Michael Sayo is a financial advisor with Morgan Stanley in Melville, NY. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at AMS (Alexander Mann) for four years, Top Source International for one year, and Geneva Consulting Group for seven years. Morgan Stanley Wealth Management provides 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 offers planning services based on structured discovery and firm-approved tools.

Scott Mckenna is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both 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 uses a structured planning process incorporating firm-approved tools and economic modeling.

John Mahoney II is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior roles include eight years at J.P. Morgan Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies.

Frank Inman is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 credentials and bringing 34 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 with a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Jennifer Belic is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010, including her current role since 2022. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Julie Kerrigan is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2013, with a two-year tenure at Wells Fargo Clearing Services LLC between 2017 and 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Fred Catalano is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is an officer of Gold Coast Kicks, a retail and online store based in Huntington, New York. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and modeling techniques.

Robert Cohen is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Kevin Mcvey is a Series 66-licensed financial advisor with Morgan Stanley in Melville, NY, and has 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to extensive investment resources and products.

Brandon Kaley is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Morgan Stanley in Melville, NY, having previously worked at Merrill and Bank of America. His background includes roles at Morgan Stanley Private Bank and a manufacturing consortium. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and models without providing individual security recommendations as part of standalone plans.

Brian Cohen is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm uses structured discovery processes and approved planning tools and manages approximately $2.74 trillion in client assets.

Anthony Paolano Jr. is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 credentials and with 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. He is also a licensed pharmacist in New York and has involvement in real estate through several partnerships. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include, but are not limited to, investment advisory and estate planning strategies.

Liam Patterson is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and corporate financial planning, with a focus on advisory services rather than individual security recommendations.

Moira Patterson is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2005. She also serves as a trustee in a trust-related business activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved methodologies and tools.

John Donnell is a financial advisor at Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association 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 range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Defrancisco is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Melville, NY. He has been with Morgan Stanley since 2015 and has worked with Morgan Stanley Private Bank, N.A. since 2020. 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 services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Kristen Signorile is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Morgan Stanley and its Private Bank in 2019. Outside of her advisory role, she serves as a Notary Public in the state of New York. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Marilene Wilfred is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a partner in Hidden Valley Gem Farms LLC, an agricultural business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include but are not limited to financial and estate planning.

Rose Lochner is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 66 designation. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.