John Wang

Drawing on over 30 years of experience in the tech and financial services industries, John Wang is a Senior Vice President and Financial Advisor within the Crawford-Hogan-Wang Group at Morgan Stanley.

In his current role, John is responsible for financial modeling, investment research/implementation, due diligence, and delivering opportunities to clients. Serving as the team’s Portfolio Manager, John stays current with economic trends and leverages the intellectual capital of top financial institutions to construct portfolios that align with clients’ goals and core values – including impact investing.

John is a Morgan Stanley Workplace Advisor - Equity Compensation, focusing on helping corporate insiders and executives with tax-smart strategies.

John's team was recognized by Forbes in their 2025, 2024, and inaugural 2023 Best-In-State Wealth Management Teams ranking.

Prior to Morgan Stanley, John worked for the chipmaker, Nvidia, as a Senior Analyst. This role has provided John with a keen understanding of tech and industrials sectors. John has held various roles in his career in Silicon Valley, including Senior Demand Planner, Financial Analyst, Marketing Specialist, and Business Manager.

John earned his MBA from Santa Clara University with an emphasis on International Business, and his Bachelors in both Economics and Psychology from UC Berkeley as a Regents Scholar, graduating with High Distinction, Phi Beta Kappa. John is fluent in English and Mandarin.

In the community, John enjoys staying active and can be found hiking, camping, playing basketball, swimming, snorkeling and scuba diving. John is a licensed pilot, though lately flights of fancy in a good book have replaced actual flights in a Cessna 172. He, along with his wife and 3 very active kids, all currently hold black belts in Taekwondo. He and the family serve as volunteer puppy raisers for Guide Dogs for the Blind. John serves as Vice President and founding board member of Whispering Pines retreats.

Source: Forbes.com (Awarded Jan 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

Sandra Wang, CFP^®, CDFA^®, ChFC^®, is a Senior Vice President and Financial Advisor leveraging her multidisciplinary background in advising families through wealth accumulation and transfer. Her mission is to ensure the successful stewardship of clients’ wealth across life stages, liquidity events, and generations.

In her work with clients, Sandra develops tailored retirement, philanthropic, estate and tax planning strategies, while helping clients navigate key life transitions including liquidity events, business succession planning, and life events (divorce, widowhood, special needs). Sandra advises executives on strategies for employer stock concentration, implementing tax-efficient and opportunistic deconcentration over time, including establishment of 10b5-1 plans to allow insiders to divest in compliance with insider trading laws. Sandra leverages strategic partnerships across the firm, including Family Office Resources, to help ultra-high net worth clients manage the complexities of their wealth and provide Next Gen wealth education to sustain the values which created the wealth.

Sandra has been featured in national media for her work with families to address their conflicts around money including The New York Times, MSN Money, Parents magazine, National Public Radio “The Takeaway” as well as the personal finance book “The 10 Commandments of Money.”

Sandra was named to Forbes Magazine’s Top Wealth Advisors Best-In-State rankings in 2025, 2024, 2023 and 2022, Forbes Magazine’s Top Women Wealth Advisors Best-In-State in 2025, 2024, 2023 and 2022, Forbes Magazine's Top Women Wealth Advisors in 2021 and 2020, as well as Working Mother Magazine’s Top Wealth Advisor Moms in 2021, 2020, 2019, 2018 and 2017 inaugural rankings. Sandra’s team was also named to Forbes Magazine’s Best-In-State Wealth Management Teams 2025, 2024, and 2023 inaugural rankings.

Sandra earned her International MBA from Instituto de Empresa in Spain as a Fulbright Scholar, graduating with honors, her Master’s degree in Psychology from JFK University and her Bachelor’s in English Literature from UC Berkeley as a Regents Scholar, Highest Honors. Sandra also worked in health care management in the beginning of her career as a clinical supervisor and Licensed Marriage and Family Therapist. Sandra is fluent in English, Mandarin and Spanish.

In addition, she has earned a number of professional designations – including CERTIFIED FINANCIAL PLANNER^®, Chartered Financial Consultant^®, Certified Divorce Financial Analyst^®, Investing with Impact Director, Lending Specialist, Workplace Advisor - Equity Compensation, and Family Wealth Director, a designation achieved by a select group of advisors who possess a high caliber of education and experience in advising ultra-high net worth clients on wealth transfer, family governance, estate and philanthropic planning. Sandra taught financial and retirement planning courses through Stanford University’s Continuing Studies Program for over a decade.

