ADVISOR BIO

Tricia mei-lin Tsui is a financial advisor at Morgan Stanley. Tricia mei-lin Tsui has been in the industry since 2017 and is registered with both FINRA and the SEC. Tricia mei-lin Tsui has a Series 66, Series 7 and SIE license and provides financial planning, asset allocation advice, and portfolio management services. Tricia mei-lin Tsui is also registered to advise individuals, corporations, insurance companies, and other investment companies.

SPECIALIZATIONS

ADVISOR BIO

Trisha Wilson is a registered representative with Morgan Stanley. Trisha has been in the securities industry since June 2009 and is licensed to provide investment advice in both the United States and Texas. Trisha's specializations include a wide range of investment products and services. Trisha is registered with 53 state regulators and two Investment Advisor State regulators. Trisha holds the Series 66, Series 7TO and SIE licenses.

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ADVISOR BIO

Trisha Jeffries is a financial advisor with Morgan Stanley. Trisha has been in the industry since 2012 and holds registrations in 53 states for Broker-Dealer and 2 states for Investment Advisor. Trisha has experience working with various clients, including individuals, high-net-worth individuals, businesses, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Tristan Gerra is a financial advisor who has been active in the industry since 1995. He currently works at Robert W. Baird & Co. Inc. Tristan has previously worked at a variety of financial institutions, including Soundview Technology Corporation, Charles Schwab & Co., Inc., Prudential Securities Incorporated, NationsBanc Montgomery Securities, Inc., Montgomery Securities, and Dean Witter Reynolds Inc. Tristan's expertise includes a range of financial products and services, including securities, investments, and research. Tristan is licensed to offer investment advice in California, Nevada, and Wisconsin.

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ADVISOR BIO

Tristan Kass is a financial advisor with over 16 years of experience in the financial services industry. Tristan is registered with Morgan Stanley, a well-known financial institution with a long history of serving clients. Previously, Tristan was affiliated with Waddell & Reed and Morgan Stanley & Co. Incorporated.

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ADVISOR BIO

Troy Razeggi is a financial advisor at Morgan Stanley. Troy has been in the financial industry since May 18, 2013. Troy holds licenses to conduct business in California, Florida, Hawaii, Nevada, and New York. They are a registered representative with FINRA and has the Series 6, 7, 63, 66 and SIE licenses. Prior to working at Morgan Stanley, Troy worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC.

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ADVISOR BIO

Troy Manning is a financial advisor with State Farm Investment Management Corp. Troy has been in the securities industry since February 10, 2006. Troy is a licensed financial advisor in Arizona, California and Nevada. Troy is also a Chartered Financial Consultant.

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ADVISOR BIO

Troy Franco Liddi is an Investment Advisor Representative at Knights Of Columbus Asset Advisors LLC. Troy is registered with the state of California and has been in the industry since 2018. Troy has passed the Series 65 Uniform Investment Adviser Law Examination. Troy also holds an Independent Associate position with LegalShield and is a Field Agent for Knights of Columbus Insurance.

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ADVISOR BIO

Troy Pewitt is a financial advisor at Morgan Stanley. Troy has over 27 years of experience in the financial services industry. Troy has a Series 66, Series 63, Series 9, Series 10, Series 31, and Series 7 license and has earned the Certified Financial Planner designation. Troy also has experience as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Troy works with individual clients, high-net-worth individuals, families, trusts, estates, and charitable organizations. Troy's services include financial planning, investment management, and retirement planning. Troy is also licensed to sell life insurance, variable annuities, and mutual funds. Troy is dedicated to providing his clients with personalized financial advice that helps them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Tucker Stewart Williams is a registered investment advisor representative with State Farm Investment Management Corp., where Tucker has been employed since October 2018. Tucker has been in the financial services industry since June 2015. Tucker is registered in Arizona, California, Nevada and Oregon as a broker-dealer and an investment advisor representative. Tucker also holds the Series 6, Series 63 and Series 65 licenses and the SIE exam. In addition to working with State Farm Investment Management Corp., Tucker is also an owner of Tucker Williams Insurance Agency.

SPECIALIZATIONS