Arjun Singh is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials. He has been with Morgan Stanley since 2025 and has prior experience at SAVI. Arjun attended Georgetown University and has work experience in educational institutions. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes to support client financial plans but generally acts in an advisory capacity without providing individual security recommendations within standalone planning.

Samantha Moncayo is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. She has been with Morgan Stanley since 2023 and completed her education at New York University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Lucas Sayre is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent seven years with Charles Schwab and two years with Charles Schwab Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning through structured discovery conversations and advisory services.

Priscila De Abreu is a financial advisor with Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior roles include positions at UBS Financial Services Inc and EMS Capital LP, as well as work at Mount Sinai Heart. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and firm-approved tools, with a range of investment and advisory offerings.

Christopher Penny is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley since 2017 and PriceWaterhouseCoopers from 2018 to 2019, as well as positions at Visiting Angels of Rahway and Amazon.com. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including 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 that include but are not limited to investment advisory, estate planning strategies, and private fund relationships.

Anh Nguyen is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to that, he was involved with Apps for Payroll Inc. and Octagon Payroll. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Bradford Billmeier is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2021 and previously worked at Merrill from 2003 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis methods such as Monte Carlo simulations to support its financial planning process.

Richard Baker is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2009, with additional experience at E*Trade Securities. Outside of his advisory role, he owns Baker Woodshop, a retail and online store, and serves on the Curriculum Committee at the Certified Equity Professional Institute of Santa Clara University, where he contributes to designing curriculum for equity compensation certification exams. 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 utilizes firm-approved planning tools and investment research to support its advisory services.

Hoy Soohoo is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 license and 27 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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 proprietary tools and investment modeling techniques.

Colin Phillips is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Vanguard Marketing Corporation and The Vanguard Group. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Gabriel Cohen is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 designations with four years of industry experience. His prior roles include positions at E*Trade Capital Management, LLC, E*TRADE Securities LLC, and various other firms across financial and logistics sectors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Kenny Chen is a financial advisor at Morgan Stanley in New York, NY, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Services Group since 2013 and 2017, respectively. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Sabrina Lee is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds a Series 66 designation. 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, managing approximately $2.74 trillion in client assets.

Jacqueline Tran is a financial advisor with Morgan Stanley in New York, holding Series 65 and Series 63 licenses. She has one year of industry experience and previously worked at Koss Olinger and Lockheed Martin. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies.

Stephen Fonseca is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously at H & M Consulting Group from 2012 to 2016. Fonseca serves as a board member of the Asbury Park Homeowners Association in Tampa, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

John Longo is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Morgan Stanley since 2022 and has held roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2018. He also spent time at Penn State University during 2016-2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs and financial planning services using structured processes and tools, managing approximately $2.74 trillion in client assets.

Thierno Diallo is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2020. Prior to his current role, his work experience includes positions at Quinnipiac University, Albert Schweitzer Institute, and several other organizations. 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 using structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Elizabeth Rodesky is a financial advisor at Morgan Stanley in New York, NY, with 15 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley and its related entities since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Bianca Conway is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She previously worked at JP Morgan Chase from 2010 to 2017 and has been with Morgan Stanley Smith Barney LLC since 2017. Outside of her advisory role, she is involved with Attara Glen Farm LLC, a farming business. 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 structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Nikhil Perkari is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with seven years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.