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Greg R

Series 63, Series 65

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Rita E

Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Kodee L

Series 63, Series 65

New York, NY

Morgan Stanley

Kodee Lewis is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley, Lewis worked at Bank of America and spent several years at Indiana University. Outside of finance, Lewis was involved with SoulShine Pizza Factory for four years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and methodologies.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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Charles J

Series 66

New York, NY

Morgan Stanley

Charles Joslin is a Series 66 licensed financial advisor at Morgan Stanley in New York, NY, with two years of industry experience. Before joining Morgan Stanley, he worked at firms including JPMorgan Securities LLC and EquityZen. Outside of finance, he has been involved with food service ventures such as Lupo Pizzeria and Chiafullo's Pizzeria. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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