Iryna Warren is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Morgan Stanley in 2025. 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 employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Stephen Park is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following 14 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-based financial planning arrangements.

Cynthia Talley is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and 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.

Veronique Caumeil is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments from 2020 to 2024 and has experience with Morgan Stanley Private Bank, N.A. from 2024 onward. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by approved tools and models, managing approximately $2.74 trillion in client assets.

Pedro Guerrero is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on 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.

Breonni Gantlin is a financial advisor at Morgan Stanley in McLean, VA, holding a Series 66 designation with eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services, JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley Private Bank. Prior to entering financial services, she worked at PepsiCo’s Frito-Lay division for three years. 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 utilizes structured planning tools and scenario modeling as part of its financial planning process.

Tori Fritz is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. She previously worked at UBS Financial Services from 2005 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses such as Monte Carlo simulations to support its financial planning process.

Lori Caumeil is a CFP®-certified financial advisor at Morgan Stanley with 23 years of industry experience. She 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 serving individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to model financial outcomes.

Hope Sanchez is a financial advisor at Morgan Stanley in McLean, VA, holding a Series 66 license with less than one year of industry experience. Prior to joining Morgan Stanley, Sanchez worked at the City of Tallahassee and Vienna Animal Hospital. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Kevin Shavalay is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently a financial advisor at Morgan Stanley, where he has worked since 2022. His prior roles include positions at UBS Financial Services, Northwestern Mutual Wealth Management Company, and other financial services firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Benjamin Semmes is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Morgan Stanley in McLean, VA, having previously worked at Bank of America and Merrill. His tenure includes roles 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 individual and institutional clients with advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning using structured discovery processes and firm-approved tools.

Anie Zarookian is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2007 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Nicholas Rettle is a financial advisor at Morgan Stanley in McLean, VA, holding a Series 66 designation. He has one year of industry experience, including positions at Morgan Stanley and Hudson Group, as well as earlier roles outside the financial sector. 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 investment models, managing approximately $2.74 trillion in client assets.

Christian Cropper is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation. He has around one year of industry experience and has previously worked at firms including BlackRock and Pastis DC. Outside of finance, he has experience in the food service industry and has attended Drexel University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Emilio Sanchez is a CFP® with 27 years of experience in the financial industry. He is currently with Morgan Stanley in McLean, VA, where he has worked since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Kevin Caulfield Jr. is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and The Andean Group. His background also includes positions outside of the financial sector and studies at Virginia Commonwealth University and Northern Virginia Community College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and planning tools such as Monte Carlo simulations to help clients develop financial plans.

Claire Meade is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and global market models to support client outcomes while primarily acting in an advisory capacity.

Milind Parekh is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 credential and 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals 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 uses structured planning tools and market simulations as part of its financial planning process.

Maha Saffarini is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, she is the author of several children’s books, including titles on Ramadan and Arab American history, and regularly gives presentations about the writing process. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory services supported by structured planning tools and a range of investment programs.

James Mcintire Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a 50% partner and owner of Prezzies, a retail gift shop, alongside his spouse. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.