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.

Janet Smith is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill and Janney Montgomery Scott. Outside of her advisory role, she is a contractor for a delivery service. 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. Their approach includes structured discovery conversations and firm-approved planning tools to help clients develop financial plans.

Karla Ransdell is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2018 and had prior roles at IPC Portfolio Wealth Partners, LLC, and Managed Account Services, LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, specializing in tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.