Prince Thomas is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he pursues DJing as a hobby, performing at weddings and restaurants on a quarterly basis. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning processes and diverse investment capabilities.

David Bush 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 and its affiliates since 2009, following prior roles at Citigroup Global Markets and TD Ameritrade. Outside of his advisory work, he manages a personal rental property. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Kreg Keeney is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates and Deutsche Bank Securities Inc. since 2008. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, combining tailored financial planning and extensive asset management. The firm utilizes structured planning tools and advisory services supported by its Global Investment Committee.

Joseph Arbogast, Sr. is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Eric Franz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. He is based in Baltimore, MD. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies to deliver tailored financial plans.

Jonathan Davidov is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the boards of several nonprofit and business organizations, including Sinai Hospital, LifeBridge Health, and Chill Ice Cream Solutions. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Carlos Vallejo Bustamante is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked previously at Merrill and several other companies across different sectors. 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 research. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without individual security recommendations as part of standalone plans.

Annette Schiavone is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Goldman Sachs Wealth Services and Ic Advisory Services, prior to joining Morgan Stanley in 2016. She serves as a member of the FINRA Series 6/7 committee and acts as a fiduciary trustee for an immediate family member’s trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models as part of its financial planning process.

Kristin Mccartin is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with 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. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Holly Hobbs is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 19 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various programs including corporate financial planning agreements.

Elizabeth Mciver is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory process.

Mark Altemus is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and having 33 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Melissa Gregory is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with Morgan Stanley since 2016 and was previously involved with Basignani Winery from 2014 to 2017. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and combines a range of investment and planning solutions across retail and institutional markets.

Andrew Berkowitz is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering financial planning and estate strategies supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Anthony Lepore is a financial advisor at Morgan Stanley in Baltimore, MD, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its related entities since 2013, previously working at Scottrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and 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 modeling techniques.

David Mott is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013, having spent the past 11 years at Morgan Stanley Private Bank. Outside of his advisory work, he is involved in real estate ownership in Baltimore. Morgan Stanley Wealth Management serves both 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 proprietary tools and market outlooks.

Robert Demuth is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015. His prior experience includes roles at Citigroup Global Markets and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and firm-approved methodologies.

Alison Sagi is a financial advisor at Morgan Stanley with seven years of industry experience. She previously worked at Merrill from 2018 to 2025 and spent six years at Johns Hopkins University prior to entering the financial sector. Sagi holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and employs structured financial planning tools, managing approximately $2.74 trillion in client assets.

William Cleary is a financial advisor with Morgan Stanley in Baltimore, MD, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and previously spent five years at Axa Advisors LLC. 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 backed by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Shamyia Smith is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Fidelity Investments. Outside of her financial career, she has worked in the food service industry and participated in community sports and social organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools.