Omer Shakoor is a Series 66 registered financial advisor with Morgan Stanley in San Francisco, CA. He has three years of industry experience, including positions at Merrill and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Wei Elaine Shen is a financial advisor with Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 registrations and 14 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Jack Harrington is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and two years of industry experience. He previously worked at Learfield, Epernay, Boardriders, and spent time at Trinity College and Pacific Palisades High School. Morgan Stanley Wealth Management offers advisory programs for individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer corporate financial planning agreements.

George Kline is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a 25% owner of Klinebro Holdings, an LLC formed for joint real estate investments with family members. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

Eric Demarcus is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has previously worked at CITIBANK and LPL Financial. Outside of his advisory role, he is a co-owner of Santana Row Luxury Automotive LLC, a luxury transportation and leasing business in Los Altos, CA. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning and estate strategies, supported by firm-approved planning tools and research.

William Wolcott Jr. is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he serves on the board of trustees, investment committee, and finance committee for the SF Waldorf School, and is a board member of the Aquarium of the Bay, a nonprofit focused on regional conservation. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering comprehensive financial planning and wealth management solutions supported by firm-approved tools and research from its Global Investment Committee.

Michael Marsh is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior work includes over two decades at Charles Schwab & Co. Inc. and a two-year tenure at LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range 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 offers services through direct and corporate financial planning agreements.

Thomas Bonds is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Briggs Ethridge is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley, and prior positions at Blount International, Silicon Valley Bank, and Guardian Investment Management. Ethridge also operated Pure Mist Distillations from 2016 to 2019 and was affiliated with the University of Mississippi during that period. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 uses structured planning tools and modeling techniques to support clients’ financial plans.

Scott Lamson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and its affiliated entities since 2014. Outside of his advisory role, Lamson is a partner in Kiki Lam LLC, a real estate investment partnership based in Novato, California. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Wing Yung Chau is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2025, Chau worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2018 to 2025, with earlier roles at Lego Corporate Finance and Hang Seng Bank. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Financial Advisors and Estate Planning Strategies Group.

Elizabeth Smith is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. She has worked at Morgan Stanley since 2015 and has been with Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including 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 modeling techniques.

Heather Church is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and Flex Circuit Gym. Outside of finance, she works as a freelance artist specializing in art and graphic design. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Jorge Villa is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 66 credentials with 12 years of industry experience. He has been with Morgan Stanley since 2015. 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, managing approximately $2.74 trillion in client assets.

Justin Kuh is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with eight years of industry experience. His previous roles include positions at J.P. Morgan Securities, First Republic Investment Management, and BacTrack. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through Corporate Financial Planning agreements.

Nicholas Mc Cambridge is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Equitable Advisors and Ridum Consulting. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Marissa Williams is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Uber, Eagle Strategies, and Northwestern Mutual Wealth Management. 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 models.

Charles Evans is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and global investment research.

Timothy Henderson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2018, previously serving at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Henderson serves on the advisory board of Seattle Preparatory School. Morgan Stanley Wealth Management is a large institutional firm managing approximately $2.74 trillion in client assets. It provides a variety of advisory programs and tailored financial planning services to both individual and institutional clients.

Troy Griepp is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including time at Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a board member for Presidious Technology Partners. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research, with assets under management totaling approximately $2.74 trillion.