David Shorr is a financial advisor with Morgan Stanley in Aventura, Florida, holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he is the owner of HKM-VROOM LLC, a stock trading business based in Miami. Morgan Stanley Wealth Management serves 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 proprietary tools and investment models.

Jessica Suskind is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent eight years at UBS Financial Services, Inc. She is based in Aventura, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Max Becker is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2019 and prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services including wrap programs and access to private funds and structured products.

Tyler Manner is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked for Ameriprise from 2023 to 2026 and attended Florida International University. Morgan Stanley Wealth Management serves individuals and institutional clients with 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 scenario modeling.

Melody Walsch is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. 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 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 research.

John Hagadorn Jr. is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and corporate financial planning agreements.

John Duford is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment services.

Adam Spiro is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Merrill, Raymond James & Associates, and AXA Advisors. 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 financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Moshe Banin is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Banin serves on the board of The Victory Center, a nonprofit school supporting children, where he contributes to fundraising and strategic planning. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Guido Sosa is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Insigneo Securities LLC and Andbanc Brokerage LLC, prior to joining Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory work, he is involved with Argusa Group LLC, a business related to the automotive and transportation sector. 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 customized financial planning supported by advanced tools and methodologies.

Santiago Borenszteyn is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MML Investors Services, Varsity Tutors, MassMutual Life Insurance, Florida Financial Advisors, and held teaching positions at the University of Florida and Dr. Michael M Krop Senior High. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include comprehensive financial and estate planning.

Dener Jose De Souza is a financial advisor at Morgan Stanley in Aventura, FL, with two years of industry experience. He holds a Series 66 designation and has prior experience at Raymond James & Associates, Seacoast Bank, Itau Unibanco, and Telefonica Brasil. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery tools and proprietary modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Sam Moshe is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved in multiple real estate ventures as an owner and partner across various LLCs. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 proprietary tools and extensive investment research.

Conor Clancy is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at UBS from 2016 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Clancy serves on the Miami Country Day School Alumni Board, advising on fundraising and alumni engagement. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Michael Biller is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Aventura, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Joshua Catone is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Calton & Associates, Inc., Fresh Bread Investments, LLC, and Chase Bank. 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, using structured planning tools and investment modeling to support client goals.

Carolina Young Votto is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses with one year of industry experience. She previously worked at Citigroup Global Markets Inc for four years and Delta National Bank & Trust Company for six years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized estate planning groups.

Andrea Pineda is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions, BBVA Securities, and Merrill Lynch. Outside of finance, she operates a pet sitting business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and proprietary investment models.

Angelica Fezza is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Morgan Stanley since 2015, with a brief tenure at JPMorgan in 2021. Outside of advisory work, she is the sole proprietor of Valanjoe Investments, LLC, a real estate-related business based in Miami. Morgan Stanley Wealth Management serves individuals and institutional clients with 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 supported by firm-approved tools and methodologies.

Paulo Alfonso is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and delivers advisory services across a broad range of investment products.