Casey Wren is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at Janney Montgomery Scott for eight years before joining Morgan Stanley in 2021. Wren holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and research in its financial planning process.

Dianne Blunt 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 2009. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

Sean Connolly is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 structured planning tools and investment research to support its financial planning services.

Carly Spica is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. Her previous roles include positions at Bank of America, Merrill Lynch, Barnabys of America, and Widener University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to assist clients in developing financial plans.

Carina Watson is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Johnson & Johnson and Noramco, Inc. Outside of her advisory role, she owns and operates a retail and online store business. 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 a structured discovery process.

Amy Mottola is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Friess Associates for sixteen years before joining Morgan Stanley Smith Barney LLC. Amy holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs while managing approximately $2.74 trillion in client assets.

Andrew Jones is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Morgan Stanley entities since 2017, as well as a brief tenure at Assured Guaranty in 2018. He also has experience working at Bryant University from 2015 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct engagements and corporate financial planning agreements.

Richard Fitzpatrick is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Fitzpatrick is based in Greenville, DE. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process supported by proprietary tools and emphasizes advisory services without individual security recommendations in standalone plans.

Maryellen Bukowski is a financial advisor with Morgan Stanley in Greenville, Delaware, and holds Series 63 and Series 65 licenses. She has 27 years of industry experience, including 13 years at Morgan Stanley. Outside of her advisory role, she operates an Airbnb rental business in Lewes, Delaware. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory services supported by firm-approved tools and models.

Matthew Yaakovian is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and methodologies to assist clients in their financial decisions.