Ashley Pierre is a financial advisor at Morgan Stanley in Saratoga Springs, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2021, Pierre worked in the automotive industry at New Country Motor Car Group and Mackey Automotive. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and a structured discovery process.

Julia Oakley is a Series 66-credentialed financial advisor with Morgan Stanley, where she has worked since 2024. Prior to joining Morgan Stanley, she was employed at Goldman Sachs in 2023. She has experience with the Yale University Alumni Fund and served roles at Yale University and local schools in earlier years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and comprehensive investment resources.

John Weber is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Gina Marmora is a financial advisor at Morgan Stanley with Series 66 and Series 63 designations and 21 years of industry experience. She previously worked at UBS Financial Services and FMSBonds, Inc. before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to both individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct relationships and corporate agreements.

Jennifer Siciliano is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she is a partner in R. Bennett Limited Partnership, involved in agriculture and real estate activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Thomas Kazazes is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves as Secretary, Treasurer, and Director of Sibyl Vision, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and a variety of advisory programs.

James Mestl is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2005. His outside activities include ownership and partnership roles in multiple investment-related entities focused on alternative investments and real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Julie Henry is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2013. She has 19 years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Shanicia Harris is a financial advisor at Morgan Stanley with 10 years of industry experience. She previously worked at JP Morgan Securities, Capital One Investing, and Charles Schwab. Harris holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Fulton Chang is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is involved in property management related to rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and models to support client decision-making.

Lucas Baker is a financial advisor at Morgan Stanley with five years of industry experience. He has previously worked at Fidelity Investments, American Income Life, and Capital Choice Financial Group. Outside of finance, he works as a server and cook at Quatman Cafe in Norwood, Ohio. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured processes and firm-approved tools.

Richard Marshall is a financial advisor at Morgan Stanley with nine years of industry experience. His work history includes roles at Janney Montgomery Scott LLC, NYLIFE Securities LLC, New York Life Insurance Company, Bank of America, Merrill, and Brokertec Americas LLC. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through various programs and partnerships.

Cynthia Garner is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques, offering advisory services without providing individual security recommendations within its standalone planning programs.

Micah Kanicki is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at Woodstack BBQ Tavern and Reef Boutique, and he attended Valdosta State University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Maria Fernandez is a financial advisor with Morgan Stanley in Bakersfield, CA, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, 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 a structured financial planning process using approved tools and modeling techniques.

Christopher Heaven is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 22 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to guide its financial strategies.

Margaret Strenk is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 12 years of industry experience. She worked at William Blair & Company from 2011 to 2017 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and market outlooks. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Stephen Davalos is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Keith Nubel is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021, following prior roles at UBS Financial Services and Scottrade, Inc. 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 supported by structured discovery conversations and firm-approved planning tools.

Beylli Meza is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 delivers services through both direct client relationships and corporate partnerships.