Brea, CA Office

Douglas Eaton is a financial advisor with Morgan Stanley in Brea, California, holding a Series 63 designation and bringing 38 years of industry experience. He has been with various Morgan Stanley entities since 1998, including Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Huan Bin Lee is a Series 66-credentialed financial advisor with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Merrill. He is currently based in Brea, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Derek Johnson is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. Outside of his advisory work, he serves as Treasurer for the Interfaith Food Center, a nonprofit focused on food distribution for homeless and less fortunate families. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing 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 services through Financial Advisors and its Estate Planning Strategies Group.

Tom Valcich is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joe Valenzuela Jr. is a financial advisor at Morgan Stanley in Brea, CA, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017 and previously was affiliated with the University of Southern California from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Elizabeth Cervantes is a CFP® and Series 66 licensed financial advisor with 19 years of industry experience. She currently works at Morgan Stanley in Brea, CA, having previously held roles at Wells Fargo Clearing and Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Erick Gabler is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Gabler also serves as a trustee and co-trustee for a trust based in Fullerton, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its services.

Thomas Aguna is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at J.P. Morgan Securities and JPMorgan Chase Bank, NA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools.

Cau Min Li is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range 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 planning process supported by firm-approved tools and investment modeling techniques.

Tamara Fischer Larson is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 66 registrations with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and manages a rental property in Lake Havasu City, Arizona. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Mark Mooney is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment guidance from its Global Investment Committee.

Sarah Seo is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses. She has been with Morgan Stanley since 2025 and has prior work experience in various roles including at In Home Supportive Services and Acuity Eye Group. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, and it offers comprehensive investment and advisory solutions across multiple asset classes.

Brian Stringer is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 credential and eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at UBS Financial Services from 2017 to 2022 and was affiliated with Chapman University from 2015 to 2018. Outside of his advisory work, he collects and sells baseball cards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Glenn Wiessner is a financial advisor with Morgan Stanley in Brea, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, including 12 years at UBS Financial Services before joining Morgan Stanley in 2016. Outside of his advisory role, he is a limited partner in an agricultural partnership inherited from a family member but does not have management involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and firm-approved methodologies.

Pierre Biscaichipy is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the advisory board and finance committee of the Devil Pups Foundation, a nonprofit focused on children and youth, where he is involved in fundraising, marketing, and administrative duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and research.