Ron Toth is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in an investment-related estate business in Spring, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm focuses on tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Daniel Richardson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Richardson serves as a trustee and president of a foundation in St. Petersburg, FL. 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’s planning process uses structured discovery and approved tools to model outcomes, focusing on advisory services without individual security recommendations unless separately engaged.

Jason Parks is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and market outlook models, focusing on advisory services without offering individual security recommendations as part of standalone plans.

Anthony Mitus is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked for The Dow Chemical Company for eleven years. He holds the Series 66 designation and serves on the Investment Committee of the Catholic Community Foundation of Mid-Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and broad investment capabilities.

Nicole Flanzbaum is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Global Investment Committee estimates and Monte Carlo simulations.

Jonathan Simonton is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Morgan Stanley in Shreveport, LA, having previously worked at Bank of America, Merrill, and Grind Capital. Outside of his advisory role, he is a 50% owner of a limited liability company that holds land and oil and gas royalties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

William Brewster is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 credential and 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of finance, he is the registered owner of a screen-printed T-shirt business, TIME & CHANGE CLOTHIERS, which is currently inactive. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers both direct and corporate financial planning services.

Kathleen Reynolds is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. She worked at Merrill from 2000 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and corporate financial planning agreements.

Alphonse Antonitis is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boston, MA. He previously worked at J.P. Morgan Securities and First Republic Securities Company. He is a trustee for the 401(k) and Pension Plan of the Roman Catholic Archdiocese of Boston. 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 research.

Vincent Stasi Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs. The firm emphasizes tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Frank Murray is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2000. 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. The firm’s financial planning process uses structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Donna Sah is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and 18 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 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 a structured planning process supported by firm-approved tools and modeling techniques.

Kristy Winkles is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc for 17 years before joining Morgan Stanley Smith Barney LLC in 2025. 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. The firm’s financial planning approach involves structured discovery and firm-approved tools to model outcomes, with a broad range of retail and institutional offerings.

Brian Mcnew is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and models developed by its Global Investment Committee.

Charles Benell is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and six years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as two years at KPMG. He studied at Texas A&M and USC from 2008 to 2017. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Eric Schrager is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Lisa Santo is a CFP® with 40 years of industry experience, currently serving at Morgan Stanley in South Palm Beach, FL. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is an artist and art instructor affiliated with Odyssey Art at Sea. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment management supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across a diverse range of advisory programs.

Marjorie Samuels is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes prior roles at Wunderlich Securities, Inc. from 2015 to 2022 and Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad 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 in its advisory process.

Carson Kessler is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Edward Jones and spent over a decade in education with the Seneca Valley School District and Slippery Rock University. Outside of finance, he is involved with Hardcore Elite Baseball LLC, a recreation-related business. 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 supported by structured discovery processes and advanced modeling tools.

Robbie Higdon is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has served in the New Jersey Army National Guard since 2016. His background includes work at Montclair State University and a business development role with Red Mountain Solutions, a technology and wholesale distribution firm in Houston. 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. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of investment and financial products.