Santa Fe, NM Office

Dotti Graviet is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 66 credentials and over 35 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Graviet serves as Treasurer and a member of the finance committee for the Santa Fe Mountain Center, an educational and therapeutic adventure-based program for children, youth, and families. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 planning process supported by firm-approved tools and models.

Justin Medrano is a financial advisor with Morgan Stanley in Santa Fe, NM, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory duties, he serves as a volunteer on the Board of Directors for the Santa Fe Symphony and as Chair of the Business Council for the Museum of New Mexico Foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a global investment committee for portfolio modeling.

John Rochester is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Sean Gallagher is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Gallagher is based in Santa Fe, New Mexico. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Donald Meccia is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad retail and institutional offerings.

Anthony Forte Jr. is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving 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 offers planning services that utilize structured discovery and analytical tools to model outcomes.

Jill Drinkwater is a financial advisor with Morgan Stanley in Santa Fe, NM, holding a Series 63 designation and bringing 49 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, Drinkwater is a partner in an automotive and transportation business called Cars and Cards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Bernadette Chavez is a Series 66 licensed financial advisor with Morgan Stanley, where she has worked since 2009. She has 18 years of industry experience and is based in Santa Fe, New Mexico. 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, and manages approximately $2.74 trillion in client assets.

Brooke Czoski is a financial advisor at Morgan Stanley in Santa Fe, NM, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at the Santa Fe Railyard Community Corporation for four years and has held positions at Geronimo, Gap, Twitter, and The Westin Dublin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides services through a combination of direct client engagement and corporate financial planning agreements.

Shannon Beck is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2023, Beck worked at Oppenheimer & Co., Inc. and previously at Morgan Stanley Smith Barney. Outside of finance, Beck is a sole proprietor designing and manufacturing jewelry and home furnishings. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that 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 employs structured planning tools and market simulations in its financial planning process.

Robert Hoffman is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior experience includes 16 years at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and planning tools, while managing approximately $2.74 trillion in client assets.