Danielle Solano is a financial advisor with Morgan Stanley in Napa, CA, holding a Series 66 designation and three years of industry experience. Prior to her advisory role, she spent 11 years at JD Jones Construction. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering a range of investment and planning services without individual security recommendations in standalone plans.

Whitney Naylor is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and E*TRADE Securities LLC in various roles since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Kristina Rodriguez is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following her tenure at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages a sizable portfolio of client assets and provides planning services that focus on structured discovery and modeling to assist clients in their financial decision-making.

Peter Princi is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Jack Mooradian Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2016. 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, utilizing structured discovery processes and planning tools to support client outcomes.

William Breck is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

Scott Carroll is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill and PNC Investments LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.

Jianmin Gu is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Outside of his advisory work, he owns and manages several rental properties. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and a variety of investment strategies, serving clients through tailored financial planning and institutional agreements.

Anthony De Lillo is a financial advisor at Morgan Stanley with six years of industry experience and a Series 66 designation. Before joining Morgan Stanley, he worked at Hightower Advisors and Equitable, among other firms. Outside of finance, he has experience in entrepreneurship through his involvement with The Taco Project Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and does not provide individual security recommendations as part of its standalone planning program.

Violet Compton is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2022 and previously held roles at Merrill and other financial services firms. Outside of her advisory work, she has involvement as an owner in real estate activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and processes.

Carly Spanolios is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2017 and was previously with Retirement Advisory Consultants, LLC. Outside of her advisory role, she owns a rental property in Tarpon Springs, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by the firm’s Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial plans.

Steven Marsanskis is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he owns a rental property in Falmouth, ME. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services through a national network of advisors.

Daniela Silver is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior experience includes positions at Clinton Group, Arel Capital, and McGill University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Brady Coyle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Ashton McGee Restoration Group, and involvement with the University of Minnesota Duluth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning arrangements.

Jackson Mc Monagle is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with less than one year of industry experience. His prior work background includes roles in various industries such as leasing, parking solutions, and education. He is currently affiliated with Auburn University. 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 and financial planning services using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Michael Balkey is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Arthur Vale is a CFP®-designated financial advisor with 21 years of industry experience, currently working at Morgan Stanley in New York, NY. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he holds a trust and has involvement with rental property management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a comprehensive investment approach.

Melissa Talingdan is a financial advisor at Morgan Stanley in San Francisco, with 18 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at LPL Financial from 2015 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Drake Paalani Wilson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Bridgecrest. Outside of his advisory work, he owns Nobriga Asset Management LLC, a company involved in SEO and marketing. 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 and financial planning services supported by structured planning tools and investment research.

Eric Philippart is a financial advisor with Morgan Stanley in Carlsbad, California, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 that utilizes structured discovery processes and analytical tools such as Monte Carlo simulations.