Andrew Surace is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and AXA Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Charles Menacho IV is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley since 2013 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, Menacho serves as an officer of the Suffolk Harley Owners Group, a recreational organization in Oakdale, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Kaylee Mc Fadzen is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to joining Morgan Stanley, she was employed at the Town of Huntington Assessor's Office and studied at Binghamton University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Michael Magliocco 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 Smith Barney LLC since 2017, following prior roles at Bank of America and Merrill. 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. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

James Angwin is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes 14 years at TIAA-CREF prior to joining Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and modeling techniques.

Cody George is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked with Morgan Stanley in various capacities since 2016, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory duties, he attended Dartmouth College from 2014 to 2018. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary investment models.

Thomas Langan is a financial advisor at Morgan Stanley in Garden City, NY, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Equitable Advisors and AXA Advisors, and has additional experience in event planning and electrical work. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of programs that include the use of firm-approved planning tools and investment models.

Bruce Burrows is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1992. He holds Series 63 and Series 65 licenses. Bruce serves on an advisory council for PIMCO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Matthew Bulanchuk is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2022, he worked briefly at Reform Alliance and Northwestern Mutual in 2021. Outside of finance, he has been involved in the restaurant and rental business sectors, including ownership of Dix Hills Diner. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and uses firm-approved tools such as Monte Carlo simulations and Secular Return Estimates to model potential outcomes.

Malka Bernstein is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Andrea Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2015, including a prior tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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.

John Vigh is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Citigroup and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Craig Silverstein is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. Prior to joining Morgan Stanley, he worked at Mizuho Bank USA and Mizuho Securities USA Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Richard Rooney is a financial advisor at Morgan Stanley with seven 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 2018. Prior to joining Morgan Stanley, he was employed at On Deck Capital, Inc. 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 uses a structured planning process supported by firm-approved tools and market-return modeling.

William Luttrell is a financial advisor at Morgan Stanley with 12 years of industry experience and holds the Series 66 designation. His prior roles include positions at Merrill, LPL Financial, The First National Bank of Long Island, Financial Resources Group Investment Services, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 financial planning process using firm-approved tools and methodologies.

Joel Bodner is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 65 and Series 66 designations. Prior to joining Morgan Stanley in 2022, Bodner worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2015 to 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, with a focus on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Peter Costello is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers plans directly as well as through Corporate Financial Planning agreements.

Antoinette Mazzamuto is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with Lex Realty and Looking Glass Home Inspections. Morgan Stanley Wealth Management provides a range of 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 a broad investment platform to support its clients’ financial goals.

Lauren George is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to her current role, she was involved with Gotham Dream Builders Modern Homes and The Islands Store, a franchise of Lily Pulitzer. 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 supported by firm-approved tools and methodologies.

Ahmed Khan is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CitiGroup, Invest Financial Corporation, Essex National Securities, J.P. Morgan Securities, and Chase Investment Services. Outside of Morgan Stanley, he serves as a board member of Valence College Prep and participates as a member of FINRA’s CE Content Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs for individuals and institutions, focusing on tailored financial planning and a structured planning process supported by firm-approved tools.