
Browse all Morgan Stanley Branches, Teams, and Advisors below.
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Branches
- Morgan Stanley San Mateo BranchKarla H. Lee, Branch Manager
Financial Advisors
- Charles GuttasFinancial Advisor
- Bonnie ChengSenior Vice President, Financial Advisor, International Client Advisor, Financial Planning Specialist
- Marina PerryFinancial Advisor, Branch Manager, Senior Vice President
- Jacqueline KwongSenior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Chartered Retirement Planning Counselor
- Peter T. BergquistVice President, Wealth Management, Financial Advisor
- Jeffrey S TaggartSenior Vice President, Financial Advisor, Corporate Retirement Director, Senior Investment Management Consultant, Financial Planning Specialist
- Mark A JonesSenior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNERĀ®
- Philip HorowitzVice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNERĀ®
- Tyler A. JonesFinancial Advisor, Financial Planning Specialist
- Robert Alden McLalanSenior Vice President, Financial Advisor
- Scott J. TaggartFinancial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation