Kevin Sullivan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, including a current role with Morgan Stanley Private Bank. His prior experience includes positions at MarshBerry Capital, Inc., Marsh, Berry & Company, Inc., and PNC Investments. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Jeffrey Seibel is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through various programs, including those using advanced modeling techniques for planning outcomes.

Sandra Guerrant is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. 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 structured planning tools and firm-approved methodologies to support its clients' financial goals.

Michael Hartary is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling techniques.

Lawrence Berberian Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2013 and served at Morgan Stanley Private Bank, National Association since 2015. He has 12 years of industry experience based in Alexandria, VA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

Roger Achtermann is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations as part of its financial planning process.

Gerald Pardo is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and the PRADA Group. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning services.

Mitchell Hailey is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, and serves clients through both direct and corporate financial planning agreements.

Patricia Penn is a CFP® with 32 years of experience, currently serving as a financial advisor at Morgan Stanley in Alexandria, VA. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models but places implementation responsibility with clients, generally acting in an advisory capacity rather than as an ERISA fiduciary unless otherwise engaged.

Michael Macintyre is a financial advisor at Morgan Stanley with 24 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 since 2009. 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 manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Karen Rudolph is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Since 2022, she has been affiliated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.

Lindsay Spanier Yearsich is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and 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 with a range 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 emphasizes structured financial planning supported by firm-approved tools and modeling techniques.

Colton Baker is a Series 66 licensed financial advisor with Morgan Stanley in Alexandria, VA, where he has worked for eight years. He has seven years of industry experience and prior roles include positions at Design Ink and Clark Planetarium. Outside of his advisory role, he serves as a poll worker for the City of Alexandria Elections Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutions. The firm provides tailored financial planning using structured processes and planning tools and manages approximately $2.74 trillion in client assets.

Anthony Natale is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2017, following earlier roles at Kohl's and Wegman's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Charlotte Mcghee is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Takhmina Touraeva is a financial advisor at Morgan Stanley in Alexandria, VA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services, Bank of America, and Better Homes and Gardens Real Estate Lifestyles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Redmond Manierre Jr. is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including UBS Financial Services and multiple investment boutiques before joining Morgan Stanley in 2019. Outside of his advisory role, he is the sole proprietor of Waycroft Farm, LLC, an agricultural real estate business in Virginia. 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.

David Williams is a financial advisor at Morgan Stanley in Alexandria, VA, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank and SAIC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, 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 planning services both directly and through Corporate Financial Planning agreements.

Kieran Watson is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, following previous roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves 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 a structured planning process supported by firm-approved tools and research.

Jermaine Lowery is a Series 66 licensed financial advisor with Morgan Stanley, based in Alexandria, VA. He has 11 years of industry experience and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Logan Parker is a financial advisor at Morgan Stanley Wealth Management with one year of industry experience. He holds a Series 66 credential and has previously worked with Insight Global and Jen and Greg Money Matters. Outside of finance, he serves as a varsity baseball assistant coach at West Springfield High School and coaches at the Metropolitan Baseball Academy. Morgan Stanley Wealth Management provides a range of advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, supporting clients in implementing and updating their plans.

Gianni Giordano is a financial advisor at Morgan Stanley in Alexandria, VA, holding a Series 66 designation with 26 years of industry experience. 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 advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

Andrew Rieger is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1995. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and structured discovery processes.

Eric Goodson is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and estate strategies.

Nick Caputo is a financial advisor at Morgan Stanley based in Alexandria, VA. He holds a Series 66 designation and began his career at Morgan Stanley in 2022 after graduating from the University of Maryland. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jerry Whitmire is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of his advisory role, he has a minority interest in a family real estate partnership involving pooled assets in South Carolina. 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 market-based modeling techniques.

Brande Coleman is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 credential and with 10 years of industry experience. Prior to Morgan Stanley, Coleman worked at Charles Schwab, TD Ameritrade, Merrill, and Bank of America. Outside of advising, Coleman is the sole proprietor of Nicco LLC, a retail and online store business, and is involved as an employee with Elite Formation Studio of Dance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without delivering individual security recommendations in standalone plans.

Lee Corey is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007 and previously worked at Dean Witter Reynolds Inc. Outside of his advisory role, he has ownership interests in rental properties. 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. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers both direct and employer-sponsored planning services.

George Bauer is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets beginning in 2006. Outside of his advisory role, he serves as Corporate Secretary for a technology company, NPE Holdings LLC, in a strictly administrative capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing various advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment products and services.

Jeanette Ruchelman is a financial advisor at Morgan Stanley with two years of industry experience. Her previous roles include positions at Wells Fargo Advisors and Wells Fargo Bank, as well as earlier experience outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Joshua Blackman is a Series 66-licensed financial advisor with Morgan Stanley in Alexandria, VA, with three years of industry experience. Prior to joining Morgan Stanley, he held roles at Fuel Sales Academy, SV Academy, Talend, and Nath, Goldberg, & Meyer. He is also a partner in AJ Digital Marketing Group, a website design business. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and planning strategies.

Keith Burner is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range 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 uses firm-approved planning tools to support structured financial planning processes.

Mark Rizzieri is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored 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 analysis.

Danny Riley is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Ameriprise Financial Services, Inc. and has caddied independently at Burning Tree Golf Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Anna Pavluk is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory work, she is involved with Young Living, where she educates on the uses and benefits of essential oils. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.