Ronald Schwartz is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Kevin Fine is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and capital market assumptions developed by its Global Investment Committee.

Harris Mandel is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley 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 range of advisory programs, including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Charles Manion is a financial advisor at Morgan Stanley in Deerfield, IL, with eight years of industry experience. He holds the Series 66 designation and previously worked at Union Pacific Railroad and Creighton University. Outside of his advisory role, he is involved with an estate-related business in Arizona. Morgan Stanley Wealth Management serves both individual and institutional clients by offering 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 supported by proprietary tools and analysis.

Edward Barretto is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley since 2016 and worked concurrently at Loyola University Chicago from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Suzanne Thompson is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley since 2014. Additionally, she serves on the FINRA S10 Review Committee, where she reviews and writes questions for the S10 exams. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by approved tools and models and manages approximately $2.74 trillion in client assets.

Farrahlyn Vo is a financial advisor at Morgan Stanley in Deerfield, IL, with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at RBC Capital Markets and Oppenheimer. 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 uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning.

Dorothea Isaacson is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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 supported by firm-approved tools and market simulations.

Alix Krupa 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 65 licenses. Morgan Stanley Wealth Management provides a broad 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 models to support its advisory services.

Adam Fleishman 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, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, delivering 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 employer-sponsored financial plans.

Ashley Duresa is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Merrill, Zekelman Industries, and Lake Forest College. Outside of her advisory role, she is involved in sales and marketing for online retail businesses including Amazon and Beacons. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including corporate financial planning agreements.

Susan Weitzman is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2000 to 2009. She serves on the investment committee for Temple Jeremiah in Northfield, Illinois. 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, emphasizing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse services including estate planning and models that utilize Monte Carlo simulations and secular return estimates.

Philipp Weisskopf is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Weisskopf serves on the investment committee for Moriah Congregation, assisting the board with evaluating the appropriateness of the JUF endowment portfolio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by a structured discovery process and advanced modeling tools.

Rea Doce is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation and beginning their advisory career in 2024. Prior to joining Morgan Stanley, Rea worked in staffing solutions and retail, with experience at RHM Staffing Solutions, Polo Ralph Lauren, Noodles and Company, and in education at Dominican University and William Howard Taft High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved methodologies and tools.

Traci Pepevnik is a financial advisor at Morgan Stanley with 17 years at the firm and 4 years of industry experience. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to 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 provides planning services supported by proprietary tools and investment research.

Michael Oxman is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Oxman also serves as a trustee for a trust based in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, and it serves clients both directly and through corporate financial planning agreements.

Ronald Idler is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning processes supported by firm-approved tools and various investment strategies.

Patrick Vaccaro is a financial advisor at Morgan Stanley with 23 years of industry experience. He has held positions at Morgan Stanley since 2020 and previously worked at UBS Financial Services for 13 years. His credentials include Series 63 and Series 66 licenses. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Preston Poore is a ChFC® credentialed financial advisor with 13 years of industry experience, currently affiliated with Morgan Stanley in Deerfield, IL. He has worked at Morgan Stanley and its Private Bank since 2019, and prior to that was with Bank of America and Merrill from 2014 to 2019. Morgan Stanley Wealth Management offers a range of advisory programs for individual 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 provides both individual and corporate financial planning services.

Daniel Halperin is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including customized financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.