Marcelus Berry is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. 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, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Richard Piatkowski is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, Hudson and Charles, and Wholefoods. He previously worked as an insurance agent at MassMutual. 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 financial planning programs and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory services.

Kayla Carpenter is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at the Radey Law Firm and involvement with the Florida State University Veterans Film Festival and the National Alliance on Mental Illness Tallahassee. Outside of financial advising, she is involved in an online retail business through Etsy. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Rodney Miller Jr. is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bard College and Code Fever Miami. He has been with Morgan Stanley and its Private Bank division since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jason Nigro is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 28 years of industry experience. His prior roles include positions at E*Trade Securities, LLC and Solium Financial Services LLC. He is based in New York, NY. 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 estate planning strategies, managing approximately $2.74 trillion in client assets.

Raymond Spina is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 15 years of industry experience. He previously worked at Merrill from 2010 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee to develop tailored financial plans.

Christopher Golankiewicz is a financial advisor at Morgan Stanley in New York, NY, with five years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and held roles outside the financial sector, including positions at Boston University and Novo Nordisk. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions 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 to develop customized financial plans.

Elene Jalagonia is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, she worked in various roles, including at the Johns Hopkins School of Advanced International Studies and Lafayette College’s Economics Department. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Brandon Puiu is a financial advisor at Morgan Stanley in New York, NY, with five years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Northwestern Mutual, and LPL Financial, in addition to roles at the University of Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by firm-approved tools and modeling techniques.

April Wieser is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing nine years of industry experience. Her prior roles include positions at E*TRADE Securities, Piper Jaffray, Northland Securities, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies overseen by its Global Investment Committee.

Matthew Adams is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. He has been with Morgan Stanley since 2021 and previously worked at Meltwater for one year. Prior to his financial career, he spent nine years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a planning process that incorporates firm-approved tools and scenario modeling.

Sammy Lee is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at The Vanguard Group, Inc. for five years and was affiliated with the University of Georgia before entering the financial sector. Sammy 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 and financial planning services supported by proprietary tools and modeling techniques.

Mary Moore is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Braemont Capital and has an academic background from the University of Virginia. 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 financial planning process involves structured discovery conversations and utilizes firm-approved tools to model outcomes, serving clients in both retail and corporate settings.

Allan Golotko is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 registrations and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory role, Golotko is a co-owner of two real estate-related investment entities. 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 that incorporates structured discovery conversations and analytical tools such as Monte Carlo simulations.

Christopher Colburn is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. Before joining Morgan Stanley in 2023, he worked at Merrill from 2020 to 2023 and has additional experience in mortgage lending and higher education. He serves as a board member and director of social media for Cars 4 Cause, a charitable organization he helped create in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

James Brotherton is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Morgan Stanley Smith Barney LLC. Outside of financial services, he is involved with William Heritage Winery in Haddonfield, New Jersey, working in customer service. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment solutions and planning tools.

Scott Bertha is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013. He holds Series 63 and Series 65 licenses. 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 offers services supported by structured planning tools and investment research from its Global Investment Committee.

Greg Realmuto is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith from 2007 to 2019 before joining Morgan Stanley in 2019. 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 uses firm-approved planning tools and investment models in its financial planning process.

Rita Erickson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at the United Nations Population Fund and in the retail sector with Shinola Detroit and Michael Kors. 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’s approach includes structured discovery conversations and uses approved planning tools such as Monte Carlo simulations to model outcomes.

Kodee Lewis is a financial advisor at Morgan Stanley with two years of industry experience. Lewis holds Series 65 and Series 63 licenses and has previous experience at Bank of America and Indiana University. Outside of finance, Lewis was involved with SoulShine Pizza Factory for four years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning without individual security recommendations as part of its standalone services.