Michael Greene is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank divisions since 2016. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Isabella Palagonia is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors and Group M-Mindshare. Outside of her advisory role, she has been involved with the Igloo Lacrosse Club and the Xtraordinary JOY Foundation. 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 variety of advisory programs, managing approximately $2.74 trillion in client assets.

Joshua Widman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup. He serves as trustee for the Widman Family Trust and Else Widman Trust, involving management of trust real estate. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and provides a broad range of investment and advisory solutions.

Robert Pascucci is a financial advisor with Morgan Stanley in Jericho, NY, holding a Series 66 designation and four years of industry experience. His prior work experience includes roles at Verizon, JMI Management Company, and Fox News Channel. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-related financial planning services.

Jody Sacks is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 42 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024, Sacks worked at Bank of America for 13 years and Merrill Lynch, Pierce, Fenner & Smith for 17 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning with tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Michael Berger is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets LLC. Since 2020, he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Mark Hopper is a Series 66-licensed financial advisor with Morgan Stanley in Jericho, NY, bringing 26 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured tools and analysis techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Georgia Skiadas is a financial advisor at Morgan Stanley with 30 years of industry experience and holds a Series 63 license. She has been with Morgan Stanley since 2009. Outside of her financial advising role, she operates a dog sitting business. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Theodore Grippo is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Zachary Starr is a financial advisor with Morgan Stanley in Jericho, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at UBS Financial Services, T3 Trading Group, and JAB Trading. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Arya Doshi is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley, Doshi worked at Guggenheim Partners and Moelis & Company. Doshi holds an undergraduate degree from Binghamton University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone services.

Jonathan Kaynes is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Morgan Stanley since 2013, including time spent at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 offers services both directly and through corporate financial planning agreements.

Richard Jenkin is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2012. He 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 range of advisory programs, including tailored financial planning supported by proprietary tools and a structured discovery process.

Corey Stein is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee and co-trustee in investment-related capacities. Morgan Stanley Wealth Management provides 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, supporting a broad range of investment and financial services.

Elaina Flynn is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following a year at UBS. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a variety 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 utilizes structured planning tools and modeling techniques in its financial planning process.

Dina Greene is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2022, following six years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with planning outcomes modeled through Global Investment Committee estimates and simulations.

Anthony Faicco is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2020, he worked at UBS Financial Services, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is involved with Bada Bing Family, Inc., a retail and online store business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using a range of tools and does not provide individual security recommendations as part of standalone plans.

Danielle Tassis is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 1999. 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 emphasizes a structured financial planning process supported by firm-approved tools.

Patricia Gallardo is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Morgan Stanley since 2025 and previously spent 13 years with Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Allison Giffuni is a CFP®-credentialed financial advisor with 25 years of experience, currently practicing at Morgan Stanley in Jericho, NY. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. 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.