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Timur N

Series 63, Series 65

Melville, NY

Morgan Stanley

Timur Novokreshchenov is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and E*TRADE in various roles since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Maxim S

Series 65, Series 63

Napa, CA

Morgan Stanley

Maxim Sparks is a financial advisor at Morgan Stanley in Napa, CA, with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Morgan Stanley, Maxim has held various roles including work at Hog Island Oyster Company and DigiTrade Ltd., as well as time spent as a full-time student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved tools and methodologies such as Monte Carlo simulations to support its planning process.

General estate planning guidance
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Peter N

Series 66

Palm Beach, FL

Morgan Stanley

Peter Nardin is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is an investor in Recovery Control Systems, a parcel auditing business. 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, including tailored financial planning that utilizes structured discovery and firm-approved tools to model client outcomes.

General estate planning guidance
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Brian R

Series 63, Series 66

Coral Springs, FL

Morgan Stanley

Brian Rubino is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Rubino also serves as a FINRA and NFA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

General estate planning guidance
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Bryan Y

Series 66

New York, NY

Morgan Stanley

Bryan Yepez is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Oppenheimer & Co., the Port Authority of New York & New Jersey, Allstate Insurance, Statefarm, and New Jersey City University. Morgan Stanley Wealth Management provides financial advisory and planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and data-driven planning tools to develop tailored financial plans.

General estate planning guidance
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Alejandro M

Series 66

San Diego, CA

Morgan Stanley

Alejandro Mendoza 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 Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following five years with Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Steven N

Series 63, Series 65

Chicago, IL

Morgan Stanley

Steven Nakovich Jr. is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and 49 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in an agricultural business through Deer Ridge Farms LLC, which leases farmland to an operator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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Rachael N

Series 63, Series 65

Jacksonville, FL

Morgan Stanley

Rachael Naylor is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and models to assist clients in managing approximately $2.74 trillion in assets.

General estate planning guidance
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Alexa N

Series 66

Phoenix, AZ

Morgan Stanley

Alexa Nicholson is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked at Private Advisor Group, LLC and LPL Financial. Outside of finance, her background includes roles in hospitality and marketing, such as at Wildberry Cafe and AM Marketing Group. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

General estate planning guidance
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Francis F

Series 63, Series 65

Charleston, SC

Morgan Stanley

Francis Ford III is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Charleston, SC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with various advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broader investment and financial product services.

General estate planning guidance
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Angelyn B

Series 63, Series 65

Millsriver, NC

Morgan Stanley

Angelyn Breda is a financial advisor with Morgan Stanley in Millsriver, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Breda serves as a trustee and co-trustee in Sarasota, Florida, involving investment decisions and estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Irena R

Series 63, Series 66

Kirkland, WA

Morgan Stanley

Irena Romanyuk is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to various investment strategies. The firm employs a structured planning process that utilizes proprietary tools and models to assist clients in financial decision-making.

General estate planning guidance
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William P

Series 63, Series 65

New York, NY

Morgan Stanley

William Platt is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following nine years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide 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 offers services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Rohil B

Series 63, Series 65

New York, NY

Morgan Stanley

Rohil Basu is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including six years with Morgan Stanley Private Bank, N.A. He previously worked at New York University from 2014 to 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Ryan M

Series 66

Beverly Hills, CA

Morgan Stanley

Ryan Miller is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 25 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through Corporate Financial Planning agreements with employers.

General estate planning guidance
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Alyssa D

Series 66

San Francisco, CA

Morgan Stanley

Alyssa Drew is a Series 66-registered financial advisor with Morgan Stanley in San Francisco, CA, with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management provides advisory and brokerage services 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 and firm-approved tools, with a range of investment and financial products offered alongside its advisory services.

General estate planning guidance
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Brian M

Series 66

San Francisco, CA

Morgan Stanley

Brian Mcadams is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2014, currently serving at Morgan Stanley Private Bank, N.A. in San Francisco, CA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services including structured planning conversations and strategies for estate and retirement planning.

General estate planning guidance
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Hanson P

Series 66

Vero Beach, FL

Morgan Stanley

Hanson Peirce is a financial advisor at Morgan Stanley in Vero Beach, FL, holding a Series 66 license with four years of industry experience. He has been with Morgan Stanley since 2021 and previously worked at East Coast Lumber & Supply Co. from 2018 to 2020. He also spent five years affiliated with the University of Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Vitia K

Series 63, Series 65

Chico, CA

Morgan Stanley

Vitia Kozielski is a financial advisor with Morgan Stanley in Chico, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley and its affiliates since 2008 and previously worked at UBS Financial Services beginning in 1998. 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. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
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Riley D

Series 66

Lutherville, MD

Morgan Stanley

Riley Dopp is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and 2019, respectively, and previously worked at Financial Consulate, Diamond Detail, and Towson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

General estate planning guidance
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