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Deanna R

Series 63

New York, NY

Morgan Stanley

Deanna Rigby is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds a Series 63 designation. Outside of her advisory role, she operates a sole proprietorship involved in proofreading. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning tools and a wide range of advisory programs.

General estate planning guidance
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Timothy O

Series 63

New York, NY

Morgan Stanley

Timothy O'Sullivan is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

General estate planning guidance
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Federica S

Series 63, Series 65

New York, NY

Morgan Stanley

Federica Sagebien is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses. She joined Morgan Stanley in 2025 and has prior experience at Wealthspire Advisors and in academic roles at the University of Southern California, Villanova University, The Lawrenceville School, and Stuart Country Day School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses.

General estate planning guidance
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Patrick B

Series 66

New York, NY

Morgan Stanley

Patrick Brigman is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Morgan Stanley since 2012 and currently works with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management provides a broad 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 such as Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Daanish K

Series 63, Series 65

New York, NY

Morgan Stanley

Daanish Khan is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, Khan is involved in business development for Let Us Nudge Inc, a retail and hospitality venture based in Columbus, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers broad retail and institutional investment services.

General estate planning guidance
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Kana N

Series 66

New York, NY

Morgan Stanley

Kana Nakajima is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and currently serves at Morgan Stanley Private Bank, N.A. Nakajima is a board member of the Hunts Point Alliance for Children, where she participates on the finance committee for the Bronx-based nonprofit. 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 financial planning utilizes structured discovery processes and firm-approved tools, including Monte Carlo simulations, and offers a broad range of retail and institutional investment services.

General estate planning guidance
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Liam S

Series 66

New York, NY

Morgan Stanley

Liam Scott is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and previously was with Revere Securities LLC for one year. Liam attended Providence College from 2017 to 2021. 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 supported by firm-approved tools and investment modeling techniques.

General estate planning guidance
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Mandell C

Series 63, Series 65

New York, NY

Morgan Stanley

Mandell Crawley is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by proprietary tools and structured discovery processes.

General estate planning guidance
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Arianna C

Series 63, Series 65

New York, NY

Morgan Stanley

Arianna Chang is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her background includes multiple roles within Morgan Stanley and the Morgan Stanley Private Bank since 2017, as well as prior work at KKR and positions at NYU Stern School of Business and The Wharton School. She serves on the Alumni Council for Phillips Academy Andover. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

General estate planning guidance
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Emmanuel U

Series 66

New York, NY

Morgan Stanley

Emmanuel Urena is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and having eight years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Matthew B

Series 66

New York, NY

Morgan Stanley

Matthew Bernacchia is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. His work history includes roles at Morgan Stanley since 2019, prior experience at Bluefin Trading, LLC, and a period at Miami University. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines comprehensive investment and planning services with a broad retail and institutional platform.

General estate planning guidance
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Edward Q

Series 66

New York, NY

Morgan Stanley

Edward Quinn III is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. He serves on the advisory board of Mercy University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

General estate planning guidance
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Vanessa S

Series 66

New York, NY

Morgan Stanley

Vanessa Sacks is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. Her previous roles include positions at Stifel Nicolaus & Co Inc and UBS Financial Services. Prior to her financial services career, she was affiliated with the Miami European Union Center and the University of Miami. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on structured financial planning supported by advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Janis L

Series 63, Series 66

New York, NY

Morgan Stanley

Janis Lo is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at CitiGroup Global Markets Inc since 2008. Outside of her advisory work, Janis serves as a board member for the Pinebrook Neighborhood Association and hosts wine tastings for One Hope Wines. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, combining structured financial planning with firm-approved tools and investment insights. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

General estate planning guidance
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Hector S

Series 66

New York, NY

Morgan Stanley

Hector Sanchez is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, N.A. since 2023. 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kathleen E

Series 66

New York, NY

Morgan Stanley

Kathleen Entwistle is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, with 28 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following 13 years at UBS Financial Services. Outside of her advisory work, she serves on the finance committee of Ridgewood Country Club and is a board member of The Money Date Box, an education-focused organization. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with a focus on financial planning rather than individual security recommendations.

General estate planning guidance
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Frank V

Series 66

New York, NY

Morgan Stanley

Frank Viggiano is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, where he has worked since 2009. He has 24 years of industry experience. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

General estate planning guidance
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Sara S

Series 66

New York, NY

Morgan Stanley

Sara Schneider is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and proprietary market simulations.

General estate planning guidance
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Kimberley H

Series 63, Series 65

New York, NY

Morgan Stanley

Kimberley Hatchett is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Matthew C

CFP®, Series 66

New York, NY

Morgan Stanley

Matthew Cali is a CFP®-credentialed financial advisor with 19 years of industry experience. He is currently with Morgan Stanley and has prior experience at Bank of America, Merrill, and Morgan Stanley Private Bank, N.A. based in New York, NY. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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