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 at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Outside of his advisory role, he is involved in a recreational business operated with his wife. Morgan Stanley Wealth Management serves individuals and institutional clients through a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, offering services primarily in an advisory capacity.

Marc Cabraja is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at Morgan Stanley since 2021, following prior roles at Wells Fargo Clearing Services and Stifel Nicolaus & Co Inc. Outside of his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and portfolio modeling.

Sidney Hussainee is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with five years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent five years at the University of Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Christopher Canlas is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Secretary-Treasurer for The Homestead Valley Trust Fund Association and is a board member of the Greater Seattle Business Association Scholarship Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, 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 to support financial planning outcomes.

Matthew Harsch is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 license and 19 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in rental property ownership in Tacoma, Washington. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, with a broad offering that includes wrap programs, private funds, and structured-product activities.

Burton Wesche is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and associated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models outcomes without providing individual security recommendations in standalone plans.

Juanita Benson is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. 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, including tailored financial planning using structured discovery processes and firm-approved tools.

Gretchen Zickuhr is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. 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 utilizes structured planning processes supported by firm-approved tools and investment models.

Jeffrey Meston is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 credential and 18 years of industry experience. He previously worked at UBS Financial Services, Inc. for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced modeling tools in its planning approach.

Matthew Eyerly is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 credentials with four years of industry experience. His prior roles include positions at Key Investment Services and KeyBank. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Thomas Rhea is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked for Laird Norton Wealth Management for ten years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Carol Linthicum is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Andrew King is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Russell Investments from 2020 to 2024 and had roles at TwoDegrees in 2018–2019 and 2020. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving both individual 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 financial planning process utilizing firm-approved tools and methodologies.

Tricia Komen is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides advisory programs 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 utilizes structured planning tools and proprietary investment models as part of its advisory process.

Daniel Adriatico is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. He previously worked at EK Riley Investments for 15 years before joining Morgan Stanley in 2021. Outside of his advisory role, he manages a home rental property in Bremerton, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm’s financial planning utilizes structured discovery and approved tools, including scenario modeling, and serves clients both directly and through corporate agreements.

Shanna Lisherness Griffin is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2009, including positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she occasionally blogs about non-toxic baby, children, and home products through her sole proprietorship. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing trillions in client assets. The firm uses structured planning tools and a comprehensive investment approach, serving clients through both direct and corporate financial planning arrangements.

Vivian Lu is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years and Kcal Insurance Agency for five years. Vivian is based in Seattle, WA. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and utilizes firm-approved tools, supporting clients through a range of investment and financial strategies.