Brianna Reyes is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and with 11 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 uses structured planning tools and models to support its planning process.

Pallavi Iyer is a Series 66 credentialed financial advisor at Morgan Stanley with 13 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent three years with UBS Financial Services. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Patrick Welsh is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation. He joined Morgan Stanley in 2025 and previously held various roles connected to California Polytechnic State University and other organizations. Outside of his advisory work, he was involved with Running Revolution from 2019 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools to develop financial plans.

Emily Andrew is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. 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, managing approximately $2.74 trillion in client assets.

David Johnson is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses with 17 years of industry experience. He previously worked at Blackrock Investments, LLC for 13 years before joining Morgan Stanley and its Private Bank division in 2025. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models to support outcomes, with clients responsible for implementation and updates.

Meera Raman is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Morgan Stanley since 2024 and previously held roles at J.P. Morgan Securities, First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct financial planning and Corporate Financial Planning agreements with employers.

Andrew Cooper III is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including experience at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of investment and financial services.

Colin Murphy is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked in various roles within First Republic Bank and its affiliated investment and securities companies before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools and serves clients through both direct and corporate financial planning arrangements.

Angel Chavez is a financial advisor with Morgan Stanley in San Francisco, CA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Chavez is involved in a non-investment-related outside business based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured tools and models, managing approximately $2.74 trillion in client assets.

Keith Woodland is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Peter Nestor is a financial advisor at Morgan Stanley with seven years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to that, he worked at Marcus & Millichap and TalentRocket, and he also has experience from Santa Clara University. Outside of his advisory role, he is involved in a recreational customer service business. Morgan Stanley Wealth Management offers a wide array of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides various investment and planning services through a large network of advisors.

Jason Lammert is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2025. Outside of his advisory work, Mr. Lammert is involved in youth sports coaching, serving as an assistant swim coach at Miramonte High School, and he is the CEO of a private tutoring company focused on middle and high school students. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering financial planning and wealth management services supported by firm-approved planning tools and a structured discovery process.

Marco Salerno is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with 14 years of industry experience. He has been with Morgan Stanley and its affiliated private bank entities since 2015. 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 structured planning tools alongside guidance from its Global Investment Committee.

Isha Huston is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials with four years of industry experience. She has been with Morgan Stanley since 2019, following a role at One Wealth Management and various positions at New York University. Outside of her advisory work, she owns and operates two retail-related businesses in New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Kristin Sheridan is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 13 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, 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 services both directly and through employer agreements.

Juan Gachet is a financial advisor with Morgan Stanley based in San Francisco, CA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has worked at Morgan Stanley since 2014 and at 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. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Janet Alsup is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a trustee for a trust based in Fremont, California. 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 structured planning tools such as Monte Carlo simulations to model outcomes.

Elijah Singstad is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and has four years of industry experience. His work history includes multiple periods at Morgan Stanley Smith Barney LLC and brief roles at Cetera Investment Services LLC and Foresters Financial Services, Inc., along with six years dedicated to full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services to individuals and institutional clients, utilizing structured planning tools and analytics developed by its Global Investment Committee.

Thomas Judson IV is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he serves as a youth soccer referee for the East Bay Eclipse Soccer Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning supported by proprietary tools and employs a structured discovery process to develop client plans.

Andre Coudsi is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously spent nine years with First Financial Equity Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and combines extensive retail and institutional capabilities with specialized financial planning services.