John Mccleery is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. 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 manages approximately $2.74 trillion in client assets.

Paul Schroeder is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank, National Association. 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. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Warren Rivetz is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Salvatore Vitale is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 63 designation and over 34 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Ralph Laporta is a financial advisor at Morgan Stanley in Melville, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at Citigroup Global Markets since 1994 and Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Douglas Horn is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning using firm-approved tools and modeling techniques.

Nicole Evans is a financial advisor at Morgan Stanley with a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill for four years and held various positions in the food service and education sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs focused on financial planning, utilizing structured discovery conversations and firm-approved tools to develop tailored plans.

Shawn Alvarado is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2020 and previously held a role at Citigroup from 2016 to 2020. Morgan Stanley Wealth Management serves both 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 a structured planning process supported by firm-approved tools and market modeling techniques.

Richard Dorfman is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Susan Candia is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to her career in finance, she spent over a decade at Farmingdale State College. Morgan Stanley Wealth Management is a 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 planning tools and a comprehensive investment approach.

Matthew Inserra is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill from 2010 to 2023. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a wide 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 utilizes structured planning tools along with the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

James Colosi is a financial advisor with Morgan Stanley in Melville, NY. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at RBC Wealth Management and Morgan Stanley Private Bank, N.A., as well as a year with Chefs International. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines large-firm resources with specialized offerings including private funds and structured products.

Jeremy Obrien is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009, also working with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to develop financial plans.

Jodi Juliano is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 63 designation and bringing 28 years of industry experience. She has worked at Citigroup Global Markets since 2007. Outside of her advisory work, she is involved in clothing sales through Poshmark. Morgan Stanley Wealth Management serves both 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 employs a structured planning process and offers diverse investment and financial solutions.

David Selzer is a financial advisor at Morgan Stanley with Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, he was employed at RC Murphy Middle School and has operated two entertainment businesses, including Party Harty Entertainment, where he works as a professional MC hosting high-end events on weekends. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad spectrum of investment products.

Antoinette Visconti is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she creates and sells craft items on Etsy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by a structured planning process and a range of investment and financial products.

Bryan Caggiano is a CFP® and Series 66 licensed advisor with 19 years of industry experience. He is currently with Morgan Stanley, having joined in 2025 after 12 years at UBS Financial Services Inc. Morgan Stanley Wealth Management serves 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 in its process.

Kyle Kennelly is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is the owner of Tomky Realty LLC, a real estate business. 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 focused on tailored financial planning and utilizes structured discovery processes and firm-approved planning tools.

Steven Hart is a financial advisor at Morgan Stanley with 34 years of industry experience. He has held positions at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1993. Hart holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Nancy Melendez is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 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 a range of advisory programs and financial planning services supported by structured discovery and advanced modeling tools.