Arturo Ripepe is a Series 66-registered financial advisor with Morgan Stanley, based in Garden City, NY, and has eight years of industry experience. He has been with Morgan Stanley and its related entities since 2017. Prior to his current role, he worked at Invision Events and attended Hofstra University. 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. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and the Estate Planning Strategies Group.

Dominic Villani is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He previously worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model potential outcomes.

Yong Kun Li is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its advisory process, offering a broad range of retail and institutional investment services.

Joseph Kaplan is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked at Citigroup for 15 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and modeling techniques into its advisory process.

Karen Cacioppo is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she manages a custom jewelry business that she operates with her daughters. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive asset management.

Stephen Birnbaum is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory work, he serves as an executor or co-executor for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individuals and institutional clients, 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 supported by firm-approved tools.

Gordon Pascale is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2005. Morgan Stanley Wealth Management provides a variety 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 broad retail and institutional services with specialized investment and trading capabilities.

Benjamin Cahn is a CFP®-certified financial advisor with 13 years of experience. He is currently with Morgan Stanley in Garden City, NY, having previously worked at UBS Financial Services and E*TRADE. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured processes and firm-approved tools.

Christian Maguire is a Series 66-licensed financial advisor with Morgan Stanley in Garden City, NY, bringing 19 years of industry experience. He has been with Morgan Stanley since 2009, working in roles including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Corey Lev is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, he is authorized to act as a power of attorney for investment-related matters. 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 employs a structured planning process supported by firm-approved tools and methodologies.

Matthew Bernstein is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill as well as within Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Prior to entering finance, he was employed by the University of California Los Angeles Athletic Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual 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 services through both direct and corporate financial planning agreements.

Andrew Bertalli is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and HSBC Securities (USA) Inc. Among his prior roles, he spent five years at Charles Schwab and one year at HSBC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 utilizes structured planning tools and modeling techniques in its financial planning process.

Mark Mohtashemi is a CFP® professional with 14 years of experience, currently advising clients at Morgan Stanley in Garden City, NY. He has been with Morgan Stanley and its affiliates since 2011, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved as a managing member of 524 Adams LLC and serves as a trustee for a family trust. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and various investment products.

Nicholas Seyfert is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at New York Life Insurance and Northwestern Mutual. Outside of his advisory role, he is involved as a delivery driver for a restaurant/bar/nightclub business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and advanced modeling techniques.

Andrea Schwarz is a financial advisor at Morgan Stanley with 40 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. She holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Heather Baumann is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Meghan Murphy is a Series 66-licensed financial advisor with Morgan Stanley, based in Garden City, NY, with two years of industry experience. Her background includes roles at Morgan Stanley and prior work in education and equestrian services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model financial outcomes, with an advisory focus rather than individual security recommendations.

Michael Pizzo is a Series 66 licensed financial advisor with Morgan Stanley in Garden City, NY, where he has worked since 2016. He has 10 years of industry experience and is affiliated with Morgan Stanley Private Bank, N.A. Additionally, he is involved in a trust-related business based in East Northport, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Radcliffe Blackwood is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is a partner at World Ethos LLC, a real estate business, and owns Blackwood Enterprise LLC, which manages rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Jennifer Civello is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds a Series 63 designation. 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 tailored financial planning using structured discovery processes and advanced modeling techniques.