Li Cao is a financial advisor at Morgan Stanley with 12 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Transamerica Financial Advisors, Inc. from 2014 to 2017. She holds Series 66 and Series 63 licenses. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Nicholas Altieri is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Christian Templeman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a 25% owner of MSPEN LLC, a clothing company. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 proprietary tools.

Lawrence Codraro is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017, following a year as a self-employed advisor. Codraro serves on the board of TypeZero Technologies, Inc., a company developing software applications aimed at managing diabetes through artificial pancreas technology. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process includes firm-approved tools and scenario modeling, serving clients through a broad range of advisory programs.

Keith Reilly is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he was employed at Retro Report from 2013 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Victoria Silver is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Melissa Herley is a financial advisor at Morgan Stanley in Greenwich, CT, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Raymond James & Associates. 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 supported by firm-approved tools and methodologies.

Stephanie Mihalakos is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide 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 market simulations.

Robert Sadowski is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he serves as a member of the Pension and Employee Benefits Commission for the Town of Easton, Connecticut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Ashley Angelo is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2017, she worked for RBC Capital Markets from 2014 to 2017. 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, managing approximately $2.74 trillion in client assets.

Maria Merrill is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Morgan Stanley and its Private Bank since 2020. Merrill serves as a board member for the Greenwich YWCA, a nonprofit focused on children, youth, and community welfare. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad spectrum of investment services.

Diana Botero is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and United American Title Agency, LLC. 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 utilizes structured planning tools and analyses developed by its Global Investment Committee.

Robert Franchini is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing 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-sponsored financial planning services.

Kristin Alit is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley in various capacities since 2009. Her current role includes work with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client financial plans.

Peter Mccabe is a financial advisor at Morgan Stanley with 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. 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 supported by firm-approved tools and methodologies.

Sally Bedus is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney since 2021 and previously was employed at the Fashion Institute of Technology and Westlake High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and market simulations.

Michael Devito Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at UBS Financial Services and Morgan Stanley Smith Barney LLC prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its network of advisors.

Natalie Wieck is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and having five years of industry experience. Her prior roles include positions at Cameron Engineering & Associates of New York and Barnes and Noble College at Roger Williams University. She serves as a Junior Advisory Board Member for the Center for Advanced Financial Education, advising on program mechanics such as fundraising and student mentoring. 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 using firm-approved tools and strategic planning processes.

David Donovan is a financial advisor with Morgan Stanley in Greenwich, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved with a trust based in Manhasset, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning, utilizing firm-approved tools and methodologies to support clients’ planning needs.

James Sykes is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His recent work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following a period as a self-employed advisor from 2016 to 2018. Morgan Stanley Wealth Management serves both individual 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 financial planning process supported by firm-approved tools and scenario modeling.