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About Simi Phull
My professional background has been on both sides of the balance sheet. Prior to joining Morgan Stanley in 2021, I was a Senior Financial Advisor at Wells Fargo Advisors and before being a financial advisor, I was a private banker focusing on custom lending strategies for high-net-worth clients. I earned my M.B.A. from California State University, Fullerton, and my B.A. in legal studies from Chapman University. I also earned the Accredited Wealth Management Advisor SM professional designation along with the Certified Exit Planning Advisor designation in order to more deeply serve my clients.
I live in Huntington Beach with my husband Paul, my son Devan, and my daughter Kaia. I played collegiate soccer and still enjoy staying active. Outside of the office I like to spend time with my family and travelling the world.
NMLS#: 473552
CA Insurance License #: 0F00472
About Barry Grossman
Before joining Morgan Stanley in 2021, I was a Senior Investment Manager at Wells Fargo Bank for more than 15 years, where I focused on equity research and portfolio management. Prior to Wells Fargo, I worked in business development at Vanguard. I have strived to be a lifelong learner since graduating from the University of Arizona with a B.S. in finance. In order to better serve my clients, I have earned the Chartered Alternative Investment Analyst professional designation, in addition to being a CFA charterholder.
I live in Costa Mesa with my wife, Eliza. We have two sons, Myles and Leo. I’m active in my community and am a CFA Society Orange County board member, as well as a board member and finance committee member of the Jewish Federation of Orange County. Outside of the office, I enjoy going to see live music.
NMLS#: 2261516
CA Insurance License #: 4242728
About Matthew Wolbers
Prior to joining Morgan Stanley, I was with Wells Fargo The Private Bank for 10 years. I worked first in client service and then within the Trust and Estate group specifically with the ultra-high net worth group. I attended Arizona State University where I received my B.A. degree in Business Administration
I live in Irvine with my wife Heather and my son Oliver who will soon be two years old. Outside of the office I like to spend time with my family and enjoy traveling.

Contact Simi Phull

Contact Barry Grossman
Awards and Recognition



"This award was issued in 2024 based on an evaluation process as described below. This evaluation was based on the time periods indicated below and was conducted by Five Star Professional (FSP) that considered, among other factors, the following:
• Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP's consumer complaint process.
• Personal bankruptcy filing within the past 11 years.
• Termination from a financial services firm within the past 11 years.
• Conviction of a felony.
• One-year client retention rate.
• Five-year client retention rate.
Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
This award was issued on 5/1/24 by Five Star Professional (FSP) for the time period 7/25/23 through 1/31/24.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC."

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