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Dana D

Series 66

Birmingham, MI

Morgan Stanley

Dana Divergilio is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2016, with prior experience at Wells Fargo Clearing, Morgan Stanley, and The Huntington Investment Company. 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael K

Series 65, Series 66

Birmingham, MI

Morgan Stanley

Michael Kaline is a financial advisor at Morgan Stanley in Birmingham, MI, holding Series 65 and Series 66 licenses with 21 years of industry experience. His prior work includes roles at Ashton Young, Inc. and LSG Financial 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 including tailored financial planning supported by structured discovery conversations and advanced planning tools.

General estate planning guidance
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Tanisha F

Series 63, Series 65

Birmingham, MI

Morgan Stanley

Tanisha Farmer is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. 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 financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Marcia M

Series 63, Series 66

Birmingham, MI

Morgan Stanley

Marcia Moore is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. She has worked at Morgan Stanley since 2009 and at 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 structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that use analytical models such as Monte Carlo simulations.

General estate planning guidance
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Daniel S

Series 66

Birmingham, MI

Morgan Stanley

Daniel Sakalian is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm employs a structured financial planning process supported by firm-approved tools and offers planning services that integrate market-based modeling techniques.

General estate planning guidance
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Mary F

Series 63, Series 65

Birmingham, MI

Morgan Stanley

Mary Fugelsang is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and a broad range of investment services.

General estate planning guidance
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Christina F

Series 63, Series 65

Birmingham, MI

Morgan Stanley

Christina Falahee is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked as a Health Plan Advocate and at Lifetime Fitness. She also has a background in higher education from Grand Valley State University. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs a structured planning process using firm-approved tools and provides advisory services without individual security recommendations in standalone planning.

General estate planning guidance
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Jay K

Series 63, Series 66

Birmingham, MI

Morgan Stanley

Jay Keranen is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Finance Advisory Board and Advisory Board of Michigan State University’s Broad College of Business, participating in student engagement and mentorship. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, supported by structured planning tools and advisory services.

General estate planning guidance
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Scott S

Series 66

Birmingham, MI

Morgan Stanley

Scott Strickland is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the finance committee of the Cranbrook Educational Community and is a board member of Resort Pike, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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George H

Series 63, Series 66

Birmingham, MI

Morgan Stanley

George Hamaty is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and JPMorgan Chase in various roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and the firm's Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer capabilities.

General estate planning guidance
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David D

Series 63, Series 65

Birmingham, MI

Morgan Stanley

David Di Fiore is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Prior to that, he spent seven years at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. 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 analytical tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John B

Series 63, Series 65, Series 66

Birmingham, MI

Morgan Stanley

John Bueno is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Banc One Securities Corporation. Outside of advising, he serves on the board of Trinity Health Oakland and is a passive investor in several ventures including Crypto Ceramics, LLC. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools without making individual security recommendations in standalone planning programs.

General estate planning guidance
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Pamela R

Series 63, Series 66

Birmingham, MI

Morgan Stanley

Pamela Randazzo is a financial advisor at Morgan Stanley in Birmingham, MI, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Caelan S

Series 66

Birmingham, MI

Morgan Stanley

Caelan Smusz is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 credential with approximately one year of experience in the industry. Prior to joining Morgan Stanley, he worked at Edward Jones and Dematic Corporation, and has been involved with organizations such as Grand Valley State University - LendGR and Elite Technique Hockey Clinic. He also has ongoing business activities with DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and modeling techniques to support client financial plans and offers diverse investment and advisory services through its broad platform.

General estate planning guidance
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Christopher K

Series 66

Birmingham, MI

Morgan Stanley

Christopher Kneale is a Series 66-licensed financial advisor with Morgan Stanley in Birmingham, MI, and has 13 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Nancy I

Series 66

Birmingham, MI

Morgan Stanley

Nancy Ingles is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and five years of industry experience. Before joining Morgan Stanley, she worked at Mercy College for eleven years. Outside of her advisory role, Ingles is involved in community and artistic activities including serving as a senior consultant for Pure Haven, participating in the Spiritual Life Center in Novi, performing with Box 5 Entertainment, working as a recording artist for a Broadway musical project, and serving as a cantor at Unity East Church. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, focusing on tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

General estate planning guidance
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John R

Series 65, Series 66

Birmingham, MI

Morgan Stanley

John Raetz is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 65 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a range of advisory programs. The firm employs a structured planning process supported by firm-approved tools and offers extensive resources including access to a Global Investment Committee and various investment vehicles.

General estate planning guidance
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Amber A

Series 66

Birmingham, MI

Morgan Stanley

Amber Atkins is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at Comerica Bank and The Darren Findling Law Firm, PLC. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Ross H

Series 66

Birmingham, MI

Morgan Stanley

Ross Haffey is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Rocket Mortgage and Chemical Bank. Outside of finance, he is a part-time baseball coach at Origin Athletics, a baseball training facility. Morgan Stanley Wealth Management provides tailored financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of advisory programs and investment strategies.

General estate planning guidance
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William L

CFP®, Series 66

Birmingham, MI

Morgan Stanley

William Larosa is a CFP®-certified financial advisor with 25 years of industry experience. He is affiliated with Morgan Stanley in Birmingham, MI, where he has worked since 2012, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to that, he spent seven years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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