Claremont, CA West Foothill Blvd Office

Rich Wang is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His prior work includes roles at JPMorgan Chase and Fashion City International Corp, as well as teaching positions at the University of California Riverside and Walnut High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

William Ford is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2000. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

James Erickson is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides various investment products and services, including specialized planning and institutional offerings.

Leann Parnell is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning services supported by firm-approved tools and modeling techniques.

Jeffrey Grant is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association 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, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Douglas Morris is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of financial advising, he has been involved in Elite Jewelry at the Vault since 1982. Morgan Stanley Wealth Management provides a variety 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 uses structured planning tools and modeling to develop financial plans.

Jennifer Overby is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked for eight years at Fidelity Brokerage Services. Outside of her advisory role, she provides contract services for technology platforms Uber Technologies, Inc. and DoorDash. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with financial planning centered on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Rhonda Sasse is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 1991. 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 and financial planning services that utilize structured discovery processes and modeling tools, managing approximately $2.74 trillion in client assets.

Steven Norin is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Jeffrey Steel is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets Inc. since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured planning tools and modeling techniques, while generally acting in an advisory capacity rather than providing individual security recommendations.

Beverlee Chenault is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Outside of her advisory role, she works as an independent distributor and serves as a notary and loan document agent. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail, institutional, and specialized investment services.

Nathan Logan is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets, Inc. since 2009 and 2008 respectively. 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. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market-based simulations.

Diana Shoemaker is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and offers services including tailored estate planning and employer-based financial plans.

Ariel Santana is a Series 66-licensed financial advisor with Morgan Stanley in Claremont, CA, with seven years of industry experience. He previously worked at Dewey, McDonald & Carrillo from 2015 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis techniques such as Monte Carlo simulations.

Ruarri Burda is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Based in Claremont, CA, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management provides 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 employs a structured financial planning process using firm-approved tools and modeling techniques.