Bilal Ibrahim is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He has approximately one year of industry experience and has worked previously at Asset Staffing and Equitable Advisors, LLC. Outside of finance, his work history includes roles at Key Food, St. Francis College, and Al-Noor School. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates in their financial planning process.

Stephen Delgado Mc Collum is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses. His background includes various roles in education and retail prior to joining Morgan Stanley. 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 supported by structured discovery processes and firm-approved tools.

Mark Daaleman is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Equitable Advisors, Citibank, and Enterprise. Outside of advising, he is employed with DoorDash in a non-investment-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers advisory and financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Shamar Evans is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials with five years of industry experience. Prior to joining Morgan Stanley, he worked at XT Capital Partners, LLC and has held positions at Aflac, New York Sports Club, Miracle Management LLP, and SUNY Albany. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and committee-driven investment perspectives.

Luc Schermer is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 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, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Ethan Feller is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Nasdaq, Inc., Paragon Marketing Group, and the New York Mets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and modeling techniques.

Jonathan Villalona is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 utilizes structured planning tools and investment models as part of its financial planning process.

Paul Weadock is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 19 years of industry experience. He has worked at Morgan Stanley since 2013 and has prior experience at Solium Financial Services and E*Trade Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals 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 provides structured financial planning supported by firm-approved tools and methodologies.

Carlotta Griffin is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley since 2013, including a tenure with Morgan Stanley Private Bank, National Association from 2015 to 2019, and has also been affiliated with E*TRADE Securities, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

John Chu is a financial advisor with Morgan Stanley based in New York, NY, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at Citigroup and LPL Financial. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 supported by firm-approved tools and research from its Global Investment Committee.

Martina De Los Rios is a financial advisor at Morgan Stanley in New York, NY. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2025. Her background includes education at the University of California, Los Angeles. 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 emphasizes a structured financial planning process supported by firm-approved tools.

Jaclyn Gallagher is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at NYLIFE Securities LLC and New York Life Insurance Company from 2018 to 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored 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 financial planning arrangements.

Wesley May is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. His prior work includes roles at SEI Investments, Key Bank, and Bombergers. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning and investment services supported by tools such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through dedicated groups.

Christine Walsh is a financial advisor at Morgan Stanley in New York, NY, with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2019. Outside of her advisory role, she is involved as an employee with Bar Method NoHo, a fitness class operation. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques to support its advisory services.

Erika Esquivias is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 credential with 12 years of industry experience. She has worked at Morgan Stanley since 2018 and previously spent five years at Axa Advisors, LLC. Outside of her advisory role, she owns and operates a cleaning company. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies that incorporate market simulations and long-term return estimates.

Justin Gosling is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, following ten years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and firm-approved tools, offering services primarily in an advisory capacity.

Jaclyn Lee is a financial advisor with Morgan Stanley based in New York, NY, holding a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent three years with UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market-based modeling techniques.

Sierra Tonnesen is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked primarily at Morgan Stanley Smith Barney LLC since 2017, with a brief tenure at UBS Financial Services Inc. Tonnesen also spent time engaged in full-time education between 2016 and 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools to model outcomes, offering a range of investment and financial planning services without providing individual security recommendations in standalone plans.

Ryan Daly is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Daly coaches a lacrosse team in Rockville Centre, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

William Hogans is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Bank of America, JP Morgan, and Terrapin Row. 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 using firm-approved tools and market modeling techniques.