Sara Asatiani is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Russell Schmidtke is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through their Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

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 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2001 to 2009. He 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 providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

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 Series 66-licensed financial advisor with Morgan Stanley in Seattle, Washington, bringing 20 years of industry experience. He has been with various Morgan Stanley entities since 2006, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

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 at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets from 1991 to 2009. Todd holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagement and corporate financial planning agreements.

Alana Frederick is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses and 10 years of industry experience. She previously worked at Fidelity Investments and Fidelity Brokerage Services LLC for a combined 12 years. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, offering tailored financial planning and utilizing structured planning tools to support client goals.