Thomas Zidlicky is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Zidlicky holds Series 63 and Series 66 designations and is based in Chicago, IL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Christopher Raab is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Based in Chicago, IL, he is part of a large firm that serves both individual and institutional clients. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by structured discovery processes and firm-approved tools.

David Latulip is a financial advisor at Morgan Stanley in Chicago, IL, with 20 years of industry experience and a Series 66 designation. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., where he has worked since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advanced investment modeling techniques as part of its financial planning process.

Sean Lirot is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Morgan Stanley Smith Barney LLC, Cross Country Mortgage, and Capital Forensics. He has also been involved with the Aurora Country Club and the Columbia Park District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Sonja Schnell is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients, including 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 planning tools and modeling techniques to support its advisory services.

Samantha Bennett is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and Kingland Systems. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning through a structured process supported by proprietary tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides financial plans both directly and via corporate agreements.

Nathan Hicks is a financial advisor at Morgan Stanley with six years of industry experience. His prior work includes roles at Aegis Worldwide and Yelp Inc. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including its Financial Advisors and Estate Planning Strategies Group.

Micah Clark is a Series 66 licensed financial advisor with Morgan Stanley in Chicago, IL, and has six years of industry experience. He has worked at Morgan Stanley since 2019, with prior roles at Geneva Trading, Game Stop, and Environmental Systems Design, INC. Outside of finance, he occasionally works as a freelance musician, recording guitar tracks for various artists. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and scenario modeling.

Cameron Zurat is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Fifth Third Bank and Hightower Advisors Buffalo, and spent ten years at the University of Dayton. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.

Stephen Parlier is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Morgan Stanley since 2008, including his current role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he participates as a FINRA arbitrator and occasionally completes paid surveys. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 and modeling techniques.

Jan Paul Ferrer is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advising role, Ferrer is the founder of Ambension, a nonprofit organization based in the Philippines, and serves on the boards of the International Society of Filipinos in Finance and Accounting and the Philippine American Chamber of Commerce of Greater Chicago. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an advisory focus that includes tailored financial planning but generally excludes individual security recommendations within standalone plans.

Kyle Casten is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his current role, his background includes multiple positions outside the financial sector and employment at Morgan Stanley. He is also employed at Scottsdale National Golf Club and works as a caddie at Medinah Country Club. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers planning programs both directly and through employer agreements.

Kenneth Robson IV is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes, with clients responsible for implementing and updating their plans.

Kelly Malecki is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2022, Kelly worked at Wells Fargo Clearing Services LLC for five years and at Fidelity Brokerage Services LLC for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including 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 engagement and corporate financial planning agreements.

Jason Burriss is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services alongside a broad offering of investment and financial products.

Stephen Crane is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Citigroup Global Markets beginning in 1982. He holds Series 63 and Series 65 credentials. Crane serves on the DePaul Finance Advisory Board. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured planning tools and scenario modeling, offering a wide range of investment and planning services.

Joseph Flippin is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and previously worked at the U.S. Department of Health and Human Services from 2012 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kayla Prince is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at ZS Associates and had roles with the Department of the Navy and Georgetown University. Morgan Stanley Wealth Management provides a variety of advisory programs including customized financial planning for individuals and institutions. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its services.

Andrew Gray is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Prior to that, he spent time at Gelber Group and had a brief period of unemployment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 models to support its financial planning process.

Taylor Stateman is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Generations At Applewood, Physicians Revenue Group, and held roles in healthcare and education sectors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, offering advisory services without individual security recommendations as part of standalone plans.