Sacramento-East Branch Office

JP was born and raised in Miami, and attended the HBCU Clark Atlanta University in Atlanta, GA; he majored in Business Administration with a concentration in Finance and Marketing. Upon earning his Bachelors in 2000 he became a Financial Advisor in the New York/New Jersey area with Merrill Lynch.

Post September 11th he enlisted in the US Army Reserve where he later became a Drill Sergeant serving on multiple tours of duty. While maintaining his career in Financial Services, he later transitioned to the roles of Administrative Manager and Client Relationship Manager servicing several offices in South Florida to Include the International Market in Miami covering Latin America.

In 2018, JP began his career with Morgan Stanley where he served as the Associate Market Manager for the Central California & Las Vegas market and Las Vegas Branch Manager. He recently joined the Sacramento Branch as their Market Manager and resides in Sacramento with his family.

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.

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.

Robin Wood has been in the banking, lending, and financial industry for more than 35 years with experience in management, consulting, and administration. She originally joined Morgan Stanley as a Client Service Associate working with a team of Financial Advisors in Pleasanton, and is now the Market Administrator in Sacramento.

Robin was born and raised in the Bay Area, but now enjoys exploring the areas around Sacramento and the Sierra Foothills with her husband, Jerry.

Sarah Howard started with Morgan Stanley in 2015. She began her career in Long Beach, California, where she started as an intern focused on business development and outreach, including cold calling, and then advanced into a Client Service Associate (CSA) role.

Sarah later relocated to Boston, Massachusetts to represent and support the Long Beach team on the East Coast, with a strong focus on client acquisition and business development. In Boston, she conducted proactive outreach and cold calls, set and led client meetings, presented financial plans, and helped onboard new clients for her team. During this time, she completed the FAA program and spent five years continuing to build her experience and obtain clients to contribute to the team’s growth objectives.

In 2022, Sarah moved back to California and joined the Pasadena branch as a Branch Service Officer (BSO). In 2023, she relocated to Fresno, California, where she continued to serve as a BSO supporting the CCLV market for the last three years. Outside of work, Sarah can often be found exploring hiking trails and enjoying long walks with her dog, Barley.