San Diego, CA Office

Matthew Hillman is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Joleen Rose is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to this, she was with LPL Financial, LLC and Northwestern Mutual Investment Services LLC. Outside of advising, she is involved with Triangle Holdings LLC, a property management business in San Diego. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves a broad client base with a range of investment programs.

Jeffrey Won is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley entities since 2009, including the Private Bank since 2015. Outside of his advisory work, he owns rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both retail and institutional investment services.

Michael Curry is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services. Outside of his advisory role, he serves as an officer for the PIHRA West Los Angeles Chapter, a civic organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools but does not offer individual security recommendations as part of standalone plans.

Michael Lawrence is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. He is based in San Diego, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools to support financial planning.

Virginia Lawrence is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds 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 range of advisory programs, including customized financial planning supported by structured discovery and advanced modeling tools.