ADVISOR BIO

Alan David Tom is a financial advisor with over 27 years of experience in the industry. Alan began his career at CITIGROUP GLOBAL MARKETS INC. in 1995 and joined Morgan Stanley in 2009. Alan is registered as a Registered Representative (RR) in Hawaii and as a Registered Investment Advisor (IA) in Texas and Hawaii. Alan has a wide range of experience in financial advising, including asset allocation, financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, and investment companies, and selection of other advisors.

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ADVISOR BIO

Alan Kelvin Ho is a financial advisor registered with Morgan Stanley. Alan is licensed to provide financial advice in 31 states and has over 8 years of experience in the financial industry. Alan is dedicated to helping individuals and families achieve their financial goals. Alan specializes in investment management, financial planning, and retirement planning. Alan holds the Series 66, Series 7, and SIE licenses.

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ADVISOR BIO

Albert Pineda Bediones is a registered investment advisor representative with Morgan Stanley. Albert has been in the financial services industry since 2000 and has held previous positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and EDWARD JONES. Albert has earned the Series 7, Series 63, and Series 65 licenses. He is also licensed in 17 states.

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ADVISOR BIO

Albert J Aeed is a financial advisor with Morgan Stanley. Albert is a registered representative in multiple states and has over 10 years of experience in the financial services industry. Albert has a background in both securities and investment advisory services, providing a comprehensive approach to financial planning. Prior to joining Morgan Stanley, Albert was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Albert is committed to helping clients achieve their financial goals and can provide guidance on a variety of financial planning needs.

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ADVISOR BIO

Alexander David Fowler is an active investment advisor representative at Morgan Stanley. Alexander has been in the industry since September 24, 2013. He is registered in 33 states and holds a Series 66, SIE, and Series 7 licenses. Alexander has experience in providing investment advice and financial planning for individuals, businesses, investment companies, and charitable organizations.

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ADVISOR BIO

Angela Bailey is a financial advisor with Morgan Stanley and has over 18 years of experience in the financial services industry. Angela has a strong background in both investment advisory and brokerage services and is licensed to provide financial services in multiple states. Angela holds the Series 7, Series 63, Series 65, and Series 66 licenses. Angela has worked at several financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Angela is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Ashley Marie Gundaker is a financial professional registered with State Farm Investment Management Corp. Ashley has been in the financial services industry since April 2011. Ashley holds a Series 6, Series 63 and SIE license and is registered in Hawaii. Ashley is a Chartered Financial Consultant. Ashley is also the owner of Ashley Gundaker's Insurance Agency.

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ADVISOR BIO

Austin Dante is a financial advisor with Morgan Stanley, a leading global financial services firm. Austin has been in the industry since February 2019. Austin is licensed to sell securities in Hawaii. Austin Dante is a Series 7TO, Series 63, and SIE licensed professional. Austin is also registered with FINRA. Austin specializes in a variety of financial products and services including Asset Allocation Advice, Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.

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ADVISOR BIO

Bob Tetsuya Kawabe is a financial advisor with Valmark Advisers, Inc., with over 28 years of experience in the financial industry. Bob Tetsuya Kawabe has worked with various firms throughout their career, including LPL Financial LLC, NFP Securities, Inc., and MML Investors Services, Inc. Bob Tetsuya Kawabe holds Series 6, 7, 63, and 65 licenses, along with the SIE designation.

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ADVISOR BIO

Brandon K Yamamoto is a financial advisor who has been in the industry since 2008. Brandon is currently registered with Morgan Stanley, a firm that offers various financial services, including asset management and investment advice. Brandon has a strong track record of helping clients achieve their financial goals.

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