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Philip M

Series 63, Series 65

Toledo, OH

Morgan Stanley

Philip Mendel is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing financial plans.

General estate planning guidance
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Camilla D

Series 63, Series 65

New York, NY

Morgan Stanley

Camilla Davis is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having four years of industry experience. Her prior roles include positions at Bradesco Securities, Inc. and Atalanta Sosnoff, as well as experience at Ramapo College. 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 utilizing structured discovery processes and modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Cynthia W

Series 66, Series 63

St. Petersburg, FL

Morgan Stanley

Cynthia Watson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 66 and Series 63 licenses and 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2005. Outside of her advisory role, she is an authorized seller of Pura Vida jewelry, conducting sales primarily online during non-business hours. 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 and 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 modeling.

General estate planning guidance
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Darren H

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Darren Hamilton is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 designations. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Adam W

Series 66

St. Petersburg, FL

Morgan Stanley

Adam Wides is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Warren N

CFP®, CFA®, ChFC®, Series 66

New York, NY

Morgan Stanley

Warren Neaves is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked at Edward Jones for eight years and Above the Line, LLC for two years, following a 20-year career with the U.S. Department of Defense. He is also a part-time finance instructor at Syracuse University's Martin J. Whitman School of Management. Morgan Stanley Wealth Management provides a wide array 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 utilizes structured planning tools including Monte Carlo simulations to model outcomes.

General estate planning guidance
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Shiqi W

Series 66

Oakland, CA

Morgan Stanley

Shiqi Wang is a financial advisor at Morgan Stanley in Oakland, CA, holding a Series 66 designation with 6 years of industry experience. Wang has been with Morgan Stanley since 2011. Outside of financial advising, Wang is involved in a pole and dance studio focused on art, culture, and fitness activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

General estate planning guidance
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Edward B

Series 63, Series 65

Boca Raton, FL

Morgan Stanley

Edward Boulbol is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an active executor or co-executor in estate matters. Morgan Stanley Wealth Management provides a 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 emphasizes a structured financial planning process supported by advanced analytical tools.

General estate planning guidance
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Eric K

Series 63, Series 65

Shelburne, VT

Morgan Stanley

Eric Krawitt is a financial advisor with Morgan Stanley in Shelburne, VT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Outside of advising, he is involved with JD's Wine Bar LLC and serves on the board of The Foundation for the Horse in Lexington, KY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

General estate planning guidance
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Michele L

Series 63, Series 65, Series 66

Miami, FL

Morgan Stanley

Michele Landa Brooker is a financial advisor at Morgan Stanley with 38 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in property management and is a partner in a biotechnology venture fund. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and financial services.

General estate planning guidance
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Paul C

Series 63, Series 65

Blue Bell, PA

Morgan Stanley

Paul Chavenson is a financial advisor with Morgan Stanley in Blue Bell, PA, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley & Co., Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm‑approved tools to develop financial plans.

General estate planning guidance
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Benjamin E

Series 66

Pensacola, FL

Morgan Stanley

Benjamin East is a financial advisor with Morgan Stanley in Pensacola, FL, holding a Series 66 designation and two years of industry experience. He previously worked at Abeka Services, Inc. for 17 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its financial planning process.

General estate planning guidance
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Timothy H

Series 63, Series 65

Melbourne, FL

Morgan Stanley

Timothy Hester is a financial advisor at Morgan Stanley in Melbourne, FL, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His prior work includes roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kenneth L

Series 63, Series 65

Nashville, TN

Morgan Stanley

Kenneth Luton is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 46 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 both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client goals.

General estate planning guidance
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Steven L

Series 63, Series 65

New York, NY

Morgan Stanley

Steven Levy is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, in addition to Morgan Stanley Smith Barney 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 variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Jeffrey P

Series 66

Garden City, NY

Morgan Stanley

Jeffrey Papazian is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at ThinkEquity LLC and Gorjian Acquisitions. His background includes four years at Villanova University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

General estate planning guidance
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Terrell W

Series 63, Series 65

Gainesville, GA

Morgan Stanley

Terrell Williams is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he is the president of a commercial cleaning company in Cornelia, Georgia. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

General estate planning guidance
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Yvonne G

Series 63, Series 65

Walnut Creek, CA

Morgan Stanley

Yvonne Gray is a financial advisor at Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved as a successor in an estate-related business in Bend, Oregon. 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 conversations and firm-approved tools.

General estate planning guidance
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John B

Series 63, Series 66

Providence, RI

Morgan Stanley

John Berkery is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His career includes 18 years at Bank of America prior to joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 uses structured discovery processes and firm-approved planning tools to support financial planning.

General estate planning guidance
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Donna O

Series 63, Series 66

Oak Brook, IL

Morgan Stanley

Donna O'Brien is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. She has been with 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 with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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