Kyle Stevens is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to his financial services career, he was employed at Baltusrol Golf Club and Temple University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Joseph Moschella is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with 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 with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Darren Hugo is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Morristown, NJ. His previous roles include positions at UBS Financial Services from 2009 to 2020 and at Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory work, he is involved with a trust-related business activity in Las Vegas, Nevada. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering customized financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Robert D'amato is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with Morgan Stanley, having previously worked at UBS Financial Services for nine years. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 using firm-approved tools and market simulations.

Peter Lease is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2002. Outside of his advisory role, he manages a real estate rental business as a sole proprietor in Nantucket, Massachusetts. 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.

Steven Hadley is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Hadley serves on the advisory board for the Walker Pond Conservation Committee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad range of retail and institutional investment products.

Barbara Coyne is a financial advisor at Morgan Stanley with 16 years of industry experience. She has previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney in 2021. Coyne holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

Michael Schwartz is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 59 years of industry experience. He has worked within various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Christopher Ridente is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Seahawk Capital LLC in Stamford, Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, 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 a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Gerald Crum is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, he is the sole proprietor of Glenson Properties, a construction and engineering business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and various investment services across multiple client segments.

Patricia Petrone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Daniel Mc Donald is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Bank of America and Merrill. Mc Donald currently serves at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools but does not provide individual security recommendations as part of standalone planning services.

Eileen Keenan is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2016, she worked at Citigroup Global Markets from 2007 to 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 modeling techniques.

Zhigang Shen is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and applies a structured financial planning process supported by proprietary tools and modeling techniques.

Steven Jones is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he serves as a tennis official for the New Jersey State Interscholastic Athletic Authority. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Michael Castracucco is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and B Adams Holdings, as well as employment at the University of Scranton. He also has work history with Sywanoy Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a comprehensive range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis techniques.

Lindsay Boitel is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 license and eight years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, she has a decade-long involvement with Long Hill Township Public Schools. Morgan Stanley Wealth Management delivers advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and scenario modeling to support client financial plans, primarily acting in an advisory capacity.

Robert Khoury is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2007. His current roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides 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 utilizes firm-approved planning tools alongside its Global Investment Committee’s research to support its planning process.

Victoria Calandra is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she was with Northwestern Mutual and spent a decade as a full-time student. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering financial planning through a structured process that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Lauren Legband is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She worked at AXA Advisors, LLC for one year before joining Morgan Stanley in 2017. 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 and financial planning services, utilizing structured discovery processes and firm-approved planning tools.