Casey Knowles is a Senior Vice President and Financial Advisor at Morgan Stanley, based in Stockton, California. With over 15 years of experience in the financial services industry, he provides comprehensive wealth management solutions tailored to individual and business clients. His services encompass retirement planning, estate planning strategies, business succession planning, asset management, and financial planning. Casey is registered to offer investment advisory and brokerage services in multiple states, including California and Texas. He is also affiliated with Morgan Stanley Private Bank, National Association, where he specializes in conventional mortgage loans.