George Gladman is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. He is based in Boca Raton, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Wenton Camporin is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Camporin holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial plans supported by structured discovery processes and advanced modeling tools.

Mason Bartlett is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management, E*Trade Securities, and Wells Fargo. Bartlett is based in Carlsbad, CA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques and delivers both individual and corporate financial planning services.

William Cleaver is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Raymond James & Associates for 16 years before joining Morgan Stanley Smith Barney LLC. Outside of his advisory role, he owns VFO Properties, LLC, a business involved in selecting and managing real estate investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools to develop tailored strategies.

Terrie Kilroy is a Series 66-licensed financial advisor at Morgan Stanley in Baltimore, MD, with nine years of experience in the industry. She has been with Morgan Stanley since 1999. Outside of her advisory role, she operates a photography business called TK Shots and works as a cosmetics consultant for Rodan and Fields. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes.

Jack Howe is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at BNY Mellon Securities Corp. and Dunes Point Capital. He also spent ten years associated with Georgetown University and Pleasantville High School. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, combining tailored financial planning with diversified investment strategies and managing approximately $2.74 trillion in client assets.

Scott Fujimoto is a Series 66-registered financial advisor with Morgan Stanley in Honolulu, Hawaii, where he has worked since 2019. He has over four years of experience at Morgan Stanley Private Bank, N.A., and a longer tenure at Costco beginning in 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory services.

Michael Catuogno is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at Aegis Capital Corp and a period at Sacred Heart University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and tailored financial planning services. The firm’s planning process uses structured tools and modeling techniques to help clients develop financial plans, while clients retain responsibility for implementing and updating those plans.

Tracey Evans is a financial advisor at Morgan Stanley in Canton, OH, holding a Series 66 designation with eight years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and Huntington Bank. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and market modeling techniques.

Melanie Dowell is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 45 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Dowell serves on the advisory board for The Center for Innovation and Entrepreneurship at the University of Mississippi. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, with a financial planning process that includes firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Christine Kolowith is a Series 66-credentialed financial advisor with Morgan Stanley in Milwaukee, WI. She joined Morgan Stanley in 2025 following six years at Fiddleheads Management LLC and five years with Mt Carmel Brewing Company. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and financial planning services supported by firm-approved tools and investment analysis techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Acacia Mendoza Diego is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Machol and Johannes LLC. Outside of financial advising, she operates a baked goods business, Acacia Pops, and has engaged in dog sitting and walking services as an independent contractor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and access to various investment offerings.

Michael Burt is a CFP® with 13 years of industry experience, currently affiliated with Morgan Stanley in Sherman Oaks, CA. His prior experience includes roles at City National Bank, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Robert Fernandez is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. He is based in Austin, TX. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates a structured planning process that includes firm-approved tools and modeling techniques.

Steven Cwienkala Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its related entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

David Birnbaum is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior work includes positions at Merrill and CITI Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Stephen Loeb is a financial advisor at Morgan Stanley with 52 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as a co-manager in investment-related ventures including Heirs of S. Abraham LLC and a partnership in a real estate firm in Houston, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning arrangements.

Lee Slotnik is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at International Business Machines from 2011 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

John Seeto is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. His prior roles include positions at Mass Mutual Life Insurance Company and Barnum Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved planning tools.

Jeffrey Traum is a financial advisor with Morgan Stanley in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, he serves as a board member of the Palo Alto Police Foundation and is on the Stanford Medicine Community Council advisory board. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services across retail and institutional markets.