Daniel Koluch is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including his current 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Matthew Heslin 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 Private Bank division since 2016. Outside of his advisory role, he serves on the Investment Committee of the Tomorrow’s Hope Foundation, an education-focused nonprofit in Uniondale, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Damon Silverstein is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley 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 individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and committee-driven investment estimates.

Glenn Graepel is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. 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 through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Xavier Rodriguez is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, BNY Mellon, LPL Financial, and Banco Popular. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning programs and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and does not provide individual security recommendations within its standalone planning services.

Michael Kuhner is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and 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 market analyses.

Kenneth Olsen is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning services.

Robert Anders is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021, following six years at UBS Financial Services. Morgan Stanley Wealth Management provides a wide array of advisory programs to 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 financial planning process involving firm-approved tools and modeling techniques.

Teresa Labo is a financial advisor at Morgan Stanley with 31 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent 28 years at Merrill. Outside of her advisory role, she is a partner in LB Eatery LLC, a cafe and food service business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and processes.

Thomas Mcginley Jr. is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley since 2014 and has worked with the 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 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 to support financial planning services.

Nicholas Gallino is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co. He has also been involved in non-financial roles, including managing EMF Gourmet Market. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-sponsored financial plans.

Jeffrey Ohl is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs 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 Financial Advisors and its Estate Planning Strategies Group.

Jeffrey Reiss is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

John O'Day is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. O'Day is also an officer and member of the executive team and Sponsorship committee for Financial Executives International New York City. 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 modeling techniques as part of its advisory services.

Zachary Deschaine is a CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at Morgan Stanley in Garden City, NY, where he has worked since 2020. Prior to joining Morgan Stanley, he was with UBS Financial Services from 2016 to 2020. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with various specialized investment activities.

Toni Carlo is a financial advisor with Morgan Stanley, holding a Series 63 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. 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 tailored financial planning services supported by established planning tools and investment research.

Heather Levine is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and UBS Financial Services. Levine’s current tenure at Morgan Stanley follows earlier periods at the firm dating back to 2008. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and investment models.

Elijah Perry is a financial advisor with Morgan Stanley in Garden City, NY. He holds a Series 66 designation and has experience at Morgan Stanley, New York Life Insurance, and Target Corporation. His background also includes roles in education at several institutions. 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 utilizes structured planning tools and models to support its advisory services.

Dean Gregory is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and 24 years of industry experience. He 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 individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning, managing approximately $2.74 trillion in client assets.

Jesse Romano is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has prior experience at Goldman Sachs and several law firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a 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 employs a structured planning process supported by firm-approved tools and market simulations.