Edward Hayes is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018 and previously worked at Spouting Rock Capital Advisors LLC. Hayes serves as a board member for the Society of Presidential Descendants, a nonprofit organization based in Atlanta, Georgia. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Alexander Fruchtman is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential and 13 years of industry experience. He has worked at Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association 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 range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Steven Alminas is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery conversations and firm-approved tools but clients are responsible for plan implementation and updates.

Allison Brill is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been associated with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. 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 manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

Terri Murray is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Charles Dennis is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Sessions Payroll Management Inc., a company in the entertainment and labor/service sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Trevor Lanphear is a financial advisor at Morgan Stanley with seven years of industry experience. He has held positions at firms including The Vanguard Group, GTIF Capital, and Mass Mutual. His credentials include Series 63 and Series 66 licenses. 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 utilizes a structured financial planning process supported by firm-approved tools and insights from its Global Investment Committee.

Tariq Shaikh is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include positions at Solium Financial Services LLC and Charles Schwab. 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 utilizing structured discovery processes and advanced modeling tools.

Justin Fister is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009, with prior experience at Citigroup Global Markets from 2002 to 2009. Outside of his advisory work, he is involved as a referral consultant with Mad Skill Entertainment, a recreation business based in Lexington, Kentucky. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Marc Porco is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm employs structured planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Matthew Newall is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, Citigroup Global Markets from 2003 to 2009, and Merrill from 1999 to 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Demetrios Triantafel is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. He has been with Morgan Stanley and its Private Bank since 2021, with intermittent periods outside the industry. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Scott Herbst is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019, and at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2019. He serves as a trustee and co-trustee for multiple investment-related trusts. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, combining financial planning and investment services supported by structured planning tools and comprehensive resources. The firm manages approximately $2.74 trillion in client assets and provides customized planning both directly and through employer-sponsored agreements.

Kathryn Pendergast is a financial advisor at Morgan Stanley with eight years of experience, including two years in the financial advisory industry. She previously worked at Exiger from 2016 to 2018. She 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 that serves both individual and institutional clients with a wide range of advisory programs. The firm emphasizes tailored financial planning using firm-approved tools and utilizes strategies such as Monte Carlo simulations and Secular Return Estimates to model plan outcomes.

Susannah Townsend is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. She has worked at Morgan Stanley since 2009, including over a decade with Morgan Stanley Private Bank, and previously spent eight years at UBS Financial Services. She is based in Tampa, FL. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Emma Bilvado is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at E*Trade Securities, Edward Jones Investments, and Morgan Stanley. Outside of finance, she has experience in the hospitality industry. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and models, serving clients through a broad range of investment and advisory offerings.

Rachael Schorr is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and Corporate Financial Planning agreements with employers.

Ryan Lewis is a CFP® professional at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Lewis teaches CFP courses at Pace University and serves as Chief Financial Officer for a small manufacturing firm, CCMI. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Frank Fabiano is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and previously worked at Morgan Stanley Private Bank, N.A. from 2017 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its advisory process.

Caitlin Bloom is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior experience includes roles at Nomi Health, Mitchell D. Becker MD, and UCLA Anderson School of Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models to support client outcomes and manages approximately $2.74 trillion in assets.