Brendan Guernsey is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning delivered 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 supported by firm-approved tools and modeling techniques.

Molly Doody is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1978. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Margaret Horan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2005 to 2024 before joining Morgan Stanley. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tools-based planning process supported by its Global Investment Committee’s analysis.

Alphonse Gray is a financial advisor at Morgan Stanley with 22 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Gray is the sole proprietor of Gray Estates LLC in Chicago. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and modeling techniques to support its financial planning process.

Samantha Learch is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Apollon Wealth Management, Goldman Sachs Personal Financial Management, and the Media Financial Management Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to support client financial plans.

Brendan Connolly is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

Patrick Mccarthy is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2011. Based in Chicago, IL, he serves clients as part of a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michele Cronin is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with four years of industry experience. She has been associated with Morgan Stanley and its Private Bank since 2020. Outside of her advisory role, she is the sole proprietor of Grayson Scot Clothiers, a retail and online store operating since 2003. 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 scenario modeling in its financial planning process.

Valmir Hoti is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Midwest Bank and G-Elektro. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 under both individual and corporate financial planning agreements.

Teresa Sulo Murphy is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Morgan Stanley since 2009. 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 employs a structured planning process that incorporates advanced modeling tools.

Stephan Bazianos is a financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at Alliance Bernstein, William Blair, and Gelber Group. 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 and tailored financial planning services.

George King is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021 and previously spent six years at United Fulfillment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michelangelo Dicosola is a financial advisor at Morgan Stanley with 26 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 2021, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, with a focus on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market outlook models to support its financial planning process.

Mark Styles is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Styles is a committee member with the Chicago Community Trust and serves on the board of the Allendale Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through its Financial Advisors and Estate Planning Strategies Group.

Christopher Moyer 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 since 2018, including one year at Morgan Stanley Private Bank, N.A. Prior to that, he spent one year at Goldman Sachs and four years at Indiana University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Erica Cartharn is a financial advisor at Morgan Stanley in Chicago, IL, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2014 in various roles, including Morgan Stanley Private Bank. Outside of her advisory work, she is a yoga teacher and owner of The YogE Studio in Schererville, Indiana. 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 planning approach involves structured discovery and approved tools, employing modeling techniques such as Monte Carlo simulations without providing individual security recommendations as part of standalone plans.

Justin Cisneroz is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Outside of advising, he is involved in food delivery with DoorDash and works in the restaurant and nightlife industry in Chicago. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and proprietary planning tools.

Edwin Katz is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment strategies.

Caroline Marrero is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 65 and Series 63 licenses with 22 years of industry experience. She previously worked at Wayne Hummer Investments for 19 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Katherine Figus is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with KDF Collaborations LLC, focusing on home improvement and property development in an idea and planning capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.