Christopher Madson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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 utilizing firm-approved tools and market models.

Abigail Kilroy is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thompson Ferrier, Ankura, and Point Wealth Management. She studied at the University of South Carolina from 2020 to 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and investment analyses. The firm manages approximately $2.74 trillion in client assets and provides planning through structured processes without offering individual security recommendations as part of standalone plans.

Joseph Pizzo III is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a 1st Lieutenant with the Commack Fire Department. 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, including tailored financial planning supported by firm-approved tools and the Global Investment Committee’s resources.

Nika Kaur is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan, TD Securities (USA) LLC, and TD Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Max Willett is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience in the industry. Prior to joining Morgan Stanley in 2025, he held positions at DoorDash, Inc., UBS Financial Services Inc., and contributed to several educational and community organizations, including the University of Pennsylvania, CUNY Baruch College, and the Mid-Island Y Jewish Community Center. He also worked with the Financial Services Volunteer Corps. 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. The firm emphasizes a structured financial planning process using firm-approved tools and offers access to various investment and planning strategies across its broad platform.

Lisa Bricca is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 63 designation. 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 discovery processes and firm-approved tools.

Sun Hong is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and 25 years of industry experience. Since 2016, Sun has worked within Morgan Stanley and its Private Bank division. 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 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.

Lance Goulbourne is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2022. Prior to joining the firm, he was employed at BDA Sports International and Strathmore Vanderbilt Country Club. 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, utilizing structured discovery processes and firm-approved tools for modeling outcomes.

Charles Eschmann is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Franca Maciag is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2013 and previously operated a business called Gallery Of Gifts & Invites for 20 years. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Christopher Driscoll is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments, NYLIFE Securities LLC, and New York Life Insurance Company. Morgan Stanley Wealth Management serves individual and institutional clients, providing 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 offers both direct and corporate financial planning services.

Pamela Praetorius is a Series 66-credentialed financial advisor with over 12 years of industry experience, currently with Morgan Stanley in Garden City, NY. She has been affiliated with Morgan Stanley Private Bank, National Association since 2015 and has worked with Morgan Stanley since 2013. Outside of her advisory role, she serves as chairwoman of the Good Neighbor Fund of St. Paraskevi, a charity supporting individuals and families facing financial difficulties due to illness or injury, and owns a business designing hair accessories. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide array of advisory programs and financial planning services that incorporate firm-approved tools and investment committee guidance.

Lisa Mccadden is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at UBS Financial Services from 2006 to 2020. In addition to her advisory role, she manages KKMA LLC, a consulting business based in Garden City, New York. Morgan Stanley Wealth Management serves 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 employs a structured planning process utilizing firm-approved tools and modeling techniques.

Colette Fradella is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and having six years of industry experience. She has been with Morgan Stanley since 2019 and previously attended Fairfield University from 2015 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and research.

Timothy Popko is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2017, he worked at Nylife Securities LLC and New York Life Insurance Co. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

James Smyth is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Cantor Fitzgerald & Co., Pershing LLC, and Morgan Stanley Smith Barney LLC. 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 that incorporates tools such as Secular Return Estimates and Monte Carlo simulations.

Philip Ressa is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mr. Ressa is involved in managing several family-owned real estate entities focusing on property holding and development. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Michael Hall 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 worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Hall serves on a state university advisory board. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery tools and firm‑approved methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Owens Smith is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a three-year tenure at Citibank. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to deliver its financial planning services.

Anthony Liverano is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Neuberger Berman LLC, Prudential Investment Management Services LLC, and Jennison Associates LLC. 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 modeling techniques.