Eugene Goodreault Jr. is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm employs structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Jesse Vitagliano is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 65 and Series 63 credentials and possessing 29 years of industry experience. He previously worked at UBS Financial Services Inc from 2009 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he is the sole proprietor of Vita Land Trust LLC, a private investment entity focused on real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

William Howton is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he is involved in real estate rental property management in Palestine, Arkansas. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

Alan Ho is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Winston Thomas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley & Co Inc since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models in its advisory process.

Nathalie Blanco is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and UBS Financial Services. Outside of financial services, she works as a Pilates instructor. 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 emphasizes structured planning processes and a wide range of investment offerings.

Brian Lindsay is a financial advisor with Morgan Stanley in Rockford, Illinois, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2009 and affiliated with Morgan Stanley Private Bank, National Association since 2015. Lindsay serves as a board member of Montessori Learning Path Ltd and is the board president and finance committee member at Forest Hills Country Club. Morgan Stanley Wealth Management offers 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 utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to model financial outcomes.

Shelby Haggard is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Shelby worked in various roles including at BuildZoom and Grand Canyon University. 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, 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.

David Hage is a financial advisor with Morgan Stanley in St. Cloud, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling to support client financial goals.

Carrie Guy is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with three years of industry experience. She has worked at Morgan Stanley since 2022 and previously held positions in the retail and food service sectors, including Wing Zone and Rock N Roll Sushi. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Bernd Klawunder is a financial advisor with Morgan Stanley in Irvine, CA, holding Series 63 and Series 65 licenses 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. 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 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 supported by firm-approved tools and modeling techniques.

David Seay is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Merrill, Mutual of Omaha Bank, LPL Financial, Ameriprise Financial Services, and Merrill Edge. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning arrangements.

Anthony Zahrn is a financial advisor with Morgan Stanley in Champaign, Illinois, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board for Sinfonia da Camera and works as an assistant golf coach at the High School of St. Thomas More. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and models.

Ta Tanisha Ribardo is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured planning process using firm-approved tools and modeling techniques.

Samantha Miller is a Series 66-credentialed financial advisor with Morgan Stanley, where she has worked for four years. Her prior experience includes roles at Shipt and the Rusty Bucket Restaurant & Tavern. Outside of her advisory work, she is involved as an employee of Twitch Interactive Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

Brendan Light is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Outside of his advisory role, he is involved as a partner and proprietor in several investment-related real estate and finance ventures based in Southlake, Texas. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment committee analyses.

Bradley Hanks is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. He holds the Series 66 designation and is based in Lake Charles, Louisiana. 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 supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Ivette Moguel is a financial advisor at Morgan Stanley in San Diego, CA, with 19 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill Lynch for 14 years prior to joining Morgan Stanley in 2024. 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 employs firm-approved tools and market modeling techniques.

Tyler Tait is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has held multiple roles within Morgan Stanley since 2017, including at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and financial planning services.

Stephen Rudman is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. He is based in Deerfield, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and investment models to support financial plans and manages approximately $2.74 trillion in client assets.