ADVISOR BIO

Benn Konner is a financial advisor with Morgan Stanley. Benn has been in the financial services industry since 1994 and is registered to provide investment advice in 39 states and is also registered as a broker in 39 states. Benn holds Series 7 and Series 63 licenses. Benn has experience working with a variety of clients, including individuals, families, businesses, and institutions. Benn specializes in investment management, financial planning, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Bennett Cale is a financial professional with over 20 years of experience in the industry. Bennett is registered with Morgan Stanley and has a strong track record of success in providing investment advice and financial planning services to a wide range of clients. Bennett is a Registered Representative and Investment Advisor Representative, and holds the Series 7, 63, and 65 licenses. Bennett is committed to providing his clients with personalized service and helping them achieve their financial goals. Prior to joining Morgan Stanley, Bennett has worked with firms such as M Holdings Securities, Inc., Royal Alliance Associates, Inc., and 1717 Capital Management Company.

SPECIALIZATIONS

ADVISOR BIO

Bernard Dillard is an investment advisor representative at Morgan Stanley. Bernard Dillard is licensed to offer advisory services in 55 states and districts. Bernard Dillard has been active in the securities industry since 2014. Bernard Dillard's previous experience includes a role at VANGUARD MARKETING CORPORATION. Bernard Dillard has also been registered with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A.

SPECIALIZATIONS

ADVISOR BIO

Bernard Kamting Wong is a registered investment advisor representative with State Farm Investment Management Corp., located in San Francisco, CA. Bernard has been in the financial services industry since June 26, 2002. Bernard is also a registered insurance agent. Bernard holds the Series 6, Series 63, Series 65, and SIE licenses. Bernard has been employed with State Farm Investment Management Corp since April 2021. Bernard also owns Bernard Wong's Insurance Agency.

SPECIALIZATIONS

ADVISOR BIO

Bernard McGloin is a financial advisor at Beacon Pointe Advisors, LLC. Bernard has been in the industry since October 2003. Bernard is a Chartered Financial Analyst and specializes in a variety of financial services including financial planning, portfolio management for individuals and businesses, and consulting services. Bernard is registered with the state of California. Bernard's office is located in Newport Beach, CA.

SPECIALIZATIONS

ADVISOR BIO

Bernd Klawunder is an investment advisor representative associated with Morgan Stanley in Irvine, California. Bernd has been in the securities industry since 1992, and has held previous roles at firms including Citigroup Global Markets Inc., Prudential Securities Incorporated, and Great Western Financial Securities Corporation. Bernd holds Series 6, 7, 63 and 65 licenses, as well as the SIE.

SPECIALIZATIONS

ADVISOR BIO

Bernice Halter is a registered representative with Morgan Stanley. She is a Series 7 and SIE licensed professional with over 30 years of experience in the financial services industry. Bernice has a strong track record of providing investment advice and financial planning to a wide range of clients, including individuals, families, businesses, and institutions. She is committed to helping clients achieve their financial goals through a personalized approach that considers their unique needs and circumstances. Prior to joining Morgan Stanley, Bernice worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles.

SPECIALIZATIONS

ADVISOR BIO

Bertha Alejandra Munoz is a financial advisor at Morgan Stanley. She is a registered representative in 53 states and 2 territories. Bertha has over 15 years of experience in the financial services industry. She specializes in providing financial planning, investment management, and asset allocation advice to individuals, families, and businesses. She is also a licensed notary public. Bertha is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Bertrand Ginsberg is an active investment advisor representative with Alliancebernstein LP. Bertrand has been in the industry since 1995 and is registered in 26 states and territories. Bertrand has a Series 7, Series 31, Series 63, Series 65, and SIE license. Bertrand has worked at Alliancebernstein LP since 2000 and previously worked at SANFORD C. BERNSTEIN & CO., INC. Bertrand provides financial planning, asset allocation, and portfolio management services to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Bess McKay is a financial advisor with over 25 years of experience in the financial services industry. Bess is currently registered with Morgan Stanley and holds Series 3, 7, 8, 9, 10, 31, 63, 66, 79, and SIE licenses. Bess has a broad range of experience providing financial advice to individuals, families, and institutions. Bess is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS