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

Stephanie A

Series 63, Series 66

Morristown, NJ

Morgan Stanley

Stephanie Ashley is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2017. Prior to joining Morgan Stanley, she was not employed for one year. 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, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Christopher M

Series 66

Morristown, NJ

Morgan Stanley

Christopher Maffei is a financial advisor with Morgan Stanley in Morristown, NJ. He holds a Series 66 designation and has nine years of industry experience, including roles at Morgan Stanley Private Bank and involvement with Villanova University Athletics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

General estate planning guidance
user avatar
firm logo

Lindsay C

Series 63, Series 65

Morristown, NJ

Morgan Stanley

Lindsay Conte is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, Lindsay is involved as an instructor at Sweat Hot Yoga Studio in Chester, New Jersey. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Alfonso P

Series 63, Series 65, Series 66

Morristown, NJ

Morgan Stanley

Alfonso Pena is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning and a wide range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary modeling techniques as part of its advisory process.

General estate planning guidance
user avatar
firm logo

Jessica C

Series 63, Series 66

Morristown, NJ

Morgan Stanley

Jessica Corazza is a financial advisor at Morgan Stanley in Morristown, NJ, with 12 years of industry experience. She previously worked at Cary Street Partners from 2017 to 2023 before joining Morgan Stanley. Corazza holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored agreements.

General estate planning guidance
user avatar
firm logo

Jason M

Series 63, Series 65, Series 66

Morristown, NJ

Morgan Stanley

Jason Meyer is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Morgan Stanley since 2015, including time at Morgan Stanley Private Bank. His prior experience includes roles at J.P. Morgan Securities, Merrill, and UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market scenario modeling as part of its investment advisory approach.

General estate planning guidance
user avatar
firm logo

Steven C

Series 63, Series 65

Morristown, NJ

Morgan Stanley

Steven Colli is a financial advisor at Morgan Stanley in Morristown, NJ, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2011, including his role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
user avatar
firm logo

Alexandra B

Series 66

Morristown, NJ

Morgan Stanley

Alexandra Bock is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Weichert Realtors, and the Harvest Restaurant Group Roots Steakhouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and provides planning based on structured discovery and firm-approved tools.

General estate planning guidance
user avatar
firm logo

Steven C

Series 66

Morristown, NJ

Morgan Stanley

Steven Coury is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked at PNC Bank and Fairleigh Dickinson University. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through tailored strategies and firm-approved planning tools.

General estate planning guidance
user avatar
firm logo

Steven G

Series 63, Series 65

Morristown, NJ

Morgan Stanley

Steven Gottlieb is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes positions at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, including his current role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques; the firm manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Jordan K

Series 66

Morristown, NJ

Morgan Stanley

Jordan Kizmann is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his finance career, he was involved in political and nonprofit roles, including positions with the Office of the Governor of New Jersey and Wisconsin Youth Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning, employing structured discovery processes and proprietary planning tools, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Mark C

Series 66

Morristown, NJ

Morgan Stanley

Mark Ciccarelli is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 66 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, including financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Jeffrey S

Series 63, Series 65

Morristown, NJ

Morgan Stanley

Jeffrey Schwartz is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 1996 to 2009. 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 supported by firm-approved tools and methodologies.

General estate planning guidance
user avatar
firm logo

David E

Series 66

Morristown, NJ

Morgan Stanley

David Emson is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley since 2017 and a prior position with The Rock Creek Group. Outside of his advisory duties, he serves as a trustee or co-trustee for a trust in Scotch Plains, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning that incorporates firm-approved tools and methodologies.

General estate planning guidance
user avatar
firm logo

Matthew G

Series 66

Morristown, NJ

Morgan Stanley

Matthew Graziano is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2022, he held roles at Family First Life, Northwestern Mutual, and other companies across various industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 utilizes structured planning processes supported by firm-approved tools.

General estate planning guidance
user avatar
firm logo

Julianne R

Series 63, Series 65

Morristown, NJ

Morgan Stanley

Julianne Rose is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. She previously worked at Rockefeller Financial LLC and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

General estate planning guidance
user avatar
firm logo

Allison W

Series 63, Series 66

Morristown, NJ

Morgan Stanley

Allison Walsh is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2008. In addition to her advisory role, she is involved in a retail and online store business called The Garden Cottage in Morristown, New Jersey. 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 structured planning tools to support its services.

General estate planning guidance
user avatar
firm logo

Sarah P

Series 66

Morristown, NJ

Morgan Stanley

Sarah Pittman is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role 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 both individual and institutional clients. The firm delivers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing 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”)