Jung Min Chun is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Morgan Stanley, Chun worked at JP Morgan Chase Bank and First Republic Securities, among other financial institutions. 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 that utilizes firm-approved tools and a structured discovery process.

Karen Mayet Velasco is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2021 and previously worked at Broadway Pub from 2020 to 2021. 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.

Thomas Courtney is a financial advisor at Morgan Stanley in New York, NY, with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services Inc. He serves as Golf Chairman at Nassau Country Club. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of investment and planning solutions.

Thomas Hobbs is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Lawrence Menconi is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has held roles at Morgan Stanley and other firms including GoHealth and Paylocity. His current tenure at Morgan Stanley Smith Barney LLC began in 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting clients in plan implementation while generally acting in an advisory capacity.

Tara Moore is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2014. The firm, Morgan Stanley Wealth Management, provides a broad range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. Morgan Stanley manages approximately $2.74 trillion in client assets and employs a financial planning process that uses firm-approved tools and modeling techniques to support outcome projections.

David Hirsch is a Series 66 licensed financial advisor with Morgan Stanley in Lake Oswego, Oregon. He has three years of industry experience, including prior roles at Aspiration Financial LLC and Aspiration Partners, Inc. His background also includes positions outside financial services, such as work with Skillz and restaurant-related businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and financial services.

Michael Vitacco is a financial advisor at Morgan Stanley with 33 years of industry experience. His prior roles include positions at JP Morgan Securities and Morgan Stanley Private Bank. He holds Series 63 and Series 65 designations. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

John Oman is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2018, and previously worked at Northwestern Mutual and Stubblefields. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Makenzie Martin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2024. Prior to this, she held positions at 220 Merrill/Elia Group and has been a full-time student at multiple institutions. 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 including tailored financial planning and manages approximately $2.74 trillion in client assets.

Nicole Scanlon is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following prior roles at LPL Financial, LLC, Sanford C. Bernstein & Co., LLC, and Keirnes Law, PLLC. She is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to develop tailored plans.

Juan Briatore is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 credential and has worked within Morgan Stanley since 2015, following prior roles at UBS Financial Services, UBS International Inc., Credit Suisse Securities, and Pershing LLC. Outside of his advisory role, Briatore is involved as a member and partner in Hurricane Cloud LLC, a private investment company, and holds an administrative position with Julieta Rocotovich Corporation, a real estate-related business. 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, and manages approximately $2.74 trillion in client assets.

Jnan Basu is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is the owner and board member of RVB Investments in the UK and serves as an LPAC member for Tru Arrow Technology Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Shelly Thompson is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 license and five years of industry experience. She previously worked at KB Elliott Financial Advisors and spent 15 years at Actuarial Consulting Group Inc. before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and corporate financial planning agreements.

David Bokman is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2015, following ten years at GFO Advisory Services, LLC. In addition to his advisory role, he has served as a one-time speaker in a customer service capacity. 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 supported by structured planning tools and extensive asset management capabilities.

George Kohl III is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at Hines Interests Limited Partnership and the National Student Leadership Forum. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Matthew Montague is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. He previously worked at Aerotek from 2015 to 2020 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Carlos Lowell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Lowell serves on the finance, investment, audit, and other advisory committees for Baptist Health South Florida. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment options to deliver customized financial strategies.

Mark Wells 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 Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he is involved in a sole proprietorship related to boat renting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Diego Reyes Trujillo is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation. He has experience working at major financial institutions including Bank of America and Wells Fargo. Prior to his roles in finance, he spent seven years at ProColombia within the Government of Colombia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models.