Kyle Stevenson is a CFP® professional with eight years of industry experience, currently affiliated with Morgan Stanley in Boca Raton, FL. His prior roles include positions at Bank of America, Merrill Lynch, and RMB Capital Management. Outside of his advisory work, he is an officer of Happy Human Society LLC, a consulting firm focused on art and culture. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Felipe Gonet is a financial advisor at Morgan Stanley with 11 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016, and previously at Citigroup Global Markets for one year. Outside of his advisory role, he is involved in managing rental property in Coconut Creek, 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 and financial planning services that utilize firm-approved tools and models to support client planning, while generally acting in an advisory capacity without providing individual security recommendations in standalone planning.

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 with Morgan Stanley in Boca Raton, Florida, holding a Series 66 license 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 involved in a business selling skin care and makeup products. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

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.

Jeffrey Mariner is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, and LPL Financial. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

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 bringing 35 years of industry experience. His career includes roles at Merrill, Citigroup Global Markets Inc., and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as Vice President of Regency Personnel, Inc., a personnel services firm, and is involved with the Jewish Federation of South Palm Beach County. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning programs supported by advanced modeling tools and provides a broad range of advisory and investment services.

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.