Jeremy Piwnicki is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range 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 financial planning process using firm-approved tools and modeling techniques.

Jerome Gillespie is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and modeling techniques.

Michael Patterson is a financial advisor with Morgan Stanley in Chicago, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He previously worked at Robert W. Baird before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Amiel Volinsky is a financial advisor at Morgan Stanley based in Chicago, IL, holding the Series 66 designation with 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and E*TRADE Capital Management. He serves as Secretary for Project 613, a nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to create comprehensive plans, with a focus on advisory services rather than direct security recommendations.

James Whitney is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 65 and Series 66 credentials. Whitney has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for 10 years. He is also involved with a trust based in Lake Geneva, Wisconsin. 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, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Isabella Picchietti is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2016, including five years with Morgan Stanley Private Bank, N.A. and spent one year at DePaul University. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

William Cesario is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 license with 16 years of industry experience. He previously worked at Merrill for 16 years and Rockefeller Financial for two years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 using firm-approved tools and models.

Samuel Johnson is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Lenox Advisors, and MML Investors Services, LLC. Outside of finance, he has worked in the hospitality and manufacturing sectors, including at Rojo Mexican Grill and JL Boatworks. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning services.

Patricia Zavagnin is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, with 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC 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 wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Carol Meyer is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 designations with 42 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 variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and modeling techniques.

Preston Evans is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley, he worked briefly with Osaic and Savage & Associates and has a background that includes time as a student and various roles outside the financial sector. He receives trailing commissions from insurance products sold during his time at Savage & Associates but is no longer involved with those clients. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and institutional investment services.

Clare Conlisk is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and bringing five years of industry experience. She has been with Morgan Stanley Smith Barney since 2011, totaling 15 years with the firm. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Nicholas Silacci is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Interactive Brokers and has been involved in roles outside finance, including work with Fordham University Women's Basketball. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers planning both directly and through Corporate Financial Planning agreements.

Stephanie Davis is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 65 registrations with three years of industry experience. Her prior roles include positions at Northern Trust, Goldman Sachs, and UBS. 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 through a structured planning process supported by firm‑approved tools.

Michael Hood is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. The firm, Morgan Stanley Wealth Management, provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. Morgan Stanley manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that uses firm-approved tools and modeling techniques.

Michael Pollard is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with eight years of industry experience. He has previously worked at Bank of America, Merrill, and Aon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a variety of advisory programs and tailored financial planning services.

Kyle Forcade is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with 14 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for five years before joining Morgan Stanley in 2018. 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 comprehensive investment services.

Jason Darfler 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 2014, including two years with Morgan Stanley Private Bank, N.A. 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. The firm employs a structured planning process using firm-approved tools and offers access to extensive resources, including its Global Investment Committee’s analyses.

Kizzy Jordan is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Morgan Stanley since 2014. 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 that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Lawrence Kaplan is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2009, including at Morgan Stanley Private Bank since 2015. Outside of his advisory work, Kaplan serves as a grantor and trustee in a lending-related capacity. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its financial planning process.