Chadwick Bolick is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he is a minority partner in The Porter Club LLC, a travel advisory business based in San Francisco focused on creating client itineraries. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and models developed by its Global Investment Committee, serving a broad range of clients with diverse financial products and programs.

Coburn Brassey is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at The Pinza Group, The Sink, Up Software Solutions, and Ameritech Windows. Brassey studied at the University of Colorado Boulder from 2020 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Deborah Benjamin is a financial advisor at Morgan Stanley in Walnut Creek, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, following a brief period at Ameriprise Financial Services. 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 financial planning process supported by proprietary tools and modeling techniques.

Cindy Lee is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill. 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 structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its advisory process.

Lee Gordon is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 credential and 15 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management provides advisory programs to 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 planning process that incorporates firm-approved tools and market simulations.

Erika Odell is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022, following roles at Mass Mutual Investors Services and Bankers Life and Casualty. Prior to her financial services career, she practiced law at the Law Offices of Donald A Odell for twelve years. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory and estate planning strategies.

Craig Blackwood is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding the Series 63 and Series 66 credentials and possessing 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis, with a broad range of investment and planning services.

Wassana Bright is a financial advisor at Morgan Stanley with six years of experience in the industry. She holds Series 63 and Series 66 licenses and has held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Tate Peterson is a financial advisor at Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Mariner Independent, LPL Financial, and New York Life Insurance Company. Outside of finance, he has been involved with Human Optimization Center / Fire and Ice Therapies, LLC. 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 firm-approved tools and a structured discovery process.

Whitney Asher is a Series 66-licensed financial advisor with Morgan Stanley in Walnut Creek, CA, with eight years at the firm and five years of industry experience. Prior to joining Morgan Stanley in 2018, Whitney worked for five years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients without providing individual security recommendations as part of standalone financial plans.

Kayvon Magidi is a CFP® and holds a Series 66 license, with 18 years of experience in the financial services industry. He currently works at Morgan Stanley and previously spent 11 years at J.P. Morgan Securities. 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 employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Ashley De Benedetti is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in two periods, from 2009 to 2016 and from 2018 to the present, with prior roles at Kestra Investment Services and Signator Investors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides plans directly to clients as well as through corporate agreements.

Arnulfo Tumbaga is a financial advisor at Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 66 designations with 28 years of industry experience. His prior work includes multiple terms at Morgan Stanley as well as a period at UBS Financial Services Inc. 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, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Connor Smith is a financial advisor at Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation with three years of industry experience. His prior roles include work with Richard Atkinson DBA Penwest Insurance Services and Ace Hardware. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment modeling techniques.

Trisha Asbury is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and proprietary tools to develop tailored plans without offering individual security recommendations.

Aaron Hannigan is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Cetera Financial Group and has been involved as a volleyball coach at De La Salle High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, incorporating structured financial planning tools and various investment strategies managed through its large-scale platform.

Steven Cline is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Outside of his advisory role, Cline is also a music composer. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques.

Phil Park is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following a prior role at LendingClub. 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 conversations and firm-approved planning tools.

Eric McMahon is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Morgan Stanley since 2013. 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 firm-approved tools and modeling techniques.

Tammie Kim is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley since 2016 and currently works with Morgan Stanley Private Bank, N.A. Since 2024, she has served as treasurer for the Stone Valley Middle School Education Fund. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.