Matthew Fortuna is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Merrill for 21 years and spent time at the University of Notre Dame and another firm in 2018 and 2019. Morgan Stanley Wealth Management offers 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 involves structured discovery and firm-approved tools, employing various modeling techniques without providing individual security recommendations as part of standalone plans.

Gail Brown is a financial advisor with Morgan Stanley in Las Vegas, Nevada, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory work, Brown serves as Chair of the Summerlin Rotary and operates an Amazon FBA retail business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Patrick Maloney is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients by 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 utilizes structured planning tools and scenario modeling to support its advisory services.

John Hulbert is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Clear Direction Investments and Northridge Farms. His background also includes roles outside finance, such as landscaping and involvement with the Bellingham Golf and Country Club. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and employer-sponsored Corporate Financial Planning agreements.

Cameron Mc Carthy is a Series 66-credentialed financial advisor with Morgan Stanley, bringing four years of industry experience. He previously worked at Mercer Investments for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both 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 uses a structured planning process supported by proprietary tools and market outlooks to assist clients in their financial decisions.

Mahi Haider is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held positions at LPL Enterprise LLC and has experience in retail and information technology roles. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Patrick Sweeney is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. He is based in Newport, RI. 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 planning process supported by advanced modeling tools.

Francis Malone III is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Malone holds Series 63 and Series 65 licenses. 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 provides services supported by a structured planning process and a variety of investment and financial strategies.

Roxann Romano is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, National Association since 2015. Romano serves as a board member for Angels on the Bay, a nonprofit focused on fundraising for children. 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 utilizes structured discovery and approved tools, with a broad range of retail and institutional investment services.

Jason Phillips is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*Trade Securities LLC and Scottrade, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved tools and research.

Ringo Lu is a financial advisor at Morgan Stanley in New York, NY, with 12 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market return estimates.

Matthew Metzger is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. 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 and manages approximately $2.74 trillion in client assets.

Zane Harris is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at DoorDash, Subway, and several other companies, alongside ongoing freelance work on Upwork. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering a broad range of investment services through its Financial Advisors and Estate Planning Strategies Group.

Kevin Ho is a financial advisor at Morgan Stanley in Palo Alto, CA, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves 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 offers a structured planning process supported by firm-approved tools and modeling techniques.

Stephen Schlau is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and planning services.

John Ahart is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm delivers tailored financial planning and manages approximately $2.74 trillion in client assets.

Darren Dequatro is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and UBS Financial Services. Outside of his advisory role, he is a passive investor in a remote video auditing company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Eli Burr is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2022. His prior experience includes roles at Salt Lake Mattress & Manufacturing and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured processes and advanced modeling tools.

Nikola Weeks is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2022, Weeks worked at DoTerra International LLC from 2020 to 2022 and owns a housekeeping business, EUR Cleaning Company, which has been operating since 2007. 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 personalized financial planning that utilizes firm-approved tools and modeling techniques.

John Mason Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cahaba Wealth Management. Outside of finance, he has experience working with a university student print organization and in the restaurant industry. 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’s planning process uses structured discovery conversations and firm-approved tools, with clients responsible for implementing and updating their plans.