Lisa Vizzone is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley 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 focused on tailored financial planning supported by the Global Investment Committee’s research and firm‑approved tools.

Antonina Hodges is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 proprietary tools and research.

Thomas Regan is a financial advisor at Morgan Stanley with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working in Morristown, NJ. Outside of his advisory role, he owns a rental property in Beach Haven, NJ. 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, including tailored financial planning supported by firm-approved tools and proprietary investment modeling.

David Brask is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

Matthew Giordano is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services and Citigroup Global Markets. He has been with Morgan Stanley Smith Barney LLC since 2017. 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 firm-approved tools and methodologies.

Stephen Ponichtera Jr. is a Series 63-registered financial advisor with Morgan Stanley, based in Morristown, NJ, with 54 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously held roles at Citigroup Global Markets from 1993 to 2009. He has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering comprehensive financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its approach.

Diane Woods is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2020, following a 31-year tenure at Merrill. 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 that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Claudia Mundahl is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. She previously held an inactive real estate license and was involved in a realty referral network. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and proprietary tools, offering a broad range of retail and institutional investment options.

Lindsey Galanti is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, focusing on tailored financial planning and utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Krista Li is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Her prior work includes positions at Goldman Sachs Ayco, Advantage Xpo, and KPMG LLP. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and investment research.

Matthew Tomko is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses with two years of industry experience. His work background includes roles at Morgan Stanley since 2022 and prior positions at Premini Events, Hollywood Golf Club, and Fairmount Country Club. He has also held teaching roles at Fairleigh Dickinson University and Lyndhurst High School. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Connor Brady is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Eaton Vance Management, Eaton Vance Distributors, Cantor Fitzgerald, and Morgan Stanley Smith Barney. Outside of his advisory work, he is employed as a caddie at Somerset Hills Country Club. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, utilizing proprietary modeling techniques without providing individual security recommendations as part of standalone plans.

Sangeetha Senthil is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools, including Monte Carlo simulations and secular return estimates, while generally acting in an advisory capacity for plans.

Elizabeth Camp is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 22 years of industry experience. She has worked at Morgan Stanley since 2009 and within 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 employs a structured financial planning process using firm-approved tools and modeling techniques.

Nicholas Salamone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning and a range of investment services supported by firm-approved planning tools and resources.

John Mazza is a CFA® charterholder and holds a Series 63 license with 15 years of industry experience. He has been with Morgan Stanley since 2016, currently serving as a financial advisor at Morgan Stanley Wealth Management. Outside of his advisory role, he is involved in water extraction and mold remediation activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 that incorporates firm-approved tools and modeling techniques.

Carol Alania is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 18 years at Morgan Stanley and 11 years of industry experience overall. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Joanne Yanogacio is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 registrations and with 20 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs a financial planning process based on structured discovery and firm-approved tools.

Zhicheng Xin is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, following six years at the New York Compensation Insurance Rating Board. Xin holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a broad 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 using firm-approved tools and models to support client outcomes.

Nora Defalco is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she works as a licensed real estate sales agent and is involved in elder care services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm’s approach includes structured planning tools and modeling techniques, supporting clients in managing approximately $2.74 trillion in assets.