Adelaide Grimm is a financial advisor at Morgan Stanley in Seattle, WA, with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms including Merrill, Bank of America, and Independent Financial Group. Outside of her advisory role, Adelaide is involved in real estate sales and property management through ownership and directorship roles in several rental property ventures. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and investment advisory but generally does not provide individual security recommendations within standalone planning.

Brian Acarregui is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney, where he has worked since 2009. He also serves as a trustee in a trust-related business activity. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services backed by extensive resources and tools.

Steven Hoke is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, bringing 22 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the sole proprietor of a property management business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone financial planning services.

G Schroeder is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 1999 to 2009. Schroeder holds Series 63 and Series 65 licenses and is based in Seattle, WA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized offerings such as private funds and structured products.

Mc Kenna Wall is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2018, Wall worked at Athleta and was employed by the Seattle Seahawks from 2016 to 2018. Wall also has experience at the University of Washington from 2015 to 2019. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Tiffany Shifflette is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Antoine Toussaint is a CFP®-certified financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at LPL Financial and Northwestern Mutual in various wealth management and investment roles. Toussaint also serves as an officer of HEAT LLC, a real estate investment entity based in Seattle. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools.

Howard Hwa is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he worked at Monsoon Bellevue and Joey Kitchen. He is also affiliated with the University of Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Greg Leclair is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, previously serving at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Monica Johnson is a Series 66 credentialed financial advisor at Morgan Stanley based in Seattle, WA, with one year of industry experience. Her prior roles include positions at Parametric and UHERO, as well as academic work at the University of Hawaii Manoa. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Danielle Boone is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets prior to that. Based in Seattle, WA, Boone’s career spans both wealth management and private banking services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and corporate financial planning agreements.

Megan Karl is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020, as well as Morgan Stanley Smith Barney since 2009. Prior to joining Morgan Stanley, she was with Citigroup Global Markets and LPL Financial. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

John Karasky is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of finance, he has been employed at Starbucks Coffee Company since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Alexis Arthur is a financial advisor at Morgan Stanley in Seattle, WA, with five years of industry experience. Alexis holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Prior to entering the financial industry, Alexis had roles in parks and recreation as well as hospitality. 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 and financial planning services that utilize structured discovery processes and firm-approved tools to develop tailored plans.

Garrett Morkost is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017, following a brief tenure at Axa Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning that employs firm-approved tools and models to guide clients.

Brent Gray is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently affiliated with Morgan Stanley in Seattle, WA, where he has worked in various capacities since 2016, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory services to individuals and institutions. The firm’s financial planning approach incorporates structured discovery conversations and firm-approved tools, serving approximately $2.74 trillion in client assets.

Nicholas Mccarty is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Bareq Peshtaz is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at AllianceBernstein L.P. from 2011 to 2013 before joining Morgan Stanley, where he has worked since 2013. He serves on the advisory board of the Akin Foundation, a nonprofit focused on children, youth, health, and welfare. 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 uses structured planning tools and a discovery process, offering a wide range of services including estate planning strategies and relationships with various investment companies and private funds.

Brian Zajac is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2021. His prior work includes roles at Costco Wholesale and self-employment from 2011 to 2018. 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 tailored financial planning that uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Nathan Underwood is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has worked at Morgan Stanley since 2021, including Morgan Stanley Private Bank, and previously spent five years each at Merrill and Bank of America. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.