Andrew Nania is a CFA® charterholder with 16 years of experience in the financial industry. He has worked at Morgan Stanley since 2022 and previously held multiple roles at E*TRADE Capital Management and E*TRADE Securities from 2016 to 2023. Outside of his advisory work, he serves as a director on the board of managers for a condominium homeowners association in Brooklyn, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to develop personalized plans.

Scott Kravitz is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley & Co., LLC since 2023, with prior experience at E*Trade Securities LLC and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling but does not provide individual security recommendations as part of standalone planning.

Saurav Aneja is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 certifications with seven years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Zurich American Insurance Company, and Deutsche Bank Securities Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured planning tools and investment modeling techniques.

Jason Reinhard is a financial advisor at Morgan Stanley in New York, NY, with three years of industry experience. He holds a Series 66 credential and previously worked at Dell EMC and Six Flags America before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering 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 structured discovery processes and advanced planning tools in its financial planning services.

Mercedes Paratje is a financial advisor at Morgan Stanley with 31 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 designations and is based in New York, NY. 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 employs a structured planning process supported by proprietary tools and modeling techniques.

Mary Flaherty is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Blackrock Investments, LLC before joining Morgan Stanley Smith Barney LLC in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers plans directly and through Corporate Financial Planning agreements.

Ramin Mahdavi is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes positions at Northwell Health and St. Johns University, along with extensive full-time education from 2009 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and comprehensive investment research.

Tobias Baker is a financial advisor at Morgan Stanley in New York, NY, with 23 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley and its affiliates since 2013. 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 focused on tailored financial planning, utilizing structured discovery processes and proprietary planning tools.

Tanya Curry is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and possessing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and was previously with E*Trade Securities, LLC. 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 and financial planning services supported by firm-approved tools and a structured planning process.

Christopher Rice is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. 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 and financial planning services that use structured discovery processes and proprietary planning tools.

Gino Cassese is a financial advisor at Morgan Stanley in New York, NY, with five years of industry experience. He holds a Series 66 designation and has previously worked at Marist College and Cassese And Sons Construction Corp. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeled outcome scenarios.

Amanda Moran is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley & Co. LLC since 2020. Prior to her advisory career, she spent 15 years in homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 approved tools and modeling techniques.

Christopher O'Brien is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley and its affiliate firms since 2016. He holds a Series 63 designation and is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Marin Bogulski is a Series 66 licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Marin worked at Fiera Capital and Liberty Hound. 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 and estate planning, utilizing structured discovery conversations and planning tools to support client strategies.

Sophie Draluck is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Morgan Stanley, she worked at Susquehanna International Group and has experience in venture capital and global partnership roles. She also spent over a decade in full-time education and was affiliated with The Wharton School. 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 with a focus on tailored financial planning, utilizing structured discovery processes and proprietary planning tools.

Tricia Carvalheira is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2010 and at Lehman Brothers Inc. since 2006. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group while managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved planning tools, employing models such as Monte Carlo simulations to project outcomes.

Brian Delvecchio is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual 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 a structured planning process using firm-approved tools and modeling techniques.

Stephen Muecke is a CFP®-designated financial advisor with Morgan Stanley in New York, NY, with 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee and chair of the investment committee for the Coast Guard Foundation and is also a drummer in a band. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and a wide range of retail and institutional investment services.

Jave Ellis is a financial advisor at Morgan Stanley in New York, NY, with five years of industry experience. Prior to joining Morgan Stanley, he worked at Delta Airlines for seven years and was affiliated with Long Island University Brooklyn Campus for six years. Outside of his advisory role, Ellis is involved with The Ellis Brothers LLC, a retail and online store business, and serves as an employee at Bushwick Family Ministries Church of God of Prophecy in Brooklyn. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models, offering a wide range of retail and institutional investment solutions.

Ernest Blair is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Equitable Advisors LLC and held various roles in the insurance industry, including positions at Ingrassia Insurance Agency Inc and Millennium Insurance Agency. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.