Carlsbad, CA Armada Drive Office

Mason Bartlett is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management, E*Trade Securities, and Wells Fargo. Bartlett is based in Carlsbad, CA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques and delivers both individual and corporate financial planning services.

Eric Philippart is a financial advisor with Morgan Stanley in Carlsbad, California, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 that utilizes structured discovery processes and analytical tools such as Monte Carlo simulations.

Gina Coyle is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Chris Mccann is a financial advisor with Morgan Stanley in Carlsbad, CA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and at 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 with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and models.

Nina Nitti is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, having worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning based on structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Orsolya Gyokeres is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Related Management. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Allison White is a Series 66-credentialed financial advisor with five years of industry experience. She currently works at Morgan Stanley in Carlsbad, CA, joining the firm in 2022 after prior roles at Equitable Advisors, Colliers International, and other firms. Outside of her advisory work, she is a fitness instructor at Studio Barre. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm’s approach uses structured discovery and modeling tools to create plans, with clients responsible for implementation and updates.

Eric Weiss is a financial advisor at Morgan Stanley in Carlsbad, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Fidelity Investments and Charles Schwab. His background includes various roles outside finance, such as positions in education and the United States Postal Service. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and financial services.

Brittany Sheley is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Jean Vincent is a Series 66–licensed financial advisor with Morgan Stanley in Carlsbad, CA, and has 21 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 providing a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and firm-approved tools in its planning, serving clients through both direct and corporate financial planning agreements.

John Condos is a financial advisor with Morgan Stanley in Carlsbad, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory role, he acts as a trustee and successor trustee for investment-related trusts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory and brokerage capabilities.

Debra Blemker is a financial advisor with Morgan Stanley in Carlsbad, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with Morgan Stanley since 2009. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s return estimates and Monte Carlo simulations.

Yesenia Gil is a Series 66-licensed financial advisor at Morgan Stanley with two years of experience in her current role. She previously worked at Wells Fargo Private Bank for six years and held other positions within the Wells Fargo organization from 2010 to 2018. 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 uses structured discovery processes and advanced modeling tools in its financial planning services.

Robert Winston is a financial advisor with Morgan Stanley in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he serves as a lifetime-appointed board member of the Selective Service System, a position made by the President of the United States. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Matthew Kaiser is a financial advisor with Morgan Stanley in Carlsbad, CA, holding a Series 66 designation and five years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Wealth Management since 2021. Prior to his financial services career, he held positions at Chipotle Mexican Grill and the University of California, Irvine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 firm-approved tools and market models.