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Christopher N
Series 66
Greenwich, CT
Morgan Stanley
Christopher Norton is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. Outside of his advisory work, he has served as treasurer for a New York State Senate campaign. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and combines traditional financial planning with broader services including private funds and structured product activities.
Laurie G
Series 63, Series 65
Greenwich, CT
Morgan Stanley
Laurie Golden Jeffrey is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She serves as a trustee for multiple trusts and is an executor for a private foundation involved in charitable activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
Sarah W
Series 63, Series 65
Greenwich, CT
Morgan Stanley
Sarah Williams is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and 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. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.
Tracey P
Series 63, Series 66
Greenwich, CT
Morgan Stanley
Tracey Panuzio is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning that uses firm-approved tools and analysis methods to model outcomes.
Emily C
Series 63, Series 65
Greenwich, CT
Morgan Stanley
Emily Cunningham is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following prior roles at UBS Financial Services and People's United Advisors. 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 utilizing structured discovery processes and firm-approved tools.
Ryan K
Series 66
Greenwich, CT
Morgan Stanley
Ryan Kohl is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and AgFirst Farm Credit Bank. His background also includes roles in academia and education administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.
George G
Series 63, Series 66
Greenwich, CT
Morgan Stanley
George Getz is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers financial plans directly and through corporate agreements.
Shannon D
Series 66
Greenwich, CT
Morgan Stanley
Shannon Daine is a financial advisor at Morgan Stanley in Greenwich, CT, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked briefly at Newman & Associates - Ameriprise Financial Services, LLC, and has also held various positions outside the financial services industry, including at Estia Taverna and Stamford Yacht Club. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm employs structured planning processes and advanced modeling tools while offering a range of investment and planning solutions across retail and institutional segments.
Robert G
Series 63
Greenwich, CT
Morgan Stanley
Robert Gibbons Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved tools in its planning process.
Joseph T
Series 63, Series 65
Greenwich, CT
Morgan Stanley
Joseph Tyrrell is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.
George K
Series 66
Greenwich, CT
Morgan Stanley
George Kanellitsas is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.
Jonathan E
Series 63, Series 65
Greenwich, CT
Morgan Stanley
Jonathan Evans is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank, National Association. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and planning tools to support its advisory services.
Kenneth G
Series 63, Series 66
Greenwich, CT
Morgan Stanley
Kenneth Gustaitis is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2015 to 2019. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm‑approved tools and models such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.
John R
Series 66
Greenwich, CT
Morgan Stanley
John Ruggiero is a financial advisor at Morgan Stanley with seven years of industry experience. He has been with Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is a volunteer driver for the Larchmont Volunteer Ambulance Corps. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by firm-approved tools and a structured discovery process.
Nina D
Series 63, Series 66
Greenwich, CT
Morgan Stanley
Nina Daugherty is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stanwich Advisors LLC for seven years. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing 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 firm-approved tools and modeling techniques.
Matthew G
Series 66
Greenwich, CT
Morgan Stanley
Matthew Guarini is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and over one year of industry experience. His prior experience includes roles at Wells Fargo and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.
Ignacio M
Series 63, Series 66
Greenwich, CT
Morgan Stanley
Ignacio Mendive is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory work, he is the owner of Seal Capital Advisors LLC, a legal vehicle related to rental property. Morgan Stanley Wealth Management serves individuals and institutional clients, providing a range of advisory programs including tailored financial planning through its network of Financial Advisors and Estate Planning Strategies Group. The firm’s investment process incorporates structured planning tools and modeling techniques, supporting a broad offering of retail and institutional services.
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