Ann Boberg is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. She worked at Merrill from 1996 to 2017 before joining Morgan Stanley, where she has been since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-developed tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Patrick Shook is a Series 66 licensed financial advisor with Morgan Stanley in Seattle, WA, and has 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in assets and provides advisory services through its Financial Advisors and Estate Planning Strategies Group.

Jerry Medved is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2001. Medved serves as an advisory board member for the University of Idaho College of Business & Economics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and model simulations.

Mariel Glez is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Her previous roles include positions at Raymond James & Associates, Miura Capital LLC, and City National Bank of Florida. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports a range of investment and planning services without providing individual security recommendations in its standalone planning programs.

Hannah Herin is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 credential and having one year of industry experience. Her prior work includes several roles at Gonzaga University and other varied positions before joining Morgan Stanley. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in developing tailored financial plans.

Christie Davenport is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, where she has worked since 2016. She has 11 years of industry experience. 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 financial planning that employs structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brian Davis is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 credential with three years of industry experience. His prior work includes roles at Fidelity Investments and Equitable Advisors, as well as experience outside finance at DoorDash and multiple positions in retail and education. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Fortunato Vega is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. 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 financial planning process involves structured discovery and firm-approved tools, supporting a range of investment and planning services without providing individual security recommendations as part of the standalone planning program.

Cooper Hartman is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual 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 both direct client relationships and Corporate Financial Planning agreements.

Emily Bascom is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Oppenheimer & Co. Inc. from 2023 to 2025. Outside of finance, she has involvement with local businesses including SWeL Restaurant. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Christian Gweth is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent two years at Russell Investments. Outside of his advisory role, he coaches a youth basketball team and is the owner of Uptown Select Basketball Academy LLC in Newcastle, Washington. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools but does not offer individual security recommendations through standalone planning services.

Tsung Kuo is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney divisions. He is based in Seattle, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Beau Branley is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2023, including within Morgan Stanley Private Bank since 2026. His prior roles include positions at Key Investment Services, KeyBank, and experience at Washington State University and DoorDash. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering 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 planning process supported by firm-approved tools and market modeling techniques.

Natalie Tambur Thompson is a financial advisor at Morgan Stanley with 20 years of industry experience. She has held roles at Morgan Stanley & Co., Incorporated since 2007 and currently works with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Thompson holds Series 63 and Series 65 licenses and is based in Seattle, WA. 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 financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Bryan Nash is a CFA® charterholder based in Seattle, WA, with 11 years of industry experience. He is currently with Morgan Stanley, having previously worked at BOFA Securities, Inc. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Alissa Hersch is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, she serves on the Finance Committee and Executive Committee of the Board at Meridian School in Seattle. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services ranging from retail wrap programs to institutional investment solutions.

Todd Bonime is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of advising, he is a partner in Bonime Properties LLC, a family investment business based in Portland, Oregon. Morgan Stanley Wealth Management serves 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 a structured planning process that uses firm-approved tools and market simulations.

Spencer O'Brien is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. His background includes prior roles at Amazon Web Services and nearly a decade of service in the United States Army. Outside of his advisory work, he serves as a volunteer Admissions Liaison Officer for the United States Military Academy. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques to support client decision-making without providing individual security recommendations.

Shannon Vingo is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and five years of industry experience. Before joining Morgan Stanley in 2025, Shannon worked at Merrill for six years and held positions at Alliance Partners and Rosselle Realty. Outside of finance, Shannon was involved with ClaySmile LLC from 2014 to 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning approach.

Kendra Sims is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses with six years of industry experience. Her previous roles include positions at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.