Jeffrey Gaggin is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and previously operated JG Capital LLC from 2012 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes and proprietary modeling tools, while providing a broad range of advisory programs and investment services.

Kevin Roundtree is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and previously worked at The Segal Group for eight years. 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 financial planning process using firm-approved tools and methodologies.

Charles Weidmuller is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 65 and Series 63 designations. Prior to his current role, he worked at the New York Stock Exchange from 2013 to 2017 and briefly at Lincoln Investment in 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models, offering a wide range of investment and advisory solutions.

Thomas Frame is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the board of directors for The Summer Camp Director. Morgan Stanley Wealth Management is an 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 offers a variety of financial planning services supported by structured discovery processes and advanced modeling tools.

Kevin Nichols is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2014. Nichols serves as a trustee for a trust based in Laconia, New Hampshire. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Hal Rubenstein is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked within Morgan Stanley's Private Bank and Smith Barney divisions since 2009 and was previously with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and proprietary tools. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services without providing individual security recommendations within its standalone planning programs.

Vincent Mancuso Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He also serves on the advisory board of Avon Old Farms School, a role that involves fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Claudia Byrne is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 credential 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 offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Alexander Davidson is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Davidson serves as the Treasurer for the Delafield Island Tax District in Connecticut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and offering services that include estate planning and broad investment options.

John Magnesio 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 Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following 14 years at UBS Financial Services Inc. 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 to model financial outcomes.

Caroline Hoelderlin is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, 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 financial planning process utilizing proprietary tools and market simulations.

Harold Trischman Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is involved with the Trischman Family Foundation and serves on the board of Friends of McGill, an education nonprofit. 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 a structured discovery process.

Antonio Debarros is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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 structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Petr Thorson is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, and previously held positions at Bank of America and Merrill. Outside of his advisory role, he serves as an executor or co-executor of estate matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Roger Marment is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his financial work, he organizes soccer camps through The Marment Group, LLC, serves on the board of Street FC, and coaches soccer at Fordham Preparatory School. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling.

William Curry is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and nine years of industry experience. He previously worked at Evolution Markets before joining Morgan Stanley in 2018. Outside of his advisory role, he serves as a board member for the Art Deco Society of New York, a nonprofit focused on art and culture. Morgan Stanley Wealth Management provides a broad 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 delivers services through both direct client relationships and corporate financial planning agreements.

Ross Bellish is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2014. He has two years of industry experience and is based in Greenwich, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Eileen Carbin is a financial advisor at Morgan Stanley in Greenwich, CT, with two years of industry experience. She holds the Series 66 designation and has previously worked at Southport Harbor Wealth Advisors and Norwalk Shore and Country Club. Prior to her advisory roles, she was affiliated with the University of Alabama and Fairfield Warde High School. 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 a range of advisory programs, managing approximately $2.74 trillion in client assets.

Peter Ferdinand is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch from 2010 to 2017, before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools and market analysis to assist clients in developing tailored financial plans.

Shane Koproski is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1997. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.