Jeffrey Mcglone is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Merrill from 1998 to 2019, Bank of America from 2009 to 2019, and Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that focus on structured discovery without individual security recommendations as part of standalone programs.

Haritomeni Karavakis is a financial advisor with Morgan Stanley in Garden City, NY. Holding a Series 66 designation, Karavakis has two years of industry experience and has previously worked at Bank of America, Merrill Lynch, Ernst and Young, and other firms. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and proprietary planning tools but does not provide individual security recommendations as part of standalone financial plans.

William Budd is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as general partner of Budd Family Limited Liability Limited Partnership, which manages a family cabin. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and delivers services both directly and through corporate financial planning agreements.

Lauren Parente is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 discovery processes and firm-approved planning tools in its financial planning services.

Kazumi Santiago is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 license with 18 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Rene Corbett is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 15 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary modeling techniques as part of its advisory process.

Austin Simon is a financial advisor with Morgan Stanley in Binghamton, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Federated Insurance. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Andy Jacobitz is a financial advisor with Morgan Stanley in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. Outside of advisory work, he has engaged in freelance writing and serves on the boards of several nonprofit organizations focused on education, children and youth, and the arts. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and research.

Noah Sas is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he gained experience at Northwestern Mutual in various roles and worked at TechSmith Corporation and Sodexo Corporation. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment research to support tailored financial plans but generally acts in an advisory capacity rather than providing individual security recommendations.

Christopher Lapaglia is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Barry Pechenik is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he serves on the Investment Committee for the Texas Exes Alumni Association, a charitable organization based in Austin. 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 emphasizes a structured financial planning process supported by firm-approved tools and offers a range of investment products and institutional solutions.

Keng Sheng Wen is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley since 2013. 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.

Rosa Reyna is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 structured planning tools and modeling techniques during its financial planning process.

Christina Guzman is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank. Outside of her advisory work, she is a private yoga instructor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 proprietary tools and analyses.

Kevin Amoo Mensah is a financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His prior experience includes roles at Goldman Sachs, BNY Mellon, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering services that include structured planning tools and strategic investment modeling.

Jean Tinge is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Kristine Joyce Salvador is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at multiple Morgan Stanley entities since 2011, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 and financial planning services supported by structured planning tools and emphasizes advisory roles without providing individual security recommendations as part of standalone plans.

Neil Lubar is a financial advisor with Morgan Stanley in Boulder, CO, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he manages several investment-related limited liability companies focused on commercial real estate. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment research to support its financial planning process.

Jennifer Howe is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of her financial career, Howe was involved in fitness and martial arts businesses, including Horn's Elite Performance Fitness LLC and Jeremy Horn Fighting System LLP. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Douglas Weaver is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Capital One Investing, LLC and Capital One Advisors, LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.