Judy Lev is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside estate planning and other financial solutions.

Pat Zinnanti is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He also spent five years with Twenty Five Restaurant Group before entering the financial sector. 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, including tailored financial planning supported by structured processes and analytical tools, managing approximately $2.74 trillion in client assets.

Juliette Carman is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, she worked at Ankura Consulting and held positions at Villanova University and St. Anthony's High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools.

Taylor Goepfert is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank since 2018, including a brief period away from the industry. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Tracy Baluyot is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2016 to 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering 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 plans and Corporate Financial Planning agreements.

Daniel Brown is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

John Peirano III is a CFP® with 27 years of experience in the financial services industry. He is currently with Morgan Stanley in Garden City, NY, where he has worked since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Estate Planning Strategies.

David Lazaros is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Sean Lane is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2016. Lane serves on several nonprofit boards, including the Irish National Theatre and the NYC St. Patrick’s Day Parade Foundation, among others, without receiving income for these roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Devon Schultz is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and three years of industry experience. Prior to Morgan Stanley, his background includes roles at Lucky 13 Oysters LLC and Vivint, among other positions. He is also involved with the Developmental Disabilities Institute in Smithtown, New York, serving as an employee in a healthcare-related capacity outside of business hours. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone planning.

Caitlin Kauke is a Series 66-licensed financial advisor with Morgan Stanley in Garden City, NY, bringing 17 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and modeling tools to support client financial goals.

Lawrence Beck is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning that incorporates tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, serving a wide range of client needs.

Peter Altman is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, as well as at Citigroup Global Markets. Outside of his advisory work, Altman serves on the boards of youth basketball organizations in Rockville Centre and is an alternate member of the Rockville Centre Board of Zoning Appeals. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides tailored financial planning and advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm's financial planning process includes the use of proprietary tools and modeling techniques, with a focus on advisory services rather than individual security recommendations as part of standalone plans.

Robert Steck is a CFP® with 43 years of industry experience. He is currently with Morgan Stanley in Garden City, NY, having previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including financial planning that employs firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Regina Rule is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2018 and previously served in the Manhasset Union Free School District for 12 years. Outside of her advisory role, Regina is the owner of Reggae and Co, a jewelry-making business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Billy Faggiano is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Henry Robert Gleckler IV is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-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 employs a structured planning process supported by proprietary tools and committee-driven investment estimates.

Dylan Goldstein is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at The Baker Group LP and has held roles at 1800Flowers.com, Riptides, and United Parcel Services. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers a broad range of investment programs.

Alicia Mueller is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously gained experience in healthcare and other fields prior to entering the financial services industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Angelo Micciche is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Bethpage Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.