Napa NorCal Wealth Management Group at Morgan Stanley

Rupa Jack, CEPA^®, CWS^®, CIMA^®
Executive Director, Family Wealth Director, Wealth Advisor

For over 35 years, Rupa Jack has been guiding successful individuals and families through the complexities of wealth with the specific goal of helping them enjoy life today while building the legacy they want to leave behind. With her strong background in taxation, she is skilled at helping clients design tax-efficient strategies to preserve wealth—so they can focus on the people, activities, and causes that enrich their lives. As one of Morgan Stanley’s select Family Wealth Directors, Rupa provides clients with access to the firm’s exclusive family office resources, from pre-liquidity and business exit planning to estate, charitable, and family governance strategies.
Her clients include corporate executives, entrepreneurs, and multi-generational families who value her ability to make complex decisions feel simpler, more coordinated, and more personal. Known for her understanding and steady presence, Rupa blends technical experience with a genuine care for her clients’ lives, families, and future.
Rupa holds a Master’s Degree in Taxation from Portland State University and a Bachelor of Science from Oregon State University. She is a licensed CPA, although she is not a practicing at Morgan Stanley. She has earned multiple advanced certifications including Certified Exit Planning Advisor (CEPA^®) from The Exit Planning Institute, Certified Wealth Strategist (CWS^®) from Cannon Financial Institute, and Certified Investment Management Analyst (CIMA^®) from the Wharton School, University of Pennsylvania.

Rupa’s dedication has earned her national recognition by Forbes as one of America’s Top Women Wealth Advisors and Best-In-State Wealth Advisors every year since 2017. The team she founded has also been honored among Forbes Top Teams (2024) and America’s Top Wealth Management Teams: High Net Worth (2023).

Beyond her practice, Rupa is passionate about mentoring the next generation of financial advisors and supporting nonprofits that serve at-risk youth. At home in Napa, she enjoys spending time with her family and her dogs. Whether enjoying the outdoors or gathering with family and friends, Rupa believes that true wealth is not only about financial success, but about creating lasting impact and meaningful experiences with the people who matter most.


Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

2017- 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors). Source: Forbes.com (Awarded 2017-2025). Data compiled by SHOOK Research LLC based on 12-month concluding in Sept of year prior to the issuance of the award.

2018-2025 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month concluding in June of year prior to the issuance of the award.

2023-2024 Forbes America’s Top Wealth Management Teams. Source: Forbes.com (Awarded Nov 2023) Data compiled by SHOOK Research LLC based on from 3/31/22-3/31/23”.
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Kelly McMurray is a highly accomplished Senior Vice President, Family Wealth Advisor at Morgan Stanley. With a career spanning over two decades, she began her journey in the Financial Services Industry in 2002. Over the years, Kelly has honed in her experience in wealth management, working with highly affluent families, high-net worth individuals, and local non-profits.

She takes pride in the unwavering commitment to excellence for her clients, earning her a spot in multiple Forbes Rankings - Top Women Wealth Advisors Best-In-State 2023, 2024, and 2025 lists. She has also been recognized as a Forbes Best-In-State California Wealth Advisor in 2024 and 2025.

Beyond her professional achievements, Kelly is deeply committed to her community. She recently served as the Chair of the Board of Directors for the American Leadership Forum, Great Valley Chapter, demonstrating her dedication to leadership and community service. She also enjoyed being a member in the local Rotary club and served as a member of the Board of Directors for the Modesto Symphony.

Kelly is a graduate of Brigham Young University where she received a Bachelor of Arts in Communications. Prior to working in finance, Kelly worked in broadcasting for more than 16 years. She loved getting some airtime on the radio along with running multiple family radio stations in Arizona.

Currently residing in Incline Village, Nevada, she shares her life with her wife, Alicia, and their two daughters, Kate & Quinn. Outside of her professional and community responsibilities, Kelly loves to spend time outside with her family and take in all that Lake Tahoe has to offer.

2023, 2024, and 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2023, 2024, and 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

2024 and 2025 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (2024 and 2025) Data compiled by SHOOK Research LLC for a 12-month time period concluding in June of year prior to the issuance of the award.

Marshall Grant is a First Vice President and Resident Manager at Morgan Stanley. With over 20 years of experience, he has dedicated his career to helping clients define their retirement goals and seek to build lasting wealth. Marshall's passion for investing began at age 10 when he attempted to purchase stock using money earned from his morning paper route. He has been a lifelong student of the markets ever since, studying Economics at UCLA and joining the financial services industry in 1993.

