Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Tynan W
Series 66
New York, NY
Morgan Stanley
Tynan Walsh is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He has been with Morgan Stanley and related entities since 2024 and has prior experience at Karmel Capital LLC and Alexsar Capital. Before entering the financial industry, he worked in education from 2014 to 2021. 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 using firm-approved tools and analysis methods.
Mark P
Series 65, Series 66
New York, NY
Morgan Stanley
Mark Peppin is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 65 and Series 66 credentials and has prior experience at JPMorgan Chase Bank, NA, and J.P. Morgan Securities LLC. Mark is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a broad range of advisory programs and financial planning services supported by standardized planning tools and investment modeling techniques.
Sabrina T
Series 63
New York, NY
Morgan Stanley
Sabrina Thadani is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 designation with five years of industry experience. She has been with Morgan Stanley since 2019 and has prior experience at Computing Concepts Inc., Fordham University, and PVH Corporation. 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 utilizes structured planning tools and analyses such as Monte Carlo simulations to support its financial planning process.
Jasper H
Series 63
New York, NY
Morgan Stanley
Jasper Huang is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 license with 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities 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 variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Tallie T
Series 63, Series 65
New York, NY
Morgan Stanley
Tallie Taylor is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Taylor is also a member of PWM Group LLC, a holding corporation related to life and disability insurance transactions involving affiliated entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and modeling techniques as part of its advisory services.
John C
Series 66
New York, NY
Morgan Stanley
John Castelli Jr. is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Services Group, Inc. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.
Stephen W
Series 63
New York, NY
Morgan Stanley
Stephen Wronski is a financial advisor at Morgan Stanley in New York, NY, with 30 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 1992. He serves on the board of directors and the financial committee of the Thorpe Family Residence, a charitable organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques to support its financial planning process while generally acting in an advisory capacity.
Paul M
Series 63, Series 66
New York, NY
Morgan Stanley
Paul Minella is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Morgan Stanley and its affiliate since 2014. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Matthew M
Series 63, Series 65
New York, NY
Morgan Stanley
Matthew Mohan is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Morgan Stanley since 2012 and previously worked at Citigroup Global Markets starting in 2008. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its process.
Samuel G
Series 65, Series 63
New York, NY
Morgan Stanley
Samuel Gaitan is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. Before joining Morgan Stanley in 2022, he worked at Ovative Group and The NPD Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning, with approximately $2.74 trillion in client assets under management. The firm’s financial planning emphasizes structured discovery and modeling tools while generally acting in an advisory capacity without providing individual security recommendations in standalone plans.
Thomas F
Series 63, Series 65
New York, NY
Morgan Stanley
Thomas Finnegan is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory services to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
Sascha G
ChFC®, Series 66
New York, NY
Morgan Stanley
Sascha Garzarella is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked within various Morgan Stanley entities since 2011, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 to model financial outcomes.
Christina N
Series 66
New York, NY
Morgan Stanley
Christina Neri is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has been with 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 proprietary tools and a structured discovery process.
Courtney C
Series 66
New York, NY
Morgan Stanley
Courtney Carrabino is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at ICG Advisors, LLC and Cambridge Associates, and spent time at the Sloan School of Management, MIT. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through dedicated financial advisors and estate planning specialists.
Andrew K
Series 66
New York, NY
Morgan Stanley
Andrew Karas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and previously worked at Deloitte & Touche for seven years. Karas is based in New York, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.
Michael V
Series 66
New York, NY
Morgan Stanley
Michael Vaughn is a financial advisor at Morgan Stanley in New York, NY with one year of industry experience. He holds the Series 66 designation and previously worked at Capco, Giant Food, and Fifth Third Bank. 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 guidance from its Financial Advisors and Estate Planning Strategies Group.
Michael C
Series 63, Series 65
New York, NY
Morgan Stanley
Michael Celello is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with 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 both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing structured discovery processes and advanced modeling tools.
Alexander E
Series 66
New York, NY
Morgan Stanley
Alexander Estok is a financial advisor at Morgan Stanley with eight years of industry experience. He has previously worked at Brown Brothers Harriman & Co. and has been with Morgan Stanley Smith Barney LLC since 2018. Estok holds a Series 66 designation and is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, as part of its financial planning process.
Christine S
Series 66
New York, NY
Morgan Stanley
Christine Sneyer is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and having 13 years of industry experience. Her prior roles include positions at UBS Financial Services, Macro Consulting Group, LLC, and LPL Financial. Outside of her advisory work, she is a delivery driver for DoorDash. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and resources.
Mark L
Series 63, Series 65
New York, NY
Morgan Stanley
Mark Lundvall is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2018 after working at CG Capital Markets, LLC. The firm serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery and analytical tools. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and offers services through its extensive network of financial advisors and specialized groups.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters