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Scott F

Series 63, Series 65

Boston, MA

Morgan Stanley

Scott Fabyan is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, he owns Kestrel Sportfishing Charters and serves on the advisory board of the recreational club Miles River Marsh Rats. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

General estate planning guidance
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Kevin S

Series 63, Series 66

Alexandria, VA

Morgan Stanley

Kevin Sullivan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, including a current role with Morgan Stanley Private Bank. His prior experience includes positions at MarshBerry Capital, Inc., Marsh, Berry & Company, Inc., and PNC Investments. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

General estate planning guidance
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Scott C

Series 63, Series 65

San Diego, CA

Morgan Stanley

Scott Cain is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 11 years. Outside of finance, he was involved in a photography business, Mia Bambina Photography Inc., for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its services.

General estate planning guidance
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Sandy D

Series 63, Series 65

Long Beach, CA

Morgan Stanley

Sandy Devich is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she is involved in rental property management. 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.

General estate planning guidance
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Tiffany H

Series 63, Series 66

Lake Oswego, OR

Morgan Stanley

Tiffany Helleson is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 designations and has 25 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was employed by Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and investment committee resources.

General estate planning guidance
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Malcolm S

Series 66

Hunt Valley, MD

Morgan Stanley

Malcolm Steigerwald is a Series 66-licensed financial advisor with Morgan Stanley in Hunt Valley, MD, bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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. 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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Mary E

Series 66

Winchester, VA

Morgan Stanley

Mary Ervin is a financial advisor with Morgan Stanley in Winchester, VA, holding a Series 66 designation and having nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, she was employed at Lifetime Fitness for one year. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process uses firm-approved tools and models but does not include individual security recommendations as part of standalone planning services.

General estate planning guidance
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Charles S

Series 63, Series 66

New York, NY

Morgan Stanley

Charles Sams is a financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase Bank, JP Morgan Securities, Mass Mutual, and Primerica. Sams serves as a board member for Living Faith Ministries, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and research models.

General estate planning guidance
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Kevin F

Series 66

Woodland Hills, CA

Morgan Stanley

Kevin Fusco is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, following earlier roles at TransPerfect. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Douglas S

Series 63, Series 65

Pittsburgh, PA

Morgan Stanley

Douglas Schreck is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 designations and having 17 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Smith Barney LLC. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

General estate planning guidance
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Christopher F

Series 66

Philadelphia, PA

Morgan Stanley

Christopher Funkey is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Lord, Abbett & Co. and MacQuarie Investment Management Business Trust. Outside of his advisory work, he serves as a part-time broadcaster and commentator for the Penn State Division I Men's Ice Hockey Team. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Eric D

Series 63, Series 66

New York, NY

Morgan Stanley

Eric Dinapoli is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role beginning in 2019, he operated his own law practice, The Law Offices of Eric A. DiNapoli, PC, from 2017 to 2019. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured assessments and utilizes models such as Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Daun S

Series 63

Indianapolis, IN

Morgan Stanley

Daun Sidor is a financial advisor at Morgan Stanley in Indianapolis, IN, holding a Series 63 designation with 27 years of industry experience. She has been with Morgan Stanley since 2012. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by its Global Investment Committee’s research and modeling tools.

General estate planning guidance
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Mollie D

Series 66

Chicago, IL

Morgan Stanley

Mollie Devins is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with five years of industry experience. Her prior roles include five years at Nuveen Asset Management and Nuveen Securities, as well as positions at William Blair & Company and Ruffalo Noel Levitz. She also worked briefly in the clothing industry with Entourage Clothing. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured tools and modeling techniques, serving clients through both direct and employer-sponsored programs.

General estate planning guidance
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Derek D

Series 66

Indianapolis, IN

Morgan Stanley

Derek Disalvo 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, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is a partner at TBDC Lead LLC, a wholesale and distribution business based in Denver. 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 manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Angela M

Series 66

Clayton, MO

Morgan Stanley

Angela Minor 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, alongside a long tenure at Citigroup Global Markets dating back to 1992. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

General estate planning guidance
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Gregory G

Series 66

New York, NY

Morgan Stanley

Gregory Goding is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. He worked at Verisk for ten years prior to joining Morgan Stanley in 2022. 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 discovery processes and firm-approved planning tools.

General estate planning guidance
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David M

Series 63, Series 65

Carlisle, PA

Morgan Stanley

David Metz is a financial advisor with Morgan Stanley in Carlisle, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Metz serves on the investment committee for the United Way of Carlisle & Cumberland County and is a board member of the Carlisle Family YMCA, participating in their finance and fundraising efforts. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

General estate planning guidance
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David G

Series 63, Series 65

Lake Oswego, OR

Morgan Stanley

David Grove II is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in two manufacturing businesses based in Newberg, Oregon. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional solutions with access to diverse financial products.

General estate planning guidance
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John P

Series 65, Series 66

Indianapolis, IN

Morgan Stanley

John Perry is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory duties, Perry serves on the Finance Committee of Indiana Sports Corp, contributing to oversight of budgets and investments. 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 advisory services supported by structured planning tools and insights from its Global Investment Committee.

General estate planning guidance
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