Robert Sartori is a financial advisor with Morgan Stanley based in Mystic, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools but does not include individual security recommendations as part of standalone planning.

Thomas Wright is a Series 66-credentialed financial advisor with Morgan Stanley, bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and currently serves at Morgan Stanley Private Bank, N.A. Thomas is involved in several community organizations, including serving as treasurer for a youth soccer program and holding board roles with the Manchester Rotary and Plan of CT. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and advanced modeling techniques to support client financial plans.

Brenda Ayers is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Wells Fargo, Sullivan Financial LLC, and TD Bank. Outside of financial services, she is the sole proprietor of a retail business that publishes the children's book "Construction A to Z." Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and integrates planning and investment services across its wide retail and institutional platform.

Robert Tassone is a financial advisor with Morgan Stanley in Mystic, CT, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney 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 wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

John Paul Morales is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Morales serves on the investment committee of the Eastern Connecticut Symphony and is a member of the advisory board at Dean College. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, combining tailored financial planning with a wide array of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Antonio Giuliani is a financial advisor with Morgan Stanley in Mystic, CT, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Symmetry Partners, LLC and Tauber Asset Management before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Lizabeth Drega is a financial advisor at Morgan Stanley in Hartford, CT, with 21 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Stifel Nicolaus & Co Inc, LPL Financial, Principle Wealth Partners LLC, and Northstar Wealth Partners, LLC. 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 through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Melissa Derrick is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She has worked at Morgan Stanley since 2017 and previously spent ten years at Retail Services Inc. 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 that utilizes structured discovery conversations and firm-approved planning tools.

Peter Bergendahl Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is the owner of Griswold Textile Print, a business involved in the printing of decorative fabric. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a financial planning process centered on discovery conversations and structured plans.

Robert Patten is a financial advisor with Morgan Stanley in Mystic, CT, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of St. James Episcopal Church and the finance committee of Mystic Aquarium - Sea Research Foundation. 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 firm-approved tools and modeling techniques.

Mark Benedict is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Benedict holds a Series 63 designation and is based in Mystic, Connecticut. 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 planning process using firm-approved tools and modeling techniques.

William Canning is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs. The firm’s financial planning process uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alexander Crocker is a financial advisor with Morgan Stanley in Mystic, CT. He holds a Series 66 designation and began his advisory career at Morgan Stanley in 2026. Prior to entering the financial industry, he worked at Wells Fargo Bank and spent six years employed at Petrillo's Pizza Pub and Grill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with various advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to assist in financial planning.

David Volpe Jr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual 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 corporate agreements.