Jennifer Kiezel is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2020, following five years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Alec Trujillo is a financial advisor at Morgan Stanley in Irvine, CA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities and was employed at Superior Adas & Calibrations for three years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its advisors and specialized estate planning group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Brian Enns is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Kelly Zancanaro is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 license and has been with Morgan Stanley since 2009. Outside of her advisory role, she works as an independent marketing executive for Melaleuca, Inc., a direct consumer natural products provider. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals 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 a structured planning process supported by firm-approved tools and modeling techniques.

Shana Eagle is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a board member and finance committee member for Senior Services, Inc., a health and welfare organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers both direct and employer-sponsored plans.

Philip Dusek is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 credential and three years of industry experience. Before joining Morgan Stanley in 2024, he worked at UBS Wealth Advice Center and Principal Securities, among other firms. He serves as a board member of HubClub Inc., a technology company based in Charlotte, focusing on fundraising and business development. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Martin Parquette is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 36 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. Outside of finance, he is a fitness instructor and a member of a flying club that facilitates aircraft ownership. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm‑approved tools to model financial outcomes, serving clients through both direct relationships and corporate financial planning agreements.

Robert Pisano Jr. is a financial advisor at Morgan Stanley with 19 years at the firm and six years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he serves on the board and the Audit and Risk Committee of Volunteer New York, a nonprofit organization that helps other nonprofits find volunteers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, 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 modeling techniques.

Joshua Lee is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Invesco Distributors, Inc. for 14 years before joining Morgan Stanley in 2025. Outside of his advisory role, he is involved in managing rental properties as a sole proprietor. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Mark Poulin is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2014 and 2015, respectively. In addition to his advisory work, Poulin is a part owner of a winery and provides consulting on practice management, leadership, and team development to financial advisors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Terry Boldt Degunto is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to, financial planning, investment advisory, and brokerage through its extensive network of advisors.

Brad Dehond is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley in various capacities since 2000, including roles at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual 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 planning process supported by advanced modeling tools.

Daniel Garden is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® designation and Series 66 license, and previously worked at UBS Financial Services from 2013 to 2025. Outside of his advisory role, he is responsible for overseeing tax compliance for an irrevocable life insurance trust. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, utilizing structured financial planning tools and strategies developed by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides planning services focused on tailored financial solutions without individual security recommendations.

Bruce Hibma is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, with approximately $2.74 trillion in client assets under management. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group utilizing structured discovery processes and firm-approved planning tools.

Kendall Pomeroy is a financial advisor at Morgan Stanley in Westborough, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Fidelity Investments for one year and has held various roles including positions related to baseball organizations and at the University of Massachusetts Lowell. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, including scenario modeling through the Global Investment Committee’s estimates and Monte Carlo simulations.

Konstantine Karloutsos is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 designation with 22 years of industry experience. He has been with Morgan Stanley and its related entities since 2004. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analyses.

Todd Gemmer is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a member of the Burlingame Measure I Citizens Oversight Committee. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools but generally does not provide individual security recommendations within standalone plans.

Yizenia Alvare Garcia is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services from 2010 to 2023. She is currently based in Miami, 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 financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

Gabriel Lee is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Lee serves as a board member of the Buenas Obras Foundation, a nonprofit focused on religious, civic, and humanitarian efforts for children and youth. Morgan Stanley Wealth Management provides a range of 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 delivers services through both direct individual engagements and corporate financial planning agreements.

Jessica Osteen is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a board member for multiple real estate entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.