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Kathryn D

Series 66

Westlake Village, CA

Morgan Stanley

Kathryn Dubois is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018. Her prior work includes roles at Insight Global and Campus Reform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services that utilize firm-approved tools and models to support tailored planning strategies.

General estate planning guidance
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Stephanie K

Series 66

Westlake Village, CA

Morgan Stanley

Stephanie Krueger is a financial advisor at Morgan Stanley in Westlake Village, CA, holding a Series 66 designation with six years of industry experience. She has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and methodologies.

General estate planning guidance
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David R

Series 66

Westlake Village, CA

Morgan Stanley

David Ray is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and does not offer individual security recommendations within its standalone planning services.

General estate planning guidance
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Seth H

Series 63, Series 65

Westlake Village, CA

Morgan Stanley

Seth Haye is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets for five years. Outside of his advisory role, he serves in an oversight capacity at Pepperdine University. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies through its Financial Advisors.

General estate planning guidance
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Armen D

Series 66

Westlake Village, CA

Morgan Stanley

Armen Doyan is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and possessing eight years of industry experience. He has been with Morgan Stanley since 2017, including work at Morgan Stanley Private Bank, N.A. before his current role. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering customized financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various programs, including those for corporate clients.

General estate planning guidance
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Michael S

Series 66

Westlake Village, CA

Morgan Stanley

Michael Shelley is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill Lynch and The Forefront Group 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 and financial planning services supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Alan S

Series 63, Series 65

Westlake Village, CA

Morgan Stanley

Alan Solursh is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he serves as an instructor at UCLA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Edward B

Series 63

Westlake Village, CA

Morgan Stanley

Edward Boudreau is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

General estate planning guidance
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Clinton S

Series 63, Series 65

Westlake Village, CA

Morgan Stanley

Clinton Spivey is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has managed rental property investments as a sole proprietor since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach to support its clients’ financial goals.

General estate planning guidance
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Onica C

Series 66

Westlake Village, CA

Morgan Stanley

Onica Calderon is a financial advisor at Morgan Stanley with 11 years of industry experience and holds the Series 66 designation. She has been with Morgan Stanley since 2014. 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael C

Series 63, Series 66

Westlake Village, CA

Morgan Stanley

Michael Cameron is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at several firms, including Ameriprise Financial Services, Scottrade, TD Ameritrade, and Harrisdirect, before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research from its Global Investment Committee.

General estate planning guidance
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Brandon F

Series 66

Westlake Village, CA

Morgan Stanley

Brandon Fraye is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and having two years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS from 2019 to 2021 and has held various roles outside the financial services sector, including positions at California State University Northridge and The Sandwich Spot. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Daniel S

Series 63, Series 65

Westlake Village, CA

Morgan Stanley

Daniel Shuler is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored agreements.

General estate planning guidance
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Janielle S

Series 63, Series 66

Westlake Village, CA

Morgan Stanley

Janielle Swayne is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Citigroup Global Markets from 2007 to 2009. Outside of her advisory role, she serves as a trustee for a trust in Newbury Park, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

General estate planning guidance
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Brynne S

Series 66

Westlake Village, CA

Morgan Stanley

Brynne Scalise is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving individual and institutional clients with advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and models as part of its structured financial planning process.

General estate planning guidance
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Laura R

Series 63, Series 65

Westlake Village, CA

Morgan Stanley

Laura Raulinaitis is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to Morgan Stanley, she spent 10 years at Citigroup Global Markets. Outside of her advisory role, she is a partner in Sis and Bro LLC, a real estate-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory and brokerage capabilities across diverse financial products.

General estate planning guidance
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Anthony C

Series 66

Westlake Village, CA

Morgan Stanley

Anthony Culazzo is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 license and 20 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its advisory services.

General estate planning guidance
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Jennifer A

Series 63, Series 65

Westlake Village, CA

Morgan Stanley

Jennifer Alewel is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She joined Morgan Stanley in 2020 after four years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-based financial planning agreements.

General estate planning guidance
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Steve M

Series 63

Westlake Village, CA

Morgan Stanley

Steve Malouf is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate agreements.

General estate planning guidance
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Spencer T

Series 66

Westlake Village, CA

Morgan Stanley

Spencer Torgan is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he has participated in movie and commercial background work as an extra. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning facilitated through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

General estate planning guidance
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