San Rafael Branch Office

Matthew R. Ricketts is a Senior Vice President and Branch Manager of Morgan Stanley's office in San Rafael, California. With over 20 years of experience, Matthew brings the best of Morgan Stanley to clients and Advisors by helping them find novel solutions to age old dilemmas while navigating the often-choppy waters of the financial markets.

A graduate of Colorado State University with a bachelor's degree in Agriculture Economics, Matthew began his career with Morgan Stanley in 1998 as a Financial Advisor in Denver CO. before becoming a Branch Office Manager in the North Bay Area. Matthew spent 12 years at UBS as a Director prior to his role now with the Firm.

Matthew is passionate about his community work in North Bay with events that support youth education, wellness, and children with rare childhood diseases. Outside of the office, Matthew makes every effort to ski or fly fish in the mountains. Matthew currently resides in Novato, CA with his wife and their 3 children.

Drawing on more than 20 years of industry experience, Shawn is responsible for a wide array of supervisory, staffing and service functions for the San Rafael & Napa markets. He focuses on HR, business practices and provides coaching and guidance on workflow and procedures to ensure an exceptional client experience for financial advisors, the branch staff, and clients of Morgan Stanley.

A graduate of West Virginia University with degrees in Journalism & Psychology– Shawn has earned several important licenses throughout his career, including his Series 7, 9, 10, 24, 53 and 66. He began his career at Paine Webber in New Jersey prior to moving to the West Coast in 2000. Shawn spent 15 years at Wells Fargo prior to joining Morgan Stanley’s Oakland office in 2018. Shawn has two adult children that live in Templeton, CA.

Kari is an Alumni of both Golden Gate University and Dominican University where she earned her Master’s degree in Organizational Psychology. She excelled as a collegiate soccer player. Kari has worked at Morgan Stanley since 2011 in a variety of roles in the North Bay. In her current role she enjoys team building and interaction, client engagement and managing the operational and administrative needs of the San Rafael office. She loves living and working in San Rafael with her spouse and two sons. In her free time she likes spending time with her family, rooting for her kids, enjoying the outdoors, watching a good Netflix series, and loves sports, especially our Bay Area SF Giants, SF Niners & GS Warriors. Kari is well connected to the local community having grown up here in Marin County.

With over 25 years in Risk Management with firms such as Bear Stearns, JP Morgan, Merrill, and others, Dave brings a variety of experience to the role as Risk Officer. He is a seasoned veteran of several of Wall Streets most challenging
times such as the 80's crash and the 2000 meltdown.

Dave is a qualified expert witness in FINRA arbitrations and has a wealth of experience dealing with the everchanging regulatory climate. He is a graduate of Santa Rosa Junior College and Sonoma State University and has spent all of his life in Northern California. Dave is an avid motorsports enthusiast, he lives in Vallejo and participates in numerous auto and motorcycle events throughout the year. He has 2 grown children.