My Story & Approach

As a Senior Financial Advisor and Vice President with Morgan Stanley, I work closely with accomplished individuals, families, executives, and entrepreneurs who are looking for more than investment management. They are seeking a trusted advisor who can help simplify complexity and bring structure to every aspect of their financial life.

My approach is deeply personal and highly strategic. I believe financial planning should feel intentional, collaborative, and tailored to the life you are building today while preparing thoughtfully for the future you envision tomorrow.

Since beginning my career in financial services in 2011, I have developed experience across wealth management, banking, lending strategies, retirement planning, and legacy considerations. This broad perspective allows me to help clients connect the many moving pieces of their financial lives into one cohesive strategy.

I work with clients through pivotal life and financial moments, whether navigating business growth, preparing for retirement, managing concentrated equity positions, building generational wealth, or balancing personal ambitions with long-term financial goals.

My clients value discretion, communication, and a relationship-centered experience built on trust, accessibility, and thoughtful guidance.

**Working With Me:**My clients are not simply portfolios or account balances, they are individuals and families with evolving goals, meaningful responsibilities, and lives that deserve thoughtful financial stewardship.

I strive to create an experience that feels both elevated and approachable: combining institutional-level resources with personalized attention and genuine care. My role is to help clients feel organized, informed, and confident in the financial decisions they make.

Whether we are discussing investment strategy, retirement planning, lending solutions, estate considerations, or business planning, every recommendation begins with understanding what matters most to you.

**In My Free Time:**Outside of my work, I value intentional living, meaningful experiences, and time with family. I'm an avid reader who enjoys everything from memoirs to personal growth and finance-focused books, and I love traveling, design, and creating beautiful spaces that bring people together.

My husband and I enjoy spending time with our beloved Cavalier King Charles Spaniel, Kobe, and supporting organizations focused on food security within our community.

I believe wealth is most meaningful when it creates freedom, connection, and the ability to live a life aligned with what matters most.

Services Include
Securities Agent: AZ, CA, ID, MD, MA, MN, NV, PA, SC, TN, UT, WA; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

WORKING WITH YOU

My clients are much more than a portfolio of assets – they are families with active lives, who seek an experienced advisor who will provide them with thorough, unbiased, and carefully considered guidance on a full range of financial topics. When you work with me, you will be treated with respect, care, confidentiality, and given an unwavering commitment to you and your family.

While my clients each have unique personal and professional circumstances, they all have one thing in common: achieving a financial goal to help secure their family's financial future and pursue their personal ambitions.
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    Executives & Professionals
    I help high-achieving professionals align their financial decisions with the demands of their careers and lifestyles. Together, we create strategies around investments, equity compensation, retirement planning, cash flow, tax efficiency, and long-term wealth preservation.
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    Business Owners & Entrepreneurs
    Business owners often face the challenge of balancing personal and business finances simultaneously. I help entrepreneurs bring clarity to both sides of their wealth by creating strategies around liquidity, succession planning, lending, retirement plans, and long-term business transition goals.
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    High-Net-Worth Individuals & Families
    For affluent families, wealth often comes with increased complexity and important decisions that affect multiple generations. I provide thoughtful guidance designed to help preserve wealth, simplify financial organization, and support meaningful legacy planning with care and discretion.
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    Women Navigating Wealth
    I am passionate about helping women feel informed, confident, and empowered in their financial lives, whether they are building wealth independently, navigating major life transitions, managing family responsibilities, or planning for future generations.

PURSUING YOUR GOALS, TOGETHER

When you invest in your workforce, you empower it too. I can help deliver workplace financial solutions that can help employees build financial well-being.
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    Pre-Liquidity Planning
    If your company is going through a liquidity event, some advance planning on your part may help you get the most out of your equity compensation.
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    Executive Financial Services
    As a successful corporate executive, you face unique challenges. Morgan Stanley offers services designed for executives like you, helping you make more informed choices and manage your wealth more effectively.
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    Concentrated Stock & Options Analysis
    Designed for executives who have significant wealth in stock and options of their company, the Concentrated Stock and Options Analysis illustrates various valuations of holdings as well as hypothetical diversification scenarios.
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    Understanding Your Equity Awards
    Equity awards are a recognition of your executives’ hard work. Let’s help put them to good use. Leveraging an innovative analysis platform, our team provides strategy and perspective to help your leaders maximize the impact of their equity.
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    Succession Planning
    Ownership of a business can represent years, sometimes decades of arduous work and commitment. Nevertheless, business owners are often unfamiliar with the complexities and preparation that go into a successful succession strategy. Whether you are contemplating an IPO, merger with another company, private sale via a Strategic Client Group or Investment Bank, or succession within the family I am here to help you develop and execute a successful exit strategy.
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    Morgan Stanley at Work
    Workplace financial solutions that help employees achieve their life goals. Our comprehensive offering spans Equity, Financial Wellness and Retirement solutions, plus Financial Empowerment, so your workforce can realize the full potential of their benefits.
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EVERYTHING YOU NEED, ALL IN ONE PLACE

Morgan Stanley’s comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
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    Morgan Stanley Online
    Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
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    Total Wealth View
    View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
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    Digital Vault
    Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
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    eDelivery
    eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
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    MS Reserved
    Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
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    Family Office Resources
    Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
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INVESTOR RESOURCES

It has never been more important to have a financial plan in place to get you to where you want to be. To help stay up to date on the broader economy as well as with personal finance best practices, I have provided some resources below to help you to get started.
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    Morgan Stanley Insights
    Morgan Stanley’s latest updates on markets, economies, global trends and more. Check out our insights here.
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    On The Markets Research Report
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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    GIC Weekly Research Report
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
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    Thoughts on the Market Podcast
    With perspectives on the forces shaping the market, join Morgan Stanley’s top analysts and strategists as they discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
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    Morgan Stanley Five Ideas Financial Newsletter
    Incisive market insights, the latest macroeconomic trends, unparalleled expertise, have all of this delivered straight to your inbox weekly.
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    Wealth and Estate Planning Video Series
    Explore a series of educational videos covering topics such as Foundational Estate Planning Documents, Estate & Gift Taxes, Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts and more.
    Learn More

Location

8548 Rozita Lee Ave
Ste 400
Las Vegas, NV 89113
US
Direct:
(702) 242-8307(702) 242-8307
Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Sadia Hasan today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley 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 consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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3When 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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4Morgan 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 legal matters.

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5Morgan 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 legal matters.

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6Morgan 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 legal matters.

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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 and other legal matters.

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8Morgan 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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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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 legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)