Sean Lannan is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent 13 years at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. 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, and manages approximately $2.74 trillion in client assets.

David Purkey is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates a small eBay business selling personal items. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and guided by the Global Investment Committee’s research. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial services.

Alexander Choi is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with two years of industry experience. His background includes roles at Morgan Stanley, GoPuff, PGA Tour Superstore, and Amazon, as well as work related to Ohio State University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory services supported by structured discovery processes and firm-approved planning tools. The firm manages a broad range of client assets and offers various investment programs without providing individual security recommendations as part of standalone financial plans.

David Manci is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Manci holds Series 63 and Series 65 credentials. 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 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 market assumptions.

Mamta Shah is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. The firm provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Morgan Stanley Wealth Management employs a structured planning process using firm-approved tools and offers its services under various agreements, including corporate financial planning.

George Antonopoulos is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. His prior roles include positions at The Family Wealth Alliance and Waterway Carwash. He attended DePaul University from 2018 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Andrew Rothstein is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques.

Vincent Nardone is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Morgan Stanley in Chicago, having previously worked at William Blair and as a self-employed advisor. 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 tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Charles Shaw is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. 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 employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Michael Haynes is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 16 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the board and finance committee of the St. Ignatius Hockey Club, a youth sports organization in Chicago. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad suite of investment and planning services.

Cassie Lanser is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 22 years of industry experience. She previously worked at UBS Financial Services from 2017 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes.

Emily Mulka is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked within Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2015, both based in Chicago, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Kelli Schrade is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with 11 years of industry experience. She previously worked at Marquette Associates for 11 years before joining Morgan Stanley in 2017. Outside of her advisory role, she serves on a committee for the Woman's Athletic Club, a social club for women. 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’s planning process uses structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.

Nicholas Blaha is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with five years of industry experience. His prior work includes positions at McCain Foods, Chipotle Mexican Grill, Illinois State University, Yusen Logistics, Harper College, and Pirch. 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, managing approximately $2.74 trillion in client assets.

Joo Boe is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015 and previously at Credit Suisse Securities from 2008 to 2015. He holds a Series 66 designation. 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 and financial planning services supported by structured processes and firm-approved tools.

Erik Oiler is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has worked at Morgan Stanley and its affiliate Morgan Stanley Private Bank since 2015, following 17 years at Merrill. He is based in Chicago, IL, and holds a Series 66 license. Morgan Stanley Wealth Management 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 methodologies.

Laurie Cull is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Morgan Stanley since 2015. 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 that utilizes structured discovery conversations and firm-approved tools to model potential outcomes.

Rebecca Madon is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at E.K. Riley Investments, LLC from 2015 to 2020. Rebecca has been with Morgan Stanley since 2022. 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 manages approximately $2.74 trillion in client assets.

Matthew Mangan is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Mesirow and has been involved with Theatre on the Lake and Loyola Academy Varsity Football. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Linh Ta is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Linh worked at The Millennium Group, Amazon, True Value, Paccar, XPO Logistics, and Kenco. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.