Praneeth Bolgodu is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley and its Private Bank since 2015. Prior to that, he worked at Baruch College for four years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Jack Dolger is a financial advisor at Morgan Stanley in Garden City, NY, holding a Series 66 credential. He has prior experience with Tradition Securities and Derivatives and has worked in community service roles and educational settings, including at Lehigh University and Oceanside schools. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools.

Lauren Boniface is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Goldman, Sachs & Co, The Vanguard Group, and Eagle Capital Partners. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm utilizes structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Therese Dalto is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and having nine years of industry experience. She has worked at Morgan Stanley since 2022 and previously at Deutsche Bank Securities Inc. since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Brendan Trudden is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, including outcome modeling with Monte Carlo simulations and Secular Return Estimates.

James Suger is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including time 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 range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Barton Rule is a financial advisor at Morgan Stanley with 35 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

John Blair is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following prior work at Citigroup Global Markets starting in 2001. He holds the Series 63 and Series 65 licenses. 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 that utilize structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Luke Cortina is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2022 and previously at Protiviti from 2019 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets.

Marijane Uehlinger is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 delivers services both directly and through employer corporate agreements.

David Selzer is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to his financial career, he spent several years as a professional MC, hosting high-end events such as weddings and mitzvahs through his business, Party Harty Entertainment. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured tools and investment modeling techniques.

Raymond George is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Maria Keeler is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, with a broad range of retail and institutional investment services.

Roei Gigi is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. 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 employs a structured financial planning process supported by firm-approved tools and analysis.

Kerry Anne Casano is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to her career in finance, she worked at Bloomingdale's for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm’s financial planning process emphasizes structured discovery and uses firm-approved tools, managing approximately $2.74 trillion in client assets.

Craig Gendjoian is a financial advisor with Morgan Stanley in Garden City, NY, holding the Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Ernst & Young from 2016 to 2018. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support its financial advisory services.

Kenneth Miller is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and having 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he is the owner and coach of Sting Lacrosse, a club team in Wantagh, New York. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 offers both direct and corporate financial planning services.

Michael Notter is a financial advisor at Morgan Stanley with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Oscar Bonilla is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at MBSC Securities Corporation, Maxim Group LLC, Safavieh, and Baruch College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and corporate financial planning agreements.

Steven Jaenichen is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. Jaenichen holds Series 63 and Series 65 licenses. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and firm-approved methodologies.