Yecenia Lee is a financial advisor at Morgan Stanley with nine years of industry experience. She has worked at Morgan Stanley Smith Barney and J.P. Morgan Chase in various roles since 2012. Lee holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm employs a structured planning process and uses tools such as Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

Maria Chehade is a financial advisor with Morgan Stanley in Santa Monica, California. She holds a Series 66 designation and has nine years of industry experience. Her career includes roles at Morgan Stanley Private Bank, National Association since 2017 and Morgan Stanley Smith Barney from 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering a range of investment and financial services without providing individual security recommendations as part of standalone planning.

Joshua Dopp is a financial advisor with Morgan Stanley Smith Barney LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Taliah Cabrera is an International Wealth Advisor at Merrill Lynch Wealth Management. She brings over 20 years of experience in the financial services industry, focusing on international wealth management and family wealth strategies. As part of her role, she works to develop personalized financial strategies tailored to clients' long-term goals, emphasizing trust and communication. Taliah earned a Bachelor's degree in Economics from Florida International University. Her professional credentials include the Personal Investment Advisor (PIA) designation. Fluent in English, Spanish, and Portuguese, she supports a diverse client base. She is also actively involved in community initiatives, serving as a Certified Guardian ad Litem for the State of Florida and contributing to organizations such as His House Children’s Home and the Key Biscayne Music Festival. Outside of work, she enjoys biking, spending time with her family, and traveling.

Darya Allen Attar is a Series 66-licensed financial advisor with Morgan Stanley, based in Santa Monica, CA, and has 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory work, Attar is involved in several community and entrepreneurial activities, including serving on the boards of the United Way Women Leaders and West Side YMCA, and leading initiatives such as Chick Launcher, a network and competition supporting women entrepreneurs. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and financial planning strategies.

Lauren Mobley is a financial advisor with Morgan Stanley in Santa Monica, California, holding a Series 66 designation and 18 years of industry experience. She previously worked for RBC Capital Markets for 15 years before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

George Harros is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in assets and offers services through both direct client engagement and corporate financial planning agreements.

Aubrey D'haenens is a financial advisor at Morgan Stanley in Santa Monica, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Aubrey worked at Merrill for six years and has additional experience with the Antelope Valley Board of Trade, Anschutz Entertainment Group, and Starbucks Coffee Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Adam Lorimer is a financial advisor at Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 designations with six years of industry experience. His prior roles include positions at The Vanguard Group and experience in campus recreation and community organizations at the University of Arizona and JCC Metrowest. Outside of his advisory work, he is involved in property management through KMK Management. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Marc Kessler is a financial advisor with Morgan Stanley in Santa Monica, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Kessler rents out a classic car and his primary residence for events, film, and photo shoots. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and scenario modeling, serving clients primarily in an advisory capacity.

Katie Barnett is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and Fidelity Investments. Outside of her advisory role, she manages a rental property business in Venice, California. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with services that include but do not recommend individual securities as part of standalone plans.

Jason Berlinger is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Berlinger serves as a board member of Group Wurx Insurance, Ltd., where he helped establish an insurance program for homeowners to cover sewer line repairs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, 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 structured planning tools such as Monte Carlo simulations as part of its advisory process.

Richard Sholty Jr. is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment products and financial strategies.

Priscilla Canizalez is a financial advisor at Morgan Stanley with nine years of industry experience. She has worked at Morgan Stanley since 2018 and previously at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is a sole proprietor managing a rental property in Culver City, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, 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 various financial modeling techniques.

Adam Davis is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently serving clients as part of the Davis & Tarrab Group. He joined the team in 2022 and focuses on providing personalized financial strategies tailored to his clients' dreams and goals. His expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Adam works with business owners and executives, guiding them throughout their journey and into retirement, leveraging a proprietary wealth planning process called the Personal Wealth Analysis. The Davis & Tarrab Wealth Management Group offers boutique-style wealth management services supported by the resources of a global advisory firm, emphasizing strategies for wealth preservation, growth investing, reliable income, and strategic wealth transfer. Adam earned his bachelor's degree in Economics from Indiana University Bloomington. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of the Indiana University Alumni Association. Outside of his professional role, Adam enjoys basketball, camping, music, reading, table tennis, and spending time with his family. He is also involved in community activities, including volunteering with the City of Hope.

Jason Cunningham is a financial advisor with Morgan Stanley based in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and applies a structured planning process utilizing firm-approved tools and models.

Gary Davis is a financial advisor with Morgan Stanley Wealth Management in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes roles at Bank of America, Merrill, and UBS Financial Services. He serves in a volunteer capacity with the Vista Del Mar Homeowners Association, assisting with meeting agendas and board communications. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Nicholas Gormley is a financial advisor at Morgan Stanley in Santa Monica, CA, with 31 years of industry experience. He has held his current position at Morgan Stanley since 2009. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to assist clients in developing financial plans.

Edwin Blackwell is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His prior roles include positions at RS Hughes Co. and Fenix Commerce. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and analyses.

Nina Hyun is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 66 licenses and has 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Global Investment Committee’s analyses to support clients.

Daniel Kay is a financial advisor at Morgan Stanley with 28 years of industry experience. His prior roles include positions at Merrill, Deutsche Bank Securities, and Credit Suisse Securities. He is also an investor and partner in Capstone Group International LLC, a wholesale/distribution business based in Santa Monica, California. 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, emphasizing financial planning supported by structured processes and firm-approved tools.

Benjamin Laetsch is a Series 66-credentialed financial advisor with Morgan Stanley in Santa Monica, CA, bringing seven years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he worked at the University of Southern California from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Gabriel Torres is a financial advisor at Morgan Stanley with 21 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2012, including roles at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he held positions at Wells Fargo Investments and HSBC Securities. Torres is a limited partner in Chasing Value LLC, a private investment firm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

William Tarrab is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2008 and has over 16 years of industry experience. His role includes managing corporate advisory services, with expertise in corporate retirement plans, cash management services, and providing access to business banking and lending through Bank of America. William holds the Chartered Retirement Planning Counselor (CRPC™) and Certified Plan Fiduciary Advisor (CPFA®) designations. He graduated from the University of Arizona with a Bachelor of Arts degree in Business Management. His professional focus includes college education planning, corporate executive services, divorce transition planning, family wealth management strategies, retirement income, and investment strategies for individuals and corporations. He resides in Marina Del Rey with his wife and plans to start a family. Outside of his professional responsibilities, William is involved with the local animal shelter, Noah’s Bark Animal Rescue. His personal interests include chess, football, golfing, music, table tennis, volleyball, watching movies, and yoga.

Christopher Alexander is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Diane Raben is a CFP® with 39 years of industry experience and is currently affiliated with Morgan Stanley in Santa Monica, CA. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her financial advisory work, she is involved in activities related to art, culture, publishing, and technology. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial and estate planning solutions.

Sebastien Djavadi is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models, while acting primarily in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Maria Lupu is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets, LLC and City National Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.