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Michelle C

Series 63, Series 66

Greenwood Village, CO

Morgan Stanley

Michelle Conrardy is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1999. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

General estate planning guidance
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Paul S

Series 66

Greenwich, CT

Morgan Stanley

Paul Selinger is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 credential and 16 years of industry experience. He previously worked at Merrill Lynch from 2009 to 2017 before joining Morgan Stanley, where he has been since 2017 and at the Morgan Stanley Private Bank since 2019. Outside of his advisory role, he is involved as a sole proprietor in a rental property business. 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 services, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Lisa S

Series 66

Eugene, OR

Morgan Stanley

Lisa Schor is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation. Her prior experience includes roles at Stifel, Nicolaus & Co., Inc., RBC Wealth Management, and Columbia Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Bradley S

Series 63, Series 65

Jericho, NY

Morgan Stanley

Bradley Schatz is a financial advisor at Morgan Stanley with 16 years of industry experience. He has held roles at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

General estate planning guidance
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Alexander G

Series 66

New York, NY

Morgan Stanley

Alexander Garry is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Foreide Fund Services, LLC and WisdomTree Asset Management, Inc. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and focuses on advisory services without providing individual security recommendations in standalone planning.

General estate planning guidance
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Kristina S

Series 63

Raleigh, NC

Morgan Stanley

Kristina Shifflett is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013. She holds a Series 63 designation and is based in Raleigh, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John S

Series 63, Series 66

Purchase, NY

Morgan Stanley

John Soliman is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at Morgan Stanley since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a limited partner in a sports memorabilia business. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with firm-approved methodologies to support its financial planning services.

General estate planning guidance
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Sean S

Series 63, Series 65

New Orleans, LA

Morgan Stanley

Sean Spratt is a financial advisor at Morgan Stanley with 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets beginning in 2005. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Carly K

Series 63, Series 66

Tempe, AZ

Morgan Stanley

Carly Kaiser is a financial advisor with Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at The Vanguard Group, Inc., Fleetmatics/Verizon Telematics, and Foresters Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 modeling techniques.

General estate planning guidance
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Denise M

Series 63, Series 66

Marlton, NJ

Morgan Stanley

Denise Mclaughlin is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Vernon B

Series 66

Houston, TX

Morgan Stanley

Vernon Bodelson is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at DBC Inc. and Geronimo before joining Morgan Stanley. Outside of his advisory work, he is a sole proprietor involved in property management in Santa Fe, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Grace K

Series 63, Series 66

Atlanta, GA

Morgan Stanley

Grace Kennedy is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple periods at Morgan Stanley beginning in 2020, interspersed with roles in education and other sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a range of advisory programs using structured discovery processes and firm-approved tools.

General estate planning guidance
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Vickie B

Series 63, Series 65

Boca Raton, FL

Morgan Stanley

Vickie Bartholomew is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with 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, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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John L

Series 66

New York, NY

Morgan Stanley

John La Macchia is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. He joined Morgan Stanley in 2022 after a decade as a student. Outside of advising, he is involved with Arcola Country Club in Paramus, New Jersey. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Josie N

Series 63, Series 65

Purchase, NY

Morgan Stanley

Josie Nieh is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Morgan Stanley, she held roles at Amazon and the UC Berkeley Basic Needs Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm employs a structured financial planning process using firm-approved tools and offers broad investment and planning services.

General estate planning guidance
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Kyle E

Series 66

Fort Lauderdale, FL

Morgan Stanley

Kyle Ellis is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Merrill. Outside of his advisory role, he has been involved with Nova Southeastern University and the First Baptist Church of Pompano Beach. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools.

General estate planning guidance
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Robert I

Series 63, Series 65

Blue Bell, PA

Morgan Stanley

Robert Iocco is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and was previously employed by Delaware Investments from 2013 to 2017. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individuals and institutional clients, combining tailored financial planning with extensive investment offerings. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Jason J

Series 66

Lawrenceville, NJ

Morgan Stanley

Jason Jones is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2009 and also at Morgan Stanley Private Bank, National Association since 2015. 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 employs structured planning tools alongside a range of investment services.

General estate planning guidance
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Selin T

Series 66

Ormond Beach, FL

Morgan Stanley

Selin Timur is a financial advisor with Morgan Stanley in Ormond Beach, FL, holding a Series 66 license and five years of industry experience. Prior to joining Morgan Stanley in 2021, Timur worked at Trinity Wealth Securities L.L.C. and Florida Financial Advisors. Outside of advising, Timur is a partner in Niles Technology Inc., a wholesale and distribution business based in Lake Mary, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates in its financial planning process.

General estate planning guidance
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Anthony B

Series 66, Series 63

Tampa, FL

Morgan Stanley

Anthony Badolato is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with four years of industry experience. His prior work includes roles at E*TRADE Securities LLC, WestRock Pool and Spa, Kohl's, and the University of South Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, drawing on Global Investment Committee estimates and simulations to model outcomes.

General estate planning guidance
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