Duncan Lechner is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and prior legal experience at Cravath, Swaine & Moore LLP and the Suffolk County District Attorney's Office. He attended Harvard University from 2016 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Sheri Stamm is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015 and 2019, respectively. 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 a structured planning process supported by the Global Investment Committee’s tools to model financial outcomes.

Andrea O'Donnell is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A., JPMorgan Securities, LLC, and JP Morgan. Prior to her financial services career, she was associated with Playa Bowls and Boston College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and informed market estimates to support its financial planning services.

Marc Ridell is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services for ten years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee insights.

Francisco Rodriguez is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, Regions Bank, Cetera Investment Services, and Prudential. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Robert Wray is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Butler University for ten years. Morgan Stanley Wealth Management provides a wide 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 market simulations as part of its financial planning process.

Marinos Mihalatos is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Mission Real Estate Funding and Hirshleifer's Inc., and he has held teaching positions at Fordham University and Temple University. Outside of his advisory role, Mihalatos is the sole proprietor of MDM45 Inc., a wholesale and distribution business based in Greenvale, NY. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advice is supported by structured planning tools and methodologies such as Monte Carlo simulations and Secular Return Estimates, with a broad range of advisory programs and affiliated financial services.

Robert Coronel is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both 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 employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Susan Johnson is a financial advisor with Morgan Stanley in Charlotte, NC, holding the Series 63, Series 65, and Series 66 licenses and bringing 34 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing and Advisors, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning utilizes structured discovery processes and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Yanitsa Jimenez is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following four years at Citigroup Global Markets. Based in Miami, FL, her career spans both institutional and individual client advisory roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

David Green is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and Corporate Financial Planning agreements.

Cecilia Sienra is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has worked at Morgan Stanley since 2011, with a brief period at Simple Architecture and New Winds Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and analyses.

Raymond Hopper is a financial advisor with Morgan Stanley Wealth Management in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and 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 financial planning process.

David Bono is a financial advisor at Morgan Stanley in Wellesley, Massachusetts, with seven years of industry experience. He holds a Series 66 license and has previously worked at Merrill Lynch and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial 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.

James Hedden is a financial advisor at Morgan Stanley in Seattle, WA, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2014. Outside of his advisory role, Hedden is the owner of HL Partners LLC, a translation and localization business. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, offering advisory services without individual security recommendations in standalone plans.

William Stern is a financial advisor with Morgan Stanley in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Stern is involved as an advisory director in FM JAM and has a holding company named Chateau Rum Row. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, utilizing structured financial planning tools and serving clients through both direct and corporate financial planning agreements.

Gabriella Burke is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016, with a brief gap in 2017. Outside of her advisory role, Burke works as a fitness coach at Orange Theory Fitness and operates a personal training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Michael Bisbikis is a financial advisor at Morgan Stanley in Rochester, MI, holding a Series 66 credential. He has experience working at United Wholesale Mortgage and taught at both Northwood University and Lamphere High School prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, focusing on tailored financial planning supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Michael Ruzek is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including at Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of PowderBuoy, a publishing and retail business based in Park City, Utah. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and advanced modeling tools to support client strategies and serves clients through both direct and employer-sponsored financial planning arrangements.

Gerard Lorden is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Lorden serves on the National Defense Industrial Association board and participates on strategic advisory councils related to national security and technology, including roles with OnPoint Technologies and Dynetics, as well as involvement with the MA Anti-Terrorism Advisory Council. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques but does not include individual security recommendations as part of standalone planning.