John Kirk is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, Kirk owns and manages Clover Club Worldwide LLC, an indoor golf facility. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and advanced planning tools, supporting clients with investment advisory services alongside diverse investment offerings.

Noah Solomon is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Lauderdale, FL. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Juan Carlos Bastida is a Financial Advisor with the GTZ Group at Merrill Lynch Wealth Management. He joined the team in 2019 and serves as a team financial advisor, working with both international and domestic high to ultra-high net worth individuals, their families, and their businesses. Juan Carlos focuses on family wealth management strategies, international wealth management, portfolio management services, individual and corporate investment strategy, and retirement income planning. Juan Carlos earned his bachelor's degree in finance from the University of Arizona, Eller College of Management. He holds the Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He is fluent in both English and Spanish. His approach emphasizes tailoring financial strategies to individual goals and priorities, relying on the combined resources of Merrill Lynch and Bank of America to deliver comprehensive wealth management and banking solutions. Outside of his professional role, Juan Carlos enjoys football, traveling, and spending time with his family.

Christopher Iser is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with 10 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.

Erika Romance is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, she worked at Voya and Voya Financial Partners. She is also the vice president of DistriGlobal USA Inc., a non-investment business activity. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes modeling tools and advisory services without offering individual security recommendations as part of standalone plans.

Sharie Behnam is a financial advisor with Morgan Stanley who holds the Series 63 designation and has 26 years of industry experience. She has been with Morgan Stanley and its affiliates since 2000, including roles at Morgan Stanley Dw Inc., Morgan Stanley & Co., Incorporated, and Morgan Stanley Smith Barney. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Manuel Tezanos is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, and previously at Citibank Na from 2009 to 2019. Outside of his advisory role, he is a BeachBody coach, providing exercise coaching. 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 methodologies.

Joan Morgan Brown is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and 24 years of industry experience. Prior to joining Morgan Stanley in 2018, she worked at Merrill Lynch for 12 years. Morgan Stanley Wealth Management offers a variety of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes 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.

Eliezer Gordon is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Midwestern. He is also involved with eComand Solutions outside of his advisory work. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Michael McMahon is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers structured financial planning and investment services, managing approximately $2.74 trillion in client assets.

Maribeth Bates is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 19 years of industry experience. She has previously worked at Lincoln Financial Advisors, Merrill, and Bank of America, and has been with Morgan Stanley since 2020. Bates serves as a board member for the Exit Planning Institute Ft. Lauderdale Chapter, overseeing membership and organizing events for professionals focused on business exit strategies. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved tools and methodologies to develop tailored financial plans.

Hamasa Osmani is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to this, she was employed at Merrill from 2018 to 2020 and has held various roles outside of finance, including positions at Season's 52 and J. Alexander's. 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 that utilize structured discovery and firm-approved tools to support client decision-making.

Jaclyn Rock is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Jaclyn’s background also includes a four-year tenure at Queens University of Charlotte. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual 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 proprietary tools but does not include individual security recommendations in standalone plans.

Megan Kasper is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at several notable firms including Bank of America, Merrill Lynch, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Stephania Cavanzo is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials. She joined Morgan Stanley in 2026 after a year with Natixis Advisors, LLC and spent ten years in full-time education prior to her career in finance. 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 and tailored 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.

Angaddeep Ahluwalia is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and with 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in consulting for Dynamic Yacht Management. 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 uses structured planning tools combined with the expertise of its Global Investment Committee.

Michael Rogero is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at MassMutual Life Insurance Company and MML Investors Services, LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jessica Di Giovanni is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2018. Prior to that, she worked at Purshe Kaplan Sterling Investments and Mickool, Inc., as well as Aldo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs 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 a mix of retail and institutional investment services.

Andrew Santini is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and nine years of industry experience. His prior work history includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Bart Cohodas is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2013. He serves as a FINRA arbitrator on the Board of Arbitrators, a role he has held since 2003. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and handles a broad range of retail and institutional financial products.