Santa Monica, CA Wilshire Boulevard Office

Yecenia Lee is a financial advisor at Morgan Stanley with nine years of industry experience. She has worked at Morgan Stanley Smith Barney and J.P. Morgan Chase in various roles since 2012. Lee holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm employs a structured planning process and uses tools such as Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

Maria Chehade is a financial advisor with Morgan Stanley in Santa Monica, California. She holds a Series 66 designation and has nine years of industry experience. Her career includes roles at Morgan Stanley Private Bank, National Association since 2017 and Morgan Stanley Smith Barney from 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering a range of investment and financial services without providing individual security recommendations as part of standalone planning.

Joshua Dopp is a financial advisor with Morgan Stanley Smith Barney LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Taliah Cabrera is an International Wealth Advisor at Merrill Lynch Wealth Management. She brings over 20 years of experience in the financial services industry, focusing on international wealth management and family wealth strategies. As part of her role, she works to develop personalized financial strategies tailored to clients' long-term goals, emphasizing trust and communication. Taliah earned a Bachelor's degree in Economics from Florida International University. Her professional credentials include the Personal Investment Advisor (PIA) designation. Fluent in English, Spanish, and Portuguese, she supports a diverse client base. She is also actively involved in community initiatives, serving as a Certified Guardian ad Litem for the State of Florida and contributing to organizations such as His House Children’s Home and the Key Biscayne Music Festival. Outside of work, she enjoys biking, spending time with her family, and traveling.

Darya Allen Attar is a Series 66-licensed financial advisor with Morgan Stanley, based in Santa Monica, CA, and has 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory work, Attar is involved in several community and entrepreneurial activities, including serving on the boards of the United Way Women Leaders and West Side YMCA, and leading initiatives such as Chick Launcher, a network and competition supporting women entrepreneurs. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and financial planning strategies.

Lauren Mobley is a financial advisor with Morgan Stanley in Santa Monica, California, holding a Series 66 designation and 18 years of industry experience. She previously worked for RBC Capital Markets for 15 years before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

George Harros is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in assets and offers services through both direct client engagement and corporate financial planning agreements.

Aubrey D'haenens is a financial advisor at Morgan Stanley in Santa Monica, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Aubrey worked at Merrill for six years and has additional experience with the Antelope Valley Board of Trade, Anschutz Entertainment Group, and Starbucks Coffee Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Adam Lorimer is a financial advisor at Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 designations with six years of industry experience. His prior roles include positions at The Vanguard Group and experience in campus recreation and community organizations at the University of Arizona and JCC Metrowest. Outside of his advisory work, he is involved in property management through KMK Management. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Marc Kessler is a financial advisor with Morgan Stanley in Santa Monica, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Kessler rents out a classic car and his primary residence for events, film, and photo shoots. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and scenario modeling, serving clients primarily in an advisory capacity.

Katie Barnett is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and Fidelity Investments. Outside of her advisory role, she manages a rental property business in Venice, California. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with services that include but do not recommend individual securities as part of standalone plans.

Jason Berlinger is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Berlinger serves as a board member of Group Wurx Insurance, Ltd., where he helped establish an insurance program for homeowners to cover sewer line repairs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, 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 such as Monte Carlo simulations as part of its advisory process.

Richard Sholty Jr. is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment products and financial strategies.

Priscilla Canizalez is a financial advisor at Morgan Stanley with nine years of industry experience. She has worked at Morgan Stanley since 2018 and previously at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is a sole proprietor managing a rental property in Culver City, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 planning process that utilizes firm-approved tools and various financial modeling techniques.

Adam Davis is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently serving clients as part of the Davis & Tarrab Group. He joined the team in 2022 and focuses on providing personalized financial strategies tailored to his clients' dreams and goals. His expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Adam works with business owners and executives, guiding them throughout their journey and into retirement, leveraging a proprietary wealth planning process called the Personal Wealth Analysis. The Davis & Tarrab Wealth Management Group offers boutique-style wealth management services supported by the resources of a global advisory firm, emphasizing strategies for wealth preservation, growth investing, reliable income, and strategic wealth transfer. Adam earned his bachelor's degree in Economics from Indiana University Bloomington. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of the Indiana University Alumni Association. Outside of his professional role, Adam enjoys basketball, camping, music, reading, table tennis, and spending time with his family. He is also involved in community activities, including volunteering with the City of Hope.