Adam Kent is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. 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. Their financial planning emphasizes structured discovery and firm-approved tools, supporting a range of advisory and institutional offerings.

Namazzi Challenger 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. Prior to joining Morgan Stanley in 2022, Challenger worked at Carvel and held various other roles including positions at Kroger and Nordstrom Rack. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, 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 tools to support financial planning.

James Neill is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 65 and Series 63 registrations with 11 years of industry experience. He previously worked at Hightower Advisors and Thrivent Investment Management Inc. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through dedicated advisors and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Sean Maher is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 designation with 27 years of industry experience. His work history includes multiple roles at Morgan Stanley and E*Trade Securities LLC. 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 utilizes structured planning tools and projections developed by its Global Investment Committee.

Michael Caryl is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Citigroup from 2017 to 2026. He completed his full-time education at the University of Miami from 2014 to 2018. 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, managing approximately $2.74 trillion in client assets.

Katrina Russell is a Series 66 credentialed financial advisor with Morgan Stanley, based in Potsdam, NY, and has four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2021, she worked in healthcare at St. Lawrence Health System and Claxton Hepburn Hospital and operated Hometown Cafe for six years. 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 that incorporates firm-approved tools and methodologies.

David Braun is a financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at Neuberger Berman LLC for six years before joining Morgan Stanley in 2021. Braun holds the Series 66 designation. 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.

Diana Wetherington is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2011. Additionally, she has been involved with Ak Adjusting since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Kodie Fridley is a financial advisor with Morgan Stanley in Naples, FL, holding CFP® and Series 66 credentials and totaling 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of advising, he is the owner of Fish 239 LLC, a recreation business based in Naples. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in assets and offers services through both direct client relationships and corporate agreements.

Benjamin Brevetti is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Morgan Stanley, alongside earlier experience at Union College and local government. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and research. The firm manages a broad range of assets and delivers tailored planning through its network of advisors and specialized groups.

Ralph Rogers Jr. is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following seven years at Wells Fargo Advisors and four years at Wells Fargo Clearing. Outside of advising, he serves as president of the Networking Professionals of Westchester, a local networking organization. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

Alexandra D'angelo is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at BOZZUTO Associates from 2021 to 2022 and was a student from 2010 to 2021. 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 supported by structured discovery processes and analytical tools.

Thomas Richter is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Morgan Stanley and previously spent eight years at UBS Financial Services. Before his financial services career, he served nine years in the U.S. Navy. 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 estate planning strategies, managing approximately $2.74 trillion in client assets.

Philip Messina is a financial advisor at Morgan Stanley with 11 years of industry experience. He has worked at Morgan Stanley since 2017 and previously at Merrill from 2015 to 2017. Outside of his advisory role, he is a partner at Thy Royalty LLC, a retail and online store business based in Hoboken, New Jersey. 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 and financial planning services that utilize structured discovery processes and approved planning tools.

Chi Ling Gillian Yu is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Eduardo Vasquez is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at HSBC Bank USA, HSBC Securities (USA) Inc., and TradeStation Securities Inc. Outside of his advisory role, he provides online tutoring in subjects including Math, Spanish, Accounting, and Finance through Varsity Tutors. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Ashley Weinstein is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple terms at Morgan Stanley interspersed with periods outside the financial sector, including roles at Crestwood Country Day Camp and Max and Gino's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research in its process.

Kyle Stone is a financial advisor with Morgan Stanley in Billings, MT, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley since 2018, including Morgan Stanley Private Bank, N.A., as well as prior positions at Mountain Plains Equity Group, HDR, Inc., and Montana State University Billings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Philip Clippinger is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association, since 2015. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Douglas Shank is a financial advisor with Morgan Stanley in Lancaster, PA, holding a Series 63 designation and 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2006, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.