Julianne Eiserman is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has prior experience at Citigroup Global Markets beginning in 1991. 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 planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market simulations.

Alan Banuelos is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 registrations and with nine years of industry experience. His career includes roles at firms such as JP Morgan Securities, Fidelity Brokerage Services, Merrill, Bank of America, and PNC before joining Morgan Stanley in 2020. 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 supported by firm-approved tools and a structured discovery process.

Bruce Smith is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and utilizing the Global Investment Committee’s research for modeling outcomes.

Joni Spungen is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in training to become an arbitrator and is a partner in Kahului Skies L.L.C. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a broad 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 through its Financial Advisors and Estate Planning Strategies Group.