Felipe Gonet is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he manages rental property in Coconut Creek, Florida. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process that includes firm-approved tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Danielle Weidert is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs with a structured financial planning process that utilizes firm-approved tools and methodologies.

Noah Barrick is a financial advisor with Morgan Stanley holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and Morgan Stanley Private Bank, N.A. since 2022. Prior to his career in finance, he spent four years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process involves structured discovery conversations and firm-approved planning tools, serving clients through both direct and corporate financial planning agreements.

Matthew Kochman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of finance, he has been involved with GameWars since 2008. 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 client relationships and corporate financial planning agreements.

William Levy is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2015. He holds Series 63 and Series 66 designations and is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and uses firm-approved tools such as Monte Carlo simulations to model outcomes.

Jeffrey Brook is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2016, working within both the Private Bank N.A. and Morgan Stanley Smith Barney LLC divisions. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models through its Financial Advisors and Estate Planning Strategies Group.

Theresa Peek is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is involved with Limelight by Aclone, a business focused on selling skin care and makeup products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 offers planning that utilizes firm-approved tools and modeling techniques.

Nicholas Barra is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and having six years of industry experience. He has been with Morgan Stanley since 2012. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Vanessa White is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following four years at Citigroup/Citibank NA. Morgan Stanley Wealth Management serves 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 proprietary tools and modeling techniques.

Adam Fetterman is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked with Morgan Stanley Private Bank since 2021 and was previously with UBS Financial Services from 2008 to 2020. Fetterman holds a Series 63 designation and is based in Boca Raton, Florida. 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 that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Matthew Misquith is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Bank of America, Merrill, and Societe Generale. He also has experience with Smartfoods Vending LLC and has been affiliated with Florida State University and the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Lucia Boxer is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 license and having 26 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 that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with services centered on advisory capacity without providing individual security recommendations as part of standalone planning.

Michael Halperin is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is involved with several technology and investment-related companies, including serving as CEO and partner of HFA Holdings 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, offering tailored financial planning supported by firm-approved tools and investment strategies.

Luis Rangel is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its process.

Bruce Barrick is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Barrick is also Vice President of Regency Personnel, Inc., a personnel services and placement firm. He serves in a charitable role with the Jewish Federation of South Palm Beach County. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services directly to clients and through corporate financial planning agreements.

David Raphan is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021, Morgan Stanley Smith Barney LLC since 2020, and UBS Financial Services from 2008 to 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Leticia Buckley is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Sean Fetterman is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 37 years of industry experience. His career includes roles at UBS Financial Services and Morgan Stanley Private Bank. He is based in Boca Raton, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, providing 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, model-based planning process without providing individual security recommendations as part of standalone plans.

Whitney Bright is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 credential with over seven years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at UBS Financial Services and Private Client Services among other roles. Her background also includes experience outside finance, such as homemaking and legal assistance. 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, utilizing structured discovery processes and approved planning tools to support client financial goals.

Claudine Callison Siero is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held roles at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 licenses. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.