The Omniwell Group at Morgan Stanley

Chris graduated from USC in 1991 and immediately pursued his financial advisory career at Morgan Stanley in Santa Monica. He then earned his Certified Investment Management Analyst (CIMA^®) designation from University of Pennsylvania's Wharton School, and is recognized as one of the firm's Top 5% of advisors. In 2014 Chris became Managing Director, and achieved Family Wealth Director designation in 2015, an achievement held by ~300 advisors nationwide. Outside the office he enjoys tennis, cooking, and spending time with his wife and two children in Manhattan Beach.

A native of Pittsburgh, Jeremiah earned a scholarship to study and play football at Princeton University. After graduating with a B.S. in Political Science, he worked at Allegheny Technologies before joining Morgan Stanley in 2012. An accredited retirement plan specialist, his professional passion remains portfolio construction, alternative investments, and tax strategies, particularly for business owners and professionals. Jeremiah has been recognized by Forbes as a Best-In-State Wealth Advisor (AZ) in addition to The Omniwell Group's Best-In-State Team award (CA). He loves time with his wife & daughter, most anything outdoors, his church community, podcasts, and health & wellness.

Bill Crowe is a former research engineer and faculty associate professor of chemical engineering at Arizona State University. He holds BS, MS, and Ph.D. degrees in chemical engineering and now uses his extensive technical experience to build and manage investment portfolios that align with clients' objectives and risk tolerance. He is also a long-standing member of the FINRA Sales Representative Committee which develops and reviews questions for the Series 6 and Series 7 securities exams.

A Louisiana native and Air Force Veteran, Mark is a seasoned financial advisor with over 30 years of experience and Portfolio Management Director designation. Specializing in comprehensive financial planning, retirement strategies, and investment management, he provides personalized client-centric guidance to help individuals, families, and charitable institutions reach their financial objectives. Committed to transparency, education, and lasting relationships, Mark works closely with clients to align their financial decisions with their goals and values across all stages of life.

Joshua graduated from California State Polytechnic University (Pomona) in 2006 where he majored in Finance. After graduation, he began his financial services career in operations, and quickly advanced to Operations Manager at Oppenheimer. He joined Morgan Stanley in June 2013 and The Omniwell Group in April 2015. He currently resides in Long Beach, CA with his wife and two daughters, and enjoys outdoor activities such as hiking and snowboarding.

Yecenia joined The Omniwell Group at Morgan Stanley in March of 2019. Prior to that, Yecenia worked at two of the largest financial firms with a focus on lending and client support. In addition, Yecenia is a Financial Planning Specialist that develops goals-based plans to help ensure clients' are on track to meet their objectives. Outside of the office she enjoys traveling, hiking, and hanging out at the beach with her husband and son.

Debbie joined the firm in 1985 and has covered all operational functions before her current position of Sr Registered Client Service Associate. Her priority is supporting clients with the operational functions of the portcolio with her vast knowledge of the firm's policies and procedures. She is a native of Arizona, loves her quiet life in Arlington, but most importantly loves being "Nana" to her 2 grandchildren.