Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

John M

Series 63, Series 65, Series 7, ChFC®

New York, NY

Morgan Stanley

Founders Specialist | Global Sports & Entertainment | Managing Director John Mirsepahi is a Senior Portfolio and Wealth Manager at Morgan Stanley Private Wealth Management. With over 30 years of experience, John’s practice focuses on the sophisticated needs of ultra-high-net-worth families, executives, and founders. His career-long expertise has been recognized by industry publications including Barron’s, Forbes, The Financial Times, and The Wall Street Journal. John specializes in two high-complexity areas: • Founders & Private Business Owners: As a designated Founders Specialist, he works with entrepreneurs to navigate pivotal transitions. This includes specialized complex financial planning and the use of options transactions to hedge concentrated positions, ensuring a structured approach to liquidity events and the preservation of multi-generational legacy. • Sports & Entertainment: In his role within Global Sports & Entertainment, he manages the unique financial trajectories of professional athletes and entertainers. This involves comprehensive risk management and strategic guidance throughout every stage of their professional and personal journeys. A passionate investor and lifelong learner, John is a skilled facilitator who enjoys connecting with industry experts to drive insightful collaborations and help others grow their financial, family, and social capital.

General estate planning guidance Wealth management Charitable trusts / foundations Founder/Business Owner Entertainment Industry Professional Athlete Executive
user avatar
firm logo

Scott M

Series 63, Series 65

New York, NY

Morgan Stanley

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

General estate planning guidance
user avatar
firm logo

Aislinn M

Series 63, Series 65

New York, NY

Morgan Stanley

Aislinn Mcmahon is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Fidelity Investments and multiple positions associated with Connecticut College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and committee-driven investment estimates as part of its approach.

General estate planning guidance
user avatar
firm logo

Tommy M

Series 66

New York, NY

Morgan Stanley

Tommy Mclaughlin is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2006, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and emphasizes advisory services across a broad spectrum of retail and institutional offerings.

General estate planning guidance
user avatar
firm logo

Anthony D

Series 66

New York, NY

Morgan Stanley

Anthony Di Benedetto is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 15 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley & Co. LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar
firm logo

Julia O

Series 66

New York, NY

Morgan Stanley

Julia Oakley is a Series 66-credentialed financial advisor with Morgan Stanley, where she has worked since 2024. Prior to joining Morgan Stanley, she was employed at Goldman Sachs in 2023. She has experience with the Yale University Alumni Fund and served roles at Yale University and local schools in earlier years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and comprehensive investment resources.

General estate planning guidance
user avatar
firm logo

Patrick S

CFP®, Series 63, Series 65

New York, NY

Morgan Stanley

Patrick Schwarz is a CFP® with 34 years of experience in financial services, currently serving at Morgan Stanley in New York. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves on the advisory board of the Catalytic Impact Foundation, a health and welfare nonprofit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

General estate planning guidance
user avatar
firm logo

Tyrus H

CFP®, Series 63, Series 66

New York, NY

Morgan Stanley

Tyrus Hilliard is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at Morgan Stanley in New York, NY. He has worked at Morgan Stanley since 2018 and previously spent eight years at Scottrade. 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.

General estate planning guidance
user avatar
firm logo

Jubi G

Series 66

New York, NY

Morgan Stanley

Jubi Gauchan is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to Morgan Stanley, Gauchan worked at JP Morgan Chase and BlackRock. Morgan Stanley Wealth Management provides advisory programs to individuals 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 combines a wide range of retail and institutional investment services.

General estate planning guidance
user avatar
firm logo

Maddox U

Series 66

New York, NY

Morgan Stanley

Maddox Underwood is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he worked in educational roles at institutions including Lehigh University and Southern Methodist University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and a broad selection of investment offerings.

General estate planning guidance
user avatar
firm logo

Christine D

Series 66

New York, NY

Morgan Stanley

Christine Daifotis is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation. She joined Morgan Stanley in 2024 and previously worked at Ernst & Young from 2018 to 2024. Daifotis has a background that includes roles at the University of Chicago Booth School of Business and the University of Richmond. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning process.

General estate planning guidance
user avatar
firm logo

Isabella B

Series 63, Series 65

New York, NY

Morgan Stanley

Isabella Brown is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Bacardi Limited and Tulane University. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and analysis methods.

General estate planning guidance
user avatar
firm logo

Michael R

Series 63, Series 65

New York, NY

Morgan Stanley

Michael Rufino is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Cerberus Capital Management and Morgan Stanley, as well as experience in education at the College of the Holy Cross and Pleasantville Middle & High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 offers services that include comprehensive financial planning and investment strategies.

General estate planning guidance
user avatar
firm logo

Harrison G

Series 66

New York, NY

Morgan Stanley

Harrison Greenberg is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017, including a period at Morgan Stanley Private Bank, N.A. from 2017 to 2020 and again beginning in 2025. Prior to joining Morgan Stanley, he was employed by the University of Montana from 2012 to 2017. 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.

General estate planning guidance
user avatar
firm logo

Gregory G

Series 66

New York, NY

Morgan Stanley

Gregory Goding is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. He worked at Verisk for ten years prior to joining Morgan Stanley in 2022. 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 discovery processes and firm-approved planning tools.

General estate planning guidance
user avatar
firm logo

Konstantine K

Series 63

New York, NY

Morgan Stanley

Konstantine Karloutsos is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley and its predecessor firm since 2004 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Andrew C

CFA®, Series 66

New York, NY

Morgan Stanley

Andrew Cohen is a CFA® charterholder and holds a Series 66 license, with 16 years of industry experience. He is currently a financial advisor at Morgan Stanley in New York, NY, and has held various roles within Morgan Stanley and E*TRADE Capital Management over the past decade. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 corporate financial planning agreements.

General estate planning guidance
user avatar
firm logo

Andrew K

Series 63, Series 65

New York, NY

Morgan Stanley

Andrew King is a financial advisor at Morgan Stanley in New York, NY, with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas. He has been with Morgan Stanley since 2020. 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Robert G

Series 66

New York, NY

Morgan Stanley

Robert Guarino is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with five years of industry experience. His prior work includes roles at Toro Alpha Capital and Mulino's Lake Isle. Outside of finance, he is a partner in an automotive detailing business. 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 through a structured planning process that utilizes firm-approved tools and market simulations.

General estate planning guidance
user avatar
firm logo

Mariolia K

Series 66

New York, NY

Morgan Stanley

Mariolia Kozubovska is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked previously at Stifel, Barclays Bank PLC, and the European Central Bank. 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 structured planning tools and models as part of its advisory process.

General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)