Cesar Soria III is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill Lynch and UBS Financial Services. He is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Andrew Kahng is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. He also serves as a FINRA non-public arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Eric Hersh is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in managing family investment trusts and holding companies. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.

Juan Avila is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Charles Schwab. Outside of finance, he is involved in carpentry as a proprietor. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

David Foreman is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Bank of America and Merrill Lynch from 2017 to 2020. Outside of his advisory work, he is involved with Laudermade The Podcast, a publishing startup based in Fort Lauderdale. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial plans both directly and through corporate agreements.

Michael Romagnolo is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. 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 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 that incorporates firm-approved tools and models to support client financial plans.

Joshua Lindsey is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked with Merrill, Bank of America, and Wells Fargo. Lindsey is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services directly as well as through corporate agreements.

Bonnie Mitten is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her career includes positions at Citigroup Global Markets from 2000 to 2009, followed by roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and under corporate agreements.

John Snyder is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs a structured planning process and offers a range of investment services, managing approximately $2.74 trillion in client assets.

Stephen Potter is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and 40 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 is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Barbara Marshall is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Her career includes 21 years at Merrill Lynch, Pierce, Fenner & Smith Inc., followed by roles at Morgan Stanley Smith Barney LLC before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Montrell Moore is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at TIAA-CREF Individual & Institutional Services and Wells Fargo. Outside of his advisory work, Moore is the sole proprietor of Knowledge and Elevation, LLC, a consulting and retail business focused on technology and art/culture. Morgan Stanley Wealth Management provides a 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 integrates structured discovery and firm-approved tools, serving clients in an advisory capacity without providing individual security recommendations within standalone planning.

James Maus is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and over 33 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank, National Association. Maus serves as a trustee in a trust-related business activity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients, with services that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and financial planning solutions.

Aden Chong is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He has one year of experience in the industry and has previously held roles at Consolidated Electrical Distributors Inc. and in various positions associated with the University of Kentucky. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves 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 financial planning process that incorporates firm-approved tools and modeling techniques.

Adam Shapiro is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools.

Trevor Fried is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, he serves on the board of the Community Foundation of Broward and is involved in a personal stamp collection sales business. 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 emphasizes a structured planning process supported by proprietary tools and offers a broad range of investment and financial solutions.

Samuel Terkiel is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Ameriprise and held various roles at the University of Florida and other organizations. Morgan Stanley Wealth Management serves both 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 a structured planning process supported by proprietary tools and market simulations.

Maiia Hart is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Hart is the founder and board member of the I Am Special Foundation Corp, a nonprofit focused on education for children with autism and special needs. Morgan Stanley Wealth Management is a 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 utilizes structured planning tools and modeling methods to support its advisory services.

Lessette Altamiranda is a financial advisor at Morgan Stanley with 17 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in real estate ownership in Coral Springs, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools and strategies approved by its Global Investment Committee.

Brandon Carvalho is a financial advisor at Morgan Stanley with eight years of industry experience. His background includes roles at B. Riley Wealth Management, National Asset Management, National Securities Corporation, Sterling Fidelity, and deVere USA. He holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools like Monte Carlo simulations and Secular Return Estimates.