John Husband is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Based in Houston, TX, his career has been focused within the Morgan Stanley organization. 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 and manages approximately $2.74 trillion in client assets.

Jonathan Pagan is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds Series 63 and Series 66 licenses and has previous experience at Wells Fargo Clearing, Wells Fargo Bank, Massey Services, and four years of service in the U.S. Navy. He has been with Morgan Stanley since 2026. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brina Mccarthy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves 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 integrates structured planning tools and investment research into its advisory services.

Lin Wu is a financial advisor with Morgan Stanley in Mountain View, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC, where he worked between 2013 and 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Lori Rabinowitz is a Series 66-credentialed financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she owns a retail and online store and serves on the Investment Committee as a board member for the Crohn's and Colitis Foundation of America. 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 supported by structured discovery processes and advanced modeling tools.

Denison Webster is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and investment committee insights.

Julie Wright is a financial advisor at Morgan Stanley in Montgomery, AL, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and utilizes advanced modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Adam Arthur is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Cetera and has experience in various roles including education and entrepreneurial ventures. Outside of finance, he has participated in several businesses such as TalentLink dba RemoteLink Solutions and Blue Ocean Harumama. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, serving a wide range of clients through both direct and corporate financial planning agreements.

John Lucas is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at Reliant Funding before joining Morgan Stanley Smith Barney LLC. His background includes a significant period focused on full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market scenario modeling.

Alyssa D’antona is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Her work history includes roles at Morgan Stanley since 2022, as well as experience at Villanova University and Willow Ridge Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Kevin Masella is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Morgan Stanley since 2022 and previously held roles at Compass Distributors LLC, North Square Investments LLC, and Illinois Tool Works. Based in New York, NY, he currently advises clients through Morgan Stanley Wealth Management. 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 uses structured planning tools without providing individual security recommendations as part of its standalone planning services.

Brent Lambert is a financial advisor with Morgan Stanley in Las Cruces, NM, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. In addition to his advisory role, he works part-time as a statistician for New Mexico State University, maintaining statistics for football and men's basketball games. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Jeffrey Ament is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets Inc. Outside of his advisory role, he owns businesses involved in horse leasing and recreation, and serves as treasurer of a homeowners association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Bryan Nickow is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Ryan Brown is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, where he has worked since 2009. He has 25 years of experience in the industry, including his current tenure at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual 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 uses structured planning tools and modeling techniques to support client financial plans.

Margret Birch is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Birch serves as a board member of Brightside Theatre, an arts and culture organization in Naperville, IL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs various investment strategies and products alongside planning services.

Isaiah Walden is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Rochester SACC, as well as employment at Ford Motor Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate financial planning agreements.

Derek Steinbrenner is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as chair of the East Greenwich Municipal Land Trust and volunteers on a local government board in East Greenwich, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Nathan Huveldt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2000, following six years at Citigroup Global Markets. Outside of his advisory role, he is involved with Best Life Medical Weight Loss, LLC, focused on healthcare and medical weight loss services. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support clients’ financial goals.

Cody Rose is a financial advisor with Morgan Stanley in La Jolla, CA, holding a Series 66 credential and seven years of industry experience. He previously worked at UBS and Northern Kentucky University before joining Morgan Stanley in 2018. Outside of his advisory role, he serves as an assistant coach for the girls varsity volleyball team at Cathedral Catholic High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.