Todd Shaw is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held various roles within Morgan Stanley since 2008 and has also worked at UBS Financial Services. Outside of his advisory work, he serves as a director of a cancer research and treatment fund. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering tailored financial planning through a structured process supported by advanced modeling tools.

Katherine Rogers is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2023. Prior to this, she worked for 22 years at a firm not specified in the available data. 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 scenarios to assist clients in financial decision-making.

Kellie Conway is a financial advisor at Morgan Stanley in Garden City, NY, holding a Series 66 designation with 15 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning and utilizes firm-approved tools and modeling techniques to support its clients' financial goals.

Robert Goldberg is a Series 66 credentialed financial advisor with Morgan Stanley in Garden City, NY. He has been with Morgan Stanley and its Private Bank since 2025 and 2026, respectively. Prior to this, he spent several years with The Disability Opportunity Fund and worked at Indiana University and Lynbrook High School. 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 Financial Advisors and specialized groups such as Estate Planning Strategies.

Douglas Kosar is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns a rental property in Glen Cove, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment committee analyses to support tailored financial plans.

Redina Mingla is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2016, including work at Morgan Stanley Private Bank, National Association. Prior to joining Morgan Stanley, she worked at TD Bank for two years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers planning through its Financial Advisors and Estate Planning Strategies Group.

John Coyle III 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 been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as Commodore and board member of the Whalers Cove Yacht Club and operates mining equipment rented to a third party. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside broader institutional and retail financial services.

John Kiffel is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. His current roles include work with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools, emphasizing advisory capacity without providing individual security recommendations as part of standalone planning.

Jonathan Brooks is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at UBS Financial Services Inc and E*Trade Securities LLC before joining Morgan Stanley. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Paul Skydell is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, National Association since 2015, following his tenure at Morgan Stanley Smith Barney beginning in 2011. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Egidio Lepre is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 credential and seven years of industry experience. He has worked at multiple divisions within Morgan Stanley since 2018. Outside of his advisory role, he is president of Lucyrosegrande Corp., a speculation company he founded in 2017, though he is not actively involved in its management. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and financial planning services. The firm employs a structured planning process that incorporates firm‑approved tools and market models to assist clients in developing tailored financial strategies.

Kathryn Mc Lam is a financial advisor at Morgan Stanley based in Garden City, NY, holding a Series 66 designation with one year of industry experience. She joined Morgan Stanley in 2024 following her academic studies completed in 2024. 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 structured discovery processes and proprietary planning tools.

Joseph Nakashian is a financial advisor at Morgan Stanley in Garden City, NY, holding a Series 66 designation with eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. He has also been involved in automotive sales and a retail operation, Sundown Ski and Patio. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not provide individual security recommendations within its standalone planning services.

Abhiruchi Katriyar is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide array of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Alana Brown is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously attended Fordham University. 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 processes supported by proprietary tools to guide client financial strategies.

Corey Dalton is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Swingu. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and analyses.

Patrick Carton is a financial advisor at Morgan Stanley in Garden City, NY, with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Kirk Fawcett is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides 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 uses structured planning processes supported by tools such as Secular Return Estimates and Monte Carlo simulations.

Sheila Natale is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2021, following a 22-year tenure at UBS Financial Services. 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 utilizes structured discovery processes and firm-approved tools.

Peter Knowles is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he coaches a third-grade boys lacrosse team in Rockville Centre, New York. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its planning services.