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Ryan S

Series 66

San Jose, CA

Morgan Stanley

Ryan Seay is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He is based in San Jose, CA. 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 financial planning services supported by proprietary tools and methodologies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Monique M

CFP®, Series 63, Series 66

San Jose, CA

Morgan Stanley

Monique Morrison is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2023. Her prior roles include positions at Royal Alliance Associates, Origin Financial, Charles Schwab, and Scottrade. Outside of her advisory work, she is involved in property management as a sole proprietor. 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 methodologies.

General estate planning guidance
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Aaron J

Series 63, Series 65

San Jose, CA

Morgan Stanley

Aaron Jang is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2012. He is based in San Jose, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Sok L

Series 63, Series 66

San Jose, CA

Morgan Stanley

Sok Loh is a financial advisor with Morgan Stanley in San Jose, California, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering 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 employs a structured planning process that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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Ashley M

Series 66

San Jose, CA

Morgan Stanley

Ashley Mccrary is a Series 66 licensed financial advisor with Morgan Stanley in San Jose, CA, where she has worked since 2013. She has 10 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered 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 and firm-approved tools.

General estate planning guidance
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Kai Wen T

Series 66

San Jose, CA

Morgan Stanley

Kai Wen Tan is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Morgan Stanley since 2014 and has worked with Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Tan is the managing member of Blue Iron Ventures, LLC, an education and recreation business. Morgan Stanley Wealth Management is a large, 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.

General estate planning guidance
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Laura J

Series 66

San Jose, CA

Morgan Stanley

Laura Jarrell is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Outside of finance, she owns and manages a franchise hair salon through her company Redpoint Inc. 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 employs a structured planning process supported by proprietary tools and market modeling.

General estate planning guidance
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Alyssa C

Series 66

San Jose, CA

Morgan Stanley

Alyssa Chi is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley, she worked in educational roles at San Jose State University, Yonsei University, De Anza College, and Evergreen Valley High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 a structured planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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Mike H

Series 66

San Jose, CA

Morgan Stanley

Mike Hoang is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory work, he is a partner in The League Sports, LLC, a private company in Santa Clara, and also works as a contractor for food delivery services Uber Eats and DoorDash. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment company relationships and principal trading activities.

General estate planning guidance
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Craig C

Series 63, Series 65

San Jose, CA

Morgan Stanley

Craig Cymrot is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved as a successor trustee in a trust based in Mountain View, California. 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 financial planning services that utilize firm-approved tools and methodologies to support clients in achieving their financial goals.

General estate planning guidance
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Matthew R

Series 63, Series 66

San Jose, CA

Morgan Stanley

Matthew Reinhardt is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Buckingham Strategic Wealth and The Colony Group. Reinhardt is involved in accounting and bookkeeping for a real estate-related business outside his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Adoree L

Series 63, Series 66

San Jose, CA

Morgan Stanley

Adoree Lee is a financial advisor at Morgan Stanley in San Jose, CA, with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Merrill for 16 years and Rockefeller Financial LLC for one year. 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 supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass comprehensive planning and investment management.

General estate planning guidance
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Alan S

Series 66

San Jose, CA

Morgan Stanley

Alan Silverberg is a Series 66-credentialed financial advisor with Morgan Stanley in San Jose, CA, and has 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Melissa B

Series 66

San Jose, CA

Morgan Stanley

Melissa Barney is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2010. Barney holds the Series 66 designation and is based in San Jose, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by advanced modeling tools.

General estate planning guidance
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Jonathan C

Series 66

San Jose, CA

Morgan Stanley

Jonathan Cymrot is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior experience includes roles at Legends Pizza Co. and teaching positions at San Francisco State University, University of Kansas, and Valley Christian schools. 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 services. The firm manages approximately $2.74 trillion in client assets and offers planning tools supported by its Global Investment Committee’s analyses.

General estate planning guidance
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Hui Ting C

Series 66

San Jose, CA

Morgan Stanley

Hui Ting Chang is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Morgan Stanley, where she has worked since 2022, after prior roles at Bank of America, Merrill, and Charles Schwab. 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 through a structured planning process that includes firm-approved tools and modeling techniques.

General estate planning guidance
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Cheryl W

Series 65, Series 63

San Jose, CA

Morgan Stanley

Cheryl Wong is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kan Wealth Management LLC, Gemmer Asset Management, Sowell Financial Services, and Concert Wealth Management. Outside of her advisory role, she serves on the finance committee of Project Hired, an individual rights and liberties organization. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and investment solutions supported by firm-approved tools and research from its Global Investment Committee.

General estate planning guidance
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Brendon E

Series 66

San Jose, CA

Morgan Stanley

Brendon Ewell is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 designation and currently in his first year in the industry. His prior experience includes roles at Fremont Bank, the Special Needs Planning Group, and Sharks Sports & Entertainment, along with positions in education and retail. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured, research-based planning process that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
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Connor G

Series 66

San Jose, CA

Morgan Stanley

Connor Gambelin is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley Private Bank, N.A., as well as academic roles at Tulane University. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm's planning process uses structured discovery conversations and firm-approved tools but does not include individual security recommendations in standalone plans.

General estate planning guidance
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John C

Series 63, Series 65

San Jose, CA

Morgan Stanley

John Clay is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and part of Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in an entertainment business called Build Your Own Table. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through dedicated advisors and specialized estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market analyses.

General estate planning guidance
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