Caroline Calder is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with Morgan Stanley and its Private Bank since 2019, following five years at Bank of America and Merrill. Outside of her advisory role, Calder serves as Vice Chair of the Board at the Pequot Library in Southport, Connecticut. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-partnered financial planning services.

Spencer De Vito is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at UBS Financial Services for several years and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 provides services both directly and through corporate financial planning agreements.

Jose Morales is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 11 years of industry experience. He has been with 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 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 a structured planning process supported by proprietary tools and market analysis.

Paul Chadwick is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 25 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 serves 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 utilizes structured planning tools and analysis methods such as Monte Carlo simulations to support its services.

Alexander Palios is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® and Series 66 designations. Palios serves as a board member for Project Purple, a charitable nonprofit based in Seymour, Connecticut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and Corporate Financial Planning agreements.

Benjamin Kozera is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and having 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Kozera serves as a board member of The Susie Foundation, a charity focused on children, youth, economic assistance, and medical causes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured discovery process and firm-approved planning tools.

Marie Pascale is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2003. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 supported by firm-approved tools and committee-driven return estimates.

Gregory Keefer is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with a residential co-op in Larchmont, NY. 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 processes and firm-approved tools.

Genevieve Deinard is a financial advisor at Morgan Stanley with one year of industry experience. She previously worked at Gage Wealth Advisors for two years and has held various roles dating back to 2006. Genevieve holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Johnny Exantus is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley since 2014. His credentials include Series 66 and Series 63 registrations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Matthew Chasin is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at UBS Financial Services, Exos Securities LLC, and RBC Capital Markets. Outside of his advisory role, he serves on the board and fundraising committee for Virtual Enterprise International, a business school program for middle and high school students. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone plans.

Kyle Nolan is a Series 66-registered financial advisor with Morgan Stanley, based in Greenwich, CT, with seven years of industry experience. He has worked at Morgan Stanley Private Bank since 2019 and has prior involvement with organizations such as Kitu Life Inc. and football clubs in Tampere and Lisbon. 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 planning process that incorporates firm-approved tools and analysis methods.

Rebecca Lilly is a Series 66-licensed financial advisor with Morgan Stanley in Greenwich, CT, bringing 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, Lilly serves on several nonprofit and educational boards, including the Christ Church Cathedral Foundation, Lilly Endowment Inc., and advisory boards at Indiana University’s Lilly Family School of Philanthropy and Duke University Library. She is also a co-editor of an upcoming book. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Arthur Tuttle is a financial advisor at Morgan Stanley with 50 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has also worked at Morgan Stanley Smith Barney LLC since 2009. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 using firm-approved tools and market modeling techniques.

Peter Chieco is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and offers a range of retail and institutional investment options.

Thomas Fenlon is a financial advisor at Morgan Stanley in Greenwich, CT, with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering 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 that incorporates advanced modeling tools.

Sara Thorson is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 17 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2017 and previously at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Keith Underwood is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and operated his own consulting business, Underwood FX Consulting. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally does not include individual security recommendations as part of its standalone financial planning service.

Andrew Florio is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2005. He holds 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 variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools.

Debra Walker is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. 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 and financial planning services that utilize structured discovery processes and advanced modeling tools.