Santa Barbara, CA Anacapa Street Office

Jeffrey Forster is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets. Outside of advising, he is a sole proprietor of a rental property business in Santa Barbara, California. 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 utilizes structured planning tools and investment models as part of its advisory services.

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, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Transamerica Financial Advisors and WFGIA, as well as involvement with sales of insurance products affiliated with Transamerica. Before entering financial services, he held positions at Las Posas Country Club and Oxnard Union High School District. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and methodologies, including the use of Monte Carlo simulations and Global Investment Committee forecasts.

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 with Morgan Stanley in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of her advisory work, she is involved in managing an Airbnb rental property. Morgan Stanley Wealth Management serves 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 and strategies to support client goals.

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 licenses and bringing 40 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he serves as a co-trustee for a family trust. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a broad range of financial planning and investment services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning tools and advisory programs tailored to client needs without offering individual security recommendations in standalone plans.

Mitchell Vance is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley Smith Barney since 2009, as well as Morgan Stanley Private Bank since 2015. 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 supported by structured tools and firm-approved methodologies.

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 holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities since 2017, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses firm-approved tools and models to support client outcomes.