David Newton is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to model financial outcomes.

Bich Nga Nguyen is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Milbank LLP for 13 years. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety 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 provides services both directly and through corporate agreements.

Elizabeth Thuss is a financial advisor at Morgan Stanley with Series 66 credentials and four years of industry experience. She has been with Morgan Stanley and its affiliates since 2016. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Jeffrey Mc Donnell is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Global Emerging Markets (GEM Group) and Fredericks Michael & Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Sabrina Clark is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, with 13 years of industry experience. She worked at UBS Financial Services from 2011 to 2016 before joining Morgan Stanley, where she has been since 2016. Outside of her advisory role, Clark owns SAGRA Ventures LLC, a retail and technology business, and is the author of the book *The Lost Art of Entertaining*. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Joseph Lerner is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential and having 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, Lerner serves as Chair of the Investment Committee for the JCC of Tenafly, a community center providing various services, and holds several positions related to medical technology and real estate investment and management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Matthew Terhune is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at various Morgan Stanley entities since 2014. He is based in New York, NY. 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 market-based modeling techniques.

Kimberly Hsiao is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at the University of Maryland and Centennial High School. Based in New York, NY, she joined Morgan Stanley in 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning delivered through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with investment modeling techniques in its financial planning process.

Jeffrey Barbour is a financial advisor at Morgan Stanley in New York, NY, with nine years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and McCabe & Associates. Barbour’s tenure at Morgan Stanley began 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, utilizing structured discovery processes and advanced modeling tools.

Banke Tung is a financial advisor at Morgan Stanley with 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Robert Goeren is a financial advisor at Morgan Stanley in New York, NY, with six years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015. Outside of his advisory role, he is involved as a partner in an Airbnb rental property in Riviera Maya, Mexico. 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. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Steven Schneider is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley & Co. Incorporated since 1996. He serves as a board member of ISLA Americas, a finance-related organization based in New York. Morgan Stanley Wealth Management provides a range of 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 retail and institutional services with various investment and trading activities.

Christopher Bohn is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC, Davidson Kempner Capital Management LP, and prior experience in education and the private sector. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment research. The firm manages trillions in client assets and offers both direct individual plans and corporate financial planning agreements.

Roland Breitenecker is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Kyle Schmitt is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Goldman Sachs, Northwestern Mutual, and Ultimus LeverPoint Private Fund Solutions. Outside of finance, he has participated in community youth baseball coaching and worked in fitness-related roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Craig Lattimer is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. 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 structured discovery processes and firm-approved tools.

Hope Golden is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior work experience includes roles at Starbucks Corporation, Ardian Group, Inc., Walt Disney Company, the Center for Health Education and Promotion, and Millersville University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Marissa Lewis is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2020. Prior to this, she worked at Citywire LLC for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Naomi Cimino is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining Morgan Stanley, she worked at CompIntelligence and has a background that includes positions at the University of Michigan and New Canaan High School. 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 uses structured planning tools and modeling techniques as part of its process.

John Halip is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2010, including Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs a structured planning process using firm-approved tools and modeling techniques.