Kenneth Wasekanes Jr. is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 license and having one year of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, and South by Sea. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, specializing in tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers both direct and corporate financial planning services.

Harry Wang is a financial advisor with Morgan Stanley in Pasadena, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining the firm, he worked at Bank of America and New York Life Insurance Company, with intermittent periods dedicated to homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to both individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and analyses.

Joanna Rogers is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad retail and institutional investment options.

Elmo Zornes III is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following six years at UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of 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 and modeling techniques as part of its process.

Jordan Black is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved in rental property activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and strategies designed around structured discovery conversations.

Shannon Cruz is a financial advisor at Morgan Stanley in La Jolla, CA, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley and its affiliate for nine years, beginning her career at Morgan Stanley & Co. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models to assist clients.

William Boffa is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Audax Private Equity and Protocol Capital Management. Prior to his finance career, he spent time at Dartmouth College and St. Paul's School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Charles Major is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at E*TRADE Securities LLC. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and investment committee analyses.

Austin Hersh is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, he serves on the board of The Heritage Association in West Hartford, CT. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured planning tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning, investment advisory, and access to various retail and institutional investment products.

John Vander Voort is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Larry Shaw is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated private bank since 2011. 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 strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Alan Khaitov is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Gonzaga University from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 services both directly and through employer-based financial planning agreements.

James Gray is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 license and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Gray serves as a board member for Orchard Resources, a civic and community organization in Atlanta. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and scenarios. The firm manages approximately $2.74 trillion in client assets and provides services directly to clients as well as through corporate financial planning agreements.

John Mele is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Based in Chicago, IL, he operates within one of the largest wealth management firms in the industry. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual planning and corporate financial planning agreements.

Danilo Garcia is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Morgan Stanley in 2025, Danilo worked at UBS Financial Services and J.P. Morgan Securities. Outside of his financial services career, he operates Danilo Jacob LLC, which provides personal training, boxing training, and mental skills training. 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 investment committee insights.

Kent Davis is a financial advisor with Morgan Stanley in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Outside of finance, he is a snowboard instructor at Bear Creek Mountain Resort. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools and proprietary investment models.

Jeanne Schneiderman is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2010 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Philip Gullo is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and having 45 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 in property management through a sole proprietorship in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized estate planning groups.

Jennifer Conway is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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.

Guneet Bains Ajmani is a financial advisor at Morgan Stanley with 25 years of industry experience. Prior to joining Morgan Stanley in 2026, Ajmani worked at LPL Financial and BMO Bank, where he held advisory roles for over a decade. He holds Series 63 and Series 65 licenses. 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 integrates structured planning tools and firm-approved methodologies in its advisory process.