Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Loughlin is a financial advisor at Morgan Stanley in New York with Series 63 and Series 65 designations and one year of industry experience. Her prior roles include positions at Raymond James & Associates, Brookfield Asset Management, Monarch Title, and Agiliko LLC. She also worked at Fordham University and Georgetown Visitation Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and modeling techniques such as Monte Carlo simulations.

Andrew Atlas is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley since 2013 and also works with 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 tailored financial planning and estate planning strategies, supported by firm-approved tools and modeling techniques but typically acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Julia Brucker is a financial advisor at Morgan Stanley in New York, NY, with four years of industry experience. She holds the Series 66 designation and has worked primarily at Morgan Stanley since 2019, with additional roles in communications and at Tulane University earlier in her career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Benton Kauffman is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has held previous roles at Lehigh University, Equitable Advisors, Instacart, Bank of America Merrill Lynch, Jersey Mike's Subs, and the Bernardsville School District. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services through various programs and affiliated entities.

Felicia Posil is a Series 66 credentialed financial advisor at Morgan Stanley with eight years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously held positions at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment models to support client strategies.

Carlina Rios is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she maintains a food blog where she creates and shares culinary content. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Larry Rhea Jr. is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving as an advisor at Morgan Stanley in New York. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services utilizing firm-approved tools and methodologies.

Manisha Patel is a Series 66-licensed financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2013 in their New York, NY office. 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 strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Tommy Mclaughlin is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley since 2006. He holds the Series 66 designation and is based in New York, NY. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 planning process that incorporates proprietary modeling tools.

Mavi Thorpe is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2018. Prior to that, she was employed at Merrill and has experience in residential real estate brokerage. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and strategies to support clients' financial goals.

Leon Henderson Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the managing member and owner of Seastorm, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 supported by firm-approved tools and modeling techniques.

Stephen Ganpat is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill, Bank of America, and New York Life. Outside of finance, he was involved with Manor Auto Service Center for twelve years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm employs structured planning tools and investment models to support client goals and manages approximately $2.74 trillion in assets.

Anthony Di Benedetto is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Michael Darling is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is associated with RUN JH LLC, a running gym based in New York. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 planning process using firm-approved tools and models.

Liliann Stafford is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. She holds a Series 63 designation and is based in New York, NY. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and methodologies.

George Gladman is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. George is based in New York, NY. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and employs structured planning tools without providing individual security recommendations as part of its standalone program.

David Birnbaum is a financial advisor at Morgan Stanley in New York, NY, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its affiliates since 2010, with prior experience at Merrill and CITI Private Bank. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Kristina Rodriguez is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following her tenure at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages a sizable portfolio of client assets and provides planning services that focus on structured discovery and modeling to assist clients in their financial decision-making.

Anthony De Lillo is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at Hightower Advisors, Equitable, and other financial firms. In addition to his advisory career, he was involved with The Taco Project Restaurant from 2016 to 2020. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment process supported by its Global Investment Committee.