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Matthew M
Series 66
New York, NY
Morgan Stanley
Matthew Maloney is a financial advisor at Morgan Stanley with five years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent three years at HRC Financial Group. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.
Craig L
Series 63, Series 65
New York, NY
Morgan Stanley
Craig Long is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Merrill and E*TRADE Securities. He is currently based in New York, NY. 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 and manages approximately $2.74 trillion in client assets.
Judit V
Series 66
New York, NY
Morgan Stanley
Judit Virag is a financial advisor with Morgan Stanley in New York, NY, holding the Series 66 designation and bringing 26 years of industry experience. She has worked at various Morgan Stanley entities since 2009, with a brief period of unemployment from 2020 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.
Sha'quanna B
Series 66
New York, NY
Morgan Stanley
Sha'quanna Brown is a financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2011. Outside of her advisory role, she owns an Etsy business creating home trinkets and productivity planners, as well as a real estate company involved in property management and sales. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.
Patrick G
Series 66
New York, NY
Morgan Stanley
Patrick Gremban is a Series 66 licensed financial advisor with Morgan Stanley in New York, NY, with 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC 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 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 analyses.
Eloise B
Series 66
New York, NY
Morgan Stanley
Eloise Burn is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with four years of industry experience. Her background includes roles at Memorial Sloan Kettering Cancer Center and teaching positions at Dartmouth College and Millburn High School. Morgan Stanley Wealth Management is a large institutional firm serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.
Michael A
Series 66
New York, NY
Morgan Stanley
Michael Arluna is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley & Co., LLC since 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and manages approximately $2.74 trillion in client assets. The firm’s financial planning process uses firm-approved tools and models outcomes with methodologies such as Monte Carlo simulations, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone planning.
Parisa V
Series 63, Series 65
New York, NY
Morgan Stanley
Parisa Vahid is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. She has held roles at Morgan Stanley and previously worked with the Carolina Hurricanes and educational institutions including The University of North Carolina at Chapel Hill and Friends Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.
Michael V
Series 63, Series 65
New York, NY
Morgan Stanley
Michael Vigilante is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Equitable Advisors and AXA Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.
Zahra R
Series 63
New York, NY
Morgan Stanley
Zahra Rizvi is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held her current position since 2016 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.
Eric W
Series 63, Series 65
New York, NY
Morgan Stanley
Eric White is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and modeling techniques such as Monte Carlo simulations to support client financial plans and manages approximately $2.74 trillion in client assets.
Jack E
Series 66
New York, NY
Morgan Stanley
Jack Evans is a financial advisor at Morgan Stanley in New York, NY, with seven years of industry experience and a Series 66 designation. He has worked at Morgan Stanley since 2018 and previously was employed at the University of Colorado Boulder from 2014 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide 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 planning services both directly and through corporate agreements.
Austin T
Series 66
New York, NY
Morgan Stanley
Austin Thiele is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at New York Life Insurance Company and Barnum Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.
Jeffrey G
Series 66
New York, NY
Morgan Stanley
Jeffrey Gardner is a financial advisor at Morgan Stanley with six years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley Smith Barney LLC since 2019. Outside of his advisory role, he is a partner at HIGHLOW Music Group, a DJing business based in Hoboken, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, 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.
Daniel E
Series 66
New York, NY
Morgan Stanley
Daniel Espin is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley since 2015, including three years with Morgan Stanley Services Group Inc. from 2017 to 2020. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research-based models as part of its financial planning process.
David W
CFP®, Series 65, Series 63
New York, NY
Morgan Stanley
David Wax is a CFP® with nine years of industry experience, currently serving as a financial advisor at Morgan Stanley in New York, NY. His prior roles include positions at RealCadre LLC, Oppenheimer & Co, Foundation Retirement Plan Consultants, and RoundAngle Advisors, LLC. Morgan Stanley Wealth Management is a large institution providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to assist clients in financial decision-making.
Senem F
Series 63, Series 66
New York, NY
Morgan Stanley
Senem Firuz is a financial advisor at Morgan Stanley in New York, NY with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 supported by proprietary tools and modeling techniques.
Victor P
Series 66
New York, NY
Morgan Stanley
Victor Perez is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley, where he has worked both from 2016 to 2020 and since 2024. Prior to returning to Morgan Stanley, he spent three years at RealCadre LLC. 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 and estate strategies, using structured planning tools and investment models.
John V
Series 66, Series 63
New York, NY
Morgan Stanley
John Volker is a financial advisor with Morgan Stanley in New York, NY, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Morgan Stanley, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is involved with CoachTools LLC. 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 utilizes structured planning tools alongside broader investment and trading activities.
Peter H
Series 66
New York, NY
Morgan Stanley
Peter Hughes is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with nine years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2017 to 2022, and at Maxim Group LLC from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 and employer-based financial planning agreements.
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