Our Team at Morgan Stanley Palm Desert Branch

About Ryan Wilson

Ryan Wilson is a Financial Advisor, Portfolio Manager and Senior Vice President for 111 Wealth Management. Having recently joined Morgan Stanley, Ryan was previously Senior Vice President and Branch Director with RBC Wealth Management. His focus within the team is bringing together the complex world of capital markets, portfolio management, and risk management to deliver superior outcomes for clients. Ryan holds the Certified Investment Management Analyst® designation, which helps him distill the complex financial world into actionable insights for clients. His ability to ascertain the difference between financial "noise" and those events that should be incorporated into a client's strategy is what sets him apart from other wealth managers. Accordingly, he is dedicated to incorporating clients’ beliefs and goals are properly implemented into a sound wealth management process.

Ryan joined RBC Wealth Management in 2011. Prior to that time, he was a complex sales manager with Bank of America/Merrill Lynch and a regional manager at Chase Investment Services Corp. He began his financial services career in 2001 at A.G. Edwards and Sons.

Ryan is a graduate of the University of Arkansas with a major in financial management. He currently serves on the organizing committee and is past chairman for the Southwestern Growers Golf Tournament that benefits the Boys and Girls Club of the Coachella Valley. He is a former board member for Children’s Discovery Museum of the Desert and served on the board of the Academy for Musical Performance. Ryan and his wife, Amy, and three children, Riley, Jackson and Andrew, live in Palm Desert. When they aren’t shuttling around to sports practices and games, Ryan and Amy are active members at Toscana Country Club in Indian Wells. They also love to spend time in the summer at their home in Carlsbad.
Securities Agent: WI, HI, PA, NJ, NC, ME, LA, GA, CA, AK, VA, TN, OR, IL, AZ, WY, VT, VI, TX, OK, NM, RI, PR, NE, CT, SC, OH, NY, NV, MS, MN, ND, MA, DC, AR, WV, MT, MO, MI, MD, ID, DE, SD, AL, WA, NH, KS, IN, IA, FL, CO, UT, KY; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 633431

About Stephanie Bautista

Stephanie Bautista, Senior Service Associate, has been with Morgan Stanley in Palm Desert since 2014. Stephanie performs several critical branch functions including client reception, branch cashiering functions, and general operations. As a Senior Service Associate, she also provides administrative support to the financial advisors and support professionals in the Palm Desert branch. Stephanie is client focused and has a welcoming disposition and enjoys going above and beyond while assisting local Coachella Valley based clients, and Morgan Stanley clients that are visiting the wonderful Coachella Valley.

Outside of work, Stephanie enjoys spending time with her son. They love to be outdoors taking walks or going to the beach, and she enjoys watching her son enjoy a variety of sports including baseball, soccer, flag football and basketball.

About Jennifer Duarte

Jennifer Duarte is a Vice President and Business Development Manager serving Morgan Stanley’s Wealth Management office in the Pasadena Market. She is responsible for helping Financial Advisors grow and scale their practice by understanding their goals and priorities and connecting them to firm resources to enhance and deepen their relationships with their clients.



Jennifer began her career in financial services in 2013 and joined Morgan Stanley in 2021. Prior to her current position, she was a Wealth Advisor at an independent RIA company leading the company’s financial planning initiatives. However, Jennifer spent the bulk of her career at Merrill Lynch on a team serving as a Financial Advisor focusing on financial planning and investment management.



Jennifer graduated from the University of California, Irvine and holds her Certified Financial Planner® and Chartered Financial Consultant (CHFC® ). Jennifer lives in Los Angeles, CA where her family has several Mexican restaurants that she can recommend! Outside of work, she enjoys the outdoors and can be found at a Pilates class.

About Mary Palmer

Mary joined Morgan Stanley as a Branch Administrator in 2022 with an eclectic career history. She studied Vocal Performance & Theatre at the University of Michigan and the Heifetz International Music Institute before touring internationally. After returning from overseas, Mary became the Director of First Impressions at Western International Securities, a position she held for five years before moving into Compliance. Simultaneously, Mary and a group of close friends started Rundalay®, an athletic non-profit based out of downtown Los Angeles whose mission is to provide free athletic events and charitable opportunities to support our local communities, and after 11 years later, is still going strong. Mary currently supports the Pasadena, Palm Desert, Riverside, Claremont, and Palmdale locations. In her spare time, she performs in opera and musical theatre productions throughout Southern California, is a mentor for young singers, and goes on adventures with her dog Venus.

About Jennifer Overby

Jennifer is the Business Service Officer overseeing the Inland Empire region of the Los Angeles market. She is a graduate of Biola University’s Torrey Honors Institute and joined the brokerage industry in 2015. In 2023 Jennifer joined Morgan Stanley to serve as BSO for Claremont, Riverside, and Palm Desert, where she supervises and guides the Support Professionals and Service Associates. Jennifer is passionate about improving clients’ lives through financial peace of mind.

In her free time Jennifer enjoys being involved in her community through fostering dogs and working on native habitat restoration.

Interested in a Career at Morgan Stanley?

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Branch Address

74199 El Paseo
Suite 201
Palm Desert, CA 92260
US
Branch:
(760) 568-3500(760) 568-3500
Toll-Free:
(800) 678-4888(800) 678-4888
Fax:
(760) 773-5461(760) 773-5461
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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, charitable giving, philanthropic planning and other legal matters.

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8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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, charitable giving, philanthropic planning and other legal matters.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024