Allison Stringer is a financial advisor at Morgan Stanley in San Francisco, holding Series 63, Series 65, and Series 66 credentials with nine years of industry experience. Her prior work includes positions at Wells Fargo Clearing Services and Loyal3 Securities, Inc. 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’s planning process involves structured discovery conversations and firm-approved tools, emphasizing an advisory role without providing individual security recommendations as part of standalone plans.

Jennifer Oneal is a financial advisor with Morgan Stanley in San Francisco, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that leverages firm-approved tools and methodologies to support client goals.

Nathan Walter is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and with 11 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 individual and institutional clients with a range of advisory programs, including 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 financial planning process supported by firm-approved tools and modeling techniques.

Chalita Sitthisakuldej is a financial advisor at Morgan Stanley in San Francisco with four years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and JP Morgan & Chase Co. Outside of her advisory role, she is involved with Tata Designs LLC, a consulting business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, serving clients through both direct and corporate financial planning agreements.

Susan Spaugh is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to both 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 employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Matthew O'Haren is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. His prior experience includes a long tenure at Citigroup Global Markets beginning in 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a Global Investment Committee.

Alexey Bulankov is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2025. His prior experience includes roles at Cetera, East West Bank, Bank of America, Merrill, and Mechanics Bank. Outside of his advisory work, he is a boxing instructor at Bay Area Boxing in Belmont, California. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Daniel Plotinsky is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include 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.

Albert Gibbons III is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Gibbons serves on the boards of the Boys and Girls Club of the Peninsula and the Mid-Peninsula Foundation, contributing to charitable and youth-focused organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Benjamin Woo is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2010 and Morgan Stanley Private Bank, N.A. since 2015. He is based in San Francisco, CA. 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 customized 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 modeling techniques.

Barrett Richter is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Michael Maul is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior work includes roles at Pizza My Heart and A Grande Affair. Based in San Francisco, he has been with Morgan Stanley Smith Barney LLC since 2021. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

John Cho is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, N.A. in San Francisco, CA. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers planning through structured processes that incorporate firm-approved tools and modeling techniques.

Lisa Zengel is a financial advisor at Morgan Stanley with 13 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2013 and with Morgan Stanley Private Bank, N.A. since 2015. Zengel serves on the Finance and Investment Committees of Girls Inc., a nonprofit organization focused on children and youth in Oakland, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of financial planning and advisory programs that include tailored financial planning and estate strategies.

Darian Keuter is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2017. Prior to that, he worked at the Social and Economic Sciences Research Center and Washington State University. 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 committee-based investment analyses.

Traser Pomerleau is a Series 66-licensed financial advisor at Morgan Stanley in San Francisco, with 26 years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Roger Barlow is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals 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 planning tools and advanced modeling techniques in its financial planning process.

Keith Briar is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and bringing 41 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 employed at Citigroup Global Markets beginning in 1993. 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 structured discovery processes and advanced modeling tools.

Angela Kiriakopoulos is a financial advisor at Morgan Stanley in San Francisco, CA, with six years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2018. Prior to Morgan Stanley, she worked in various roles, including at Kimberly Rider Designs and Dibble & Dibble, and has teaching experience at Dominican University of California. 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 planning process supported by proprietary tools and research.

Monique Bogdan is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held her current role since 2009 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she is involved in managing rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of financial planning and advisory programs supported by structured planning tools and various investment strategies.