David Sommo is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for eight years. Sommo is based in Garden City, NY. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and utilizes firm-approved tools such as Monte Carlo simulations.

Jay Grossman is a financial advisor at Morgan Stanley with 47 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously held positions at Bank of America and Merrill. He holds the Series 63 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, including financial planning and estate strategies. The firm manages extensive client assets and employs structured planning tools and firm-approved methodologies in its services.

Claire Meehan is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012. 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. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates firm-approved tools and market-based modeling techniques.

David Stoler is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses. He has 33 years of industry experience, including nine years at Bank of America and Merrill before joining Morgan Stanley in 2025. Outside of his advisory work, he is a partner in Koshanostra Stables LLC, a thoroughbred racing enterprise. Morgan Stanley Wealth Management provides a wide range of 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 uses structured planning tools and market modeling techniques in its financial planning process.

Gokhan Ozkan is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank divisions since 2016. Outside of his advisory role, Ozkan serves as a board member of Inforce Technology. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to assist clients in financial decision-making.

Pamela Heffner Lecher is a financial advisor at Morgan Stanley with 34 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2019 and previously worked at Butler Capital Investments for 15 years. She holds Series 63 and Series 66 credentials. 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, including tailored financial planning supported by firm-approved tools and modeling techniques.

Alyssa Isacksen is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, Raymond James & Associates, and People's United Bank. Outside of advisory work, she is the sole proprietor and treasurer of an investment-related business, Electric City Realty Corp. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and the Global Investment Committee’s Secular Return Estimates to model outcomes as part of its financial planning process.

Paula Tudor is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Tudor is also a co-op owner involved in a real estate entity in Valley Stream, NY. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and models.

Victoria Leung is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Outside of her advisory role, she serves on the board of a property and casualty insurance company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets using a structured planning process supported by firm-approved tools and modeling techniques.