Matthew Collins is a Series 63-licensed financial advisor with Morgan Stanley, based in New York, NY. He has 7 years of industry experience, including roles at E*Trade Securities LLC and various Morgan Stanley entities in both the U.S. and the U.K. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Ryan Wroblewski is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Jennifer Fitzpatrick is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct client relationships and corporate financial planning agreements.

Carolina Costa Candia is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and six years of industry experience. Her career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individuals and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jill Schildkraut Katz is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and was previously at J.P. Morgan Securities Inc. and JPMorgan Chase Bank from 2010 to 2017. Katz serves on the advisory board for the Worcester Polytechnic Institute Business School's C-Suite Advisory Group. 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 the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Armen Doyan is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and possessing eight years of industry experience. He has been with Morgan Stanley since 2017, including work at Morgan Stanley Private Bank, N.A. before his current role. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering customized financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various programs, including those for corporate clients.

Wayne Lee is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2021. His prior experience includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on structured financial planning and utilizing firm-approved tools such as Monte Carlo simulations and return estimates in its planning process.

Chad Jacob is a financial advisor at Morgan Stanley in Rochester, NY, with 20 years of industry experience. He has been with Morgan Stanley since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Jacob serves as a volunteer coach for the Bristol Mountain Race Club, a recreational organization in Victor, New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and serves clients through both individual and corporate financial planning arrangements.

Ireland Olson is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Olson worked at MCI Contractors Inc and has held various roles in educational institutions including UCLA and College of the Desert. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm‑approved tools and methodologies.

Michael Co is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 supported by structured discovery conversations and firm-approved tools.

John Lorenz is a financial advisor with Morgan Stanley in Bend, OR, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Giovanna Svenson is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and is also associated with Morgan Stanley Dw Inc. since 1985. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its services.

Maura Coolican is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management (MSWM) provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Ashlee Miller is a Series 66-credentialed financial advisor with Morgan Stanley in Saginaw, Michigan, where she has worked since 2014. She has nine years of experience in the industry with a focus on wealth management. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes.

Shawn Henley is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 63 designation and over 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is a sole proprietor of a rental home business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm employs a structured planning process using proprietary tools and models while providing both direct and employer-based financial planning services.

Truman Cooper is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following prior roles at AXA Advisors, LLC and DOT IT. Morgan Stanley Wealth Management provides advisory programs to both individual 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 investment modeling as part of its comprehensive approach.

Conner Mcgee is a Series 66-credentialed financial advisor with Morgan Stanley in New York, NY, bringing 23 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mcgee serves as a board member for CENTS Ability, an organization focused on teaching financial responsibility to New York City teens. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

William Crosby is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley and has previously worked at Regions Bank, Cetera Investment Services, and Hancock Whitney Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Roger Trimble is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2014 and serves on the advisory board of the Baruch College Fund. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Tanner Guynes is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Saxbys, Amazon, and DoorDash. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning through structured processes and firm-approved tools.