Jonathan Usich is a financial advisor at Morgan Stanley in San Francisco, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 uses structured planning processes supported by advanced modeling tools.

Aneil Rai is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services as well as in contract roles with Salesforce and Checkr. His background also includes positions at Eden Housing and Whole Foods Market. 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 that utilize firm-approved tools and methodologies to develop tailored client plans.

Evan Rosenberg is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2013 and MORGAN STANLEY SMITH BARNEY LLC since 2011. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Alisan Martin is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Morgan Stanley and its affiliates since 2016. Outside of her advisory role, she is the sole proprietor of Green Street Group Properties LLC, a passive real estate investment business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Tatiana Belaya is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 designations and having 11 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 serves clients through both direct relationships and corporate financial planning agreements.

David Abril O'Brien is a financial advisor with Morgan Stanley based in San Francisco, CA. He holds Series 63 and Series 66 designations and has 15 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Extract Capital Advisors for three years. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Shaojun Fu is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2023, Fu worked for seven years at Ding, Sun & Huang Law Office. Fu holds the Series 66 designation and is based in San Francisco, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning through its Financial Advisors and Estate Planning Strategies Group.

Nicholas Carlson is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with one year of experience at the firm. His prior work includes roles at Okta, Zendesk, eBay, and Broadmoor Golf Club, as well as positions related to education and investments. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations 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.

Sarem Mukhtar is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 14 years of industry experience. Prior to joining Morgan Stanley in 2019, Mukhtar worked at Goldman, Sachs & Co. from 2011 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Neal Narahara is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with 20 years of industry experience. His prior experience includes roles at UBS Financial Services Inc from 2013 to 2023 and Morgan Stanley Private Bank, N.A. since 2023. 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 that utilize firm-approved tools and investment models to support client goals.

Stephen Guiney is a financial advisor with Morgan Stanley in San Francisco, CA, holding Series 63 and Series 65 designations and over 46 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and was previously with Citigroup Global Markets starting in 1984. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services that emphasize advisory roles without specific security recommendations.

Matthew Sheehan is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the advisory board of the Catholic Community Foundation in San Jose, California. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques while offering both retail and institutional investment solutions.

Benjamin Fitzmaurice is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with approximately one year of experience at the firm. Prior to joining Morgan Stanley, he held positions at Marin Bay Wealth Advisors and Vans, and earlier worked in education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity without individual security recommendations as part of standalone plans.

Lisa Amador is a financial advisor at Morgan Stanley in San Francisco, CA, with 39 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Reese Rickards is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he owns and operates real estate businesses in Montgomery Center, Vermont. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Nathan Hurty is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory work, he is a sole proprietor and owner of a rental property in Milwaukee, Wisconsin. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and approved planning tools.

Gregory Thomas is a financial advisor at Morgan Stanley in San Francisco with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Perigon Wealth Management, Burleson & Company, and held roles in local government and academia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support clients in developing financial plans.

Mart Oller V is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, he worked at Geodnet, Syon Capital, and Equinix, and completed his education at Santa Clara University. 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 manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its process.

Holly Gedeon is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Armand Brandt is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 license and five years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC, among other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial 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.