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Morgan Stanley

Palo Alto, CA

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

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Branches

Teams

Financial Advisors

  • Katrina Tsai
    Second Vice President, Financial Advisor
  • Kenneth Marcus
    Senior Vice President, Financial Advisor, Portfolio Manager
  • David Enemark
    Senior Vice President, Family Wealth Advisor, Portfolio Management Director, Insurance Planning Director, Executive Financial Services Director, Workplace Advisor – Equity Compensation, Lending Specialist, Financial Planning Specialist
  • Julia Seydlitz Falchi
    First Vice President, Financial Advisor, Executive Financial Services Director, Financial Planning Specialist
  • Rupesh Shah
    First Vice President, Financial Advisor, Portfolio Management Director, Alternative Investments Director, Workplace Advisor – Equity Compensation
  • Jonathan Young
    Financial Advisor, Portfolio Manager
  • Jessica C Lee
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, International Client Advisor
  • Jessica Flores
    Financial Advisor, Financial Planning Specialist
  • Taylor L Lambert
    Senior Vice President, Wealth Management, Financial Advisor
  • Hui Xu
    Senior Vice President, Financial Advisor, Portfolio Manager
  • William A Michaelsen
    Senior Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation, Senior Portfolio Manager
  • Gregory D Gaon
    Senior Vice President, Financial Advisor, Financial Planning Specialist
  • Lance Buckeldee
    Senior Vice President, Wealth Management, Financial Advisor, International Client Advisor, Alternative Investments Director, Senior Portfolio Manager
  • Michael W. Sosnow
    Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
  • Amaryon Bates
    Financial Advisor
  • Stephen Clarke
    Senior Vice President, Wealth Advisor, Financial Planning Specialist, Lending Specialist
  • Ariel Feng
  • Sherry (Hsiao-Yun) Yang
    Senior Vice President, Financial Advisor, Workplace Advisor - Equity Compensation
  • Noah Rubin
    Financial Advisor, Corporate Retirement Director
  • Jeff Phillips
    First Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
  • Nicole M. Anzoategui
    Managing Director, Wealth Management, Financial Advisor, Certified Divorce Financial Analyst, Financial Planning Specialist, Family Wealth Director, Workplace Advisor – Equity Compensation, Senior Portfolio Management Director, Lending Specialist
  • Eric Sponburgh
    Senior Vice President, Financial Advisor, Lending Specialist
  • Douglas Gilliland
    Senior Vice President, Financial Advisor, Insurance Planning Director, Lending Specialist
  • David D Mumford
    Senior Vice President, Financial Advisor, Financial Planning Specialist
  • Rivka Marom Franco
    Senior Vice President, Financial Advisor
  • Crispin Hanshaw
    Executive Director, Business Development Director
  • Steve Bono
    Financial Advisor
  • Dan Flores
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor – Equity Compensation
  • Sandra Lanoie
    Vice President, Financial Advisor
  • Steven Eggers
    Senior Vice President, Wealth Management, Financial Advisor
  • Hillary (Ma) Lindberg
    Financial Advisor, Workplace Advisor - Equity Compensation, Financial Planning Specialist
  • Calvin Shiu
    Senior Vice President, Wealth Management, Financial Advisor
  • Haotian Xie
    Financial Advisor, Financial Planning Specialist
  • Atif Siddiqi
    Senior Vice President, Financial Advisor, Portfolio Management Director
  • Brian Higashi
    Associate Vice President, Financial Advisor
  • Rob McLaren
    Vice President, Wealth Management, Financial Advisor
  • Sandra Wang
    Senior Vice President, Financial Advisor, Senior Portfolio Management Director, Family Wealth Director, Lending Specialist, Workplace Advisor - Equity Compensation
  • Mary Beth Suhr
    Senior Vice President, Wealth Management, Financial Advisor, Alternative Investments Director, Lending Specialist
  • Erica Jang
    Associate Vice President, Wealth Management, Financial Advisor, International Client Advisor
  • Louis Charles Larson
    Senior Vice President, Wealth Management, Financial Advisor
  • Jesse Zimmer
    Managing Director, Wealth Management, Financial Advisor
  • Coco Cheng
    Financial Advisor
  • Jacklyn Tran
    Financial Advisor
  • Neil O'Connor
    Wealth Advisor
  • Quyen Nguyen
    Financial Advisor, CHARTERED RETIREMENT PLANS SPECIALIST, Financial Planning Specialist, Qualified Plan Financial Consultant, Workplace Advisor - Equity Compensation
  • John Wang
    Senior Vice President, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation, Lending Specialist
  • Evan Crawford
    Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Chartered Financial Analyst, Financial Planning Specialist
  • Jacob Kamine
    Financial Advisor
  • Celeste Basuino
    Financial Advisor
  • Sharon Yang
    Financial Advisor
  • Tommy Liu
    Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Plans Specialist, International Client Advisor, Senior Investment Management Consultant, Workplace Advisor – Equity Compensation
  • Linh Tran
    Financial Advisor
  • Osvaldo Rojas
    Senior Vice President, Wealth Management, Wealth Advisor
  • Irene Allen
    Vice President, Wealth Management, Financial Advisor, Investment Management Consultant
  • Packy Davis
    Vice President, Financial Advisor
  • Sheldon Gersh
    Senior Vice President, Financial Advisor
  • Matthew Ives
    Executive Director, Wealth Advisor, Portfolio Management Director
  • Mark Summers
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
  • Boris Melamud
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Investment Management Consultant
  • John Mathews
    Senior Vice President, Financial Advisor, Senior Portfolio Manager
  • Paul Magliaro
    Financial Advisor, Executive Director, Executive Financial Services Director
  • Daire Hogan
    Executive Director, Financial Advisor, Senior Portfolio Management Director, Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER®
  • Jasmine Yang
    Senior Vice President, Wealth Management, Wealth Advisor, Senior Portfolio Manager
  • Dennis Karle
    Senior Vice President, Financial Advisor, Portfolio Management Director, Family Wealth Director