Matthew Melendez is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 15 years of industry experience, all spent at Morgan Stanley since 2011. Outside of his advisory role, he has worked as a background actor and is involved in owning and managing real estate businesses. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets and utilizing structured planning tools that incorporate market simulations and strategic estimates.

Daniel Weiner is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, 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 planning process that incorporates firm-approved tools and market modeling techniques.

Christopher Bruno is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Ignacio Fimbres Nelson is a Series 66 credentialed financial advisor at Morgan Stanley in New York, NY, with three years of industry experience. His work history includes multiple terms at Morgan Stanley and time spent at Boston University. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, without providing individual security recommendations as part of standalone plans.

Brian Costa is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank since 2019. Prior to joining Morgan Stanley, he held positions at Infor and Pfizer and attended Princeton University. Morgan Stanley Wealth Management provides a wide array of advisory programs to 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 conversations and proprietary tools, serving clients in both direct and employer-sponsored arrangements.

Brian Lennon is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at Morgan Stanley since 2020, with prior roles at Burling Bank and E*TRADE Financial, and has academic experience at Fordham University and Saint Ignatius College Prep. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.

Michael Farrell is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at UBS Financial Services Inc. from 2013 to 2020 before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning through dedicated Financial Advisors and its Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including scenarios based on the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Logan Jiang is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his financial services career, he is involved with Life Improvement Homecare, a business focused on elder care. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Katrina Rodriguez is a Series 66 licensed financial advisor with Morgan Stanley in New York, NY, bringing three years of industry experience. Her prior roles include positions at First Republic Securities Company, First Republic Investment Management, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of her advisory work, she has ownership experience in retail through Krod's Jewels LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate partnerships.

Brian Holzer is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in promoting awareness for the CAIA designation. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning services that utilize firm-approved tools and models to assist in client decision-making.

Aaron Cohen is a financial advisor at Morgan Stanley in New York, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery and planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without offering individual security recommendations within its standalone planning program.

Katherine Miller is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with two years of industry experience. Her background includes roles at Morgan Stanley since 2022, as well as experience at FlexIt Fitness, Santa Clara University, and Sacred Heart Greenwich. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm's financial planning uses structured discovery conversations and firm-approved tools without providing individual security recommendations in standalone plans.

Vikram Gupta is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential. He has been with Morgan Stanley since 2025 and has prior experience at TerraCRG, Caduceus Capital Partners, and EisnerAmper. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer offering a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved analytical tools.

Seigfried Buchmayr is a CFA® charterholder with 14 years of industry experience. He is currently with Morgan Stanley in New York, NY, having previously worked at Deutsche Bank Securities Inc. and DB Trust Company Americas. His experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm uses structured planning tools and models, serving approximately $2.74 trillion in client assets.

Tristan Lee is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses. He began his career in the industry in 2024 and has also worked with Wine Enthusiast. Outside of finance, he has been involved with the Larchmont Yacht Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning tools and modeling techniques as part of its advisory services.

Michael Cascione is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with six years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 supported by firm-approved tools and modeling techniques.

Paul Uhrynowski Jr. 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 and its affiliate firms since 1997. Outside of his advisory role, he serves as president of Jones Family Farm and is involved with the Housatonic Council Boy Scouts of America in multiple capacities, including on its advisory and finance committees. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and investment services supported by structured planning tools and research from the Global Investment Committee.

Claudia Horan is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley since 2018, with prior roles at UBS Financial Services, Broder Commercial, Edens, Artemis Real Estate Partners, New York Life Insurance Company, and Xcel Brands. Outside of her advisory work, she is involved with Sponsors for Educational Opportunity in an administrative capacity. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals 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 using firm-approved tools and models to develop financial plans.

Anthony Angilletta 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 and its affiliated entities since 2020, previously spending five years at MBSC Securities Corporation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through Corporate Financial Planning agreements.

Joseph Caporicci is a financial advisor at Morgan Stanley in New York, NY, with 40 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2012. 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, including tailored financial planning and estate planning strategies, using structured planning tools and comprehensive investment research.