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Nicole B

Series 63, Series 66

San Luis Obispo, CA

Morgan Stanley

Nicole Blackburn is a financial advisor with Morgan Stanley in San Luis Obispo, California, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. She is also involved in a consulting role outside of her advisory work. 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 methodology.

General estate planning guidance
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Jay H

Series 66

San Luis Obispo, CA

Morgan Stanley

Jay Hutchcraft is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with Morgan Stanley in San Luis Obispo, CA. His career includes prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved planning tools and modeling techniques.

General estate planning guidance
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Latisha P

Series 63, Series 65

San Luis Obispo, CA

Morgan Stanley

Latisha Pryor is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including First Allied Securities and Cetera Advisors. Pryor currently practices in San Luis Obispo, CA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved tools. 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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Brian C

Series 66

San Luis Obispo, CA

Morgan Stanley

Brian Clarke is a financial advisor at Morgan Stanley in San Luis Obispo, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize firm-approved tools and market simulations to assist clients in developing tailored plans.

General estate planning guidance
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Chandra P

Series 66

San Luis Obispo, CA

Morgan Stanley

Chandra Platt is a financial advisor with Morgan Stanley in San Luis Obispo, CA, holding a Series 66 credential and 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Platt is involved in an art and culture venture, working occasionally as a designer. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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Jennifer P

Series 63, Series 65

San Luis Obispo, CA

Morgan Stanley

Jennifer Pearson is a financial advisor with Morgan Stanley in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as an executor or co-executor in an investment-related capacity. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm employs structured planning processes supported by approved tools and offers a broad range of investment and financial products.

General estate planning guidance
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Deborah S

Series 63, Series 65

San Luis Obispo, CA

Morgan Stanley

Deborah Sullivan is a financial advisor with Morgan Stanley in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as the New Membership Chair and is on the Finance Committee for the San Luis Obispo Republican Women, Federated. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a structured financial planning process and various investment and trading activities.

General estate planning guidance
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