Rancho Santa Fe, CA La Flecha Office

Steven Finley is a financial advisor with Morgan Stanley in Rancho Santa Fe, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2014. Outside of his advisory role, he is involved in several baseball-related activities, including consulting for the San Diego Padres, teaching at Major League Baseball camps internationally, and broadcasting for Fox Sports San Diego. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers both direct and employer-based financial planning solutions.

Jason Mubarak is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is involved as a winemaker at a family-owned vineyard and winery. Morgan Stanley Wealth Management provides 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 utilizes structured discovery conversations and firm-approved tools, serving clients through both direct and corporate agreements.

Joseph Adamo is a financial advisor with Morgan Stanley in Rancho Santa Fe, CA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is the sole proprietor of Adamo Braun LLC, a restaurant and nightclub business in Kings Beach, Lake Tahoe. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Nicole Carner is a financial advisor with Morgan Stanley in Rancho Santa Fe, CA, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Christian Ortiz Gonzalez is a financial advisor with Morgan Stanley in Rancho Santa Fe, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Bank of America and Merrill from 2019 to 2024. Outside of finance, he is involved in education and the arts, serving as a marching band coach and as an officer with a youth arts nonprofit organization. Morgan Stanley Wealth Management is a large institutional firm offering a wide array of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm‑approved planning tools.

Greer Moseman is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 license and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, she was involved with The Art Of Coaching and Coast Volleyball Club, and attended the University of North Carolina Chapel Hill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and proprietary planning tools as part of its financial planning services.

Nic Trounce is a financial advisor with Morgan Stanley in Rancho Santa Fe, CA, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior experience includes roles at E*TRADE Securities LLC and Globaltranz/Apex Logistics. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through various advisory and brokerage services.

Brant Rustich is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following two years at Bank of America and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Anna Thomas is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools in its advisory process.

Cristina Haggerty is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Wells Fargo Advisors Financial Network LLC from 2011 to 2017. She holds the Series 63 and Series 66 licenses. 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 and financial planning services, utilizing structured discovery processes and advanced modeling tools.

Xiner Zhang is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, Zhang held various roles in education and technology, including positions at the University of California, Berkeley, Mo-Yi Tech, and KuraCare Inc. Morgan Stanley Wealth Management serves both individuals 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 discovery conversations and proprietary planning tools in its financial planning process.

Steven Schuknecht is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and previously worked at RS Hughes Co, Inc. and ImpactOrtho, among other roles. Morgan Stanley Wealth Management provides a 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 emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Jon Schmauss is a financial advisor at Morgan Stanley with 58 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 65 designations and is based in Rancho Santa Fe, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Brad Sherman is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he served 22 years in the U.S. Marine Corps and has held roles in companies including Flower Drop, LLC and Compass Airlines, LLC. He also serves on the advisory board of a media production company, Kyro Digital. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with additional investment and trading activities.

David Ross is a financial advisor with Morgan Stanley in Rancho Santa Fe, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously employed at Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and methodologies.