Elizabeth Smith is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2013. 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 a structured planning process supported by firm-approved tools and investment research.

Nadine Wong is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley since 2009 and also has longstanding involvement with the Ford Modeling Agency, working as a runway model on weekends. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and 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 services that include both advisory and brokerage functions.

Divya Guleria is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services from 2009 to 2019 before joining Morgan Stanley Smith Barney LLC in 2019. 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 firm-approved tools and methodologies.

Elizabeth Cioffi is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 22 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Outside of her advisory role, she serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to support client financial plans.

David Delgado 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 Prounlimited and the University of Michigan, as well as work outside finance. 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 methodologies.

Tate Seibel is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2020, he held positions including roles at Augusta National Golf Club and McDonogh School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Grier Austi is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2017, including seven years at Morgan Stanley Private Bank, N.A. Outside of his advisory role, Austi is involved in a retail and online store business called ShopMy based in Brooklyn, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services supported by a structured discovery process and firm-approved planning tools.

Paul Dandrea is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 38 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley & Co., LLC since 2012. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to support its financial advisory services.

James Oliveira is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney LLC since 2015, currently serving at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Christopher Daifotis is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 with a financial planning process that utilizes approved tools and modeling techniques such as Monte Carlo simulations.

Alexander Chang is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior work includes roles at Bain Capital Credit and MFS Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct and corporate financial planning agreements.

Keith Pasley is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Morgan Stanley 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 customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved tools to support its planning process.

Jessica Silverstein is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at Fidelity Investments and Morgan Stanley in earlier roles. Outside of her advisory work, she is involved in social media content creation for technology and beauty brands. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and advanced modeling tools to support its clients’ financial goals.

Henry Berck is a Series 66 licensed financial advisor with Morgan Stanley in New York, NY, and has two years of industry experience. Prior to joining Morgan Stanley, he worked at Fischer Stralem Advisors and Assured Guaranty. From 2017 to 2019, he was involved with Camp Shodack. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Emma Jorgensen 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 worked at FactSet Research Systems from 2019 to 2022 and attended Baruch College from 2015 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety 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 offers planning services that incorporate broad investment modeling techniques without providing individual security recommendations as part of standalone plans.

Ashley Selva is a financial advisor at Morgan Stanley with five years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2025, she worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of her advisory role, she is involved in a doggy daycare business in Olympia, Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Thomas Long is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2025. 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.

Joseph Genzardi is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 2009, including the Private Bank and Smith Barney divisions. He is based in New York, NY. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and 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 that incorporates firm-approved tools and models to assist clients in financial decision-making.

Kyle Yuen is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley, UBS Financial, and various non-financial positions, including operating Baby Squirrel Saloon. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques to support client goals.

Clayton Caggiano is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and seven years of industry experience. He previously worked for Bernstein Private Wealth Management and has experience in political campaign work and university admissions. 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 solutions.