Robert Price is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a 50% owner of ENDOR ENTERPRISES LLC, which focuses on family estate planning. 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 serves clients through both direct and corporate financial planning agreements.

Morgan Weisberg is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Kilroys Bar and Grill, Vertical Research Partners, and Friendly Trading. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, supporting clients in developing and implementing personalized plans.

Carolina Mocorrea is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with eight years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously spent a year at Dartmouth College. 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 proprietary tools and modeling techniques.

Andrea Scola is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, and has 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Lucia Basterra is a financial advisor at Morgan Stanley in New York with three years of industry experience. She has held positions at Morgan Stanley & Co. LLC and worked at Columbia University and the American School of Madrid prior to her advisory career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Thomas Arocho is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and The Northern Trust Company. 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, including tailored financial planning supported by firm-approved tools and methodologies.

Mark Gonzalez is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Deutsche Bank Securities Inc. and Db Trust Company Americas before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.

Paige Hurley is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley since 2022. Outside of her advisory role, Paige is involved in the fitness industry as a contractor and instructor for New York Yoga, Buff & Flo, and Rise Fitness Studio. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing 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 using proprietary tools and models.

Denise Keller is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and has nine years of industry experience. She has worked at Morgan Stanley since 2017 and previously at SII from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm‑approved tools and modeling techniques.

Paul Servidio is a financial advisor at Morgan Stanley in New York, NY, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its related entities since 2016. Outside of his advisory role, Servidio serves as a member of the FINRA Fixed Income Advisory Committee. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing 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 investment modeling.

Shayne Simon is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Simon spent time with the National Football League and United Football League and completed full-time education from 2016 to 2024. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, incorporating advanced modeling techniques such as Monte Carlo simulations.

Steve Tung is a Series 66-licensed advisor with Morgan Stanley in New York, NY, and has 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Tung is the owner of SLT Advisors, LLC, a company involved in real estate and private investments. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and proprietary tools but typically acts in an advisory capacity without providing individual security recommendations in standalone plans.

Jennifer Sanchez is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. She previously worked at Cambridge Corp from 2018 to 2022 and took a career break from 2011 to 2018. 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 planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through employer corporate financial planning agreements.

Katherine Hill is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at LEK Consulting and Morgan Stanley & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate structured discovery and firm-approved tools to support client planning needs.

Mia Grillo is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Before joining Morgan Stanley in 2022, she held roles at Apollo Neuroscience, LoveToKnow Media, Urban Remedy, Bumble, and Dialpad. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, including customized 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 financial planning agreements.

Tyler Kaplan is a Series 66-registered financial advisor with Morgan Stanley in New York, NY, and has three years of industry experience. Prior to joining Morgan Stanley, he attended Colgate University and spent over a decade at Trinity School. Outside of his advisory role, Kaplan is actively involved as a head baseball coach for youth teams in the Greenwich Village area. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and advanced modeling techniques to support financial plans, with a broad range of investment and planning services.

Elina Ouoba is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations. She has been with Morgan Stanley since 2025 and has prior experience in various roles across staffing and payment services companies. Outside of her advisory role, she is involved with iDart Staffing Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs. The firm employs structured financial planning tools and offers services that include estate planning and corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Inigo Franco Rivera is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. He has worked with Morgan Stanley since 2022 and has prior experience related to Boston College, including campus recreation. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured processes and proprietary tools in its financial planning approach.

Tara Bathaii is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. Her prior roles include positions at Rockefeller Capital Management and educational experience at Cornell University and Saint Andrews School. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning solutions, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, incorporating Global Investment Committee return estimates and Monte Carlo simulations.

Richard Ugolini is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and over 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 1991. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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.