David Gardner is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Gardner coaches youth football in Kirkland, WA, and serves as president of Gardner Beach Place, LLC, managing a family beach house. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes supported by proprietary tools and offers a broad range of investment and financial solutions.

Evan Rehberger is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses and having one year of industry experience. His background includes roles in healthcare, brewing, and hospitality, as well as work with local government and education institutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools.

Lia Roby is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2022, following several years at E*Trade Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Karlie Le Clair is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, with four years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to her financial services career, she held roles at FullStory, Pathfinder Development, and Highspot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

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 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following an earlier tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by structured planning tools and extensive asset management capabilities.

Brian Oliger is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, Citigroup Global Markets from 2002 to 2009, and CIBC World Markets from 1997 to 2002. He is based in Seattle, WA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by advanced modeling tools.

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.

Naomi Kim is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with 29 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and investment committee analyses.

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.

Henry Vickers 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, he worked with the University of Washington Alumni Association and has experience in educational and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides advisory programs that include tailored planning and estate strategies.

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 at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Office Depot, Dick's Sporting Goods, Seattle Pacific University, and O'Dea High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and analytics but typically does not include individual security recommendations within standalone planning.

Marc Baumgaertel is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to joining Morgan Stanley, he was employed at Citigroup Global Markets from 2001 to 2009. 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’s planning process utilizes structured discovery conversations and firm-approved tools, emphasizing advisory services without providing individual security recommendations in standalone plans.

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.