Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Sodiq K

Series 63, Series 65

McLean, VA

Morgan Stanley

Sodiq Kaitow is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Diane K

Series 66

McLean, VA

Morgan Stanley

Diane Kraft Dziedzic is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides 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 structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

General estate planning guidance
user avatar
firm logo

Kristen H

Series 66

McLean, VA

Morgan Stanley

Kristen Hillery is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2026, with prior roles at Fidelity Investments and Mass Mutual Investors Services. Her background also includes experience in the insurance sector and earlier work in financial services and private business. Morgan Stanley Wealth Management serves both 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 a structured planning process supported by firm-approved tools and market scenario modeling.

General estate planning guidance
user avatar
firm logo

Mitchell K

CFP®, Series 63, Series 65

McLean, VA

Morgan Stanley

Mitchell Kernus is a Certified Financial Planner (CFP®) with over 32 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2022, following prior roles at Bank of America and Merrill Lynch. Kernus also has involvement with a trust business in Alexandria, Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and delivers services through a large network of financial advisors.

General estate planning guidance
user avatar
firm logo

Leila P

Series 63, Series 65

McLean, VA

Morgan Stanley

Leila Peck is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its Private Bank division since 2009 and 2015, respectively. She also serves as an executor or co-executor for an estate in Potomac Falls, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)