Joseph Woo is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Glenda Fiegl is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide 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 economic modeling techniques.

Gary Jbara is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves on the advisory board and investment committee of Irish Angels, a Chicago-based investment and finance organization. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and advanced modeling tools to support tailored financial strategies.

Maria Bulat is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley & Co., Incorporated since 2007. Outside of her advisory role, she assists with clerical work for an automotive aftermarket business called Car Reflections. 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 strategies.

Allison Faust is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley and its affiliated firms since 2007. Outside of her advisory role, she is involved in customer service for a restaurant and nightlife business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Tyler Walls is a financial advisor at Morgan Stanley with seven years of industry experience. He has previously worked at T. Rowe Price and has academic experience from Towson University. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations as part of its advisory process.

Jerry Williams is a financial advisor at Morgan Stanley with 25 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and worked at Citigroup Global Markets from 2004 to 2009. Williams holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

John Zitzmann is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007 and serves on the investment committee of Save The Bay, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and serving clients through both direct and corporate channels.

Marc Feldman is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Feldman holds Series 63 and Series 65 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Nicole Bauman is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers financial plans directly to clients or through corporate agreements.

Michael Mazzotta is a financial advisor with Morgan Stanley in Boston, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and its affiliates since 2019 and was previously employed at Financial Engines. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and planning strategies.

David Heath is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 26 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 work, he owns a small number of personal condominium investments. Morgan Stanley Wealth Management provides a range of 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 tools and modeling techniques, and it offers a variety of retail and institutional investment solutions.

Robert Smith is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Goldman Sachs & Co. and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Patricia Trimble is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range 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 services both directly and through Corporate Financial Planning agreements.

Jack Fechter is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. His work history includes roles at Morgan Stanley since 2022 and prior positions at Hampden-Sydney College, Durham University, Trustar Bank, and Bullis School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory and financial planning programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from tailored financial plans to broader investment and trading activities.

Jordan Goldberg is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and spent 11 years at Scottrade, Inc. Additionally, he has been affiliated with the University of South Florida since 2004. Morgan Stanley Wealth Management serves individual and institutional clients with a variety 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 both direct and corporate financial planning solutions.

Brian Herbets is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and AXA Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Gordon Mark is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in a parking and storage rental business. 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 uses structured planning tools without providing individual security recommendations in standalone plans.

Sean Mulhern is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Midwestern Securities Trading Co. LLC and Illinois National Bank, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Steven Lobasso is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in managing an estate-related business in Amawalk, New York. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs structured planning tools and supports a broad range of investment and trading activities through its parent company.