Christopher Waltman is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. He is based in Chicago, IL. 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.

Alexander Gomez Blanco is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Consume Chicago, Target, and Daliyari Silver and Copper, as well as five years in elementary education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Carolina Serna is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, and has nine years of industry experience. She worked at CitiGroup Global Markets for five years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both 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 utilizes firm-approved planning tools and market simulations in its planning process.

Alan Panozzo is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2024. Prior to that, he was with UBS Painewebber from 2000 to 2016. Morgan Stanley Wealth Management provides 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, incorporating macroeconomic models without providing individual security recommendations as part of standalone plans.

Robert Gerwing II is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2026, following three years at Huntington Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models to support client financial goals.

Heather Harrigan is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 66 licenses. 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 financial planning that uses firm-approved tools and modeling techniques to help clients plan their financial futures.

David Schabes is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010 and previously worked at UBS Financial Services Inc. since 2007. 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. Their financial planning process uses structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations in standalone plans.

Viral Nayak is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Morgan Stanley, Nayak worked for eight years at Citigroup. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Jeffrey Piwnicki is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a consultant to Nexus Dentistry IT. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services that include comprehensive planning without individual security recommendations as part of the standalone program.

Nicholas Ferraro is a financial advisor at Morgan Stanley in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and previously worked at UBS and The University of Chicago. Ferraro has been with Morgan Stanley since 2017. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and research.

John Starkey is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked within various divisions of Morgan Stanley since 2015. Outside of his advisory role, he serves on the finance committee of the Norge Ski Club in Fox River Grove, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering 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 planning process supported by firm-approved tools and modeling techniques.

Deborah Moore is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with 38 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1983. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Michael Roeser is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles at Energy CX, Jones Lang LaSalle, and DHR International, as well as multiple positions at The University of Texas at Austin. 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 structured financial planning tools and modeling techniques as part of its process.

Denise Arnashus is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, and RBC Capital Management. She is based in Chicago, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning supported by firm-approved tools and analysis from its Global Investment Committee.

Trevor Mathias is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various capacities since 2009. Outside of his advisory role, he serves as a teacher at the University of Illinois. 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 strategies to assist clients in managing approximately $2.74 trillion in assets.

Alexander Przybylo is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Zacks Investment Management from 2021 to 2023. Outside of finance, he is involved with Harmony Catering. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and proprietary planning tools, while offering a wide range of retail and institutional investment products.

Iftikhar Khan is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015. 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 financial planning process that incorporates firm-approved tools and market simulations.

Kylee Louderback is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at The University of Kansas and The Council on International Educational Exchange. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Kevin Crouch 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 Financial and was self-employed for seven years. 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 planning tools.

Christopher Nawa is a financial advisor at Morgan Stanley with 10 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, N.A. since 2020. He is based in Chicago, IL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis methods such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.