Lloyd Iden is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Juan Vasconez is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Nils Vidal is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Michael Svec is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a member of the Green Committee at Columbia Country Club in Chevy Chase, Maryland. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate agreements.

Mara Bralove is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials with 22 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns a real estate rental business in Fairfax, VA. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Stadnik is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its predecessor since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Rachel Heimann is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 license and having 11 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Hannah Scheps is a Series 66-licensed financial advisor at Morgan Stanley in Bethesda, MD, with five years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Boxwood Winery and the University of Kent. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support its advisory process, serving clients through both direct and corporate financial planning agreements.

Emanuel Athanasakis is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial and various positions outside finance, including operating Manny and Olga’s Pizza. 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 supported by firm-approved tools and methodologies.

Yeena Liu is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held positions at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Liu holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 utilizing firm-approved tools and market modeling techniques.

Anish Gupta is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to his advisory career, he worked at the University of Maryland College Park from 2013 to 2017. 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 financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

William Pappert is a CFP® with 29 years of experience in the financial services industry. He is currently with Morgan Stanley, having previously worked at Bank of America and Merrill. Outside of his advisory role, he is the managing partner of Fourtunits LLC, an investment-related real estate and finance business based in Rockville, Maryland. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm offers diverse investment services alongside its extensive financial planning capabilities.

Zheng Wang is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Before joining Morgan Stanley in 2025, Wang worked at Fannie Mae and was a partner at Naz Group LLC for 18 years. Outside of his advisory role, he is a partner in Nazlymov Fencing LLC, a recreational business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm’s financial planning process employs structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Agustina Doval is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Bonner Kiernan, and Price Benowitz, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research.

Aaron Scissors is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2021. Prior to his advisory roles, he was employed at the University of Maryland from 2012 to 2021. 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 planning tools.

Nicholas Grubb is a Series 66-licensed financial advisor with Morgan Stanley, based in Bethesda, MD, and has 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through both direct engagements and corporate agreements.

Kevin Ebel is a Certified Financial Planner (CFP®) holding a Series 66 license with 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Alex Rock is a CFP®-certified financial advisor with 11 years of industry experience. He currently serves clients at Morgan Stanley and has prior experience with Edward Jones and ProShares. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial solutions.

Magdalena Alcan is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent seven years at Wells Fargo Advisors LLC and one year at Wells Fargo Clearing. She holds a Series 66 designation. 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 a structured planning process supported by firm-approved tools and analyses.

Alexander Mcgee is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank N.A. He also worked at Towson University before entering the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range 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 services that encompass broad investment and planning capabilities.