Brett Krausse is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Krausse is also the owner of Brett Krausse Publishing, a publishing business based in Santa Maria, 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 employs a structured planning process supported by firm-approved tools and investment research.

Jennifer Murray is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 23 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Murray serves on the investment committee of the Santa Barbara Foundation and holds board positions with the Santa Maria Valley YMCA Foundation and CALM – Child Abuse Listening Mediation. 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 emphasizes a structured financial planning process using proprietary tools and offers a broad range of investment and planning solutions.

Hari Iyer is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley since 2009 and concurrently maintains a long-term role at Pacific Gas & Electric since 1984. Hari holds Series 63 and Series 65 certifications. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes structured tools and modeling techniques to support client planning.

Clifford Cook is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010, and the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Edward Murray is a financial advisor with Morgan Stanley in Santa Maria, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at Morgan Stanley and its related entities since 2007. Outside of his advisory role, he serves on the board of the Boys & Girls Club of Santa Maria and is an assistant boys' golf coach at St. Joseph High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and advanced modeling tools, providing advisory services without individual security recommendations as part of its standalone plans.

Suzan Victor is a financial advisor at Morgan Stanley with 19 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2015. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its financial planning process.

Aimee Harrell is a financial advisor with Morgan Stanley in Santa Maria, California, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Morgan Stanley since 2017 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and proprietary tools, with a focus on advisory services rather than direct security recommendations.