James Jacobson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is a partner in the Jacobson Family General Partnership, an investment-related business based in Baltimore. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

Robert Bussells is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division 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 variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Andrew Fink is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and modeling techniques to support client outcomes.

Annakate Cross is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Outside of her advisory role, she works as a retail cashier at a shopping mall, performing customer service and cashiering duties. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery-based process and offers both direct and employer-sponsored financial planning services.

Stephen Ross is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America prior to joining Morgan Stanley in 2022. He serves on the Investment Committee of the Foundation for Sulpicians of the United States, a civic and religious organization based in Baltimore, Maryland. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals 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 structured planning tools such as Monte Carlo simulations to model financial outcomes.

Mark McGrath is a financial advisor with Morgan Stanley Wealth Management in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Stifel, Ryan Beck & Co., and Morgan Stanley DW Inc. Outside of advising, he serves on the boards of the Young Victorian Theatre Company and the Handel Choir of Baltimore and contributes to the Church of the Good Shepherd Investment Committee. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm employs structured planning processes supported by advanced modeling tools and provides a diverse set of investment and financial solutions.

Brooke Coligan is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Her prior work includes roles at Gorman & Williams and involvement with Towson University and Blue Water Baltimore. 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. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate agreements.

Jennifer Wade is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously spent 23 years at Merrill Lynch. Outside of her advisory role, she owns and operates a pressure washing business in Sykesville, Maryland. 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 tailored financial planning services supported by structured planning tools and a broad platform of investment offerings.

Peter Della Croce is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of his advisory role, he is a committee member of The Myositis Association and serves as Chair of Leadership Development for The Arc of Howard County, a healthcare organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured discovery processes and firm-approved planning tools.

Robert Friedman is a financial advisor with Morgan Stanley in Lutherville, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Friedman serves on the Maryland Board of Football Officials and works as a Game Day Assistant for the National Football League. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, employing structured financial planning tools and investment models to deliver tailored advice. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

David Kalvar is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Carlos Fernandez is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at 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 and estate planning services, managing approximately $2.74 trillion in client assets.

Ariel Popel is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tools-based planning process without providing individual security recommendations as part of standalone plans.

Amanda Burnside is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Kestra Financial, The Leaders Group Inc, and The Affluence Group. Burnside joined Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery conversations and proprietary planning tools.

Jonathan Kalu is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Joel Cohn is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 1996 to 2009. Outside of his advisory role, he serves as a board member for Beth Tfiloh Synagogue in Baltimore, Maryland. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and serves clients through various programs, including corporate financial planning agreements.

Elisha Comfort is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley for ten years. Outside of her advisory role, she is involved with Heavy Seas Alehouse, a business she has been associated with for over a decade. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Beth Pharr is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual 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 structured planning tools and modeling techniques as part of its financial planning process.

Drew Gagnon is a financial advisor at Morgan Stanley in Lutherville, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at RBC Capital Markets for three years and has experience at StoneBridge Advisors and The Arena Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering 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 proprietary tools and models.