74 trillion in client assets.

Andrew Xie is a financial advisor at Morgan Stanley in San Francisco, holding the Series 66 designation. He has been with Morgan Stanley since 2023 and has no prior industry experience before that. 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 utilizes structured discovery processes and firm-approved tools in its planning services.

Christie Iribarren is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 24 years of industry experience. She worked at Merrill from 1999 to 2024 before joining Morgan Stanley Smith Barney LLC. 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 employs a structured financial planning process using firm-approved tools and modeling techniques.

Frances Lieu is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

David Pritikin is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Scottrade, Inc. and ownership involvement in a retail bike shop, La Dolce Velo. Outside of his advisory work, he is associated with Upshift Cycles, a retail and online store focused on recreational cycling. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored programs and a structured planning process.

Kyle Kinnear is a Series 66-registered financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Ernst & Young and has a background that includes entrepreneurship, having co-founded LA Headwear, a retail and online store. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by firm-approved tools and a structured discovery process.

Daniel Soares is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. in San Francisco. Outside of his advisory role, Soares is involved as a youth water polo coach and serves on the finance committee of St. Francis High School in Mountain View. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model outcomes, serving clients in an advisory capacity without offering individual security recommendations through its standalone planning programs.

Ryan Glover is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work history includes roles at Morgan Stanley Smith Barney and a variety of positions outside finance, including at the University of Pennsylvania and in retail and hospitality sectors. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 services both directly and through corporate financial planning agreements.

Brenden Gedeon is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and having three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, he worked at Pacific Coast Trane Service in a construction and engineering role. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Kevin Tuholski is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and previously was with Cannell Capital in 2022. Prior to his professional career, he was a student for nine years. 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 manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a comprehensive suite of advisory programs.

Achim Christner is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011, currently working at Morgan Stanley Private Bank in San Francisco. Outside of his advisory role, he is involved as a tennis coach at Orinda Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured processes and advanced modeling tools.

Madeline Huertas 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, she worked in various roles including positions at Deer Valley Resort Company and Square Inc. Outside of financial services, she has taken extended travel sabbaticals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Alexander Rudolf is a financial advisor at Morgan Stanley with 20 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and has also been associated with Packerland Brokerage Services, Inc. since 2007. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs structured planning tools and modeling techniques as part of its client service.

Eric Medrano is a financial advisor at Morgan Stanley in San Francisco with two years of industry experience. He previously worked at J.P. Morgan Securities and First Republic Investment Management, among other roles. Outside of finance, he is involved with Alameda County Social Services, assisting in elder care. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment committee estimates to support client financial plans.

Michael Benner is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, with prior roles at Charles Schwab and Aravive Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 delivers services through its Financial Advisors and Estate Planning Strategies Group.