Christina Schatz is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. She serves as a board member and treasurer for Neo Philanthropy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

William Gardner is a Series 66-credentialed advisor with Morgan Stanley in Bethesda, MD. He began his career at Morgan Stanley in 2026 and has prior experience at Glenmede Trust Company and FINRA. Outside of finance, he is involved with BabyCat Brewery. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

John Volpe is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he worked in education at Rider University and Wall High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning tools and market modeling techniques in its financial planning process.

Logan Sammons is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and bringing nine years of industry experience. He has been with Morgan Stanley since 2016, including four years at Morgan Stanley Private Bank, N.A. 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 supported by firm-approved tools and research.

Nicholas Russo is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he worked at Magic Leap and Genisis Global Workforce Solutions, among other roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Kelly York is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and 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 is a sole proprietor involved in property management in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory services.

Janet Larchey is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Her credentials include Series 63, Series 65, and Series 66 licenses. 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 focused on tailored financial planning supported by firm-approved tools and analytical models.

Matthew Bungo is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 license and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Equitable Advisors. Outside of his advisory role, he owns a small business focused on soap and candle crafting and sales. Morgan Stanley Wealth Management provides tailored financial planning and advisory services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a range of advisory programs and investment solutions.

Zachary Messerino is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, with prior experience at Wells Fargo Advisors. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide 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 supported by firm-approved tools and market models.

Paul Mulvihill is a Series 66-registered financial advisor with 28 years of industry experience. He currently works at Morgan Stanley and has previously held roles at UBS Financial Services and Merrill. 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 that incorporates firm-approved tools and methodologies to model potential outcomes.

Rich Wang is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His prior work includes roles at JPMorgan Chase and Fashion City International Corp, as well as teaching positions at the University of California Riverside and Walnut High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Benjamin Sutton is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously at Cal Calling Center for one year. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Paul Matlock is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with earlier roles at Citigroup Global Markets and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by firm-approved tools and market outlook models.

Kayla Gager is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Andres Bordone is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at CBRE, Majesty Foods LLC, Crocs Retail LLC, and Doral Academy Charter Prep. He is also involved with Bordone Industries LLC, a retail and online store business. 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’s planning process uses structured discovery conversations and firm-approved tools to help clients develop tailored financial plans.

Mary Sweat is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2009, including a position at Morgan Stanley Private Bank, National Association since 2015. Prior to that, she spent seven years at UBS Financial Services. Outside of her advisory role, she serves on the finance committee of the Junior League of Jackson and acts as secretary for the Jackson Area Kappa Kappa Gamma Alumni Association. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, employing firm-approved tools and models to support its planning process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Glynne Bassi is a CFP® with seven years of experience in financial services. She is currently with Morgan Stanley, having worked there since 2023, and previously was with Edward Jones from 2018 to 2023. Bassi serves on the board of the Edina Federated Women's Club, a philanthropic organization in Minnesota. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling, with services delivered through its Financial Advisors and Estate Planning Strategies Group.

Jason Tran is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, he was involved with Ventura Missionary Church from 2020 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including 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 to support its advisory services.

Christopher Walker is a Series 66-licensed advisor with Morgan Stanley in Milwaukee, WI, possessing three years of industry experience. Prior to joining Morgan Stanley, he worked at Manifesto for two years and Core Creative for five years. Morgan Stanley Wealth Management offers advisory programs for individuals and institutions, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Michelle Warshauer is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, prior to which she was with CitiGroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, with clients responsible for implementation and updates.