Kahului, HI Office

David Toyomura is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank since 2015, at Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2000. Based in Kahului, HI, he is part of one of the larger advisory teams within the firm. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Jill Senter is a financial advisor with Morgan Stanley in Kahului, HI, holding a Series 66 designation and four years of industry experience. She previously worked at KPMG LLP for seven years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support client financial plans.

Emi George is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is the sole proprietor of a property management business in Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety 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 a broad platform that includes retail and institutional offerings.

Douglas Karatsu is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. He also manages a trust business based in Long Beach, California outside of regular business hours. 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 methodologies.

Bryce Thayer is a financial advisor with Morgan Stanley in Kahului, Hawaii, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Thayer serves on the boards of the nonprofit organizations Ke Kula o Piilani and the Kiwanis Club of Maui Foundation and is an assistant coach for the Maui High School canoe paddling team. 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 models. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of advisory and brokerage capacities.

James Moriyasu is a financial advisor with Morgan Stanley in Kahului, HI, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as treasurer for Pukalani Baptist Church, a religious non-profit in Makawao, Hawaii. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services including both retail and institutional investment solutions.

Thomas Lambert is a financial advisor with Morgan Stanley in Kahului, Hawaii, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets. Outside of his advisory role, Lambert serves on the finance committee as a board member of the Historic Hawaii Foundation, a nonprofit focused on art and culture. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services without providing individual security recommendations as part of standalone financial plans.

Tonya Piano is a financial advisor with Morgan Stanley in Kahului, Hawaii, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones Investments and Pacific Home Loans. Morgan Stanley Wealth Management offers a wide array of advisory programs for individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Claire Miyasato is a Series 66-licensed financial advisor with Morgan Stanley in Kahului, Hawaii, bringing 21 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and advisory activities.

Robert Pellettieri is a financial advisor with Morgan Stanley in Kahului, HI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Julie Petro is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2021. Outside of her advisory work, she is a limited partner in a family business entity. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through a range of investment and planning services.