Fabian John is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following a prior role at Morgan Stanley Smith Barney LLC beginning in 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate modeling techniques such as Monte Carlo simulations.

William Knox is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with three years of industry experience. His prior work history includes positions at PNC Bank and various roles connected to the University of Cincinnati. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Dana Tom is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Edd. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes with its Financial Advisors and Estate Planning Strategies Group, offering a broad range of retail and institutional investment services.

Nicole Nixon is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Deborah Finnegan is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Finnegan serves as a board member of the Discovery Bay Lions Club, engaging in fundraising and administrative activities. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools, serving clients through both direct and corporate-sponsored financial planning arrangements.

Stan Seal is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Citigroup Global Markets since 1987 and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to develop its financial plans.

James Schlueter is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Schlueter is the sole proprietor of 4JPL Ranch LLC, an agricultural business based in San Francisco. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs and 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 and modeling techniques to support its advisory services.

Bradley Moore is a CFA® charterholder and holds a Series 63 license, with 11 years of experience in the financial services industry. He currently works at Morgan Stanley in San Francisco, having previously been employed at Wells Fargo Bank, N.A. and Wells Fargo Clearing. 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 and estate planning strategies, utilizing structured planning tools and modeling techniques to support client outcomes.

Kathy Prestigiacomo is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 66 credentials. 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, and manages approximately $2.74 trillion in client assets.

Robert Lipman is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and having 38 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he serves as a board member and finance committee member for the Seattle Theater Group. 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 uses structured planning tools and proprietary methodologies to support client financial planning.

Jonathan Harris is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with various Morgan Stanley entities since 1996, including Morgan Stanley \& Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range 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 models.

Mitchell Waxman is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and bringing nine years of industry experience. He has worked with Morgan Stanley since 2018 and was previously affiliated with the Kellogg School of Management from 2016 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 modeling techniques to assist clients, while generally acting in an advisory capacity.

Elizabeth Garcia is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Securities Company and J.P. Morgan Securities. Garcia currently serves clients in the San Francisco, CA area. Morgan Stanley Wealth Management provides a 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 financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, serving primarily in an advisory capacity.

Jennifer Tokioka is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual 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 utilizes firm-approved tools and models to assist clients.

Nicole Lee is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she was affiliated with the University of the Pacific from 2018 to 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning and estate planning services supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Brooke Cilley is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at Five9, FabFitFun, World Cup Soccer Camps & Clinics, Temmerman, Cilley, Kohlmann & Norcia, LLP, and attended the University of Michigan. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and diverse investment solutions.

Miles Hurd is a Series 66 licensed financial advisor with Morgan Stanley in San Francisco, CA, and has three years of industry experience. His prior roles include positions at KeyBank and Morgan Stanley Smith Barney LLC, as well as experience outside the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

Natalie Kaylor is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2017, following a brief tenure at Jasper Ridge Partners the same year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and extensive asset management.

Alejandro Hernandez is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo, and H&R Block. 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 employs a structured financial planning process using firm-approved tools and methodologies.

Molly Galasso is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019. Prior to her financial advisory career, she operated a self-employed fitness business for four years. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and advanced modeling tools.