Daniel Mccormick is a financial advisor with Morgan Stanley in San Francisco, CA, holding a Series 66 designation and 21 years of industry experience. His tenure at Morgan Stanley and its affiliates spans from 2009 to the present. He serves as an advisory board member for the District Budget Advisory Committee in the Lafayette School District. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes advisory services without individual security recommendations as part of its standalone financial planning.

Westley Cai is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. He previously worked at Charles Schwab and The Flash Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 uses structured planning tools, such as Monte Carlo simulations, to model investment outcomes.

Anthony Christon Quao is a financial advisor with Morgan Stanley in San Francisco, CA, holding Series 63 and Series 65 credentials and has 10 years of industry experience. He has worked with Morgan Stanley since 2015 and has been with Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Catherine Rachford is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 and Series 66 credentials. Based in San Francisco, CA, she works within a large institutional firm. 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 services supported by structured discovery processes and firm-approved planning tools.

Stephen Marotto is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently with Morgan Stanley, having worked in various roles within the firm and at First Republic Wealth Advisors and related entities from 2008 to 2023. 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 investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Joseph Cahill is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and currently works at Morgan Stanley Private Bank, N.A. His background is solely within Morgan Stanley-affiliated entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Jessica Newman is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017, including roles at Morgan Stanley Private Bank. Prior to that, she was employed at LB Steak from 2015 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Francesca Raggi is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, she worked at Virtus Insurance LLC and attended the University of Michigan. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized 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 employer-sponsored financial planning services.

Alexander Argente is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at New Market Venture Management and Vine Connections. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment and planning tools.

Jennifer Melnyk is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 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 serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools.

Sarai Anderson is a Series 66-credentialed financial advisor with 13 years of industry experience, currently affiliated with Morgan Stanley in San Francisco, CA. Her prior roles include positions at JPMorgan Chase Bank NA and Edward Jones. Outside of her advisory work, she serves on the finance committee of the Teddy Bear Cancer Foundation, a nonprofit focused on children’s health and welfare. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and via corporate partnerships.

Derek Fowler 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 been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, utilizing financial planning tools and strategies developed by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Greg Werner is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial planning.

Stefan Jung is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with two years of industry experience. His prior work includes roles at AutoDesk, Livingston Ventures, LivePerson, and entrepreneurial activity with 1495 JF LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Victor Chan is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Oliver Wyman and Merrill Lynch, among other firms. He also attended Stanford University and the London School of Economics. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools alongside a broad array of retail and institutional offerings.

Joan Getsinger is a financial advisor at Morgan Stanley with 46 years of industry experience. She has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She holds Series 63 and Series 65 designations. 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 supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Mickey Hong is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. 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 offers a variety of planning tools and services, including guidance based on Global Investment Committee estimates and Monte Carlo simulations.

Gavin Wong is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 license and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Wong is involved in real estate property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients with a comprehensive range of advisory programs, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Gabrielle Fleischer is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with nine years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Fleischer also attended Washington and Lee University from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Mark Howe is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools to support its financial planning.