Maria Laviola is a financial advisor at Morgan Stanley in New Haven, CT, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models such as Monte Carlo simulations in its financial planning process.

Ameen Amin is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he serves as a course associate at Columbia University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing 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 individual and corporate financial planning agreements.

Christopher Mullen is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013. Mullen serves as a board member of the Tacoma Executives Association, a local professional networking group. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process and provides access to comprehensive investment resources, managing approximately $2.74 trillion in client assets.

Adam Gillam is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup. Gillam is based in West Palm Beach, FL. 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 that encompass broad retail and institutional offerings.

Zachary Moffat is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior experience at several companies including Cartwheel, Rain International, and Corient. He has also worked in educational roles at Brigham Young University for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm employs structured planning tools and modeling techniques while managing approximately $2.74 trillion in client assets.

Louis Bernstein is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*Trade Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages a broad range of client assets and delivers services through both direct client relationships and corporate agreements.

Wallace Foster Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following prior roles at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory process.

Anna Brock is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and 29 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Declan Thall is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Pergola Haus and Strong Point Wealth Advisors. 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.

Elizabeth Loughlin is a financial advisor at Morgan Stanley in New York with Series 63 and Series 65 designations and one year of industry experience. Her prior roles include positions at Raymond James & Associates, Brookfield Asset Management, Monarch Title, and Agiliko LLC. She also worked at Fordham University and Georgetown Visitation Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and modeling techniques such as Monte Carlo simulations.

Herbert Means is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior experience includes 25 years at Raymond James & Associates before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. 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 tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Stephene Norwood is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves 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 integrates structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

Donald Marano is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves 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 a structured financial planning process supported by advanced analytical tools.

David Posner is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 63 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Outside of his advisory role, he serves as an estate executor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools, serving clients through both individual and corporate financial planning agreements.

Tyler Thomas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, he worked at Citizens Securities, Inc. and Citizens Bank. His work history also includes roles outside finance, such as at Blackhawk Pizza and Timmins Construction Company. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Gregory Huether is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and Morgan Stanley Smith Barney LLC since 2018, following six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates in its process.

Kathryn Dubois is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018. Her prior work includes roles at Insight Global and Campus Reform. 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 and financial planning services that utilize firm-approved tools and models to support tailored planning strategies.

Marina Vest is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley since 2015, with a three-year period focused on homemaking. Morgan Stanley Wealth Management serves 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 uses structured planning tools and firm-approved processes to deliver tailored financial plans.

David Powell is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 2010, including the Private Bank and Smith Barney divisions, and previously worked at RBC Capital Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs and financial planning services. The firm’s approach includes structured discovery processes and planning tools, offering both direct and corporate financial planning solutions while managing approximately $2.74 trillion in client assets.

Camden Costa is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, his work history includes roles outside the financial industry as well as periods as a student. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.