San Jose, CA West Santa Clara Street Office

Jason Moyers is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, National Association since 2015. He is based in San Jose, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Albert Aeed II is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of finance, he works as a stand-up comedian. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various programs, including corporate financial planning agreements.

David Foreman is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves as an elder at Cedar Grove Community Church. 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. The firm provides tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Samira Memic is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, the Berman Skin Institute, Elco Electric Inc, San Francisco State University, and De Anza College. Morgan Stanley Wealth Management provides advisory programs to both individual 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 serves clients through direct and corporate financial planning agreements.

Eugene Goodreault Jr. is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Merrill prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Shannon Michaels is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 license and four years of industry experience. Prior to her current role, she worked within Morgan Stanley’s Private Bank and Smith Barney divisions. Outside of finance, Michaels is involved in the entertainment industry as a singer, songwriter, and performer, owning and partnering in several music-related businesses based in Nashville. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by proprietary tools and market models.

Nicholas Chin is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets Inc from 2006 to 2009. In addition to his advisory role, he has been involved with San Jose State University since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and integrates advanced planning tools and analyses within its financial planning process.

Yanyu Chan is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, Chan worked at Deloitte for two years and attended the University of California, Berkeley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Charley La Ragione is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 65 and Series 66 credentials with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he held roles at Uber, DoorDash, Bay Club, San Diego State University, and Los Gatos High School. He is also involved in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies in delivering its services.

Emilio De Sousa is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2010, and previously at Wells Fargo Investments from 2001 to 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Asa Chao is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 license and eight years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at American Duty Free Center from 2010 to 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome modeling.

Rita Rothstein is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Based in San Jose, CA, her career has been focused on serving clients within Morgan Stanley’s wealth management platform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Aaron Chung is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. His prior experience includes roles at Edward Jones, Fidelity Investments, Tesla Motors, Merrill Lynch, and Wells Fargo Advisors. 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 focused on tailored financial planning supported by firm-approved tools and methodologies.

Sang Hyun Kim is a financial advisor with Morgan Stanley based in San Jose, CA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley, his work history includes roles at Microsoft, Robert Half, CBRE, and several restaurant positions. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved planning tools.

Brandon Loza is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 65 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Cetera Advisor Networks, Sageview Advisory Group, Futu Inc, Uber, and E*TRADE. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies.