The Mountain View Group at Morgan Stanley

Jack has over 26 years of experience in the financial services industry and joined Morgan Stanley in 2011 to open a new Global Wealth Management office in Mountain View, CA. Prior to joining the firm, Jack served as a Senior Vice President and Sr. Financial Advisor at Wells Fargo Advisors since 1994. Jack oversees all aspects of the Mountain View Group at Morgan Stanley and his primary focus is designing investment strategies and implementing comprehensive intergenerational wealth planning for high net worth individuals and families, business owners, and corporate executives.

Jack manages portfolios and delivers exceptional service to clients by way of a “Four Step Investment process”: 1) Client profiling, determining each client’s needs, financial goals and investment objectives. 2) Formulating a customized asset allocation based on short, intermediate, and long-term goals. 3) Investment Selection and management. 4) Monitoring performance by conducting regular portfolio reviews.

Jack has been recognized as a leader in the financial services arena for many years through numerous local and national publications. In 2015-2023, Barron’s included Jack on its list of the ”Top 1200 Financial Advisors in California” and “Top 1,200 Financial Advisors Nationwide”; 2016 On Wall Street Magazine “Top 40 Under 40”; 2016 Financial Times “Top 400 Financial Advisors Nationwide” and 2018-2022 Forbes Best-In-State Wealth Advisor. Additionally, he is also part of the Morgan Stanley Chairman’s Club, Family Wealth Director Program, and the International Client Advisor Council- an elite group composed of the firm’s Top Financial Advisors. Jack is fluent in Cantonese.

Jack graduated with a Masters of Business Administration from the Marshall School of Business at the University of Southern California and a Bachelor of Science in Economics from California State University, Monterey Bay. He lives in Saratoga with his wife and three young daughters and enjoys watching the New York Giants and Golden State Warriors.



Contact Me

tel: (650) 316-6788
toll-free: (877) 924-2788
fax: (650) 353-3533
email: Jack.Wong1@morganstanley.com
team email: Jackwongteam@morganstanley.com

A seasoned Wealth Management professional for more than 20 years, Darryl serves as a trusted Financial Advisor to multiple generations of ultra-high net worth families, corporate executives, and business owners both in domestic and international locations navigate the financial and emotional complexities surrounding different life events. Darryl is dedicated to always doing the right thing and giving his clients a signature white glove experience with highly personalized advice. He collaborates with outside tax, legal, and medical care professionals to help his clients capture opportunities and avoid costly mistakes.

As a Senior Member at the Mountain View Group, Darryl heads the advanced planning activities for the team. He focuses on the creation and implementation of financial plans, portfolio management, philanthropy, insurance and estate planning strategies in the team. Throughout his career, Darryl has always been committed to advanced learning and continuous education. He has received a number of important industry designations including the CERTIFIED FINANCIAL PLANNER tm, CHARTERED FINANCIAL CONSULTANT tm, CERTIFIED DIVORCE FINANCIAL ANALYST tm, and CERTIFICATION IN LONG TERM CARE tm. As a CHARTERED SPECIAL NEEDS CONSULTANT^®, Darryl is one of the few advanced credentialed professionals focusing on the unique considerations in planning for special needs families and caring for loved ones with disabilities.

Prior to joining Morgan Stanley in 2011, Darryl served as an Assistant Vice President and Financial Advisor for six years at Wells Fargo Advisors with the same esteemed team lead by Jack Wong. Darryl began his career in financial services as a Financial Representative at Northwestern Mutual in 2003.

Darryl has been recognized as leader in the financial services arena for many years through numerous local and national publications. Darryl has been featured in Forbes Magazine as "2023 Best In State Wealth Management Teams", “2020 Top Next Gen Wealth Advisors Nationwide”, “2019 Best In State Next Gen Wealth Advisor- Northern California”, and “2018 America’s Top 1,000 Next Gen Wealth Advisors”. Additionally, he is a part of the prestigious Master’s Club, an elite group composed of Morgan Stanley’s top Financial Advisors and serves as one of ten Financial Advisors nationwide as a Pacific Coast Region Representative for the Morgan Stanley National Trust Services Advisory Council. Darryl serves as a Career Mentor, Subject Matter Expert, and a Volunteer National Exam Question Writer and Reviewer for the CFP Board of Standards.

Darryl graduated with a Bachelors of Science (Entrepreneurship) degree with Recognition from the University of Southern California's Marshall School of Business, advanced professional education from the American College of Financial Services, and Upasampada Ordination from the Theravada Buddhist Society of America (Buddhist Monk Certification). He lives in San Jose with his wife and two young children along with fifteen BBQ pits.



Contact Me

tel: (650) 316-6789
toll-free: (877) 924-2788
fax: (650) 353-3533
email: Darryl.H.Ng@morganstanley.com
team email: Darrylngteam@morganstanley.com

David joined the team in 2013 as the Group’s primary analyst for the Group’s Investment Committee. He is also responsible for managing the Group’s executive compensation plan activities, including corporate stock options and 10B5-1 plans. David is highly involved in analyzing client balance sheets and providing guidance for borrowing and lending services. David earned his B.S. degree in Computer Science and Engineering from the University of California, Los Angeles, and his M.B.A. from the University of Notre Dame’s Mendoza College of Business. David has been a Judo Instructor for the past 20 years. He currently lives in San Jose with his wife, son, and daughter. In his free time enjoys watching UCLA basketball and Notre Dame Football.



