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Nicole R
Series 66
Morristown, NJ
Morgan Stanley
Nicole Rosa is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, N.A. since 2020 and prior experience at HSBC and Fairleigh Dickinson University. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning.
Sean C
Series 63, Series 65
Morristown, NJ
Morgan Stanley
Sean Conley is a financial advisor at Morgan Stanley with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and firm-approved tools.
Katie K
Series 66
Morristown, NJ
Morgan Stanley
Katie Killeen is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Wells Fargo's Watchung Wealth Management. Outside of finance, she has experience working at Driftwood Coffee Shop and in educational roles at Ridge High School and William Annin Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.
Michael S
Series 63, Series 65
Morristown, NJ
Morgan Stanley
Michael Scaraggi is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both 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 uses structured planning tools and employs a broad investment platform including relationships with private funds and structured-product activities.
Alease C
Series 63, Series 65, Series 66
Morristown, NJ
Morgan Stanley
Alease Chabrak is a financial advisor at Morgan Stanley in Morristown, NJ, with 31 years of industry experience. She has been with Morgan Stanley since 2012 and holds Series 63, Series 65, and Series 66 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research, and manages approximately $2.74 trillion in client assets.
Dianne Z
Series 63, Series 66
Morristown, NJ
Morgan Stanley
Dianne Zhilitsky is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley since 2009 and previously spent seven years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning 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.
Kelsey L
Series 66
Morristown, NJ
Morgan Stanley
Kelsey Leighton is a financial advisor at Morgan Stanley with one year of industry experience. Before joining Morgan Stanley, Leighton worked at Fidelity Investments and Montis Financial. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and research from its Global Investment Committee.
Oliver K
Series 66
Morristown, NJ
Morgan Stanley
Oliver Kearns is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at JEB Capital Partners and Stake, as well as involvement in political operations for a congressional campaign. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by the firm’s structured process and planning tools.
Matthew L
Series 66
Morristown, NJ
Morgan Stanley
Matthew Langan is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. 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. Their financial planning process uses structured discovery conversations and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.
Howard P
Series 63, Series 66
Morristown, NJ
Morgan Stanley
Howard Parker is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following seven years with Citigroup Global Markets. Outside of his advisory role, he is a singer and songwriter, performing regularly and managing his own music publishing and recording companies, with plans to donate proceeds from a forthcoming album to medical research through a nonprofit he helped found. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm‑approved tools and research, managing approximately $2.74 trillion in client assets.
Melissa A
Series 66
Morristown, NJ
Morgan Stanley
Melissa Anton is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a gymnastics official for the New Jersey High School Association during the fall high school sports season. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.
Lily D
Series 63, Series 65
Morristown, NJ
Morgan Stanley
Lily Domanski is a financial advisor at Morgan Stanley in Morristown, NJ, with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at PNC Wealth Management and PRUCO Securities, LLC. 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 supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.
Matthew T
Series 66
Morristown, NJ
Morgan Stanley
Matthew Turo is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and having two years of industry experience. His prior roles include positions at Delphi Wealth Management, Northwestern Mutual, and &PARTNERS. He also has experience working in educational settings and a retail business, Upmerch. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.
Cameron E
Series 63, Series 66
Morristown, NJ
Morgan Stanley
Cameron Evans is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and with 15 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Cantor Fitzgerald & Co., DB USA Core Corporation, and Deutsche Bank Securities Inc. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.
Taylor B
Series 66
Morristown, NJ
Morgan Stanley
Taylor Brady is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Chase & Co. from 2015 to 2021. Brady is based in Morristown, NJ. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm‑approved tools and methods such as Global Investment Committee estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.
Christopher G
Series 66
Morristown, NJ
Morgan Stanley
Christopher Greco is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.
John G
Series 63, Series 66
Morristown, NJ
Morgan Stanley
John Grauer is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, and General Nutrition Center. He serves as Vice President of a Business Networking International chapter in Charlotte, North Carolina. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, 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 research.
Juliana T
Series 66
Morristown, NJ
Morgan Stanley
Juliana Trovato is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley since 2011, with a prior nine-year tenure at 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 planning tools to support client outcomes.
Andrew B
Series 63, Series 65, Series 66
Morristown, NJ
Morgan Stanley
Andrew Burkhardt is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. His prior work experience includes roles at PNC, PNC Investments, and CitiBank. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Corporate Financial Planning agreements.
Leslie S
Series 63, Series 65
Morristown, NJ
Morgan Stanley
Leslie Smith is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2009, Smith worked at Citigroup Global Markets and Morgan Stanley DW Inc. from 2006 to 2009. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering financial planning that incorporates structured discovery and firm-approved tools but does not include individual security recommendations in its standalone planning programs.
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