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Shannon G

CFP®, Series 63, Series 65

Tampa, FL

Morgan Stanley

Shannon Glor is a CFP® professional with 33 years of industry experience, currently serving at Morgan Stanley in Tampa, FL. Her career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

General estate planning guidance
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Thiago D

Series 65, Series 66

New York, NY

Morgan Stanley

Thiago Da Silva Finoti is a financial advisor with Morgan Stanley in New York, NY, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2020 and previously spent a decade at Safra National Bank and Safra Securities LLC. 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, including tailored financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers planning solutions directly and through corporate partnerships.

General estate planning guidance
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Kent H

Series 63, Series 65

Beverly Hills, CA

Morgan Stanley

Kent Honey is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. 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 and financial planning services, utilizing structured discovery processes and proprietary tools to support client planning needs.

General estate planning guidance
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James M

Series 63, Series 65

New York, NY

Morgan Stanley

James Minck Jr. is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.

General estate planning guidance
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Christopher B

Series 63, Series 66

Purchase, NY

Morgan Stanley

Christopher Busch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by firm-approved tools and market scenario modeling.

General estate planning guidance
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Edward C

Series 63, Series 65

Rapid City, SD

Morgan Stanley

Edward Cook is a financial advisor with Morgan Stanley in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory approach.

General estate planning guidance
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Roxanne D

Series 63, Series 66

South Jordan, UT

Morgan Stanley

Roxanne Duennebeil is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her prior work includes roles at E*Trade Securities LLC and Morgan Stanley Services Group Inc. Outside of finance, she is involved in education, teaching children through Evolve and a ballet studio. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment approach, offering both direct and employer-sponsored financial plans.

General estate planning guidance
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Darren R

Series 66

Walnut Creek, CA

Morgan Stanley

Darren Riley is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2013, with a brief period at Merrill from 2021 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodology. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

General estate planning guidance
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Leandro F

Series 66

Bethesda, MD

Morgan Stanley

Leandro Falleiros Rodrigues Carva is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Fincapital Financas e Investimentos S.A., and in various roles including with the UK Foreign Office and the Brazil State Government of Mato Grosso. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Mia G

Series 66

Ponte Vedra Beach, FL

Morgan Stanley

Mia Greenfield is a Series 66-licensed financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, and has one year of industry experience. She previously worked at LPL Enterprise LLC and Ameriprise, and has held roles outside of finance including at Carmines Pie House and the University of North Florida Fieldhouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and employer-based agreements.

General estate planning guidance
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Manuel Z

Series 63, Series 66

New York, NY

Morgan Stanley

Manuel Zuniga is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with one year of industry experience. His work history includes prior roles at ICE Bonds Securities Corporation, Creditex Group Inc., HSBC, and a variety of other firms across several industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers a wide range of investment programs and services.

General estate planning guidance
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Christopher S

Series 66

Utica, NY

Morgan Stanley

Christopher Scharf is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Prior to that, he was with The AYCO Company, L.P./Mercer Allied from 2013 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and financial advisors. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

General estate planning guidance
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Dominic N

Series 66

Lutherville, MD

Morgan Stanley

Dominic Nicolini is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an officer for the LD1940 Fund, a nonprofit established to honor the memory of a friend by providing scholarships and supporting cancer-related causes. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its advisory process.

General estate planning guidance
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Benjamen F

Series 66

Kirkland, WA

Morgan Stanley

Benjamen Fagerlind is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Bank of America. 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 methodologies.

General estate planning guidance
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Brenden P

Series 63, Series 66

Washington, DC

Morgan Stanley

Brenden Price is a financial advisor at Morgan Stanley in Washington, DC, with four years of industry experience. He holds the Series 63 and Series 66 designations, and his prior experience includes roles at Janus Management Holdings Corp. and Janus Henderson Distributors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

General estate planning guidance
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Tammy K

Series 63, Series 66

Beavercreek, OH

Morgan Stanley

Tammy Kinstle is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is involved with the Miami County YMCA in Troy, Ohio. 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 employs a structured planning process using firm-approved tools and models.

General estate planning guidance
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Nicholas M

Series 63, Series 66

Gilbert, AZ

Morgan Stanley

Nicholas Moore is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and E*TRADE Securities. Outside of his advisory role, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Susan C

Series 63, Series 65

Greenwood Village, CO

Morgan Stanley

Susan Cattand is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Janus Henderson in various roles from 2007 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

General estate planning guidance
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Pedro G

Series 66

Philadelphia, PA

Morgan Stanley

Pedro Gomes is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, supporting clients with advisory services but generally without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Paul C

Series 63, Series 65

Washington, DC

Morgan Stanley

Paul Capodanno is a financial advisor at Morgan Stanley in Washington, DC, with 27 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, American General Life Insurance, AIG Capital Services, and Ohio National Equities. Capodanno serves on the board of the Soccer Association of Columbia and is an advisory board member for the nonprofit Casey Cares. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques, offering services primarily in an advisory capacity.

General estate planning guidance
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