Michal Grommunt is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 license and bringing six years of industry experience. He has worked at Morgan Stanley since 2019 and is also involved in consulting through his ownership of Lavish Impulse, LLC, as well as a part-time partnership role at AMJ Body Art Studio in Poland. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Katherine Gread is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and bringing nine years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. 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, and manages approximately $2.74 trillion in client assets.

Andrew Friedman is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to his advisory role, he held positions in education, including teaching roles at California Polytechnic State University San Luis Obispo and local high schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Keaton Covillo is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he is involved as a joint owner in a real estate rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets using a structured planning process supported by firm-approved tools.

Erin Richardson 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, she worked at UBS and held roles at the University of San Francisco and the University of California, Berkeley. Morgan Stanley Wealth Management provides advisory programs to individuals 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 employs a structured planning process that includes firm-approved tools and scenario modeling.

Ryan Copeland is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2022. Prior to this, he was briefly with Janney Montgomery Scott and has experience related to educational institutions such as Syracuse University and St. Ignatius College Preparatory. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans using structured tools and scenario modeling.

Niall O'Malley is a financial advisor at Morgan Stanley with eight years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Marin Software from 2015 to 2017. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 structured planning tools supported by the Global Investment Committee’s market insights.

L. Ashley is a financial advisor at Morgan Stanley with 39 years of industry experience. Ashley holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of advising, Ashley serves on the investment committee for The Branson School, a private foundation, and is involved in agricultural business activities, including roles at A&K Ranches, Lawson Place Partners LLC, Solaris Ranches LLC, and Big Mossy LLC. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning methodologies supported by its Financial Advisors and specialized estate planning groups.

Kathleen Carroll is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients with a 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 offers planning services that incorporate global investment analysis and scenario modeling.

Jacob Rohrer is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior roles include positions at Broe Management Company, LLC and Crestone Capital, LLC. Before entering finance, he worked briefly in the food service industry. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Yan Ho Hosea Lee is a financial advisor at Morgan Stanley with 8 years of industry experience. He has held positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, and J.P. Morgan Private Bank before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery conversations and approved planning tools to develop financial plans without offering individual security recommendations as part of standalone planning.

Anthony Jones is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2006, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery and approved planning tools, managing approximately $2.74 trillion in client assets.

Mark Langner is a financial advisor with Morgan Stanley in San Francisco, holding Series 63, 65, and 66 designations and 17 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Alicia Chen is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2016 in their San Francisco office. 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 tailored financial planning supported by structured discovery processes and proprietary planning tools.

Nathaniel Fuentes is a Series 66-licensed financial advisor with Morgan Stanley in San Francisco, CA, and has two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2024 to 2026, and has held roles at several other firms including All California Mortgage and Pathfinder Capital Partners. 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 featuring structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Richard Mcnamara is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and 13 years of industry experience. He has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank since 2019. Mcnamara serves on the Audit Committee of The Olympic Club in San Francisco. 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 employs structured planning tools and offers both direct and corporate financial planning solutions.

James Pardieu is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and having 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates structured discovery conversations and firm-approved tools.

Justin Smith is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Outside of his advisory work, he manages a rental property business in San Francisco as a sole proprietor. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and modeling techniques.

Jennifer Benson is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 licenses with six years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at LittleLane from 2016 to 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing 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 services through its Financial Advisors and Estate Planning Strategies Group.

Steven Mobberley is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.