Robert Neill is a financial advisor with Morgan Stanley in Morristown, NJ, holding the Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017. Outside of his advisory role, he serves as a board member for the Borough of Point Pleasant Beach Board of Adjustment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Linda Gelson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 42 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at UBS Financial Services for 11 years. Her other business activities include involvement with multiple trusts and an estate in New Jersey and Nevada. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with a focus on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in developing financial plans.

Peter Christus is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 designations and bringing 46 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Nicholas Conturso is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Morgan Stanley and its related entities since 2002, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to that, he worked at Citigroup Global Markets for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and analyses.

Shaun Freeman is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He is also involved in a trust-related business activity based in Brooklyn, New York. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment committee models.

Ryan Nees 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 Private Bank, Merrill, Bank of America, and Pruco Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory programs supported by structured discovery processes and firm-approved planning tools.

Kevin Pierce is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Accenture and Knowledgent Group Inc. He also held a role at Wake Forest University early in his career. 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, 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 models.

Hilary Spain Reilly is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her career includes tenure at Merrill from 2001 to 2009 before joining Morgan Stanley Smith Barney LLC in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process using proprietary tools and extensive resources, managing approximately $2.74 trillion in client assets.

Tara Jakubik is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill from 2015 to 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering 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 both directly to individuals and through corporate agreements.

Matthew Coe is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1995 to 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating approved tools and modeling techniques.

Kitty Kong is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and having 29 years of industry experience. She has worked at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual 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 services through Financial Advisors and Corporate Financial Planning agreements.

Donna Magliato is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to Morgan Stanley, she worked at Citigroup Global Markets Inc. from 2013 to 2017. Outside of her advisory role, she teaches yoga classes at various studios, including Bikram Yoga Palisades and Simply Hot Yoga & Fitness. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range 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 corporate-sponsored financial plans.

Kaden Bernstein is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley Smith Barney LLC since 2018 and Morgan Stanley Private Bank, N.A. since 2019. Bernstein serves on the board, finance committee, and investment committee of JBWS, a nonprofit organization focused on health and welfare and community assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with customized financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research-driven investment strategies.

Gary Tagliente is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held his current position at Morgan Stanley Smith Barney since 2014. He holds Series 63 and Series 65 securities licenses. 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 analysis techniques.

John Deegan is a CFP® with 17 years of experience in financial services, currently serving as an advisor at Morgan Stanley in Morristown, NJ. His prior experience includes seven years at UBS Financial Services. 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, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured, data-driven financial planning process.

Nicholas Price is a financial advisor at Morgan Stanley based in Morristown, NJ, with five years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services Inc. and Eastern Spine. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning using structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Robert Coe is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020 and previously at UBS Financial Services from 2017 to 2020. He graduated from Bucknell University in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured processes and proprietary tools to support client planning needs.

Ryan Mc Enery is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at benefEx benefit consulting, New York Life, and Ramapo College of New Jersey. Outside of finance, he has experience working at a martial arts institute and in retail. 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 a structured planning process supported by firm‑approved tools and research inputs.

James Wilkes IV is a financial advisor at Morgan Stanley with 35 years of industry experience. He has worked at Morgan Stanley and its affiliated private bank since 2017 and was previously employed by Mercer Allied Company, L.P. for 23 years. Wilkes holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves a wide client base, managing approximately $2.74 trillion in assets.

Glenn Shapiro is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 10 years of industry experience. He 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 is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.