G Schroeder is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and totaling 27 years of industry experience. He has worked at Citigroup Global Markets since 1999 and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-based return estimates.

Mc Kenna Wall is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2018, Wall worked at Athleta and the Seattle Seahawks, and attended the University of Washington. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 both directly to individuals 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 with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, as well as experience at Citigroup Global Markets dating back to 1993. 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 services both directly and through Corporate Financial Planning agreements.

Danielle Boone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, currently also serving at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process with firm-approved tools and serves clients through both direct 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 with Morgan Stanley Private Bank, N.A. since 2020, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2004. She is also involved as a partner in a real estate investment venture. Morgan Stanley Wealth Management serves individual and institutional clients, providing 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 using firm-approved tools and modeling techniques.

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, holding Series 66 and Series 63 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2021, Alexis worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Alexis has also been involved with various parks and recreation departments early in their career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and methodologies to support client financial planning needs.

Garrett Morkost is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its affiliated entities since 2017. Prior to that, he was briefly employed at AXA Advisors and A Wireless. 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 supported by structured discovery processes and firm-approved tools.

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 14 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Peshtaz serves on the advisory board of the Akin Foundation, a nonprofit organization focused on children, youth, and health and welfare. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment research. The firm manages approximately $2.74 trillion in client assets and offers services including both direct individual plans and employer-sponsored financial planning.

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.

James Stevens is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, where he has worked since 2016. He has nine years of industry experience. Stevens's career is primarily with Morgan Stanley and its affiliated Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its financial planning services.

Rorie Zajac is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011 and 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 including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and models.

Charlie Galante is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Galante serves on the Seattle Academy Financial Literacy Advisory Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, combining structured planning tools with access to extensive investment and institutional resources.

Daniel Becraft is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 2003. Outside of his advisory role, he is involved in a recreational business operated by his family in Leavenworth, Washington. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering financial planning and advisory programs supported by firm-approved tools and extensive resources.