Marshall believes that successful financial planning begins with meaningful conversations to understand each client’s unique goals and priorities. Having navigated both the highs and lows of investment markets, he has developed a deep understanding of market cycles and risk management. While broad diversification can be essential, Marshall believes that it’s not enough—strategic tactical shifts and a strong focus on capital preservation can be critical to work towards long-term success.

Outside of work, Marshall is committed to his family and their community. He and his wife, Kristi, live in Truckee, CA, with their twin boys, Rowan and Carson, and they embrace the active outdoor lifestyle the area provides year-round. Kristi is a professional helicopter pilot, and Marshall, a private fixed-wing pilot, enjoys flying their Cessna to destinations across the Western U.S.. Marshall has also spent over 15 years coaching high school boys' basketball and now devotes much of his time to coaching his sons' baseball and basketball teams. His commitment to mentoring young athletes reflects his belief in the power of teamwork, discipline, and personal growth—values that extend into both his professional and personal life.



Disclosures:

Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.

Sean Desmarais, CFP^®
Financial Planning Specialist
Financial Advisor

Sean Desmarais has over 13 years of finance services experience including commercial and investment banking prior to participating in Morgan Stanley’s Wealth Advisor Associate program, where he has worked on over 500 customized financial plans. As a financial advisor, he works with members of our well tenured advisory team and qualified specialists, to deliver customized and tailored financial plans for clients and their families. He brings a insightful perspective to financial planning, investment management, and alternative investments. In addition, he is a CERTIFIED FINANCIAL PLANNER™, which provides him formal recognition of experience in the areas of financial planning, taxes, insurance, estate planning, and retirement planning strategies.

Sean graduated from California State University, Sacramento and received a Bachelor of Arts in Economics in 2015. Prior to attending CSUS, he attended Solano Community College where he was an all-conference football player.

Outside of work, he is a volunteer at Collabria Care where he provides respite for patients and their families. An avid outdoorsman, he lives in his hometown of Napa with his wife Kailey, daughter Riley and their black lab named Blue.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences. The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.


Morgan Stanley Smith Barney LLC. Member SIPC.
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Jorge Rey-Prada
Senior Registered Associate

Jorge Rey-Prada has been in the financial services industry since 2012. His previous experience in several industries and across multiple support positions is the ideal foundation for his current role with the Sonoma Wealth Management Group. Jorge is diligent and conscientious and strives to provide the highest level of service. Drawing on his professionalism and strong belief in teamwork, he collaborates with all team members to deliver a consistent, positive experience for our clients.
Jorge was born in Colombia where he graduated with a degree in Petroleum Engineering. After working in oilfield operations for several years, he made the decision to come to the United States to pursue a Master’s Degree in Business Administration.

He graduated from San Francisco State University in 2004 where he earned the College of Business Distinguished Achievement Award for Academic Excellence 2003-2004 with College Honors (May 27, 2004). Upon graduation, Jorge worked in various roles in the business and operations of a Bay Area construction company before moving into the financial services industry in 2012.

Jorge lives in Napa, California, with his partner, Robert, and their two rescue dogs, Roadie and Samson. In his free time, he enjoys reading, swimming, hiking, working out, and going to the movies and San Francisco Ballet performances, as well as sampling the great restaurants of the
Napa Valley.

Madeline Runyan
Registered Client Service Associate

Madeline Runyan brings a wealth of knowledge and experience in customer service to her role as Registered Client Service Associate. A California Native, Maddy graduated from California State University Stanislaus with honors in Business Administration. She currently holds her Series 7 and 63 licenses and has extensive experience in client service.

Inspired by her father's career at Morgan Stanley, she entered finance to assist others with their financial journeys.
Maddy’s career in financial services began under her father's mentorship, where she learned the ins and outs of client relationships and personalized service. She later joined Kelly McMurray (Financial Advisor) and Raymond Ruiz (Financial Advisor), and has since followed them to help establish the Napa NorCal Wealth Management Group. Maddy works with clients daily, managing tasks such as account openings, client onboarding, and assisting with financial transactions. However, her favorite aspect of the role is getting know each client and their story. She is dedicated to providing exceptional customer service, ensuring they feel heard and supported throughout their journeys.

Outside of work, Madeline enjoys staying active, kickboxing, and golfing to recharge. More importantly, she values quality time with her family, friends, and her adorable cat, Henry.