Trevor Shephard is a Series 66-licensed financial advisor with Morgan Stanley in San Jose, CA, and has 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns a rental property business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques.

Laurie Heinly is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of advising, she is an investor in a technology company, Nexqloud Technologies. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment programs.

Julius Agbonbhase is a Series 66-credentialed financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously held roles at E*Trade Securities LLC and E*Trade Capital Management, LLC from 2013 to 2018. Outside of his advisory work, he serves as Vice President 2 for ACCIOBA North America, a community organization focused on civic and fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including 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 financial planning process using firm-approved tools and scenario modeling.

Brian Franklin is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Franklin serves as a basketball referee and is a board member of the Coalition for the Unhoused of Silicon Valley. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and scenarios to model outcomes, serving clients in both direct and corporate financial planning arrangements.

Michael Guimarin is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 credential. He has worked at Morgan Stanley and its Private Bank since 2025. Outside of his advisory role, he owns Learn Sensemaking, LLC, an education technology business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved planning tools and strategies.

Christopher Michinaka is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Michinaka has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs structured planning tools and investment models to support client engagements and manages approximately $2.74 trillion in client assets.

Kamran Pazdel is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 32 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 offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, serving clients directly and through corporate financial planning agreements.

Steffen Hack is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and economic modeling in its financial planning processes.

Nicole Simon is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Mary Keller is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2019, following four years at Ameriprise Financial Services, Inc. based in San Jose, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services. The firm’s approach involves structured planning tools and modeling techniques such as Monte Carlo simulations, with clients responsible for implementing and updating their plans.

Riley Marshall is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley, he spent time at AT&T and was involved with several entertainment and service ventures including Shopwindow, Quest Factor Escape Rooms, and All That Dance Studios. Outside of financial advising, he operates a sole proprietorship in entertainment and co-hosts a podcast focused on AI topics. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing financial planning supported by firm-approved tools and investment research while serving approximately $2.74 trillion in client assets.

Scott Anderson is a financial advisor at Morgan Stanley in San Jose, CA, with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney since 2009. 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 estate strategies, managing approximately $2.74 trillion in client assets.

Shashi Bhagat is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and scenarios to guide financial decisions.

Roberta Arakaki is a financial advisor at Morgan Stanley in San Jose, CA, with 25 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is involved in paper crafting and stamping, operating a small business focused on greeting cards and crafting products, and she also sells Tupperware as an independent contractor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and models to support client planning needs.

Kimberly Grubisich is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2022. She is based in San Jose, California. 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’s financial planning process involves structured discovery and firm-approved tools, but clients are responsible for implementing and updating their plans.

Shashi Bhatia is a financial advisor at Morgan Stanley in San Jose, CA, with 20 years of industry experience. He previously worked at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and model-based outcome simulations.

David Heiman is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Heiman serves on the finance committee and as treasurer for the Leo M Shortino Family Foundation, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support its advisory services.

Allan Walsworth is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Claudio Enriquez is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Morgan Stanley and its Private Bank since 2009. Based in San Jose, CA, his career includes 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenarios developed by its Global Investment Committee.

Svetla Vavova Clifford is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 designation and over 20 years of industry experience. Her prior roles include positions at The Blakeley Group, Charles Schwab, and American Century Investment Services. She is also the owner of Uniquely Yours Designer Dolls, a doll customizing business she has operated since 1999. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.