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Nickolas B

Series 66

Fort Lauderdale, FL

Morgan Stanley

Nickolas Barry is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He has been with Morgan Stanley intermittently since 2024 and has prior work experience with Wisconsin Athletics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

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 63, Series 65

Fort Lauderdale, FL

Morgan Stanley

Conrad Wilkening is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes positions at Florida Financial Advisors and roles outside the financial sector, including time with the New York Yankees and at Papa Johns. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to estate planning and corporate financial planning agreements.

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 with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and four years of industry experience. Her background includes prior roles at Morgan Stanley and the Morgan Stanley Private Bank, as well as experience in the fitness industry with Orangetheory Fitness. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved tools.

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 63, Series 65

Fort Lauderdale, FL

Morgan Stanley

Daniel Abrahamsohn is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise, Wells Fargo Clearing, Merrill, and Bank of America. He is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery tools and firm-approved methodologies, offering advisory services without individual security recommendations as part of standalone plans.

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 at Morgan Stanley in Fort Lauderdale, FL, with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked six years at Franklin Templeton. Outside of his advisory role, he is involved as a partner in a real estate property management business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

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. She began her career at Morgan Stanley in 2025 and has a background that includes management roles in hospitality and food service, including involvement with Yolo, a restaurant and bar in Fort Lauderdale. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

General estate planning guidance
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Jackson M

Series 66

Fort Lauderdale, FL

Morgan Stanley

Jackson Menke is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Merrill, and the Gehring Group. He is a graduate of Florida State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support clients' financial goals.

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 at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Northern Trust, Deutsche AM Distributors, and other firms. From 2006 to 2017, he was involved with Prisco Communications, Inc. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of programs including estate planning and investment management.

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 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models without providing individual security recommendations in its standalone planning services.

General estate planning guidance
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Dilan M

Series 63, Series 65

Fort Lauderdale, FL

Morgan Stanley

Dilan Mada is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at Eaton Vance Distributors, Inc. and Fidelity Investments. His background also includes involvement in non-financial business activities such as Approach Clothing and D+Q. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

General estate planning guidance
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Shawn E

Series 66

Fort Lauderdale, FL

Morgan Stanley

Shawn Eager is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to joining Morgan Stanley, he spent five years with Broward County Government. Outside of his advisory role, he serves on the board and finance committee of Gilda's Club South Florida, a health and welfare nonprofit. 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. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.

General estate planning guidance
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