Kenneth Wingerter is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and UBS Financial Services. Outside of finance, he is involved in business development for Junk Kings, a company in the automotive and construction sectors, and holds a position with Moorings Park-Unidine Corporation, a restaurant and nightlife business in Naples, Florida. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, utilizing firm‑approved planning tools and global market insights to support tailored strategies.

Tate Haire is a financial advisor with Morgan Stanley in Naples, FL, holding CFP®, Series 63, and Series 65 credentials and 21 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019, with prior experience at Boston Private Wealth LLC, Steelebridge Private Wealth Advisors, BakerAvenue, Wells Fargo Clearing, Truist Investment Services, and BB&T. 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’s approach incorporates structured discovery, firm-approved planning tools, and investment modeling techniques while offering a broad range of retail and institutional services.

Dalia Marshall is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018. Her prior experience includes roles at JP Morgan Chase and Fifth Third Bank. Morgan Stanley Wealth Management serves 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 structured planning tools combined with a broad offering of retail and institutional investment services.

Joel Mc Koan is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to that, he was founder and Chief Investment Officer of Royal Harbour Capital LLC, a private investment company that is currently being wound down. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Quentin Woolf is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and having one year of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and has prior experience at Roht Marine. He has also been affiliated with the University of Alabama since 2018. 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 financial planning process supported by firm-approved tools and models.

Charles Salup is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Frederick Pierce is a CFP® credentialed financial advisor with 33 years of industry experience. He is currently with Morgan Stanley in Naples, FL, where he has worked since 2021. Prior to joining Morgan Stanley, he spent nine years at UBS Financial Services. Pierce serves as an officer for the Tri-County Scholarship Foundation, a nonprofit focused on education. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not provide individual security recommendations as part of its standalone planning services.

Jessica Cassetty is a financial advisor at Morgan Stanley with 16 years of industry experience. She has held positions at Merrill Lynch from 2008 to 2019 before joining Morgan Stanley in 2019. She holds Series 63 and Series 66 designations and is based in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Donald Dawson Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Based in Naples, FL, he serves clients through these affiliated entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm‑approved planning tools and modeling techniques as part of its structured financial planning process.

Matthew Bellucci is a financial advisor with Morgan Stanley in Naples, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. 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 supported by structured discovery processes and advanced modeling tools.

Giovanni Renteria is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at 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 broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michelle Crisalli is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Merrill, including nine years at Merrill and multiple roles at Morgan Stanley since 2002. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct-to-individual and corporate financial planning solutions.

Charles Sessa Jr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, and previously spent 14 years at UBS Financial Services. He serves as Treasurer and Trustee on the board of the Ocean City Yacht Club, a social club focused on boating and sailing. 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. The firm employs a structured planning process using proprietary tools and emphasizes advisory roles without providing individual security recommendations in standalone plans.

John Kotsonis is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Morgan Stanley in 2022. 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 supported by structured planning tools and investment modeling but generally does not provide individual security recommendations or act as a fiduciary for retirement accounts without separate engagement.

Liliana Ivan is a Series 66-licensed financial advisor with Morgan Stanley in Naples, FL, where she has worked since 2015. She has nine years of industry experience. 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 services that emphasize structured discovery and proprietary planning tools.

Lawrence Catena is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Merrill, Bank of America, and Morgan Stanley Private Bank. He is the sole proprietor of several businesses in Marco Island, Florida, including a restaurant and recreation enterprise, and he founded the Catena Family Foundation, a civic and community organization. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs focused on tailored financial planning supported by structured discovery processes and firm-approved tools.

Joseph Basile is a financial advisor with Morgan Stanley in Naples, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Bank of America and Merrill Lynch prior to joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee, offering a broad range of investment and advisory solutions.

Daniel Rodriguez is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation with two years of industry experience. His work history includes multiple periods at Morgan Stanley since 2021, as well as prior roles outside the financial sector and full-time education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and approved tools to model financial outcomes, serving clients primarily in an advisory capacity.

Joel Spitz is a financial advisor with Morgan Stanley based in Naples, FL, holding a Series 63 designation and 41 years of industry experience. His prior work includes tenures at Bank of America and Merrill. Outside of his advisory role, he is associated with Jamsage LLC, a for-profit business located in Naples. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling methods as part of its advisory process.

Katheryn Compitello is a financial advisor at Morgan Stanley in Naples, FL, holding Series 63 and Series 66 credentials with 12 years of industry experience. She previously worked at FSC Securities Corporation from 2013 to 2020 and has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.