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Brian D

Series 63, Series 65

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Stephen M

CFP®, Series 63

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Jave E

Series 63, Series 65

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Ernest B

Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Elizabeth S

Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Nadine W

Series 63, Series 65

New York, NY

Morgan Stanley

Nadine Wong is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Outside of finance, she has a long-standing connection to the Ford Modeling Agency as a runway model on a part-time basis. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment products and services.

General estate planning guidance
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Divya G

Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Elizabeth C

Series 63

New York, NY

Morgan Stanley

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.

General estate planning guidance
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David D

Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Tate S

Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Grier A

Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Paul D

Series 63

New York, NY

Morgan Stanley

Paul Dandrea is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 designation with 39 years of industry experience. He has been with Morgan Stanley and its affiliate entities since 2012. 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 structured analysis and modeling tools.

General estate planning guidance
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James O

Series 66

New York, NY

Morgan Stanley

James Oliveira is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2024. He is based in New York, NY. Morgan Stanley Wealth Management provides advisory programs to both individuals 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, with a range of offerings including wrap programs, private funds, and commodity trading activities.

General estate planning guidance
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Christopher D

Series 63, Series 65

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Alexander C

Series 63, Series 65

New York, NY

Morgan Stanley

Alexander Chang is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Bain Capital Credit and MFS Investment Management. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models to support planning outcomes.

General estate planning guidance
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Keith P

Series 63, Series 65

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Jessica S

Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Henry B

Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Emma J

Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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Ashley S

Series 63, Series 66

New York, NY

Morgan Stanley

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.

General estate planning guidance
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