Paul Dyliacco is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior experience includes 14 years at Citigroup Global Markets before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides a broad range of 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 a structured planning process using advanced modeling tools to support client financial goals.

Lawrence Young is a financial advisor at Morgan Stanley in San Francisco with eight years of industry experience. He previously worked at Merrill Lynch from 2016 to 2019 before joining Morgan Stanley in 2019. Young serves on the finance committee and board of the nonprofit Grand Fleurs LLC and is a partner in Venturo Motors LLC, a car rental business. 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 employs structured planning processes and a variety of investment-related offerings for its broad client base.

Trevor Mcdonough is a CFA® charterholder with 18 years of experience in the financial industry, currently serving at Morgan Stanley in San Francisco, CA. His career includes over a decade with Morgan Stanley & Co. LLC and roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2025. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, employing structured financial planning tools and methods without offering individual security recommendations as part of standalone plans. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Randolph Peterson is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley in San Francisco, CA. His prior roles include positions at First Republic Bank and its affiliated investment management and securities companies from 2006 to 2023. He serves on the board of the San Francisco Maritime National Park Association, a community organization focused on children and youth. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and proprietary investment research to support client financial plans, while generally acting in an advisory capacity.

Anton Delateur is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 14 years of industry experience. He has worked at various Morgan Stanley entities since 2011, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he owns a rental property business in Seattle. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its advisory process.

Anita Berthold is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds a Series 63 license and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Mark Douglass is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as an executor of a trust and holds partnership roles in several investment-related entities. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment products and services.

Alexander Yu is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Yu holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 both direct and employer-sponsored financial planning services.

Michael Greenfield is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, he was employed at Frontier Growth and BlackArch Partners, and he attended Vanderbilt University. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and approved planning tools, serving clients both directly and through corporate agreements.

Charles Royals is a financial advisor at Morgan Stanley in San Francisco with three years of industry experience. He previously worked at IEQ Capital and held positions at Nevro and Fisher Investments. Royals holds Series 63 and Series 65 licenses. 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. The firm’s planning process utilizes structured discovery and modeling tools without offering individual security recommendations as part of standalone plans.

Ceren Fadeeff is a financial advisor at Morgan Stanley in San Francisco, CA, with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Securities Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides planning services through structured discovery processes and firm-approved tools.

Benjamin Hanley is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Morgan Stanley since 2012. Outside of his advisory role, Hanley is a rental property owner in Napa, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Helen Sattelmayer is a financial advisor at Morgan Stanley in San Francisco, CA, with 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of her advisory role, she is involved as an independent contractor selling new and used clothing on Poshmark and is a partner in Half Moon Bay Soap & Candle Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support client financial plans.

Alisa Sharp is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2019. 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 a range of advisory programs supported by firm-approved planning tools and research.

Michael Walker is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 1997. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety 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 models.

Nacole Carson is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2010. 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 customized financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Nidhi Gupta is a Series 66-licensed financial advisor with Morgan Stanley in San Francisco, bringing two years of industry experience. Her prior roles include positions at Barclays Bank Investment Company and Deutsche Bank AG. Outside of her advisory work, she operates a party supplies rental business. 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 tailored financial planning supported by structured discovery processes and advanced modeling tools.

Paula Love is a financial advisor at Morgan Stanley in San Francisco with 34 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at RBC Capital Markets, Wells Fargo Clearing, Charles Schwab, and Fidelity Investments. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning arrangements.

Michael Appleton is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, following a tenure at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm uses structured discovery processes and planning tools such as Monte Carlo simulations and Secular Return Estimates to develop client plans.

Margarete Alves is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera, LPL Financial, and several other firms. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.