Torrance, CA Office

Frank Yanez is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 66 designation. 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 uses structured planning tools and modeling in its advisory process.

Kevin Petersen is a Series 66-licensed financial advisor with Morgan Stanley in Torrance, CA, and has six years of industry experience. He previously worked at Edward Jones and has held various roles outside the financial sector, including positions in the hospitality industry. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mark Grimme is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Grimme serves on the Financial Planning Committee for the City of Rancho Palos Verdes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs structured planning processes supported by advanced modeling techniques.

Sean Hegardt is a financial advisor at Morgan Stanley in Torrance, CA, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2022, along with prior experience at the University of Arizona and Teksystems. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, providing advisory services that do not include individual security recommendations as part of standalone planning.

Richard Van Horn is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to support client goals.

Sheryl O'Donnell is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 1997. O'Donnell is based in Torrance, CA. Morgan Stanley Wealth Management provides a broad 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 offers services including Corporate Financial Planning agreements with employers.

Brian Marshall is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advisory work, he is involved in property management as a co-owner and sole proprietor of several real estate holdings in Goleta, California. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing firm-approved tools and investment models and provides a wide range of advisory programs and services.

Blake Vogelsang is a Series 66-licensed financial advisor with Morgan Stanley in Torrance, CA, with 4 years of industry experience. He has been with Morgan Stanley since 2019 and also serves as a board member of the California Surf Club. He is involved as a partner in retail and online sales businesses named Redmond Life and Armra. Morgan Stanley Wealth Management provides a 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 employs a structured planning process supported by firm-approved tools and market models.

John Hegardt is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves individual and institutional clients with a variety 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 planning process supported by firm-approved tools and market simulations.

Steven Scerra is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 43 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, currently serving within Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning through dedicated professionals and specialized groups. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by advanced modeling tools.

Michele Hanna is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of advisory work, she is involved in several personal real estate LLCs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

David Martinez is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various branches of Morgan Stanley since 2007, including Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Jacob Aruta is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of his financial career, he is involved with USC and the Los Angeles Memorial Coliseum. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies.

Christopher Kleinhen is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 license and five years of industry experience. His prior work includes roles at NerdWallet and Oracle, as well as a sabbatical period involving extended travel. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools including Monte Carlo simulations.

Katelyn Carter is a financial advisor with Morgan Stanley in Torrance, CA, holding a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and has prior experience with Unishippers and Eugene Cascades and Coast. 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 supported by its Financial Advisors and Estate Planning Strategies Group.