Danielle Jackson is a Series 66-registered financial advisor at Morgan Stanley with nine years of industry experience. She has worked at Morgan Stanley since 2018 and previously spent time at Mass Mutual Investors Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 structured planning tools such as Monte Carlo simulations and Secular Return Estimates for modeling outcomes.

Eric Rosen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis models.

Amanda Decker is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at American Portfolios Financial Services, Inc., Northeast Securities Inc., and OSAIC. Outside of her advisory role, she is involved as a partner in a rental property business. 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 processes. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services across a broad spectrum of products and strategies.

Frank Lourenso is a Certified Financial Planner® with 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on structured financial planning and manages approximately $2.74 trillion in client assets.

Karen Levy is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of her advisory work, she is co-owner of Crafty Candies, Inc., which sells chocolate crafting kits. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Daniel Griesmeyer is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Salvatore Cassar is a financial advisor at Morgan Stanley with 12 years of industry experience. His background includes roles at Morgan Stanley Private Bank, JP Morgan Securities, and Axa Equitable. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves 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 planning tools and modeling techniques to develop financial plans.

Anne Marie Cammarata is a financial advisor at Morgan Stanley with 10 years of industry experience. She has held Series 63 and Series 66 licenses and worked at Merrill Lynch Pierce Fenner & Smith from 2012 to 2017 before joining Morgan Stanley in 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 and financial planning services using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Labrador is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Mbsc Securities Corporation, Lyft, JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., and Scottrade Investment Management. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and scenario modeling, with advisory services that include, but do not typically encompass, individual security recommendations.

Ira Mark is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His career history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, City National Bank, and RBC Capital Markets. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary market forecasts within its financial planning process.

Cole Snyder is a financial advisor at Morgan Stanley with Series 66 credentials and four years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. His earlier background includes positions in both academic settings and other firms prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Louis Mangia is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2025, he worked at NYLIFE Securities LLC and New York Life and has experience in educational and various other sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Christopher Smith is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized 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 methodologies.

Gabriella Ruffo is a financial advisor with Morgan Stanley in Jericho, NY, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at Musso & Tarantino MDs and the University of Miami. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, employing structured financial planning tools and a variety of investment programs. The firm manages approximately $2.74 trillion in client assets and offers planning services through both direct and corporate financial planning agreements.

Christopher Scapillato is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. He previously worked at Man Investments, Inc. from 2015 to 2018 before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include 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 its services through individual and corporate financial planning agreements.

Sarah Porcellini is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley since 2022, including a role with Morgan Stanley Private Bank, N.A. Prior to her advisory career, she held positions at Veritas Capital, Hofstra University, European Wax Center, Crunch Fitness, and John F. Kennedy High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, offering a range of investment and financial solutions without providing individual security recommendations in standalone plans.

Lori Schiller is a Series 66-licensed financial advisor with 27 years of industry experience. She is currently with Morgan Stanley, having joined in 2025 after previous roles at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, such as Monte Carlo simulations and Secular Return Estimates, within its advisory process.

Michael Simon is a financial advisor with Morgan Stanley in Jericho, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market outlook models.

Donna Evans is a financial advisor at Morgan Stanley in Jericho, NY, with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012. Outside of her advisory work, she is the owner and president of Rainbow Deli Inc. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with an emphasis on advisory services rather than individual security recommendations.

Nadira Ramnarain is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at RBC Capital Markets for seven years before joining Morgan Stanley Smith Barney LLC in 2020. Outside of her advisory role, she actively manages a rental property business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering clients tailored financial plans within a broad platform of investment and advisory solutions.