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George S

Series 63, Series 65

Fort Lauderdale, FL

Morgan Stanley

George Salguero is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. He is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and models outcomes without offering individual security recommendations as part of its standalone planning program.

General estate planning guidance
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Jennifer A

Series 66

Fort Lauderdale, FL

Morgan Stanley

Jennifer Amaya is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with six years of industry experience. She previously worked at Merrill from 2018 to 2023 and was a contractor for Merrill Lynch through Collabera from 2016 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning through direct client relationships and Corporate Financial Planning agreements.

General estate planning guidance
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Nick B

Series 66

Fort Lauderdale, FL

Morgan Stanley

Nick Barry is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He has accumulated experience through multiple roles at Morgan Stanley since 2024 and previously worked with Wisconsin Athletics for four years. 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 customized financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kerry J

Series 63

Fort Lauderdale, FL

Morgan Stanley

Kerry Jenny is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and possessing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Conrad W

Series 65, Series 63

Fort Lauderdale, FL

Morgan Stanley

Conrad Wilkening is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Florida Financial Advisors and the New York Yankees, alongside full-time education at Florida State University. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Monica B

Series 63, Series 66

Fort Lauderdale, FL

Morgan Stanley

Monica Baldwin is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Orangetheory Fitness. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Jeffrey C

Series 63, Series 65

Fort Lauderdale, FL

Morgan Stanley

Jeffrey Cornell is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include over 16 years at Raymond James & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Alejandro A

CFP®, Series 66

Fort Lauderdale, FL

Morgan Stanley

Alejandro Ayaviri Castillo is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding the CFP® and Series 66 designations with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, UBS Financial Services, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a broad range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Daniel A

Series 65, Series 63

Fort Lauderdale, FL

Morgan Stanley

Daniel Abrahamsohn is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 65 and Series 63 credentials and nine years of industry experience. He has previously worked at Ameriprise, Wells Fargo Clearing, Merrill, and Bank of America. Morgan Stanley Wealth Management serves individual and institutional clients, 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 structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its financial planning process.

General estate planning guidance
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Michael T

Series 63, Series 66

Fort Lauderdale, FL

Morgan Stanley

Michael Trupiano is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Franklin Templeton for six years before joining Morgan Stanley in 2019. Outside of his advisory role, he is a partner involved in real estate property management. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional offerings with specialized services such as private funds and structured products.

General estate planning guidance
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Gerard M

Series 66

Fort Lauderdale, FL

Morgan Stanley

Gerard Machado is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Nomura Securities International and Nomura America Services from 2015 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and supports a broad set of investment services across its advisory platform.

General estate planning guidance
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Emma C

Series 66

Fort Lauderdale, FL

Morgan Stanley

Emma Carlson is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she has been involved in various roles including ownership and management in the hospitality industry. Her other business activities include a partnership role at YOLO, a restaurant and nightclub in Fort Lauderdale. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm’s approach includes structured planning processes supported by firm-approved tools and investment modeling techniques.

General estate planning guidance
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Jackson M

Series 66

Fort Lauderdale, FL

Morgan Stanley

Jackson Menke is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Gehring Group. Menke is based in Fort Lauderdale, FL. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Allison J

Series 63, Series 66

Fort Lauderdale, FL

Morgan Stanley

Allison Johnson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2025, she worked at UBS, Milliman Investment Management Services LLC, Milliman Financial Risk Management LLC, and The Vanguard Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Belinda G

Series 63, Series 66

Fort Lauderdale, FL

Morgan Stanley

Belinda Galbraith is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides 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 using firm-approved tools and modeling techniques.

General estate planning guidance
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Jeffrey C

Series 66

Fort Lauderdale, FL

Morgan Stanley

Jeffrey Cowan is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has held roles at Fidelity Investments, Citigroup, and JPMorgan Chase Bank. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

General estate planning guidance
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John F

CFP®, Series 66

Fort Lauderdale, FL

Morgan Stanley

John Foreman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes roles at Merrill and Bank of America. He is involved with the finance committee at Rio Vista Church in Fort Lauderdale, reviewing financial statements and budgets. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering financial planning services supported by firm-approved tools and models.

General estate planning guidance
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Leeann A

Series 63, Series 66

Fort Lauderdale, FL

Morgan Stanley

Leeann Azzara is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and New York Life Insurance Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services.

General estate planning guidance
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Casey P

Series 66

Fort Lauderdale, FL

Morgan Stanley

Casey Prisco is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill, Northern Trust, Deutsche Bank, and Cetera Advisor Networks. He was also involved with Prisco Communications, Inc. for over a decade. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations within standalone planning services.

General estate planning guidance
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James F

Series 66

Fort Lauderdale, FL

Morgan Stanley

James Funk is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and various modeling techniques to support client financial goals.

General estate planning guidance
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