Kirkland, WA Office

Jianmin Gu is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Outside of his advisory work, he owns and manages several rental properties. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and a variety of investment strategies, serving clients through tailored financial planning and institutional agreements.

Nalini Ramesh is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns Sahana Ramesh Global Enterprises LLC, which is involved in art and culture sales and marketing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and broad investment resources to support its clients.

Irena Romanyuk is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to various investment strategies. The firm employs a structured planning process that utilizes proprietary tools and models to assist clients in financial decision-making.

Osman Demir is a financial advisor at Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Fidelity Investments, JPMorgan Chase Bank, and Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and provides a broad range of advisory programs across retail and institutional markets.

William Brooking is a financial advisor at Morgan Stanley with 22 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. Prior to that, he spent six years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary market analysis as part of its advisory process.

Benjamen Fagerlind is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

John Oman is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2018, and previously worked at Northwestern Mutual and Stubblefields. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Shea Sullivan is a financial advisor at Morgan Stanley in Kirkland, WA, with three years of industry experience. He holds a Series 66 designation and has previously worked at Eaton Vance Distributors, Inc. and Parametric Portfolio Associates. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Kyle Theodorescu is a financial advisor at Morgan Stanley in Kirkland, WA, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at J.P. Morgan Securities, Pacific Capital Resource Group, and Penn Mutual Life Insurance Company. His background also includes positions outside finance, such as at Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm’s planning process uses structured tools and modeling techniques, with an emphasis on advisory rather than fiduciary responsibility unless separately agreed.

Daniel Matthews is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Specialty Finishes/Vigor in 2016. 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 and estate strategies, managing approximately $2.74 trillion in client assets.

Shuzhen Xu is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation. Xu has over eight years of experience in banking and financial services, with prior roles at Cathay Bank, ICBC USA, N.A., and East West Bank. 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 conversations and firm-approved planning tools.

Michael Cragg is a Series 66-licensed financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he owns a camera equipment rental business serving production companies. 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. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Lopez is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Wells Fargo Bank and Wells Fargo Clearing, among other financial institutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques as part of its advisory services and manages approximately $2.74 trillion in client assets.

Eric Weider is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services, Inc. for 12 years before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Sara Houpis is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at State Farm Insurance from 2017 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and planning tools to help clients develop tailored financial plans.