Alan Rutchik is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michelle Schlosser is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2015 and holds a Series 63 designation. 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 analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Brian Fishlinger is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Garden City, NY. His prior experience includes roles at UBS Financial Services and five years as a self-employed advisor. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services without individual security recommendations as part of its standalone financial planning.

Ariella Abizadeh is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked previously at Merrill Lynch and Bank Leumi, among other roles. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment resources and services within its offerings.

Tara Goldstein is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and 19 years of industry experience. She 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 with a wide range of advisory programs, including tailored financial planning facilitated by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly to individuals and through employer-sponsored agreements.

Greg Wellen is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and previously worked at Citi Personal Wealth Management for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides a 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 employs a structured planning process supported by proprietary tools and market scenario modeling.

David Elliott is a financial advisor at Morgan Stanley in Garden City, NY, with nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Santander, LPL Financial, and Webster Bank. Outside of advising, he is the owner of GOAT Management and Consulting LLC, a sports consulting and training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Thomas Morrissey is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Morrissey is also the founder of the Commack Chamber of Commerce. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Thomas Dunn Jr. is a Certified Financial Planner (CFP®) with over 32 years of industry experience. He has been with Morgan Stanley since 2013 and currently works at Morgan Stanley Private Bank, National Association. 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 characterized by a structured discovery process and use of firm-approved planning tools.

Robert Cox is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities. Outside of his advisory role, Cox is involved in several automotive and transportation businesses, including Midnite Riders and RCA Group LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a wide range of investment services.

Lisa Jacaruso Brennan is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She joined Morgan Stanley in 2015 and serves as a trustee and co-trustee for a trust based in Freeport, New York. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing 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 various channels, including its Financial Advisors and Estate Planning Strategies Group.

Ira Resnick is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets over the course of his career. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage capacities.

Matthew Mott is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2018 and 2019, respectively. Outside of his advisory work, he is involved in coaching and administrative roles with Long Island Sting Lacrosse, a recreational organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

Jason Sanders is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves individuals and institutional clients by offering various 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 its Global Investment Committee’s return estimates and modeling tools.

Daniel Hanwacker Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and investment models.

Jeffrey Markowitz is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2017. Prior to that, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved with a trust-related business based in Brooklyn, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services utilizing structured discovery processes and advanced modeling tools.

Vincent Tirino is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013, 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 serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Vonzell Brown is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its affiliated Private Bank since 2017. Prior to this, she was with NYLIFE Securities LLC for one year. Morgan Stanley Wealth Management serves individuals and institutional clients by providing advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by tools like Monte Carlo simulations and Global Investment Committee estimates.

Sergio Nicolosi is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Nicolosi has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary modeling techniques as part of its advisory process.

Jacqueline Antranik is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held positions at UBS Financial Services from 2015 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals 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 both directly to clients and through employer-sponsored financial planning agreements.