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Morgan Stanley

Walnut Creek, CA

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

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Branches

Teams

Financial Advisors

  • Lee Gordon
    Financial Advisor
  • Austin Ballard
    Financial Advisor
  • Kevin Sanchez
    Senior Vice President, Wealth Management, Senior Institutional Consultant, Investing with Impact Director
  • Cathy Zaeni
    First Vice President, Financial Advisor
  • Sara Farner
    First Vice President, Financial Advisor, Family Wealth Advisor
  • Kayvon Magidi
    Executive Director, Financial Advisor
  • David S Potter
    Managing Director, Wealth Management, Financial Advisor, Portfolio Management Director
  • Eric R Cline
    Executive Director, Financial Advisor, Senior Portfolio Management Director
  • Erika Pieger Odell
    Financial Advisor, Financial Planning Specialist
  • Gordon Williams
    Financial Advisor
  • Michael Kidd
    Senior Vice President, Financial Advisor, Portfolio Management Director, Wealth Advisor
  • Chad Bolick
    Executive Director, Wealth Management, Institutional Consultant
  • Stephany Thompson
    Vice President, Wealth Management, Financial Advisor, Certified Private Wealth Advisor®, Portfolio Manager, Workplace Advisor – Equity Compensation, Financial Wellness, Retirement
  • Alec Benson
    Financial Advisor, Financial Planning Specialist
  • Connor Smith
    Financial Advisor, Financial Planning Specialist
  • John LaCour
    First Vice President, Financial Advisor, Portfolio Management Director
  • Rick Ferber
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Family Wealth Advisor
  • Karen Harootenian
    Financial Advisor, Senior Portfolio Manager
  • Stephen Platter
    Executive Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director, Portfolio Management Director
  • Shelley Cairns
    Private Wealth Advisor Associate
  • William Peters
    Senior Vice President, Financial Advisor, Portfolio Management Director
  • Kevin Phillips
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
  • Steven Cline
    Financial Advisor
  • Ryan Winters
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER®, International Client Advisor
  • Maddy Spiering
    Financial Advisor, Associate Vice President
  • Cyle Sherman
    Financial Advisor, Senior Vice President, Wealth Management
  • Dana Levy
    Senior Vice President, Financial Advisor
  • Mitch Sauberman
    Senior Vice President, Wealth Advisor
  • Morgan Becker
    Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Certified Investment Management Analyst, Certified Private Wealth Advisor®, Portfolio Management Director, Executive Financial Services Director, Workplace Advisor – Equity Compensation, Alternative Investments Director, Investment Management Consultant
  • Jeff Gale
    Managing Director, Wealth Management, Wealth Advisor, Senior Investment Management Consultant, Lending Specialist
  • Jeffrey Coburn
    Financial Advisor