Roseville Branch Office

Curtis Falk is the Branch Manager of the Roseville office, bringing with him over twenty years of industry experience. Curtis is a strong believer in the value of professional advice and embodies the Morgan Stanley logo of, “old school grit, new world ideas.”

Under the leadership of Curtis, the Roseville branch has adopted and cultivated a culture of growth and collaboration. They do this by consistently sharing best practices, delivering the full Firm to their clients, communicating through challenging markets, and constantly looking for new ways to address clients’ evolving needs.

A quick walk around the office and you will immediately notice a heavy concentration of high functioning teams focusing on a wide variety of clients from all walks of life. This is a direct result of the continued focus on creating and developing multi-skilled teams and partnerships to serve the people of the local community. With an open-door mentality, there is no client need that they cannot address.

Curtis earned a B.S from California State University, Hayward, and an M.B.A from Saint Mary’s College of California. When not in the office, you will find him spending time at one of his three children’s sporting events, on the boat with the family or golfing with friends.

Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC, PR, VI; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures

With over 15 years’ experience in attracting, growing and retaining relationships in financial and client services, Waheeda is committed to understanding how the service experience impacts all clients, both internal and external. Waheeda grew up in the Bay area and graduated with a Bachelor of Science in Business Administration with a concentration in Human Resource Management. Since then Waheeda has held various roles within Banking, Wealth Management, Insurance and Telecommunications, with companies such as Bank of America, Merrill Lynch, Wells Fargo, State Farm and Verizon Wireless. Currently she is a Business Service Officer at Morgan Stanley in Roseville, CA. Waheeda is passionate about people and loves to celebrate success. With open and honest communication, anything is possible.

Outside of work, it’s all about family and friends. Waheeda is a wife and a mother of three beautiful children. She enjoys cooking, long family walks and watching her children grow and learn new things.

Elise has been a Risk Officer in the Sacramento Market since 2017. Prior to joining the Sacramento Market, she was an Operational Risk Analyst at a California based bank for almost two years and prior to that was a Senior Branch Examiner at Morgan Stanley and Smith Barney, collectively, for nine years. Elise has a Bachelor’s degree in Managerial Economics from UC Davis and a Master’s degree in Accounting from Sacramento State.

Elise and her husband, live in West Sacramento with their two kids. When not working, Elise spends her time taking her kids to swim practices and swim meets. Elise enjoys spending time with friends and family, running, cooking and trying new foods.

Kristen has been in the financial services industry for over 16 years and has worked for organizations such as the Hartford Life Insurance Company and Charles Schwab. Prior to Morgan Stanley, Kristen was a Regional Vice President for Northern CA and NV with Columbia Threadneedle Investments in the financial services industry. Currently, Kristen is responsible for Business Development for the Market and strives to be a resource to financial advisors by being the conduit to various tools and resources at the Firm. She also engages in coaching, practice management, and business development opportunities. Her experience provides the Market with a comprehensive perspective on the industry as well as how best to execute the Firm’s mission for client satisfaction within the community.

Kristen graduated cum laude with a Bachelor of Science degree in Business Administration from Saint Michael’s College in Colchester, VT in 2004. While attending college, Kristen was the Team Captain for the Cross Country Running team, raced on the D1 Cross Country Ski team, and ran marathons. Outside of the office, Kristen has a passion for fitness and leading a healthy lifestyle and has currently participated in 10 fitness competitions.

Marcy Gorton is the Branch Administrator for our Roseville Branch. She joined Morgan Stanley in 2020 with over 5 years of experience in the Financial industry. In 2016 Marcy earned her Financial Paraplanner Qualified Professional (FPQP™) certification from the College of Financial Planning.

In her spare time she enjoys spending time with her family, traveling, cooking, and playing movie trivia.

Sue Callantine is a Private Banker serving Morgan Stanley Wealth Management branches in California and Nevada.

Sue began her career in financial services in 1997. Prior to joining Morgan Stanley in 2019, she was a Private Banker at Bank of the West. Sue has also been a Private Banker at Wells Fargo and Bank of America, as well as a Wealth Management Banker at Merrill Lynch.

Sue received a Bachelor of Business Administration in Management from University of Alaska Anchorage.

She resides in Orangevale, CA with her husband Mark. Sue currently serves on the Hope Gala Board of Ambassadors for the American Cancer Society. Outside of the office, she enjoys gardening, reading and traveling.