Santa Barbara, CA Anacapa Street Office

Jeffrey Forster is a financial advisor with Morgan Stanley in Santa Barbara, California. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including previous roles at Citigroup Global Markets. 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 and financial planning services supported by structured planning tools and proprietary investment research.

Jason Toland is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by the Global Investment Committee’s tools and modeling techniques.

Nathaniel Erman is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding a Series 66 license and bringing 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, and previously spent two years at Bank of America and Merrill. Outside of finance, he is the author of a book on becoming a professional pilot. 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 structured planning tools and a comprehensive investment approach supported by the Global Investment Committee.

Julie Smith is a financial advisor at Morgan Stanley in Santa Barbara, CA, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, with a financial planning process that includes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional offerings.

William Yingst is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

Jacob Hoth is a financial advisor at Morgan Stanley in Santa Barbara, CA, with one year of industry experience. He holds the Series 66 designation and previously worked at Transamerica Financial Advisors, WFGIA, and engaged in sales of insurance products affiliated with Transamerica. Outside of finance, he has experience working at country clubs and in education-related roles. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services that use firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers planning through both direct and corporate financial planning agreements.

Amy Moore is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding a Series 63 designation and 32 years of industry experience. She previously worked at Bank of America and Merrill for 11 years each before joining Morgan Stanley in 2026. Outside of her advisory role, she serves as Manager of the Green Room for One805, a 501(c)(3) nonprofit supporting first responders by raising funds for equipment and public safety initiatives. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes and tools without providing individual security recommendations as part of standalone plans.

Cassandra Rapp is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding a Series 66 designation and with four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Gregory Hogan is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive investment approach, serving clients through both direct and corporate financial planning agreements.

Amie Brallier is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Investments before joining Morgan Stanley in 2024. Outside of her advisory role, she is involved in managing an Airbnb rental property in Santa Barbara, California. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive retail and institutional investment services.

Christian Marx is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2010. Marx is based in Santa Barbara, CA. 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, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Matthew Yonally is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding Series 63 and Series 65 credentials and with 41 years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and Citigroup Global Markets. He also serves as a co-trustee for a family trust. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques, with clients responsible for implementing plans.

Mitchell Vance is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Based in Santa Barbara, CA, he has an extensive background in wealth management and financial advisory services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 employs structured planning tools and simulations to support client financial plans.

Jay Parker is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Santa Barbara, CA. 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 financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Michael Montgomery is a financial advisor at Morgan Stanley with 42 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously worked at Wells Fargo Clearing and UBS Financial Services. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by its Global Investment Committee and planning tools.