Tammy White is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 35 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves a broad client base with both retail and institutional services.

Maryana Petrov is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and models.

James Medved is a financial advisor at Morgan Stanley with 34 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. He is based in Seattle, WA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by firm-approved tools and market modeling techniques.

Brian Oliger is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets starting in 2002. 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, including tailored financial planning supported by firm‑approved tools and a structured discovery process.

Luke Tracy is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he is involved as a partner in several real estate property management ventures in the Bellevue, Washington area. Morgan Stanley Wealth Management provides a broad range of 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 market simulations to support its financial planning services.

Theodore Coleman Jr. is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Morgan Stanley since 2013 and is currently affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves 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 employs a structured financial planning process using firm-approved tools and modeling techniques.

Victoria Fanning is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Seattle, WA. She previously worked at Rockefeller Financial LLC and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning supported by structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Michael Nguyen is a Series 66-licensed financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. He previously worked for Merrill and Bank of America, N.A., each for ten years. Morgan Stanley Wealth Management serves individual and institutional clients by 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 supported by firm-approved tools and models.

Naomi Kim is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 offers services through Financial Advisors and corporate agreements.

Gerilyn Denny is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, 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 a structured planning process using firm-approved tools and modeling techniques.

Melia Campbell is a financial advisor at Morgan Stanley in Seattle, WA, with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Mukilteo School District No. 6 and PlanMember Securities Corporation. Her background also includes experience in the beverage and hospitality industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and extensive resources.

Diane Desch is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley since 2013, including seven years at Morgan Stanley Private Bank, N.A. located in Seattle, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Brandon Leitgeb is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021 and currently serves at Morgan Stanley Private Bank, N.A. Since 2017, he has been involved with the Washington Baseball School and previously worked at the University of Washington and Lincoln High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured discovery processes and firm-approved planning tools.

Matthew Samson is a financial advisor with Morgan Stanley in Seattle, WA. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Office Depot and Dick's Sporting Goods and was employed at Seattle Pacific University and O'Dea High School. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored plans supported by firm-approved tools and investment modeling.

Marc Baumgaertel is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Baumgaertel is based in Seattle, WA. 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 employs a financial planning process that utilizes firm-approved tools and scenario modeling.

Clint Eddy is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with 15 years of industry experience. He worked at Merrill from 2006 to 2022 before joining Morgan Stanley, and briefly operated as self-employed in 2022. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and scenario modeling in its process.

Terry Gravely is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to Morgan Stanley, where he has worked since 2021, he held roles at PFG Advisors, Securities America, and Direct Education. Outside of finance, he operated TG's Personal Training from 2012 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates various investment strategies while emphasizing client responsibility for plan implementation.

Ryan Boone is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Daniel Chang is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation. He has experience working at Bank of America Private Bank from 2008 to 2026 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs, including tailored financial planning that incorporates structured discovery 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.

Kylie Knowles is a Series 66-licensed financial advisor at Morgan Stanley in Seattle, WA, with one year of industry experience. Prior to joining Morgan Stanley, she worked at Common Power and spent four years at Windermere Real Estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.