Angela Jardin is a financial advisor with Morgan Stanley in Birmingham, Michigan, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by approved tools and offers a range of investment programs alongside broader retail and institutional solutions.

Melissa Kennedy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Madison Mc Garry is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. Madison has been in the financial industry since 2023, with prior experience at UBS, Avenues Wealth, Quantum Sports & Entertainment Group, and Exelon Corporation. Madison also has an educational background including time at Rollins College and CB West High School. 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 firm‑approved tools and methodologies.

James Flood is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2015. Flood serves as a trustee and co-trustee in investment-related roles outside his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling to support client financial plans.

Brian Casey is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support client goals.

Alain Boletta is a CFP® professional at Morgan Stanley with 19 years of industry experience. His prior roles include positions at The Vanguard Group and Lincoln Investment. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of retail and institutional investment solutions.

Suzanne Nicholson is a financial advisor at Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 designations with 26 years of industry experience. She has been with Morgan Stanley since 2014. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment models as part of its advisory approach.

Benjamin Baumberger is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques while generally acting in an advisory capacity for its clients.

Angelica Morgan is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Kaiser Permanente and Autism Learning Partners. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Boris Voroba is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Kevin Martin is a financial advisor at Morgan Stanley in Los Angeles, CA, holding the CFP® designation with 38 years of industry experience. He has worked with Morgan Stanley since 2018 and previously spent nine years at UBS Financial Services Inc. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Proepilin Destefano is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley, Destefano worked at UBS for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning processes supported by firm-approved tools and investment committee analyses.

Zachary Newby is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 20 years of industry experience. His prior positions include roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is involved as a manager in a property management business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Ling Lin is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2019, Lin worked for three years at the Laser Spine Institute. Lin holds a Series 66 designation and is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Steven Daniels is a financial advisor with Morgan Stanley in Healdsburg, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and worked with Morgan Stanley Smith Barney since 2009, following prior tenure at Citigroup Global Markets starting in 1983. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools, with approximately $2.74 trillion in client assets under management.

John Allen is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his advisory role, he serves on the Finance Committee Board of the Huntsville Museum of Art. 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 employs a structured planning process using firm‑approved tools and offers services that include both retail and institutional investment options.

Amber Bautz is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been associated with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Bautz also serves as a trustee/co-trustee for a trust in Lake Worth, Florida. 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 and manages approximately $2.74 trillion in client assets.

Mallori Westhoff is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her prior roles include positions at Nationwide Securities LLC and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and analysis.

Nicholas Urrutia is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the ChFC® and Series 66 designations and has previously worked at Bank of America, Merrill Lynch, and BMO Harris Bank. Outside of his advisory role, he is involved with Firedancer Coffee Consultants in a consulting capacity. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Bradley Koch is a financial advisor with Morgan Stanley in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that typically do not include individual security recommendations.