San Diego, CA West Broadway Office

Jeramy Larson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 2006. Outside of his financial career, he co-owns a photography business with his spouse. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of retail and institutional investment services.

Alejandro Mendoza 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, N.A. and Morgan Stanley Smith Barney LLC since 2021, following five years with Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

Ivette Moguel is a financial advisor at Morgan Stanley in San Diego, CA, with 19 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill Lynch for 14 years prior to joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and market modeling techniques.

Steven Douek is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division for 10 years. 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 including tailored financial planning supported by firm-approved tools and methodologies.

Aeryonna Ware is a financial advisor with Morgan Stanley in San Diego, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she worked at Charles Schwab and held positions in the hospitality industry with Marriott International, Kimpton Hotels, and Evolution Hospitality. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an advisory focus that generally excludes individual security recommendations and ERISA fiduciary responsibilities unless separately engaged.

Jocelyn Senaha is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. She is based in San Diego, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a wide array of financial and estate planning strategies.

Maria Basauri is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 designation with 5 years of industry experience. She has been with Morgan Stanley since 2009. 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 tailored financial planning supported by structured discovery conversations and firm-approved tools.

Natalia Ledesma Hodoyan is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 credential. She joined Morgan Stanley in 2026 and has a diverse background including roles in higher education and brand-related positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a 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 financial planning emphasizes structured discovery and firm-approved tools without specific security recommendations in standalone plans.

Alejandro Valle is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds the Series 63 designation. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

Natan Rozen is a financial advisor with Morgan Stanley in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019 and previously spent nine years with IPG Investment Advisors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and insights from its Global Investment Committee.

Salvador Lancaster is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 63 designation and 32 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in operating a small online retail business. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, including tailored financial planning services supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that encompass retail and institutional offerings alongside specialized investment and planning resources.

Alejandro Valle is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of finance, Valle engages in freelance acting in the arts and culture sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Ana Cuadras is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019. Her prior work experience includes roles at Uber, Petsmart, The Container Store, and the University of Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm emphasizes structured financial planning supported by proprietary tools and offers services that integrate global market insights without providing individual security recommendations as part of standalone planning.

Matthew Lord is a Certified Financial Planner (CFP®) with 33 years of experience in the financial industry. He has been with Morgan Stanley since 2009, currently serving at Morgan Stanley Private Bank, N.A. in San Diego, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering 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 provides services both directly and through Corporate Financial Planning agreements.

Daniel Rosen is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as an executor and co-executor for a trust in Massachusetts. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers diverse investment and financial product services through its extensive network.