Las Vegas, NV Rozita Lee Avenue Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,206

Across 1,016 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

8548 Rozita Lee Avenue, Suite 400

Las Vegas NV 89113

Advisors at this office

54

Advisors at this office

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Shyanna S

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Shyanna Sagadraca is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She previously worked at Ameriprise for seven years and has a background with the University of Las Vegas, Nevada. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving both individual and institutional clients with a range of financial planning and investment management services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools guided by its Global Investment Committee.

General estate planning guidance
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Gail B

Series 63, Series 66

Las Vegas, NV

Morgan Stanley

Gail Brown is a financial advisor with Morgan Stanley in Las Vegas, Nevada, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory work, Brown serves as Chair of the Summerlin Rotary and operates an Amazon FBA retail business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a 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 firm-approved tools and modeling techniques.

General estate planning guidance
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Savanah A

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Savanah Arellano is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley Private Bank since 2021 and previously held positions at U.S. Bancorp Investments and U.S. Bank. Outside of her advisory role, she is involved in property management as a sole proprietor of a real estate business in North Las Vegas. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, 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 that include financial planning, investment management, and institutional solutions.

General estate planning guidance
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Miles J

Series 66

Las Vegas, NV

Morgan Stanley

Miles Johnson is a financial advisor at Morgan Stanley in Las Vegas, NV, with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank since 2017. Outside of finance, he works as a consultant for Outdoorsmanship Media Production. Morgan Stanley Wealth Management is a firm that offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Jay Ar B

Series 66

Las Vegas, NV

Morgan Stanley

Jay Ar Briones is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Citi and Nevada State Bank, as well as experience working at the College of Southern Nevada. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its financial planning process.

General estate planning guidance
user avatar

Scott J

Series 66

Las Vegas, NV

Morgan Stanley

Scott Johnson is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services, Inc. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Isabella H

Series 66

Las Vegas, NV

Morgan Stanley

Isabella Horrisland is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she held various roles across multiple industries including positions at Amazon and Nevada State College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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James M

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

James Matti is a financial advisor at Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a range of 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 integrates various investment and planning strategies across its broad service offerings.

General estate planning guidance
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Patricia S

Series 66

Las Vegas, NV

Morgan Stanley

Patricia Sidorick is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 credential and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Morgan Stanley in 2025. 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 supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Jerri P

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Jerri Pratt is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a wide range 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 a structured planning process that includes firm‑approved tools and modeling techniques to support client goals.

General estate planning guidance
user avatar

Daniel M

Series 66

Las Vegas, NV

Morgan Stanley

Daniel Montes is a financial advisor with Morgan Stanley in Las Vegas, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, LPL Financial, UBS Financial Services, and six years of service in the United States Air Force. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Christopher H

Series 66

Las Vegas, NV

Morgan Stanley

Christopher Hill is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers a range of advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured tools and modeling techniques and delivers services primarily in an advisory capacity.

General estate planning guidance
user avatar

Dustin D

Series 66

Las Vegas, NV

Morgan Stanley

Dustin Duin is a financial advisor at Morgan Stanley based in Las Vegas, NV, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for nine years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 employs structured planning tools and market simulations as part of its financial planning process.

General estate planning guidance
user avatar

Brian C

CFP®, Series 63, Series 66

Las Vegas, NV

Morgan Stanley

Brian Cunning is a CFP®-designated financial advisor with Morgan Stanley, based in Las Vegas, NV, and has 21 years of industry experience. His prior roles include positions at LPL Financial, Zions Capital Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in managing real estate rental properties. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a variety of investment programs.

General estate planning guidance
user avatar

Lisa O

Series 66, Series 63

Las Vegas, NV

Morgan Stanley

Lisa Obeji is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 66 and Series 63 designations and has been with Morgan Stanley and its Private Bank since 2014. Outside of her advisory role, she is a sole proprietor and co-owner of a rental property in Albuquerque, New Mexico. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, 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 employer-sponsored financial planning services.

General estate planning guidance
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