Thomas Santangelo is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Ameriprise and entrepreneurial involvement with JM Golf Carts. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Harris Friedman is a financial advisor at Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fidelity Investments and teaching positions at several colleges, including the University of Central Florida. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that integrate advanced modeling techniques without offering individual security recommendations as part of standalone plans.

Richard Dimarzo is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and utilizes firm-approved planning tools, with a focus on advisory services rather than individual security recommendations.

Meri Ramazio is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2008, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Calvin Tannenbaum is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles within Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

Abigail Fox is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current role since 2012 and holds Series 63 and Series 66 designations. 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, and manages approximately $2.74 trillion in client assets.

Philip Slive is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a comprehensive range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and committees.

Charles Freeman is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, and has 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that employs firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Edward Paskin is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Michael Eugene is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Morgan Stanley and its Private Bank in 2019. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Zachary Goldberg is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Goldberg holds a Series 66 designation and is based in Boca Raton, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning processes supported by firm-approved tools.

Justin Jacobs is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 processes and firm-approved tools.

Jarrod Brandman is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. He is based in Boca Raton, Florida. Morgan Stanley Wealth Management serves individuals and institutional clients, offering 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 and market analysis.

Jessica Vanhorn is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services and Wells Fargo Bank, NA. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment strategies across retail and institutional offerings.

Alexandra Pohutsky is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at T. Rowe Price for four years before joining Morgan Stanley in 2020. She holds a Series 66 designation and is based in Boca Raton, FL. 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 firm-approved tools, managing approximately $2.74 trillion in client assets.

Adam Jacobs is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. 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 firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Brad Burton is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TIAA-CREF and Northwestern Mutual. Burton is based in Boca Raton, FL. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment solutions.

Perri Hazan is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Citizens Securities Inc., Wells Fargo Clearing Services, Wells Fargo Bank, Kid's Crossing Learning Center, and Seagate Hotel & Spa. Hazan holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm's process uses structured discovery conversations and approved planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

Gerrard Weigold is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and analysis.

David Schneider is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. 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, and employs structured planning tools and modeling techniques as part of its advisory process.

Gary Bronheim 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 with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools like Monte Carlo simulations and input from a Global Investment Committee.

Brian Lee is a financial advisor at Morgan Stanley with 24 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, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools.

Ilona Fialkin is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individuals and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Michael Litrento is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively, and holds the Series 63 and Series 65 licenses. Based in Boca Raton, FL, he has worked exclusively within the Morgan Stanley organization throughout his career. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by proprietary tools and market-return modeling.

Michele Larocca is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered 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 a structured planning process supported by proprietary modeling tools.

Stacey Strandberg is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools in its financial planning process.

Adam Simon is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following two years at Noble Financial Capital Markets. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutions, emphasizing structured financial planning supported by firm‑approved tools and comprehensive asset management.

David Villalobos is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley and its private bank since 2018, and previously held roles at Bank of America and Merrill from 2002 to 2018. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its services.

Steven Flacco is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and 39 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and has been with Citigroup Global Markets since 1989. Outside of his advisory work, he is a sole proprietor of a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes with firm-approved tools for its financial planning services.

William Mccleneghen Jr. is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Kathy Tully is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory work, she has involvement with RHAUSLER INC., a lending-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 uses structured planning tools and modeling techniques as part of its advisory process.

Daniel Korn is a financial advisor at Morgan Stanley in Boca Raton, FL, with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2019, with prior experience at TD Ameritrade and Scottrade. Morgan Stanley Wealth Management 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 uses structured discovery conversations and firm-approved planning tools to support its financial planning process.

Judd Goodman is a financial advisor at Morgan Stanley with 14 years of industry experience. He has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his advisory work, he is involved in family business activities including assisting with C&J Designs LLC and owning Old Briar LLC, a family holding company. 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 uses structured planning tools and a disciplined investment approach supported by its Global Investment Committee.

Alexander Prat is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, he was with SuttonPark Capital and attended The Florida State University. Outside of his advisory role, he works part-time as a valet at Quail Ridge Country Club in Boynton Beach, FL. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.