Richard Dressel is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. 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 and financial planning services that utilize structured discovery processes and firm-approved tools to support client decision-making.

Steven Douek is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division for 10 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Taylor Johnson is a financial advisor at Morgan Stanley with credentials including the Series 66 designation. He has three years of experience at Morgan Stanley and prior work experience with Geico and the United States Navy. Morgan Stanley Wealth Management offers a wide range of 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 firm‑approved planning tools to support its financial planning process.

Kathryn Rawlings is a Series 66-licensed financial advisor with Morgan Stanley in Fox Island, WA, where she has been employed since 2011. She has 14 years of industry experience. 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 uses structured financial planning tools, including Monte Carlo simulations, to support client planning.

Dona Rozsypal is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is involved in property investment through ownership of a house renovation business. 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 using structured tools and models, managing approximately $2.74 trillion in client assets.

Jennifer Williams is a financial advisor with Morgan Stanley in Duluth, MN, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with Morgan Stanley since 2009. 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 structured discovery conversations and firm-approved tools.

Robert Johnson is a financial advisor with Morgan Stanley in Loveland, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held roles at Purple Mountain Outdoors and Matador Mexican Grill. Outside of advisory work, he is involved with Purple Mountain Outdoors, a media production company focused on outdoorsmanship. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Jeffrey Muchnick is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Nicole Moten is a CFP® professional with 21 years of experience in the financial industry. She is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Moten serves on the executive board of the Poverty and Social Reform Institute, a nonprofit focused on children and family services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets and employing a structured planning process supported by firm-approved tools and model-based outcome simulations.

Anne Tipple is a financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Mary Grace Regan is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. She previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. from 2021 to 2024 and has background experience at Loveshackfancy and Vineyard Vines. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Ryan Anderson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes over two decades at E*TRADE Capital Management and E*TRADE Securities prior to joining Morgan Stanley in 2020. 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 research from its Global Investment Committee.

Justin Maniscalco is a financial advisor at Morgan Stanley with 11 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2022, Morgan Stanley Smith Barney LLC since 2019, and Fidelity Brokerage Services LLC from 2014 to 2019. He holds the Series 63 and Series 65 licenses and is based in Jericho, NY. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating firm-approved tools and Global Investment Committee inputs.

David Henry is a financial advisor at Morgan Stanley in Sioux Falls, SD, holding a Series 66 credential with three years of industry experience. His prior roles include positions at CBI Bank and Trust, First Savings Bank, and the South Dakota Division of Banking. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Carolyn Weaver is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she has ownership interests in investment-related entities, including Belwood Capital LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and structured processes without individual security recommendations in standalone planning.

Karl Lorenz is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, as well as prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions. The firm offers a range of advisory programs, including tailored financial planning that employs firm-approved tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Jamie Goldgrub is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at Bank of America, Merrill Lynch, National Asset Management, National Securities Corp, RBC Capital Markets, and Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Michael Aronson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm uses structured planning tools and investment modeling techniques while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

Thomas Soffe is a Certified Financial Planner (CFP®) with 12 years of experience in the financial services industry. He is currently affiliated with Morgan Stanley, where he has worked since 2019, and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

David Greene is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes roles at First Republic Investment Management, Bank of America, and Merrill. Outside of his advisory work, he serves as a board member of the David and Alan Greene Family Foundation, which focuses on religious, health and welfare, economic assistance, and youth causes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.