Robin Russell is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning utilizing a structured process and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gregory Burie is a CFP® with 44 years of industry experience, currently with Morgan Stanley in Boca Raton, FL. He has worked at Morgan Stanley Private Bank, National Association since 2015, and with Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is a basketball referee for middle school through high school levels. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and extensive resources.

Cosima Toms is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, and has one year of industry experience. She has held various positions across financial services and retail sectors, including roles at Morgan Stanley, Meg Braff Designs LLC, and Asprey. Outside of financial advising, she has worked in educational environments, including Lynn University and American Heritage School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes a structured financial planning process supported by proprietary tools and serves approximately $2.74 trillion in client assets.

Michael Iacobelli is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 12 years of industry experience. His prior work includes ten years at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside broad retail and institutional offerings.

Tina Dearce is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following a prior role at Stifel Nicolaus & Co Inc. 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 specialized tools and analysis methods.

Robert Burie is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 designations and 11 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 serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Nicole Lee is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding Series 63 and Series 65 certifications and bringing 28 years of industry experience. She has been with Morgan Stanley since 2016. Lee also serves as a trustee and co-trustee for multiple trusts in Florida. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to develop financial plans.

Khalid Hammad is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of his advisory role, he is the owner of SweatFactory Enterprises, LLC, a retail and online store based in Plantation, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support its advisory services.

Christopher Prindle is a CFA charterholder with over 30 years of experience in the financial services industry. He is currently with Morgan Stanley, having held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. His prior experience includes positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Julie Clairmont Shide is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she is a partner in an LLC that holds farm land, investment accounts, and a condominium. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides comprehensive investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Charles Cartwright is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Outside of his advisory work, he is a partner in Medinah Cottage LLC, a real estate investment venture. 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 research. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

Adam Foldes is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Daniel Guggenheim is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney 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 investment committee data to support its financial planning process.

Terri Milano is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and with 12 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, Milano serves as a trustee for several real estate trusts. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a broad range of advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates structured discovery conversations and firm-approved tools, though clients are responsible for implementing and updating their plans.

Nannette Burch is a financial advisor at Morgan Stanley with 41 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, 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.

Louis Riordan is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. His background includes prior roles at AmeriVet Securities, SecureMark Security, and service in the United States Air Force. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

Rachal Sharpless Rich is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, N.A. and Wells Fargo Clearing. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Lee Wells is a CFP® with 11 years of experience in the financial services industry. He is currently affiliated with Morgan Stanley, where he has worked since 2025. His prior experience includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Holly Mcnulty is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, Mcnulty serves as a board member and finance committee member of the Junior League of Boca Raton, a nonprofit focused on children, youth, and community education. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by advanced modeling tools and serves clients through both direct and corporate financial planning agreements.

James Hole is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, 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 as part of its financial planning process.