Newport Beach, CA Newport Center Drive Office

Andrea Casaw is a Series 66-licensed financial advisor with Morgan Stanley in Newport Beach, CA, bringing 17 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2008, respectively. Casaw serves as a board member of the Association for Corporate Growth in Newport Beach. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers tailored financial planning and a variety of advisory programs to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

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.

Grant Cozzi is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Principal Securities and Principal Life Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by a structured planning process and various specialized tools.

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 at Morgan Stanley with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Apollo Global Management and Pacific Investment Management Company (PIMCO). Pepper is based in Newport Beach, California. 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, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Michael Pepper is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

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® with 25 years of industry experience, currently serving at Morgan Stanley in Newport Beach, CA. He has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2010 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

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.

Walter Beddeo is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. Before joining Morgan Stanley, he worked at UBS Financial Services and spent over a decade in education. He is based in Newport Beach, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to model financial outcomes.