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Allen L

Series 63

Garden City, NY

Morgan Stanley

Allen Liebb is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Kathleen P

Series 63

Garden City, NY

Morgan Stanley

Kathleen Pozarycki is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 planning process supported by firm-approved tools and market analysis models.

General estate planning guidance
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Keith G

Series 63, Series 65

Garden City, NY

Morgan Stanley

Keith Galanti is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs focused on tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Abbe S

Series 63

Garden City, NY

Morgan Stanley

Abbe Spector is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and bringing 38 years of industry experience. Her work history includes nearly a decade at Morgan Stanley Private Bank and Morgan Stanley, eight years at Bank of America, and 25 years at Merrill. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and operates across a broad spectrum of financial products and services.

General estate planning guidance
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Michael G

Series 63, Series 66

Garden City, NY

Morgan Stanley

Michael Gorokhovsky is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Scottrade, Inc. and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Antonio R

Series 63, Series 65

Garden City, NY

Morgan Stanley

Antonio Racanelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Morgan Stanley and the Morgan Stanley Private Bank, National Association since 2017, following earlier roles at Bank of America and Merrill from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning and access to broad retail and institutional investment options.

General estate planning guidance
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Linda M

Series 66

Garden City, NY

Morgan Stanley

Linda Murphy Kall is a Series 66-registered financial advisor with Morgan Stanley in Garden City, NY. She has four years of industry experience, including prior roles at Tutti and a long tenure at Ralph Lauren. 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’s planning process uses structured discovery and advanced modeling tools, with a broad suite of investment offerings.

General estate planning guidance
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Spencer C

Series 63

Garden City, NY

Morgan Stanley

Spencer Cavallo is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and seven years of industry experience. He has worked at Morgan Stanley since 2018 and spent five years at Ernst & Young prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jenna R

Series 66

Garden City, NY

Morgan Stanley

Jenna Rutchik is a Series 66 licensed financial advisor with Morgan Stanley, based in Garden City, NY. She has seven years of industry experience, including roles at Oppenheimer & Co and Morgan Stanley Private Bank. Jenna has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory process.

General estate planning guidance
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Christopher M

Series 66

Garden City, NY

Morgan Stanley

Christopher Mancini is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. His prior experience includes roles at NWI Investigative Group Inc. and Relish Restaurant. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Charles E

Series 66

Garden City, NY

Morgan Stanley

Charles Eschmann is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and previously worked at Protiviti for seven years and Credit Suisse for two years. Eschmann is based in Garden City, NY. Morgan Stanley Wealth Management serves both individual and institutional clients through various advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its process.

General estate planning guidance
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Aymer C

Series 66

Garden City, NY

Morgan Stanley

Aymer Callejas is a Series 66-licensed financial advisor with Morgan Stanley in Garden City, NY, and has eight years of industry experience. Prior to his current role, he worked at Bank of America and Merrill for nine years. Outside of his advisory work, he is president of Ace Electronicz, Inc., an electronics distribution business he has operated since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by structured discovery tools and firm-approved methodologies.

General estate planning guidance
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Oliver P

Series 66

Garden City, NY

Morgan Stanley

Oliver Palone is a financial advisor with Morgan Stanley in Garden City, NY. He holds a Series 66 designation and has professional experience spanning roles at UBS Financial Services, Horizon Air Freight, PBT Realty, and Palone Bros. His background includes four years at Villanova University. 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 methodologies.

General estate planning guidance
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Eugene K

Series 63

Garden City, NY

Morgan Stanley

Eugene Kirley Jr. is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and bringing 34 years of industry experience. He previously worked at Janney Montgomery Scott Inc. for 24 years before joining Morgan Stanley and its Private Bank in 2017. Kirley also serves as a board member of a charity/private foundation based in Plainview, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael M

Series 63, Series 65

Garden City, NY

Morgan Stanley

Michael Maher Jr. is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Robanpreet S

Series 66

Garden City, NY

Morgan Stanley

Robanpreet Singh is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2023. Prior to his advisory role, he was a student for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate strategies, utilizing firm-approved planning tools and models to support client financial goals.

General estate planning guidance
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Madison G

Series 63, Series 66

Garden City, NY

Morgan Stanley

Madison George is a financial advisor at Morgan Stanley with three years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2023 and previously had roles at Gotham Dream Builders and The Islands, a franchise of Lily Pulitzer. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Scott G

Series 63, Series 65, Series 66

Garden City, NY

Morgan Stanley

Scott Gerde is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63, 65, and 66 licenses and possessing 38 years of industry experience. His background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and HSBC Bank USA and HSBC Securities. Outside of his advisory work, he serves as an advisor to the board of "My Wine Society," a tech application focused on wine education and global vintages, where he provides guidance on mergers, acquisitions, and financial fundraising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brian G

Series 63, Series 66

Garden City, NY

Morgan Stanley

Brian Goldberg is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. 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. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
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Jacqueline G

Series 66

Garden City, NY

Morgan Stanley

Jacqueline Giammarusco is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Randstad Sourceright, Adelphi University, and Stevens Institute of Technology. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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