Sherman Oaks, CA Office

Michael Burt is a CFP® with 13 years of industry experience, currently affiliated with Morgan Stanley in Sherman Oaks, CA. His prior experience includes roles at City National Bank, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Mercedes Guevara is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation. Prior to joining Morgan Stanley in 2023, she spent time at California State University Northridge. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Caitlin Bloom is a financial advisor at Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at Nomi Health, Mitchell D. Becker MD, and UCLA Anderson School of Management. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Vahe Baban is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at MORGAN STANLEY SMITH BARNEY llc since 2014. Outside of his advisory role, he serves as Treasurer on the board of a Home Owners Association in Studio City, California. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing 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 modeling techniques as part of its financial planning process.

Melissa Delahoussaye is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she holds ownership interests in Film L.A. Inc. and the Santa Clarita Film Office, entities involved in sourcing homes for film shoots in California. 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 and financial planning services, utilizing structured discovery processes and firm-approved tools to support client planning.

Dilina Isho is a Series 66 licensed financial advisor with Morgan Stanley in Sherman Oaks, CA, and has 27 years of industry experience. Since 2009, she has been with Morgan Stanley Smith Barney LLC. Outside of her advisory role, she operates as a Notary Public and Loan Signing Agent. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Mark Furrer is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs structured planning processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Andrew Kim is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley since 2022, following several years at E*TRADE and Fidelity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Nicolas Blatsiotis is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured planning process utilizing firm-approved tools and market analysis.

Cory Bloom is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s analyses.

Ken Brozki is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following several years at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Alejandro Gallegos is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities and Solid Transport before joining Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range 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 financial planning process supported by firm-approved tools and methodologies.

Elaine Habif is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves on the board of The Seeds of Change, a nonprofit focused on disaster relief and humanitarian efforts for children and youth. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and comprehensive asset management.

Rances Sainz is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing firm-approved planning tools and investment committees to support client strategies.

Craig Bloom is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves on the finance committee of Campbell Hall, a K-12 college preparatory school. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, supported by firm-approved tools and analyses such as Monte Carlo simulations.