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Guy M

Series 66

New York, NY

Morgan Stanley

Guy Magen is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, and has 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following five years at Bank Leumi USA. 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 supported by structured discovery processes and proprietary planning tools.

General estate planning guidance
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Maria T

Series 63, Series 66

New York, NY

Morgan Stanley

Maria Teran is a financial advisor at Morgan Stanley in New York, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and 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.

General estate planning guidance
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Paul R

Series 66

New York, NY

Morgan Stanley

Paul Reardon is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning supported by firm-approved tools and a structured discovery process, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Elliot D

Series 66

New York, NY

Morgan Stanley

Elliot Delamare is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at UBS Financial Services and UBS Asesores SA. Morgan Stanley Wealth Management serves 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 and firm-approved processes to deliver financial advice.

General estate planning guidance
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Cosima D

Series 63, Series 65

New York, NY

Morgan Stanley

Cosima De Rocher De La Baume is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at For Granted Inc and Comvest Partners, as well as work at Georgetown University and the British International School Phuket. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools that incorporate market simulations, while acting primarily in an advisory capacity for client financial plans.

General estate planning guidance
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Ryan S

Series 66

New York, NY

Morgan Stanley

Ryan Sukram is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, with prior experience at Northwestern Mutual and National Securities Corporation. Outside of his advisory role, he is involved in property management for a rental property. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and broad investment offerings to serve a diverse client base.

General estate planning guidance
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Nicholas F

Series 63, Series 65

New York, NY

Morgan Stanley

Nicholas Firpo is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2017, following a two-year tenure at Stifel. 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 modeling techniques as part of its financial planning process.

General estate planning guidance
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Demetrios I

Series 63, Series 65

New York, NY

Morgan Stanley

Demetrios Imprixis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Securities and E*TRADE Capital Management for eight years. Outside of his advisory role, he is a co-owner of a rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and investment modeling techniques.

General estate planning guidance
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Manuel M

Series 63, Series 65

New York, NY

Morgan Stanley

Manuel Mendes Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 registrations. 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, utilizing structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Mercedes S

Series 66

New York, NY

Morgan Stanley

Mercedes Sierra Short is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at Emc for one year. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and advisory programs supported by research tools such as Monte Carlo simulations and Secular Return Estimates.

General estate planning guidance
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Martin N

Series 66

New York, NY

Morgan Stanley

Martin Negron III is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with six years of industry experience. His work history includes roles within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., as well as positions at Accommodations Plus International, CellMark, and Iona College. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety 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 financial planning process supported by firm-approved tools and the Global Investment Committee’s Secular Return Estimates.

General estate planning guidance
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William G

Series 63, Series 65

New York, NY

Morgan Stanley

William Galbally is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, N.A., and J.P. Morgan Chase & Co. from 2015 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Christopher G

Series 63

New York, NY

Morgan Stanley

Christopher Goodman is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Nicholas L

Series 65, Series 63

New York, NY

Morgan Stanley

Nicholas Lien is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses. He has recently entered the industry with experience at Morgan Stanley, John Hancock, and Playfair Planning. Prior to his advisory roles, he spent several years in educational positions at Northeastern University and Leonia Middle/High School. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors as well as Corporate Financial Planning agreements.

General estate planning guidance
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William S

Series 66

New York, NY

Morgan Stanley

William Scott is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 1 year of industry experience. His prior work includes positions at Newmark and various roles at Somerset Hills Country Club, where he also worked as a caddy in a hospitality capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by the firm's structured discovery process and proprietary planning tools.

General estate planning guidance
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Robert Y

Series 66

New York, NY

Morgan Stanley

Robert Yang is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes and firm-approved tools to support its services.

General estate planning guidance
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Christopher C

Series 63, Series 66

New York, NY

Morgan Stanley

Christopher Chiarelli is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Creditex Group Inc. and ICE Bonds Securities Corporation. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Nicole G

Series 66

New York, NY

Morgan Stanley

Nicole Guerrero is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with eight years of industry experience. She has been with Morgan Stanley since 2016, following three years at TEKsystems. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Forrest M

Series 63

New York, NY

Morgan Stanley

Forrest Mcneil is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 designation with 28 years of industry experience. He has been with Morgan Stanley since 2012. Outside of his advisory role, he owns farmland in North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques to support client strategies.

General estate planning guidance
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Robert P

Series 63

New York, NY

Morgan Stanley

Robert Pandolpho is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its related entities since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

General estate planning guidance
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