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Morgan Stanley

Cupertino, CA

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Browse all Morgan Stanley Branches, Teams, and Advisors below.

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Branches

Teams

Financial Advisors

  • Hongmin Lu
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist
  • Zizi Potoukian
    Senior Vice President, Financial Advisor
  • Catherine Shen
    Financial Advisor
  • Dewi Hartono
    Vice President, Wealth Management, Financial Advisor
  • Michelle Peng
    Managing Director, Wealth Management, Financial Advisor, International Client Advisor, Portfolio Manager
  • Andreas Lindstrom
    Vice President, Financial Advisor, Portfolio Manager, Alternative Investments Director, Workplace Advisor - Equity Compensation
  • Winson Xie
    Financial Advisor, Portfolio Manager, Chartered Financial Consultant, Financial Planning Specialist, Workplace Advisor - Equity Compensation
  • Calvin Watt
    Executive Director, Wealth Management, Financial Advisor, International Client Advisor
  • Karen Zhu
    Financial Advisor
  • Joe Keenan
    Vice President, Wealth Management, Financial Advisor
  • Steven Do
    Vice President, Wealth Management, Financial Advisor
  • Julia Li
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Manager
  • Andrew Bettisworth
  • Ryan Kanetoku
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Workplace Advisor - Equity Compensation, CERTIFIED FINANCIAL PLANNERĀ®
  • Sheila Wang
    Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
  • Matthew Park
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation
  • Jason A. DeGroodt
    Vice President, Wealth Management, Financial Advisor
  • Ying Mei
    Senior Vice President, Wealth Management, Financial Advisor
  • Lin Yan
    Financial Advisor, Certified Private Wealth AdvisorĀ®, Certified Investment Management Analyst
  • George Bettisworth
    Senior Vice President, Financial Advisor, Certified Portfolio Manager, Portfolio Management Director
  • Adam Anderson
    Senior Vice President, Wealth Management, Financial Advisor
  • Charles Pickett
    First Vice President, Wealth Advisor, Senior Portfolio Manager
  • Ken Rosenberg
    Executive Director, Wealth Advisor, Family Wealth Director
  • Jessica Chang
    First Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager