San Francisco, CA California Street 23rd Office

Jon King is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has worked at Morgan Stanley since 2009 and has been part of Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools, though clients are responsible for plan implementation and updates.

Jennifer Siciliano is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she is a partner in R. Bennett Limited Partnership, involved in agriculture and real estate activities. 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. The firm emphasizes structured financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Stephen Davalos is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

William Dickens is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Dickens holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm employs a structured planning process using proprietary tools and offers investment management alongside corporate and estate planning services.

Guneet Bains Ajmani is a financial advisor at Morgan Stanley with 25 years of industry experience. Prior to joining Morgan Stanley in 2026, Ajmani worked at LPL Financial and BMO Bank, where he held advisory roles for over a decade. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and firm-approved methodologies in its advisory process.

Samantha Hobart is a CFP® with 13 years of industry experience, currently serving at Morgan Stanley in San Francisco. She has been with Morgan Stanley since 2013 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is a partner in H&H Management LLC, a real estate business based in San Rafael, California. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer offering a range of advisory programs to individuals and institutions, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its advisory services.

Ashley Evans is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Morgan Stanley in San Francisco and has previously worked at JP Morgan Chase, First Republic, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

William Morthel is a Series 66-registered financial advisor with Morgan Stanley in San Francisco, CA, bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he owns rental property in Southern California, which he manages passively through a property management company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Jorge Venegas is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 designation and has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and committee insights to support its clients' financial goals.

Erol Tamer is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and has also worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that range from retail to institutional solutions.

Bruce Stuart is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he writes and manages a website dedicated to serial fiction and serves as a board member for Albany Law School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized advisory and financial planning services.

Kelly York is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a sole proprietor involved in property management in San Francisco. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory services.

Benjamin Sutton is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously at Cal Calling Center for one year. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Nersi Boussina is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he has a long-standing involvement with the San Francisco Recreation & Park Department since 1989. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers financial planning and advisory services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using proprietary tools and market outlook models.

Billy Manning is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been associated with various Morgan Stanley entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is a partner involved in property management activities in Oakland, California. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning arrangements.