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 Series 66 licensed financial advisor with Morgan Stanley in New York, NY, with four years of industry experience. He has held positions at Morgan Stanley since 2019, and prior roles include Equitable Advisors and Citibank. Outside of finance, he is employed by Door Dash in a service capacity. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

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 with Morgan Stanley in New York, NY, holding Series 65 and Series 63 credentials. She has been with Morgan Stanley since 2025. Prior to her advisory role, she attended the University of California, Los Angeles. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, incorporating economic modeling techniques without offering individual security recommendations as part of standalone plans.

Jaclyn Gallagher is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals 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 structured planning tools and proprietary models to support its services.

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.

Felicita Stark is a financial advisor at Morgan Stanley in New York, NY, with 24 years of industry experience. She has been with Morgan Stanley since 2010 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a board member of Rochdale Village Co-op, a residential housing cooperative in Jamaica, NY. 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’s planning process involves structured discovery and use of approved planning tools, serving clients through both direct and corporate financial planning arrangements.

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 with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, and was previously with Merrill from 2005 to 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize firm-approved tools and methodologies to model outcomes.

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, NY, holding Series 65 and Series 63 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 both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Hayley Monsell is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at E*TRADE Capital Management and E*TRADE Securities for four years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety 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 offers services through dedicated financial advisors and estate planning specialists.