Amanda Richman is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with six years of industry experience. She has been with Morgan Stanley since 2019. Prior to her advisory role, she worked at Tulane University and was involved with Arpeggio Restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Jordan Farron is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services Inc and Cerberus Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Hendrik Bosman is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at UBS AG from 2015 to 2023. Outside of his advisory role, Bosman coaches soccer for Philip Wolstenholme Soccer in New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and market modeling. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Bruce Murray is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, 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 both directly and through corporate financial planning agreements.

Dominic Venuti is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. He has worked at Morgan Stanley since 2023 and has prior experience at several institutions, including the University of Virginia and North Carolina State. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 offers a range of investment products and services.

Alexandra Justice is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses. She has one year of industry experience, including previous roles at Boeing Company and Bourne Partners, and studied at Duke University. 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’s planning process uses structured discovery and approved tools to model outcomes, with clients responsible for plan implementation and updates.

Rebecca Weisberg is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds a Series 63 designation. 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 discovery and advanced analytical tools, managing approximately $2.74 trillion in client assets.

Marc Karetsky is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2015 and was previously with Barclays Capital Inc. since 2008. Outside of his advisory role, Karetsky serves on the New York Stock Exchange Hearing Board and holds leadership positions with the Temple of Israel in New York and the Camphill Foundation, a nonprofit supporting communities for individuals with disabilities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory services to both individual and institutional clients. The firm provides tailored financial planning and uses firm-approved tools to support client planning, managing approximately $2.74 trillion in assets.

Tara Feenaghty is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Her prior roles include positions at Hightower Advisors, Northwestern University Endowment Office, Battery Ventures, and Goldman Sachs. She has also worked at Northwestern University and Glen Ridge High School earlier in her career. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and models.

Alex Buchbinder is a financial advisor at Morgan Stanley in New York, NY, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Flicker, Garelick & Associates and Tepper, Tepper & Kaprowski. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Vincent Plessel 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 background includes roles at Morgan Stanley since 2021 and various positions during his time at Bloomsburg University from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering 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 supported by firm-approved tools and market models.

Frank Cipollino is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and currently works at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support its financial planning process.

Aubrey Maher is a financial advisor with Morgan Stanley in New York, NY. He holds a Series 66 designation and has one year of industry experience, including prior work at Ally Financial. Maher spent 17 years in full-time education before entering the financial services industry. 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 discovery processes and advanced modeling tools.

Christopher Melillo is a financial advisor at Morgan Stanley in New York, NY, holding the Series 66 designation. He has prior experience at Point72 Asset Management and Phalanx Investment Partners. Melillo’s background also includes academic and educational roles at Boston College, Fairfield College Preparatory School, and Saint Mary School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Billy Ma is a financial advisor at Morgan Stanley with 14 years of industry experience. He has held roles at Morgan Stanley since 2019 and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2019. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves 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 a structured planning process supported by firm-approved tools and market simulations.

Carey Pitman is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its predecessor Morgan Stanley Smith Barney since 2011, with a brief tenure at Merrill. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Marc Montaldo is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2013. 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. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Christopher Mcconnell is a Series 66-registered financial advisor with Morgan Stanley in New York, NY, bringing 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014. 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 financial planning process that utilizes firm-approved tools and methodologies.

Connor Kirkwood is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with one year of industry experience. He has held multiple positions at Morgan Stanley since 2021 and has academic experience at the University of Illinois and Pennsylvania State University. Morgan Stanley Wealth Management is an SEC-registered 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 that utilizes approved tools and models without providing individual security recommendations.

Margaret Lear is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved planning tools.