Shaun Orcinolo is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Based in Fort Lauderdale, FL, his career has been focused within the Morgan Stanley organization. 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, utilizing structured discovery conversations and sophisticated modeling tools to support its clients’ financial goals.

Ashley Leopold is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and previously worked at firms including Ameriprise and Northwestern Mutual Investment Services. Leopold 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 structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Gregory Steinmetz is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2010. 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 uses a structured financial planning process supported by proprietary tools and analyses.

Frederick Walker Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in farming through Walker Hill Farm LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process that uses firm-approved tools and modeling techniques while acting primarily in an advisory capacity for clients.

Austin Cook is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch. Outside of his advisory work, he is the sole proprietor of Currency Kids LLC, a business that involves buying vintage currency with his children. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Jarrett Klein is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley in various capacities since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2019. 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 with a focus on tailored financial planning supported by structured discovery processes and firm-approved tools.

Steven Kaufman is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior employment includes roles at Merrill and Bank of America. Outside of advisory work, he owns a vacation home rental business in Lake Placid, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory services supported by firm-approved tools and models.

Joseph Adornato is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was employed at Bank of America, N.A. and Merrill from 2008 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.