Contact Me

tel: (650) 316-6784
toll-free: (877) 924-2788
fax: (650) 316-6776
email: David.Knudsen@morganstanley.com

Nhu is responsible for leading the team’s investment manager research efforts and serves the
financial planning needs of several of the team’s largest clients. She also works as an analyst for
the team’s Investment Committee and drives the portfolio analytics discipline across a wide
spectrum of traditional and alternative asset classes to support the team’s sophisticated and
diverse clientele.
With more than 18 years of experience in the financial services industry, Nhu was the second
member to join the team after Jack Wong. Prior to joining Morgan Stanley in 2011, she held a
similar role at Wells Fargo Advisors for eight years. She earned a B.A. in International
Development from the University of California, Berkeley.
Nhu lives in San Jose with her husband and two young children. She is fluent in Vietnamese and
enjoys outdoor activities and arts in her free time.

Adam is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to guiding individuals and families toward their goals with confidence and clarity. Understanding that financial planning is as unique as the individual, Adam offers a personalized approach to wealth management.

Adam focuses on developing comprehensive financial plans that address various aspects of financial health, including income, investment, tax, estate, and insurance strategies. His commitment to client success is evident in his meticulous approach to analyzing personal and financial situations and developing effective, actionable plans.

Adam's journey into finance began as a member of the Academy of Finance at Burbank High School, a program that introduces students to the financial services industry. His passion for finance continued through college at Cal Poly San Luis Obispo, where he earned a bachelor's degree in Business Administration with a concentration in Finance and served as a board member of the Cal Poly Investing Club.

Outside the office, Adam actively participates in his community by engaging in various local initiatives and organizations. He volunteers with Advisers Give Back, a non-profit organization dedicated to closing the racial and gender wealth gaps, providing free financial advising to lower-income households to help them reach their financial goals. Adam is also passionate about continuing education, regularly attending industry conferences and seminars to stay informed of the latest trends and developments in financial planning.

In his free time, Adam enjoys playing basketball, learning new piano pieces, and spending quality time with friends and family. He resides in the Sunset District of San Francisco with his wife, Talia.



Contact Me

tel: (650) 316-6783
fax: (650) 353-3533
email: Adam.Pasco@morganstanley.com

Areeba is responsible for working closely with the team’s clients to handle their day-to-day
financial needs. Her role aligns with her professional strengths, including her can-do attitude,
empathetic perspective, and ability to make personal connections with a broad range of clients.
Areeba began her career at Virtus Partners, an alternative investment firm, and subsequently
joined Morgan Stanley in 2018 as a Branch Administrator in the Menlo Park office. She holds a
B.S. in finance and economics from the University of Maryland.
Areeba was born and raised in Karachi, Pakistan, and today she lives in Newark with her
husband. In her free time, she loves to travel, hike, exercise, play board games and try different
cuisines.

Lin cultivates and enhances new and existing client relationships by communicating proactively
with clients, processing client requests, resolving inquiries and ensuring that key information and
documentation remain current.
Lin has worked in the financial industry since 2002, starting as a senior personal banker at Bank
of America and later joining Wells Fargo as a private banker, where she worked with Jack Wong.
Lin was born in China, moved to the Bay Area in 1994 and now lives in Fremont with her
husband and two daughters. Away from the office, she enjoys spending time with her family and
watching her daughter play golf.

Jimmy supports the Mountain View Group in elevating the client experience through high levels of service and care. He assists with the development and growth of business, with a focus in education and financial planning. In addition, Jimmy is a resource for utilizing the full capabilities of the firm via Morgan Stanley Online and other digital tools and resources.
Originally from Maui, Hawaii, Jimmy graduated from Marquette University with a B.S. in business economics and finance. He has gained valuable industry experience through an internship at an investment advisory firm.
Outside of work, you can find Jimmy on the wrestling mats and at local tournaments where he serves as a volunteer coach. In his free time, Jimmy enjoys watching college wrestling, lifting weights and spending time with his wife and three sons.

Sameer supports the Mountain View Group in providing exceptional service to clients. He focuses on building relationships with new and existing clients by addressing their day-to-day financial needs, responding to inquiries, and ensuring their accounts remain up to date.
Sameer recently graduated from UC San Diego with a B.S. in Economics and Finance. He interned at Morgan Stanley in 2023 in the Washington D.C. area through which he was able to gain valuable experience.
Outside of the office, Sameer is a family-oriented individual who enjoys spending time with his dog, Dasher. He has a passion for weight-training and is an avid sports fan.

Esmeralda Valdez is a Client Service Associate at Morgan Stanley, where she supports both new and existing client relationships with attentive and thoughtful care. She is a supportive force within the team, helping to enhance group efficiency through calendar coordination, assisting with client record accuracy, and contributing to internal initiatives.
Before joining Morgan Stanley, Esmeralda spent over three years in the Freight Tech industry, where she advanced into a director level role focused on account operations and management. Her time in the space sharpened her ability to navigate complex systems while maintaining strong attention to detail and prioritizing the client experience. Esmeralda earned her Bachelor of Science in Statistics, with a minor in General Business, from the University of California, Riverside. As she continues to grow in the industry, she is passionate about pursuing her financial licenses to further support her team and clients at the highest level.
She speaks conversational Spanish and, outside of work, enjoys painting, hiking, vinyl record collecting, nature photography, and engaging with her new local community in San Mateo.