Newport Beach, CA Newport Center Drive Office

Andrea Casaw is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. She serves as a board member for the Association for Corporate Growth in Newport Beach, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models.

John Coon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leverages the global resources of Merrill Lynch and the banking services of Bank of America, N.A., to serve affluent clients. He has been a professional in the financial services industry for over ten years. Prior to joining Merrill Lynch in 2018, John worked at Catalyst Funds, Lightstone Capital Markets, and Grubb & Ellis Realty Investors. John earned a bachelor's degree from the University of California system and holds Series 7, 24, 63, and 65 FINRA registrations. He also holds designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His client focus areas include corporate executive services, executive compensation, and tax minimization. Born and raised in Newport Beach, John lives there with his wife and two children. He played volleyball at UCLA, contributing to teams that won NCAA Division I titles in 1998 and 2000. John is a previous board member of the Pediatric Cancer Research Foundation. In his free time, he enjoys surfing, fishing, playing guitar and piano, and coaching his son's baseball team.

Trevor Lanphear is a financial advisor at Morgan Stanley with seven years of industry experience. He has held positions at firms including The Vanguard Group, GTIF Capital, and Mass Mutual. His credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and utilizes a structured financial planning process supported by firm-approved tools and insights from its Global Investment Committee.

Daniel Marks is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2019. Marks also serves as a trustee and co-trustee in a trust-related role outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis from its Global Investment Committee.

Cherlyn Rugg is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at The Cheesecake Factory and Brandy Melville, as well as studies at the University of California - Irvine. 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 methodologies.

William Sheaffer is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques but generally acts in an advisory capacity without individual security recommendations as part of standalone planning.

Brandon Hunt is a financial advisor at Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 66 licenses with 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide 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 proprietary tools and models.

Scott Caston is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Caston is based in Newport Beach, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

James Loynes is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2023 before joining Morgan Stanley's Private Bank and Smith Barney divisions. 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 firm-approved tools, managing approximately $2.74 trillion in client assets.

Leah Pepper is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Apollo Global Management, Pacific Investment Management Company, and PIMCO Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analyses.

Michael Pepper is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, with prior roles at Wells Fargo Clearing and Wells Fargo Investments. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning using firm-approved tools, managing approximately $2.74 trillion in client assets.

Lily Anand is a Series 66 credentialed financial advisor with Morgan Stanley in Newport Beach, CA, bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored 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 market scenario analyses.

Sarah Blosser is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at SurfTrade LLC and New York University Shanghai. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Michael Yen is a CFP®-designated financial advisor with Morgan Stanley in Newport Beach, CA, bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, HSBC Securities (USA) Inc., and Banc of America Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients with comprehensive advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment products and strategies.

Eric Noyes is a Series 66-licensed financial advisor with Morgan Stanley, based in Newport Beach, CA. He has 25 years of industry experience, including roles at Morgan Stanley since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved with West Pacific LLC, a company associated with a purchased boat in Irvine, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, employing structured discovery processes and firm-approved tools to develop tailored plans.