Fresno, CA Office

Myca Greer is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and model-based outcome simulations, serving clients in both direct and corporate financial planning capacities.

Wilton Owyang is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, he spent 13 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of financial advising, he is a partner at Skin Specialists LLC, a retail and online store based in Fresno, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Garabedian is a financial advisor with Morgan Stanley in Fresno, CA, holding a Series 63 designation and bringing 50 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the finance committee of the Charlie Keyan Armenian Community School, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients with both direct and employer-sponsored plans.

Richard Ahronian is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, previously working at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, he operates an agricultural farm in Fowler, 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 and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and committee insights to support its financial planning process.

Marc Maguire is a financial advisor with Morgan Stanley in Fresno, CA, holding the ChFC® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including 13 years at J.P. Morgan Securities before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individual and institutional clients by offering various advisory programs and 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 utilizing tools such as Monte Carlo simulations and Global Investment Committee estimates.

Nou Her is a financial advisor at Morgan Stanley with 6 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Antoinette Robinson is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing, Bank of America, and Ruckus Wireless. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis developed by its Global Investment Committee.

Jeff Branch is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he is a partner at Branch Ranch Cattle Co., an agricultural business in Raymond, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and diverse advisory programs, managing approximately $2.74 trillion in client assets.

Brian Oakes is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including corporate financial planning agreements and access to diverse investment solutions.

Rachel Mc Elroy is a financial advisor at Morgan Stanley in Fresno, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at JD Food from 2017 to 2019 and the Clovis Unified School District from 2014 to 2017. 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 supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Mason Marini is a financial advisor with Morgan Stanley in Fresno, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Ameriprise and involvement in businesses such as TNT Fireworks and Simonian Farms. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Lisa Purtell is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 credentials and 32 years of experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Dave Scalzo is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, following an earlier role at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Charles Johanson is a financial advisor with Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with 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 variety of advisory and financial planning programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Jebber Cozzi is a financial advisor at Morgan Stanley with 27 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. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.