David Gambelin is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 designation with 23 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 a structured planning process that includes firm-approved tools and market outlook models.

Luke Sweet is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 license with six years of industry experience. Before joining Morgan Stanley in 2018, he worked at Lyft for one year and spent two years at the University of California, Davis. Sweet also served in the United States Army National Guard from 2008 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Wayne Cymrot is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney. Outside of his advisory role, he serves as a successor trustee in an investment-related trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Jason Silva is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. 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 through a structured planning process supported by firm-approved tools.

Yuko Mihara is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at UnionBanc Investment Services and Union Bank of California. She is based in San Jose, CA. 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 supported by firm-approved tools and comprehensive investment management services.

Daniel Kaypaghian is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its Private Bank since 2012. His other business activities include a trust-related role based in Saratoga, California. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jason St. Claire is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and investment services supported by firm-approved planning tools and strategies.

Annie Wakayama is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Michael Hack is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and possessing 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. Outside of his advisory role, he is the sole proprietor of Hack Family Orchard, an agricultural business in Los Gatos, California. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Yvonne Tran is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 designation with 14 years of industry experience. Her career includes seven years at Charles Schwab and Charles Schwab Bank before joining Morgan Stanley Smith Barney LLC in 2018. Outside of her advisory work, she is involved in rental property management. 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 employs a structured planning process supported by established investment tools.

Jami Rhoads is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses with 17 years of industry experience. She has been with Morgan Stanley since 2016. 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 and manages approximately $2.74 trillion in client assets.

Bryon Botsford is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a board member for the Tall Trees Foundation, a nonprofit organization based in Palo Alto, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with customized financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes advanced modeling tools to support client financial strategies.

Jesse Blount III is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and approved planning tools.

Thomas Donnelly is a Series 66-registered financial advisor with Morgan Stanley in San Jose, CA, bringing 13 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Outside of his advisory role, Donnelly serves as a board member on the finance committee of the Monterey Museum of Art. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines extensive retail and institutional services with specialized planning and investment strategies.

Leslie Figone is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses with 11 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 both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Amy Chu is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Morgan Stanley and its related entities since 2007. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Joseph Bummer is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individuals 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 structured planning tools and firm-approved methodologies in its financial planning process.

Kurt Carrasquilla is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Outside of his advisory role, he teaches investment-related courses at the University of California, Berkeley, and Stanford University, and serves on the CFP Program Advisory Board at UC Berkeley. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Lawrence Lo is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2019 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Maximillian Walsworth is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he held positions at PricewaterhouseCoopers and completed his education at Loyola Marymount University. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.