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 at Morgan Stanley with 23 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Morgan Stanley in various roles since 2009. Morgan Stanley Wealth Management is a 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 processes and analytical tools like Monte Carlo simulations.

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 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Janney Montgomery Scott, Bank of America, Merrill, and UBS Financial Services. His current role includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 supported by firm-approved tools and offers a broad range of retail and institutional investment options.

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 holds a Series 66 designation and has worked at Morgan Stanley since 2009, including 11 years with Morgan Stanley Private Bank, National Association. Prior to that, he was employed at Citigroup Global Markets and Ryan Beck & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model financial outcomes, primarily acting in an advisory capacity.

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 with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment modeling techniques.

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 with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at TIAA-CREF and Northwestern Mutual Wealth Management before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 provides services through multiple channels, including Corporate Financial Planning agreements.

Perri Sherritt is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following roles at Citizens Securities Inc. and Wells Fargo. Earlier in her career, she had positions outside the financial industry, including at Kid's Crossing Learning Center and Seagate Hotel & Spa. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools to model outcomes without providing individual security recommendations as part of standalone planning.

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 with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and investment committee analyses to support its financial planning process.

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, following eight years with Citigroup Global Markets. 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 processes and advanced modeling tools.

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 27 years of industry experience. She has held various roles within Morgan Stanley since 2002, including positions at Morgan Stanley Private Bank, National Association. Stacey holds Series 65 and Series 63 designations. 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 and financial planning services that utilize structured discovery processes and firm-approved tools to support client financial goals.

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.

Darren Golde is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, and previously spent 11 years with Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques, serving clients both directly and through employer-based agreements.

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 at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley since 2009, including prior experience at Citigroup Global Markets from 1989 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and methodologies.

Frank Anastasio is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL. He joined Morgan Stanley in 2026 and has prior experience in the financial and real estate sectors, including roles at Cushman & Wakefield and Synovus Bank. He also served in the United States Army from 2019 to 2021. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools, with a broad range of investment programs and specialized financial 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 with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at SuttonPark Capital. Outside of his advisory role, he has worked part-time as a valet at Quail Ridge Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of investment advisory programs.