Erik Gonzalez is a Series 66-licensed financial advisor with Morgan Stanley in Miami, FL, where he has worked since 2012. He has 16 years of industry experience. Outside of his advisory role, he is a partner in A&E Kings Creek LLC, a real estate-related business. 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 supported by firm-approved tools and analytics.

Michael Gahan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Daniel Marks is a financial advisor with Morgan Stanley in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2019. Marks also serves as a trustee and co-trustee in a trust-related role outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis from its Global Investment Committee.

Shang Wen Huang is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 that utilizes firm-approved tools and modeling techniques.

Cian Ward is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, Ward worked at First Republic Investment Management, Strategic Index Money Management, and Wallender & Associates. His background also includes roles outside finance, including positions at Chipotle Mexican Grill and Jamba Juice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to assist clients in modeling financial outcomes.

Joseph Zimmerman is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to Morgan Stanley, he worked at Citigroup Global Markets for two years. Outside of his advisory role, he is involved with Robo Properties, a real estate investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that leverages firm-approved tools and models.

Joseph Hudson is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021 and Morgan Stanley Private Bank, N.A. since 2025. Prior to entering the financial industry, he was employed at The Boxoffice Company for five years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm utilizes structured planning tools and scenario modeling to develop financial plans, while clients remain responsible for implementation and updates.

Michael Yu is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Sino-World Acquisition Group, and J.P. Morgan Securities. Outside of his advisory role, he serves as an officer for Vice Apparel, a retail and online store based in Irvine, California. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and supports both direct client relationships and corporate financial planning agreements.

Louis Herskovitz is a financial advisor at Morgan Stanley in Westport, CT, holding Series 63 and Series 65 credentials. He has four years of industry experience, including roles at Morgan Stanley since 2022 and prior positions in other fields such as acting and yoga instruction. 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 that leverages firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Donna Mccusker is a financial advisor at Morgan Stanley with 43 years of industry experience. She has held various roles within Morgan Stanley entities since 1997 and holds a Series 63 designation. In addition to her advisory work, she serves on the San Rafael Fire Commission, where she attends monthly meetings to discuss fire department activities and community service improvements. 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 financial and estate planning, using structured planning tools and analysis provided by its Global Investment Committee.

Christine Austin is a financial advisor at Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses with 14 years of industry experience. Her career includes roles at E*TRADE Securities and Charles Schwab, with a personal sabbatical taken between 2024 and 2025. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Aaron Alexander is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Commerce Bank and LPL Financial. 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 investment research.

Victor Schwartz is a Series 66-licensed financial advisor with Morgan Stanley, based in Purchase, NY. He has been with Morgan Stanley since 2026 and has prior experience at UBS Financial Services and Equinox, among other roles. He attended the University of Miami from 2021 to 2025. Morgan Stanley Wealth Management serves both individual 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 provides a broad range of advisory programs.

John Probst is a financial advisor at Morgan Stanley with 4 years of industry experience. His background includes roles at T3 Trading Group, Northwestern Mutual, and A1 Reliable Industries. Prior to his financial services career, he worked in the restaurant industry and education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various investment strategies while serving a broad client base.

Chloe Griffiths is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses with seven years of industry experience. Her career includes positions at Northwestern Mutual and several smaller firms before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients by offering comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Embree is a CFP® professional with 27 years of experience, currently serving as a financial advisor at Morgan Stanley in New York, NY. Prior to joining Morgan Stanley in 2019, he worked at UBS Financial Services Inc for eight years. He is involved in the Hockey Players in Business networking group and holds an officer role with the Winged Footers intraclub at the New York Athletic Club, contributing to event planning. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 both directly and through corporate financial planning agreements.

Joseph Weiss is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm’s financial planning process involves structured discovery conversations and approved planning tools, delivering tailored plans while generally acting in an advisory capacity.

James Harman is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph De Pompeo is a financial advisor with Morgan Stanley, holding a Series 66 designation and having six years of industry experience. He has worked with Morgan Stanley and its services group since 2019 and previously was employed by Fire Island Ferries, Inc. Outside of his advisory role, he worked as a parking attendant and conducted customer transactions for Fire Island Ferries after business hours. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Cover Brooks is a financial advisor at Morgan Stanley with five years of industry experience. Prior to joining Morgan Stanley in 2020, Brooks worked for 14 years at International Paper. Brooks serves as Treasurer and board member of the Pensacola Womens Alliance, a local civic organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers investment management through various programs and affiliated entities.