Megan Hassett is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She previously worked at RSM US LLP and was a full-time student prior to her current role. Morgan Stanley Wealth Management serves individual and institutional clients by 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 strategies.

Brian Stephens is a financial advisor with Morgan Stanley in New York, NY. He holds a Series 63 designation and has 28 years of industry experience, including 17 years at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning through structured discovery and firm-approved tools.

Andrew Seefried is a financial advisor at Morgan Stanley in New York, NY, with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Citigroup Global Markets and J.P. Morgan Securities LLC. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market scenario modeling.

Anthony Traina is a Series 63 licensed financial advisor with Morgan Stanley in New York, NY, where he has worked since 2007. He has 20 years of industry experience. 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 a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Armando Cabo is a financial advisor at Morgan Stanley with 16 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2010. Cabo holds the Series 63 and Series 66 securities registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm utilizes a structured financial planning process supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Felix Rivera is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Prior to that, he held positions at Laidlaw and Company and Integral Wealth Strategies. Outside of finance, he was involved with Ciro's Italian restaurant for eight years. 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.

Andrew Arias is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at Morgan Stanley since 2024. His prior roles include positions at Bank of America and Merrill, where he worked from 2015 to 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services directly and through corporate agreements.

Stephanie Gomez is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with 11 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by proprietary tools and models.

William Gioffre is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Wellington Management and Andersen Tax. His background also includes roles at Northeastern University and Silver Spring Country Club. Morgan Stanley Wealth Management is a global financial services firm serving individuals and institutional clients with a range 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 modeling techniques.

Kadari Machen is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, Machen was with FS Investments and has a background that includes hospitality services at the University of Pennsylvania. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and broad investment resources. The firm manages approximately $2.74 trillion in client assets and delivers services through various channels, including corporate financial planning agreements.

Kathleen Duggan is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing 17 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2005 and has been with E*Trade Securities since 2019. 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 analysis methods such as Monte Carlo simulations in its financial planning process.

Taylor Ferguson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with six years of industry experience. He has been with Morgan Stanley since 2018, following four years at Syracuse University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a 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 that incorporates firm-approved tools and market modeling techniques.

Matthew Zamora is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for ten years. He is currently affiliated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning services supported by firm-approved tools and modeling techniques.

Daniel Mendelsohn is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. He previously worked at Merrill Lynch for one year before joining Morgan Stanley in 2022. Prior to his financial services career, he spent 17 years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Domenic Matera is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 23 years of industry experience. His career includes multiple roles within Morgan Stanley and a two-year tenure at E*Trade Securities. Outside of his advisory work, he is involved in property management as a sole proprietor of a rental property. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured planning tools and a disciplined investment process while managing approximately $2.74 trillion in client assets.

Nicholas Crucet is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Dasha Robinson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. Her prior experience includes a role at T. Rowe Price and four years at the University of Maryland. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Lorraine Blevins is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 designation with 22 years of industry experience. She has been with Morgan Stanley and its affiliate firms since 2016. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Fjolla Isufaj is a financial advisor at Morgan Stanley in New York, NY, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC and JP Morgan Chase Bank. 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 financial planning services supported by structured processes and firm-approved tools.

Lizabeta Kocovic is a financial advisor at Morgan Stanley in New York, NY, with 22 years of industry experience. She has been with Morgan Stanley and its affiliate Morgan Stanley & Co., LLC since 2010 and has managed a family business since 1994. Outside of her advisory role, she is a co-owner and partner in residential real estate ventures through Conquest Realty, LLC and KPLH Realty, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to help clients develop comprehensive financial plans.