Menlo Park, CA 2725 Sand Hill Road Office

Matthew Fortuna is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Merrill for 21 years and spent time at the University of Notre Dame and another firm in 2018 and 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, employing various modeling techniques without providing individual security recommendations as part of standalone plans.

Todd Nelson is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. 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 supported by structured discovery conversations and firm-approved tools.

Harlan Sylvester is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. He serves as a council member outside of his advisory work. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Joshika Kumari is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Morgan Stanley and has previously worked at Wells Fargo Clearing, Merrill Lynch, and California Bank and Trust. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Robert Vaughan is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Apttus from 2014 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Angelina Yu is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 license and previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Floriberta Sario Perez is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Good Sports Inc. and Altimeter Capital. She has also been involved in academic and student success initiatives at San Jose State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory services supported by a structured planning process and firm-approved tools.

William Maung is a financial advisor with Morgan Stanley Wealth Management in Menlo Park, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Morgan Stanley in 2025, he held roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Maung also served in the US Navy from 2012 to 2017. 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, managing approximately $2.74 trillion in client assets.

Brent Kuhne is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at firms including First Republic Investment Management, First Republic Securities, and UBS Financial Services. His background also includes roles with the City of Milpitas, Levi's Stadium, and San Francisco State University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment models in its advisory approach.

Hailey Hagy is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at Sand Hill Global Advisors, UBS Financial Services, and Northwestern Mutual Investment Services, among others. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Whitney Rohrer is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held positions at Morgan Stanley since 2019 and previously worked at Bank of the West and BancWest Investment Services from 2016 to 2019. Rohrer holds a Series 66 designation and serves as a successor trustee in a trust outside of his advisory role. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and a variety of investment services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its financial planning process.

Tong Ba Nguyen is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked previously at Scharf Investments, FundX Investment Group, and Lateef Investment Management. He is based in Menlo Park, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 to support its financial planning services.

Ali Yousuf is a financial advisor at Morgan Stanley with one year of industry experience. He previously held roles at Merrill and Proscribe and attended Baylor University. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery conversations and firm-approved tools but does not provide individual security recommendations as part of standalone planning.

Julian Lai is a financial advisor at Morgan Stanley with eight years of industry experience. He has been with Morgan Stanley since 2015 and holds the Series 66 designation. 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 manages approximately $2.74 trillion in client assets.

Jessalind Tsui is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with five years of industry experience. Her career includes roles at Merrill and Bank of America before joining Morgan Stanley in 2021. She has a background of extended travel and academic positions at the University of Southern California, Chinese University of Hong Kong, and Occidental College. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.