Amanda Finnie is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at Morgan Stanley since 2021 and previously held multiple roles at Fidelity from 2016 to 2021. Outside of her advisory work, she is a partner in Seven Eleven Sisters, LLC, a retail and online stores business based in New Rochelle, New York. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Michelle Kaplan is a financial advisor at Morgan Stanley in Jericho, NY, holding a Series 66 designation with two years of industry experience. She previously worked at UBS Financial Services from 2022 to 2024 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. 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 based on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Roman Yakubov is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2013 and with Morgan Stanley Private Bank, N.A. 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 wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Matthew Silver is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He is currently affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing advisory programs to both individuals and institutions, including 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 that include but do not rely on individual security recommendations.

Amanda Zanfini is a financial advisor with Morgan Stanley in Jericho, NY, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley since 2010, including her current role at Morgan Stanley Private Bank, N.A. since 2026. 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 utilizing firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Nicolas Mangia is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2025. Prior to Morgan Stanley, he was employed by NYLIFE Securities LLC and New York Life Insurance Co. 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 processes. The firm manages approximately $2.74 trillion in client assets and serves clients through various advisory and brokerage services.

Julia Difiglia is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients by 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 modeling techniques.

Hoon Chung is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2012, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad 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 that utilizes firm-approved tools and modeling techniques.

Martin Bank is a Certified Financial Planner (CFP®) with over 32 years of industry experience. He is currently with Morgan Stanley Wealth Management and has held various roles within the Morgan Stanley organization since 2009, including positions at Morgan Stanley Private Bank, N.A. in Jericho, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial and estate 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 research.

Merek Glover is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and previously worked at Marcus & Millichap. Before entering the financial sector, Glover was an NFL free agent and attended Tulane University for six years. Morgan Stanley Wealth Management provides a broad range of advisory programs serving both individual and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and offers access to diverse investment products through its extensive platform.

Krishna Iyer is a financial advisor at Morgan Stanley with 20 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley more broadly since 2014, following two years at Merrill. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and under Corporate Financial Planning agreements with employers.

Eric Peske is a financial advisor at Morgan Stanley in Jericho, NY, with 30 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Morgan Stanley in 2025. He holds Series 63 and Series 65 licenses. 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 uses a structured planning process with proprietary tools and supports both direct clients and employer-sponsored financial planning arrangements.

Daniel Maniscalco is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. 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 supported by structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Kathleen Smielewski is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Roger Stern is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 53 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides services through both direct client relationships and corporate financial planning agreements.

Kathryn Castelli is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and proprietary tools, serving clients through both direct and corporate financial planning agreements.

Simon Alexander is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 financial planning services supported by structured planning tools and comprehensive investment resources.

Benjamin Mihalik is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Morgan Stanley since 2014, holding positions at both Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured financial planning process supported by proprietary tools and modeling techniques.

Tyler Epakchi is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and a brief position at Fanvest Wagering Exchange. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader retail and institutional investment solutions.

Krystle Gesmundo is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services from 2012 to 2025. She joined Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.