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.

Alexander Chin is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at New York Life Insurance Company, State Street Corporation, and Daley and Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

Rachel Kunkel is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including eight years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial plans through its Financial Advisors and Estate Planning Strategies Group.

Tracy Cowart is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 license and having 27 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that incorporates firm-approved tools and scenario modeling.

Robert Linder 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 Services Group Inc. since 2017 and Morgan Stanley Smith Barney since 2009. 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 uses structured discovery and approved planning tools, incorporating analyses such as Global Investment Committee Secular Return Estimates and Monte Carlo simulations.

Joshua Shek is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 14 years of industry experience. He has previously worked at E*TRADE Securities and Solium Financial Services. 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.

Sae Moon is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Moon has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services through its extensive network of advisors.

Todd Raymond is a financial advisor with Morgan Stanley in New York, NY. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Since 2016, he has been employed at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Noor Mirza is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Morgan Stanley in 2022, Mirza worked at UBS Financial Services and Baig & Saood Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm uses structured planning tools and advanced modeling techniques to support client outcomes, managing approximately $2.74 trillion in client assets.

Bridget Duffy is a financial advisor at Morgan Stanley in Purchase, NY, holding a Series 66 license with one year of industry experience. Her prior work includes positions at Bridges Trust and a lengthy career in education at Duchesne Academy of the Sacred Heart and Saint Margaret Mary School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers planning services without individual security recommendations as part of its standalone program.

David Lamela is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2007, including a role at Morgan Stanley Services Group Inc. from 2017 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Laura Watt is a financial advisor at Morgan Stanley in New York, NY, with 24 years of industry experience. She holds Series 63 and Series 65 designations. Her previous experience includes a decade at Merrill before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, utilizing a structured financial planning process supported by firm-approved tools and providing services through its Financial Advisors and Estate Planning Strategies Group.

Maleigh Dunne is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has prior work experience at AIG Investments, Hirschfeld Properties, Nfp, and has also worked in educational institutions including Fordham University and Cold Spring Harbor Junior/Senior High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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.

Gerard Campbell is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011. 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 and utilizes firm-approved tools and modeling techniques as part of its planning process.

Lauren Maguire is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following four years at Merrill. 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 processes and a variety of planning tools.

Tiffany Shea is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, she worked at TD Private Client Wealth LLC and TD Bank, N.A. from 2015 to 2021. Shea serves as a board member of the Battery Pointe Board of Managers, a community organization in New York. 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 planning process involves structured discovery conversations and utilizes proprietary tools such as Monte Carlo simulations to model potential outcomes.

Thomas Agoglia is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Black River Wealth Management Ltd. and Wave Resort, as well as various non-financial roles such as at Redwoods Grill & Bar and Morris Sussex Sports. Morgan Stanley Wealth Management provides a wide range of 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 processes and firm-approved tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Eliza Fogel is a Series 66-credentialed advisor at Morgan Stanley with one year of industry experience. Her background includes roles at Neuberger Berman and academic positions at the University of Pennsylvania and Rye Country Day School. 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 and financial planning services that utilize structured processes and firm-approved tools.

Neil Manson is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. He worked at Royal Bank of Canada Capital Markets for ten years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides 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 employs structured planning tools and modeling techniques as part of its advisory services.

Ari Fazlija is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked briefly at Wiss and was a student from 2016 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm uses structured planning tools and proprietary modeling techniques, managing approximately $2.74 trillion in client assets.