Sandra earned two taekwondo black belts (Traditional 1st Degree and Elevated) in 2023 and 2024 – and holds title as a 2-time World Champion in 2024 and 6-time State Champion in 2024, 2023, and 2022 with National Martial Arts Alliance (NMAA).

Sandra’s family volunteers as puppy raisers for Guide Dogs for the Blind, training guide dogs to empower the visually impaired with greater independence. She has backpacked to 55+ countries and enjoys adventures with her husband and 3 children. Sandra serves on the board of Outlook Christian Church and is a founding board member of Friends of the Davidson Academy and Whispering Pines Retreats.

Verniece joined The Crawford-Hogan-Wang Group in 2019 and is a Portfolio Associate, where she serves as “the organizational glue” behind the team’s operations, investment implementation, team member training and mentorship, and client service.

Verniece is also the Next Gen Lead with the team, she serves as a dedicated resource for clients and their families on topics such as budgeting, credit building, and college tuition planning. She is passionate about helping the next generation build strong financial foundations and supporting families through key financial milestones.

Prior to joining Morgan Stanley, Verniece was with JPMorgan Chase for 9 years as a Licensed Relationship Banker, where she earned several promotions and held managerial duties. At Chase, she excelled at building strong relationships with her team and clients, helping clients simplify and address day-to-day transactions, business banking, and retirement planning. That passion for client care and outstanding service delivery is the same passion she carries into her work today.

Verniece is fluent in English, Mandarin and Cantonese. She attended Academy of Art University in San Francisco and studied Architecture & Designs. Outside of work, Verniece enjoys spending time with her husband and two dogs as well as hiking, road tripping, visiting beaches and exploring new restaurants in the city. Her passion for travel and adventure brought her to an ice cave for her wedding a few years ago.

Elaine Ho is a Registered Client Service Associate with The Crawford-Hogan-Wang Group at Morgan Stanley. In her current role, Elaine is responsible for all areas of client service and operational support, including streamlining daily operations, tending to client needs, and facilitating transfers, account maintenance and documentation. Elaine is passionate about helping the teams’ clients with their investments and achieving their life goals through active communication and maintaining stellar client relationships, while bringing the firm’s resources to their fingertips.

For Elaine, her job is done only when she can carry a client through a perplexing and stressful situation with grace and expedience, and she cherishes the opportunity to be meaningfully engaged with clients’ personal life events.

Prior to joining Morgan Stanley, Elaine spent several years working as a licensed real estate professional at a leading Palo Alto real estate brokerage, DeLeon Realty, assisting clients with multi-millionaire dollar transactions. Through this experience and her exposure to the bankers, financial professionals and institutions that assist with these transactions, she soon learned just how important a clients’ overall financial situation is to the many important milestones in their personal financial journey, sparking her passion for finance and leading her to pursue a career in wealth management.

Elaine was born in the U.S. and grew up in Hong Kong, where she earned her bachelor’s degree with a concentration in Marketing from Hong Kong Shue Yan University. Elaine is fluent in English, Mandarin, and Cantonese, and she currently holds her Series 7 & 66 Securities Licenses. Outside of work, Elaine enjoys hiking, travelling, exploring the city, attending church, and trying out new restaurants in the city. She is proud to have visited over 20 countries over the years.

Zach Dimonekas is a Business Development Associate with The Crawford-Hogan-Wang Group at Morgan Stanley. Since joining the firm in 2021, Zach has served in a number of roles, including Financial Planning Associate, where he gained skills and insights into many of the issues facing clients’ financial lives. In his current role, he leverages his wealth planning experience and uses a highly personalized approach to address complex needs around investment management, cash flow analysis, insurance, retirement, tax-efficiency, and education planning. He utilizes state of the art technology to help clients evaluate various options and their potential outcomes so they can confidently choose the appropriate course of action. Zach provides expertise across a wide suite of Morgan Stanley planning tools and products designed to assist and deliver the full firm to clients.

Zach earned his bachelor’s degree in finance from Auburn University and received the Financial Planning Specialist^® designation from the College for Financial Planning. He holds FINRA^® Series 7, 63, and 65 licenses. Zach is originally from Darien, CT and currently resides in New York City. He enjoys spending time with family and friends as well as staying active in his free time.