William Thompson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides services through various delivery models including direct individual plans and corporate agreements.

William Peters Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC 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 that utilizes structured discovery and firm-approved tools to model outcomes, managing approximately $2.74 trillion in client assets.

Jeffrey Seibel is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through various programs, including those using advanced modeling techniques for planning outcomes.

Rachelle Davis is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to joining Morgan Stanley, she was affiliated with Madison Avenue Securities, AE Wealth Management, SPC, and Parkland Securities, and she has experience with other business activities including ownership of land through BRD Holdings LLC. 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, with assets under management totaling approximately $2.74 trillion.

Carlos Alvarado is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Dan Rudge is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and works at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques to support client planning and manages approximately $2.74 trillion in client assets.

Daniel Klein is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured processes and planning tools, managing approximately $2.74 trillion in client assets.

William Zimmerman is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 designations and possessing 38 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Angela Scioscia Locantore is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at CBRE and has held roles at Plus One Holdings Inc. and Marin Sport Center LLC, which operated under the name 360 Energy in Motion. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages a broad array of client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Guilherme Aragao is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He holds Series 63 and Series 66 designations. 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 through dedicated Financial Advisors and Estate Planning Strategies, managing approximately $2.74 trillion in client assets.

Giselle Cantada is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. 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.

Cameron Garemani is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior roles include positions at Compass and The Morris Design Group/Morris Home and Estate Management. 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 utilizing structured planning tools and analyses to support client objectives.

Jennifer Iranon is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley’s Private Bank and Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 incorporates structured discovery conversations and firm-approved tools, delivering services primarily in an advisory capacity.

John Cleator is a financial advisor at Morgan Stanley with 54 years of industry experience. He holds the Series 63 designation and has worked at various Morgan Stanley entities since 2007. Outside of his advisory role, he is involved as a fundraiser for the Doheny Eye Institute. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Joseph Catalano is a financial advisor at Morgan Stanley with 20 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his financial advisory work, he is the sole proprietor of Take Two Experience LLC, a recreation and education business, and serves on the advisory board and finance committee of Chicago Run, a nonprofit focused on children, youth, and sports. 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 supported by firm-approved tools and modeling techniques.

Daniel Klonsky is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Since 2024, he has been associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but do not rely on individual security recommendations.

Samuel Oh is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services, Inc., Mobe Health Connect, and Merrill. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Diana Sanchez is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and The Q Kapital Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 employs a structured planning process supported by firm-approved tools and market-return modeling.

Dov Katz is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valley Wealth Managers, Valley National Bank, Bank Leumi, and Leumi Investment Services. Katz has been with Morgan Stanley since 2024. 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 that incorporates firm-approved tools and market outlook simulations.

Amanda Gallagher is a financial advisor at Morgan Stanley in Columbus, OH, with 23 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 offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.