Sean Clancy is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following a decade at UBS Financial Services. Clancy serves as a board member for multiple nonprofit and educational organizations, including the Marian Center School and Services, the Archdiocese of Miami Finance Council, Miami Country Day School, and the Hurley Heritage Trust. 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 uses structured planning tools and a range of investment services while generally acting in an advisory capacity for client financial plans.

Anthony Coniglio is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves 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 employs a structured planning process using firm-approved tools and modeling techniques.

Gustavo Cecchi is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and spent one year at HSBC Bank USA prior to that. 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 supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Vinicius Bari is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of his advisory role, he serves as Treasurer for the Aqua Condominium Home Owners Association in Miami. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and advanced modeling techniques as part of its financial planning process.

Edward Gordon is a financial advisor at Morgan Stanley with 45 years of industry experience. He has held prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 that utilize structured discovery conversations and firm-approved tools to model outcomes.

Claudia Medina is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James & Associates and Coast View Real Estate Services, LLC. 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 financial planning process supported by firm-approved tools and resources.

Javier Garcia is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Rene Ruiz Collection, and Alton James LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Gaston Abello is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, he is the sole owner of Liquid Life LLC, a holding company for private equity investments in beverage ventures. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning methodologies supported by its Global Investment Committee.

Shea Curtin is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and modeling techniques in its advisory process.

Richard Grodin is a CFA® charterholder with 20 years of experience in the financial services industry. He is currently with Morgan Stanley in Aventura, FL, where he has worked since 2017, including time at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured discovery processes and proprietary planning tools in its financial planning approach.

Tatiana Jaramillo is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation with three years of industry experience. Her prior experience includes four years at Wells Fargo and five years at Sunshine Perfumes. Outside of her advisory role, she is involved in managing rental property in Miramar, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of advisory programs and investment services.

Katharine Desoto is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney LLC starting in 2009. Outside of her advisory role, she is involved in retail business ventures as a partner in several coin laundry operations based in Phoenix, Arizona. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes and modeling tools, offering both direct and employer-based financial plans.

Blaine Willenborg is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, providing a range of advisory programs supported by firm-approved planning tools and methodologies.

Janine Cavalcante is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Mark Bodkins is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advisory work, he manages an investment-related LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, with a financial planning process supported by firm-approved tools and investment research.

Lawrence Kalish is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2012 and 2015, respectively. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Carolina Medina is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 license and bringing 10 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, 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 financial planning process using firm-approved tools and modeling techniques.

Nancy Castro is a financial advisor at Morgan Stanley with eight years of industry experience. She has worked previously at Safra National Bank of New York and Bank Hapoalim, B.M. Outside of her advisory role, she owns a rental property business. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools.

Stephen Sherman is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including corporate financial planning agreements and various investment solutions.

Jonathan Perry is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 65 and Series 63 licenses and having 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2022 and at Morgan Stanley Smith Barney LLC since 2019. Prior to that, he was with UBS Financial Services and UBS International from 2006 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.