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Astonia C
Series 63, Series 66
Stamford, CT
Morgan Stanley
Astonia Carey is a financial advisor at Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining Morgan Stanley in 2023, she worked at CITIGROUP for five years and Concordia College NY for five years. Outside of her advisory role, she is an ambassador for Swing Chic Golf, a retail and online brand. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, featuring tailored financial planning and extensive client asset management. The firm employs a structured planning process with firm-approved tools and serves both retail and institutional clients.
Henry J
Series 66
Dallas, TX
Morgan Stanley
Henry Johnson III is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and was previously with Morgan Stanley Private Bank, N.A. from 2015 to 2018. Outside of financial advising, Johnson is the sole proprietor and partner of a restaurant and nightclub business in Little Elm, Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and comprehensive investment resources. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.
Donald I
Series 63
Mandeville, LA
Morgan Stanley
Donald Irwin Jr. is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides 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 uses structured discovery conversations and firm-approved tools, with a broad range of retail and institutional offerings.
John P
Series 63, Series 65
Savannah, GA
Morgan Stanley
John Porter III is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including 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 planning tools and proprietary models in its financial planning process.
Robert G
Series 66
New York, NY
Morgan Stanley
Robert Guarino is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with five years of industry experience. His prior work includes roles at Toro Alpha Capital and Mulino's Lake Isle. Outside of finance, he is a partner in an automotive detailing business. 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 through a structured planning process that utilizes firm-approved tools and market simulations.
Michael C
Series 66
New York, NY
Morgan Stanley
Michael Chong is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank 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 and financial planning services that utilize firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.
Michael B
Series 66
Paramus, NJ
Morgan Stanley
Michael Bellace is a Series 66-registered financial advisor with Morgan Stanley in Paramus, NJ, bringing 28 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.
Brendan C
Series 63, Series 65
Beavercreek, OH
Morgan Stanley
Brendan Cunningham is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including 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 and modeling techniques in its financial planning process.
Jorge U
Series 66
Aventura, FL
Morgan Stanley
Jorge Unda Rodriguez is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and three years of industry experience. He spent 30 years with BBVA Mexico before working at BBVA Securities Inc. and Morgan Stanley since 2022. 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 research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.
Brian L
CFA®, Series 63, Series 65
Wayzata, MN
Morgan Stanley
Brian Larson is a CFA® charterholder with 32 years of industry experience. He is currently a financial advisor at Morgan Stanley in Wayzata, MN, where he has worked since 2018. Prior to that, he held positions at Wells Fargo Advisors and Wells Fargo Clearing. Larson serves as a board member of the Excelsior Morning Rotary, a community organization in Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm employs a structured financial planning process supported by firm-approved tools and serves clients with a wide range of investment and planning services.
Megan H
Series 65, Series 63
Charlotte, NC
Morgan Stanley
Megan Hern is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at The Vanguard Group and Point Me to the Water, LLC, as well as legal work at Baylor University School of Law and Jackson Law PC. 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.
Paul A
Series 63, Series 65
Jericho, NY
Morgan Stanley
Paul Annunziato is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as president of Sooner or Latte, a concierge and marketing coffee service, and is a member of the Zoning Board of Appeals for the Village of Mill Neck, NY. 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.
Paul C
Series 66
Denver, CO
Morgan Stanley
Paul Campbell is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Baker & Hostetler LLP from 2018 to 2022 and at Pillsbury Winthrop Shaw Pittman LLP from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
Eric G
Series 66
Atlanta, GA
Morgan Stanley
Eric Garbade is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Based in Atlanta, GA, his career spans roles within both wealth management and private banking. 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 using approved tools and market simulations to support client financial goals.
Ashley M
Series 66
Fargo, ND
Morgan Stanley
Ashley Marden is a financial advisor with Morgan Stanley in Fargo, ND, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.
Brian G
CFP®, Series 63, Series 66
Charlotte, NC
Morgan Stanley
Brian Green is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Morgan Stanley in Washington, DC, where he has worked since 2019 across the Private Bank and Smith Barney divisions. Prior to Morgan Stanley, he spent sixteen years at Wells Fargo Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved processes and tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.
Justin S
Series 63, Series 66
Chicago, IL
Morgan Stanley
Justin Seery is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Arbor Financial Services LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Karsten C
Series 63, Series 65
San Francisco, CA
Morgan Stanley
Karsten Chin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Based in San Francisco, CA, his career also includes experience at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves 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 employs structured planning tools combined with global market insights.
Ana Maria A
Series 66
Miami, FL
Morgan Stanley
Ana Maria Acuna is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Located in Miami, FL, her work is based within one of the largest wealth management firms in the industry. 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.
Brent W
Series 66
Little Falls, NJ
Morgan Stanley
Brent Weinmann is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he owns and operates Weinmann's Antiques and Collectibles as a hobby. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, serving clients through various programs including corporate financial planning agreements.
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