Andrew Rothenberg is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley Private Bank, N.A. since 2015 and 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 range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and advanced modeling techniques in its financial planning process.

Kaitlin Brancaccio is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Goldman Sachs & Co LLC and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and methodologies.

Vitali Nazlymov is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services from 2013 to 2025. Outside of his advisory role, he serves as Executive Director of NAZLYMOV Fencing, where he develops and leads after-school and summer fencing programs in the Bethesda area. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning using structured discovery and firm-approved tools while managing approximately $2.74 trillion in client assets.

Caellen Roberts is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 credential. Roberts joined Morgan Stanley in 2026 after working at Maple Capital Management for three years. Prior to her finance career, she held various roles including management positions in the food service industry. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services primarily in an advisory capacity.

Carlos Molina is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 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 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Valerie Watson is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to 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 uses a structured planning process supported by proprietary tools and scenario modeling.

Rhys Owen is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Merrill and has a Series 66 designation. Outside of finance, his background includes roles in hospitality and food service, such as positions at Basic Kitchen and East Bay Deli. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques but generally does not provide individual security recommendations as part of standalone planning.

James Lee is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked for the Multistate Tax Commission and the University of Maryland, College Park. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning services.

Henry Lynch is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 methodologies.

Ira Greenspan is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2009. His current roles include work with Morgan Stanley Private Bank, N.A. and MORGAN STANLEY SMITH BARNEY llc. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Deborah Smith is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, previously spending seven years at Wells Fargo Advisors. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm employs structured planning tools and offers both direct client plans and Corporate Financial Planning agreements with employers.

Peggy Ledvina is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved as a managing member and owner of several real estate-related LLCs. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Richard Dimaio II is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. He serves as a board member for the Archdiocese of Washington DC Catholic Cemeteries. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services through its extensive network of financial advisors.

Tara Tucker is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Beau Vangilder is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and several other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide 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 offers services through direct client relationships and Corporate Financial Planning agreements.

Louis Lachter is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney and Citigroup Global Markets since 2006. 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 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 supported by firm-approved tools and modeling techniques.

Isaac Fried is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS Financial Services and Wells Fargo Advisors prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and investment models.

Tanique Louis is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is the managing member of Dream Fire Oak LLC, involved in investment, finance, banking, and real estate activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Davis Michaud is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at RBC Capital Markets and has held roles at Nova Aromry and The Catholic University of America. Michaud 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 range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist clients.

Opeoluwa Afe is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at T. Rowe Price and TIAA-CREF prior to joining Morgan Stanley in 2023. Outside of his advisory role, he is the sole proprietor of two rental property businesses in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.