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Jaclyn D

Series 63, Series 66

Jericho, NY

Morgan Stanley

Jaclyn Di Marzo is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at Ameriprise Financial Services Inc. from 2015 to 2018. Di Marzo holds Series 63 and Series 66 licenses. 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 and utilizes structured planning tools and modeling techniques in its process.

General estate planning guidance
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Joseph G

Series 66

Jericho, NY

Morgan Stanley

Joseph Gillespie is a financial advisor with Morgan Stanley in Jericho, NY, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Gillespie has a background that includes a period of full-time education and a role at BeyondAir. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Adam R

Series 63, Series 65

Jericho, NY

Morgan Stanley

Adam Razov is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
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Ajay M

Series 63, Series 65

Jericho, NY

Morgan Stanley

Ajay Masand is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes roles at UBS Financial Services and various divisions of Morgan Stanley dating back to 2002. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including personalized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market models to support its advisory services.

General estate planning guidance
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Gail B

Series 63

Jericho, NY

Morgan Stanley

Gail Barbaro is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 63 designation. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and analyses.

General estate planning guidance
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Elizabeth G

Series 63, Series 65, Series 66

Jericho, NY

Morgan Stanley

Elizabeth Gidge is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, 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 planning process using firm-approved tools and investment models.

General estate planning guidance
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Jonathan F

Series 63, Series 65, Series 66

Jericho, NY

Morgan Stanley

Jonathan Fladell is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, following roles at City National Bank, RBC Capital Markets, and J. B. Hanauer & Co. His credentials include Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management offers a broad range of advisory services to both individuals and institutional clients, utilizing structured financial planning tools and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and provides customized financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Kerma B

Series 63, Series 66

Jericho, NY

Morgan Stanley

Kerma Brunecker is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held positions at Morgan Stanley since 2020, previously working at Janney Montgomery Scott and UBS Financial Services. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and Secular Return Estimates.

General estate planning guidance
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Yatin D

Series 63, Series 65

Jericho, NY

Morgan Stanley

Yatin Doshi is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior experience includes ten years with Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved tools to develop financial plans.

General estate planning guidance
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Antonio B

Series 66

Jericho, NY

Morgan Stanley

Antonio Biscardi is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and Edward Jones, as well as an extended period as a student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

General estate planning guidance
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Kimberly C

Series 63

Jericho, NY

Morgan Stanley

Kimberly Casper is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2013 and holds a Series 63 designation. 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 wide range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Salvatore C

Series 66

Jericho, NY

Morgan Stanley

Salvatore Cammisuli is a Series 66-licensed financial advisor with Morgan Stanley, bringing five years of industry experience. His career includes roles at Morgan Stanley Private Bank and the Royal Bank of Canada, as well as positions at New York University and Publishers Clearing House. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

General estate planning guidance
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Evan A

Series 66

Jericho, NY

Morgan Stanley

Evan Arzanipour is a financial advisor with Morgan Stanley in Jericho, NY. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the firm, he was a student from 2021 to 2025 and was unemployed from 2015 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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Jason B

Series 66

Jericho, NY

Morgan Stanley

Jason Brottman is a financial advisor with Morgan Stanley in Jericho, NY, holding a Series 66 license and 23 years of industry experience. He has worked with Morgan Stanley since 2014 and has prior experience at Merrill, Banc of America Investment Services, HSBC Securities, and Chase Investment Services. Outside of his advisory role, he is a partner in a property management business. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and combines traditional offerings with specialized investment and financial services.

General estate planning guidance
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Stefanie A

Series 63, Series 65

Jericho, NY

Morgan Stanley

Stefanie Andors is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and HighTower Advisors. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

General estate planning guidance
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Tony S

Series 66

Jericho, NY

Morgan Stanley

Tony Schultz is a financial advisor with Morgan Stanley Smith Barney LLC in New York, NY, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years. Outside of his advisory role, Schultz is involved with the Developmental Disabilities Institute and the NY Consumer Directed Personal Assistance Program, providing services related to developmental disabilities. 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 manages approximately $2.74 trillion in client assets through a structured planning process and a wide range of advisory programs.

General estate planning guidance
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Maureen D

Series 66

Jericho, NY

Morgan Stanley

Maureen Debobes is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has been with 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 provides a wide range of advisory programs and financial planning services utilizing firm-approved tools and methodologies.

General estate planning guidance
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