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.

Melroy Atkins is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following eight years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by a structured discovery process and firm-approved planning tools.

Lisa Pascuzzi is a Series 66 licensed financial advisor with Morgan Stanley in San Francisco, CA, where she has worked since 2016. She has 12 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Charles Furcolo is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes nearly two decades at Morgan Stanley & Co. Incorporated and roles within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. He also serves as a board member for the Larkspur-Corte Madera School District. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading activities.

Colin White 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, he worked at Sierra Nevada Brewing Co. and held various roles including student positions. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Haylie Garrie is a Series 66 licensed financial advisor with Morgan Stanley in San Francisco, California, and has eight years of industry experience. Prior to her current role at Morgan Stanley Private Bank and Morgan Stanley, she worked at Illumio and Goldman Sachs. She serves on the Finance and Quality Assurance Committees of Elica Health Centers, a medical organization based in Sacramento. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide 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 structured financial planning process supported by proprietary tools and modeling techniques.

Timothy Emanuels is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 37 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 his advisory work, he is involved as a member in agricultural and recreational ventures through Homer Hills LLC and Big Mossy LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and investment insights from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory capabilities with various institutional and retail investment offerings.