Rolling Hills Estates, CA Office

Kay Yamada is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 designations and over 39 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and was previously with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and firm-approved planning tools to support clients, managing approximately $2.74 trillion in assets.

Roobina Yahya is a financial advisor at Morgan Stanley with 28 years of industry experience. She previously worked at RBC Capital Markets for 14 years before joining Morgan Stanley Smith Barney LLC. Yahya holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that include scenario modeling without individual security recommendations.

Lyle Murakami is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 credentials and having 44 years of industry experience. He previously worked at Citigroup Global Markets from 2000 to 2009 before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Outside of his advisory role, he is involved in managing rental property as a sole proprietor. Morgan Stanley Wealth Management provides advisory services and brokerage through tailored financial planning programs for individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of investment and financial products, serving clients directly and through employer-based agreements.

Jordan Horner is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 licenses. He has five years of industry experience, including prior roles at E*TRADE Securities and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs with a focus on tailored financial planning supported by firm-approved tools and structured discovery processes.

Brandon Higa is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding a Series 66 designation and bringing 17 years of industry experience. He previously worked at E*TRADE Capital Management and E*TRADE Securities. Outside of finance, he is an officer of Big Head Productions and an active SAG-AFTRA actor. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment offerings.

Arthur Lubin is a financial advisor with Morgan Stanley in Rolling Hills Estates, CA, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Arthur Lopes is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2023, Lopes worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2022. 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.

James Bullard is a financial advisor at Morgan Stanley with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory work, he serves as President of the Board of Directors for the Rolling Hills Little League in Rolling Hills Estates, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

Kristena Petty is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current role at Morgan Stanley Smith Barney LLC since 2009. Petty holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Ryan Fisher is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including E*TRADE Capital Management, Fidelity Brokerage Services, and Merrill. 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 research from its Global Investment Committee.

Andrew Davis is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Vincent Woo is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior positions include roles at City National Bank and RBC Capital Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist clients in developing financial plans.

Nikesh Kadakia is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 26 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to develop financial plans.

Ian Riley is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 28 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Wells Fargo Clearing. 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 conversations and firm-approved planning tools.

Steven Geraghty is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 1994 to 2009. Outside of his advisory role, he is president of an S-Corp that owns a warehouse in Commerce, California. 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 through its Financial Advisors and Estate Planning Strategies Group.