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Christopher G
Series 66
Madison, CT
Morgan Stanley
Christopher Greco is a financial advisor with Morgan Stanley in Madison, CT. He holds a Series 66 designation and has been in the financial industry since 2023, including prior experience at Interactive Brokers. Outside of finance, he has worked in a variety of roles across industries including hospitality and automotive. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through its broad retail and institutional platform.
Candice S
Series 66
Atlanta, GA
Morgan Stanley
Candice Smith is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, including her current role at Morgan Stanley Private Bank, N.A. since 2018. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.
Abryn N
Series 63, Series 65
Houston, TX
Morgan Stanley
Abryn Neal is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and TIAA prior to joining Morgan Stanley in 2019. Neal holds Series 63 and Series 65 credentials and is based in Houston, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 modeling techniques.
Jacob L
Series 66
McLean, VA
Morgan Stanley
Jacob Langer is a financial advisor at Morgan Stanley in McLean, VA, with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Bessemer Trust, Fannie Mae, and served in the United States Senate. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning with various tools and strategies while managing approximately $2.74 trillion in client assets.
Leonard R
Series 63, Series 65
Reno, NV
Morgan Stanley
Leonard Remington is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of the Nevada Museum of Art and holds board memberships with the CPWA Certification Commission and the Investment and Wealth Institute Ethics Board. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and estate planning services.
Jack N
Series 63, Series 66
Alpharetta, GA
Morgan Stanley
Jack Norwood is a financial advisor at Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. His prior experience includes roles at George Pickett and Associates, State Street Corporation, and Blackbridge Financial, as well as involvement with White Sand Beach Association. Outside of finance, he was affiliated with Wears Woody for seven years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through both direct and corporate financial planning agreements.
Ryan C
Series 66
Ponte Vedra Beach, FL
Morgan Stanley
Ryan Clemens is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Clemens is based in Jacksonville, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.
Daniel C
Series 66
Houston, TX
Morgan Stanley
Daniel Cantu is a financial advisor at Morgan Stanley in Houston, TX, holding the Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, totaling over 15 years in the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s market analyses.
Justin S
Series 63, Series 66
Purchase, NY
Morgan Stanley
Justin Sammartano is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017. Prior to that, he spent time at North American Pharmacal and FanDuel. 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 economic modeling in its financial planning process.
Roy S
Series 63, Series 65
Minneapolis, MN
Morgan Stanley
Roy Smalley III is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he works as an independent contractor baseball analyst for Souhan-Smalley Podcasts. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.
Kathy N
Series 63, Series 65
Green Bay, WI
Morgan Stanley
Kathy Noll is a financial advisor at Morgan Stanley with 27 years of industry experience. Her career includes roles at Robert W. Baird, BMO Harris Financial Advisors, and M&I Brokerage Services. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
Karen D
Series 63, Series 65
Dallas, TX
Morgan Stanley
Karen Denby is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, to support tailored financial plans.
Kevin G
Series 66
Shrewsbury, NJ
Morgan Stanley
Kevin Garcia is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, N.A. since 2020. He holds the Series 66 designation and is based in New York, NY. 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.
Lin M
Series 66
San Diego, CA
Morgan Stanley
Lin Murphy is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2023, Murphy held roles at Bank of America and Merrill. Murphy holds a Series 66 designation and is based in San Diego, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.
Christopher S
Series 63, Series 65
Tampa, FL
Morgan Stanley
Christopher Slaven is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2014. Outside of his financial advisory work, he has engaged in modeling as an independent contractor. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment committee analyses as part of its process.
Joseph S
Series 63, Series 66
Garden City, NY
Morgan Stanley
Joseph Sefaradi is a financial advisor at Morgan Stanley with 14 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a decade at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he has been involved in property management as the sole proprietor of a rental property business. 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 and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
Louis M
Series 63, Series 65
Miami, FL
Morgan Stanley
Louis Moya is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies.
Belinda B
Series 66
Paramus, NJ
Morgan Stanley
Belinda Boden is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and eight years of industry experience. She previously worked at Hightower Advisors for 13 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.
Christopher H
Series 63, Series 66
La Jolla, CA
Morgan Stanley
Christopher Hagopian is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He previously worked at UBS Financial Services Inc. from 2010 to 2017 and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. He serves as a trustee for a trust based in Mill Valley, California. 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 strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and Monte Carlo simulations to model potential outcomes.
William B
Series 63, Series 65
Kirkland, WA
Morgan Stanley
William Brooking is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets starting in 2003. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.
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