Rosa Gonzalez is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 credential and 26 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Mark Silverman is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Citigroup Global Markets Inc before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to support tailored financial plans, while clients are responsible for plan implementation.

Charles Albright is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Outside of his advisory work, he is involved in managing a cattle ranch in Lavaca County, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process.

Leia Turpeau is a financial advisor at Morgan Stanley with 10 years of industry experience. She has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of her advisory role, she is involved with Diva Dance Bronzeville, a dance studio in Chicago. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing 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.

Dewi Hartono is a financial advisor at Morgan Stanley in Cupertino, CA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and includes both retail and institutional services.

Alina Ali is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential with seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, and American National Bank. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques such as Monte Carlo simulations.

Gerad Herkey is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley since 2014 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of financial planning and advisory programs, utilizing structured planning tools and investment research to support client strategies.

Victor Roy is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley in various capacities since 1998, with a tenure at UBS Financial Services from 2013 to 2022. Outside of his advisory role, Roy serves as a board member of the Brian Westbrook Foundation, an education-focused nonprofit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and analytical models.

Noelle Nixon is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and The Boca Raton. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on 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 that include both direct client engagements and corporate financial planning agreements.

William Ford is a financial advisor with Morgan Stanley, holding a Series 66 credential and 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following nine years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not necessarily provide individual security recommendations within standalone planning.

Eric Levy is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2022, following a 12-year tenure at UBS Financial Services. Levy practices in Fort Lauderdale, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and Secular Return Estimates.

Samuel Peters is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various roles across several industries, including positions at Fontana Sports and Lifetime Fitness Club. He also has experience working in university settings and part-time roles in service and retail sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and asset management services. The firm’s financial planning process utilizes structured discovery tools and modeling techniques but generally does not include individual security recommendations within standalone planning programs.

Tim Dippold is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in BTEC Realty LLC, a real estate partnership. Morgan Stanley Wealth Management (MSWM) provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a wide range of investment and financial solutions, including estate planning and access to private funds and other specialized investment strategies.

Racquel Domingo is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and bringing 41 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment solutions and services.

Timothy Carboni is a financial advisor with Morgan Stanley in Santa Cruz, CA, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and research.

Elizabeth Desautel is a financial advisor at Morgan Stanley with seven years of industry experience. She previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A., as well as TIAA. Outside of her advisory role, she serves on the finance committee of Amenity Aid, a nonprofit providing hygiene products to those in need. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings.

Robert Ackerman is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 14-year tenure at UBS Financial Services. He holds Series 63, Series 65, and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment modeling techniques.

Ryan Mummert is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He serves as a board member and past board chair of the UNM Foundation Investment Committee and is also a board member of the UNM Lobo Club. 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 emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

Angelo Gentile is a CFP® professional at Morgan Stanley with two years of industry experience. He has worked previously with Steward Partners and U.S. Bank, and has a background that includes a four-year tenure at Fordham University and a decade of involvement with Siwanoy Country Club. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and modeling techniques.

Victoria Lowell is a financial advisor at Morgan Stanley with five years of industry experience. She has previously worked at Empowered Worth and UBS Financial Services. Lowell holds Series 63, Series 65, and Series 66 licenses. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and Global Investment Committee resources.