Makayla Chassion is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with approximately two years of experience. Her prior background includes roles at Capital Group and various academic institutions, including the University of California and UCLA. Outside of finance, she has experience associated with tennis academies and a pizzeria. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers financial planning and advisory programs supported by structured discovery tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Jill Maines is a Series 63-registered financial advisor with Morgan Stanley in San Francisco, CA, with 35 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Citigroup Global Markets since 1993. Outside of her advisory role, she is a Pilates instructor affiliated with Club Pilates in Palo Alto and San Jose, California. 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 that incorporates firm-approved tools and methodologies.

Amaka Nwankwo is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Amaka worked at JP Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, Amaka writes a fantasy series on Webnovel, publishing new chapters regularly. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of financial services including estate planning and private fund relationships.

Reese Linton is a financial advisor at Morgan Stanley with seven years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018. Prior to his career in finance, he worked at Millies Restaurant for six years. 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 supported by structured discovery processes and firm-approved tools.

Christine Kim is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses with 17 years of industry experience. She worked at Citigroup Global Markets for 12 years before joining HOME for one year and then Morgan Stanley in 2019. 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, relying on structured discovery processes and firm-approved tools to support client planning.

Fernando Quezada is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and UBS Financial Services. Prior to his financial services career, he was involved with UC Irvine Student Housing and the University of California, Irvine. 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. The firm’s planning process uses structured discovery and approved tools, with an emphasis on advisory services rather than individual security recommendations.

Steven Denicke is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation. He has been with Morgan Stanley since 2019, with additional experience at firms in various industries including mortgage services and technology. Prior to his advisory role, his background spans several positions across diverse fields. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs that include both retail and institutional offerings.

Victoria Bailey is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank N.A. since 2016. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

Katherine Rinehart is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Bank of America, N.A., and Merrill. Outside of her advisory work, she serves on the Seton Women's Development Board and the advisory board of A Gift of Time, a nonprofit focused on adult day care for Alzheimer's patients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 employs a structured planning process supported by firm-approved tools and economic modeling.

Tyler Ticen is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Tyler is based in San Francisco, CA. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee insights as part of its advisory process.

Jennifer Stier is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, she worked at Carr McClellan, P.C. and Barulich Dugoni & Suttmann Law Group, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Kyle Mckenzie is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Jefferies LLC, Voya Investment Management, Charles Schwab, and Artisan Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with customized financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its process.

Jason Bogardus is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves on the Investment Committee of the Woodside School Foundation and is a member of the Advisory Board for American Rivers, focusing on fundraising efforts. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and data. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-affiliated planning services.

Misun Chen is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2019, her work history includes roles at Bank of America, Merrill Lynch, and other diverse positions outside finance. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services that integrate with corporate financial planning agreements.

Jeff Basich is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Daniel Dana Jackson IV is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 1994, joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Outside of his advisory role, he serves on the advisory board of the Krach Institute for Tech Diplomacy and holds an officer position on the investment committee of the Bohemian Club. 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 employs a structured planning process supported by proprietary tools and serves clients both directly and through corporate financial planning agreements.

Joseph Huhn is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 41 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. He is based in San Francisco, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and provides planning supported by firm-approved tools and analyses, acting primarily in an advisory capacity.

Wilson Hu is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Equitable Advisers, J.P. Morgan Securities, and Phaidon International. Outside of financial advising, he has worked in customer service and sales at Luxottica for ten years. 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 focused on tailored financial planning, using structured discovery processes and firm-approved planning tools.

James Davis is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, including six years with Morgan Stanley Private Bank, N.A. Outside of his advisory role, he coaches youth lacrosse with the San Francisco Riptide Lacrosse Club. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and offers a wide range of investment and planning solutions.

Shawn Moussavi is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at both Morgan Stanley and Bank of America, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 uses structured planning processes supported by proprietary tools to assist clients.