Leslie Ruiz is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2015. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Patrick Sikes is a financial advisor at Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation. He has one year of industry experience, with prior roles at Wells Fargo Advisors and Ready Restoration. He attended The University of Alabama from 2021 to 2025. 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 planning tools.

Scott Ladrigan is a financial advisor at Morgan Stanley with 24 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 through both direct individual plans and Corporate Financial Planning agreements.

Christopher Omlin is a financial advisor with Morgan Stanley in Yakima, Washington, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. He serves on the board and finance committee of Riverside Christian School, a nonprofit organization in Yakima. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and employing structured planning tools supported by a Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Keith Kozak is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including comprehensive financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Alberto Ramos Alatorre is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he held roles at Actinver Securities, Inc., Active Foods, Inc., Alterna Wealth Management, Inc., and Optima Capital Management, Inc. 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 utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Brandon Swan is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2011 and has been with Morgan Stanley Private Bank, National Association since 2015. 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 supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

David Traverso is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 63 designation and bringing 58 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. 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 modeling techniques.

Christopher Cary is a financial advisor with Morgan Stanley in Aspen, CO, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Morgan Stanley since 2022 and was previously self-employed for eight years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Billy Manning is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been associated with various Morgan Stanley entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is a partner involved in property management activities in Oakland, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning arrangements.

Julia Myers is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, with 11 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and analytical models.

Tina Foster is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent nine years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered 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 processes supported by firm-approved tools and market analysis methods.

Richard Pagliaro is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2015. 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’s planning process uses structured discovery conversations and firm-approved tools, incorporating market simulations to model outcomes, while clients are responsible for plan implementation and updates.

Abigail Leitten is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Equitable Advisors and Cerberus Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michelle Chapman is a Series 66-registered financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2015. She has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including financial planning using 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.

Sarah Ricca is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Ricca serves as a trustee and partner in investment-related businesses outside of her advisory role. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a range of advisory programs.

Carson Hassler is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range 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 employer-sponsored financial planning services.

David Fritz is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Citigroup Global Markets and UBS Financial Services. Outside of his advisory work, he is involved as an officer in a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Shelley Bennett is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2014, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and comprehensive investment resources as part of its services.

Sean Zimmerman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2009, including at Morgan Stanley Private Bank since 2015. Outside of finance, he works as an independent contractor model for Ryan Artists and participates in product testing for Nike. 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 processes.