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.

John Moreno is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2016 and with Morgan Stanley Smith Barney LLC since 2015. 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

Paul Ricciardelli is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been with Morgan Stanley Smith Barney since 2011. 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 processes and firm-approved planning tools.

Michael Maii is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad institutional resources with customized financial planning solutions.

Joel Kamor is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he serves as a karate instructor for the Nassau County Police Activity League and assists Nassau County residents with their annual home assessments. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad suite of investment and planning services.

Soo Mi Kim is a financial advisor at Morgan Stanley in New York, NY, with six years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at Guggenheim Partners LP and REIS, Inc. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and proprietary tools. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including Corporate Financial Planning agreements.

John Voltaggio is a financial advisor at Morgan Stanley with eight years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2021, following a 13-year tenure at The Northern Trust Company. He holds Series 63 and Series 66 licenses and is based in New York, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside various investment and trading activities.

Connor Urban is a Series 66-licensed financial advisor with Morgan Stanley Private Wealth Management in New York, NY, where he has worked since 2015. He has 10 years of industry experience. Morgan Stanley Wealth Management provides a range 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 approach uses structured discovery conversations and firm-approved tools, supported by modeling techniques such as Monte Carlo simulations.

Maura Grant is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group for seven years. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools without providing individual security recommendations as part of standalone plans.

Mark Lombardi is a Series 66-credentialed financial advisor at Morgan Stanley with eight years of industry experience. Before joining Morgan Stanley in 2020, he worked at Ameriprise Financial Services from 2016 to 2019. Outside of his advisory role, he is involved with Mobile Life Support Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and extensive resources.

Griffin Mcquilling is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations, advanced planning tools, and investment modeling techniques to support client financial plans.

Howard Gofstein is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools alongside research and modeling techniques to support its financial planning process.

Olivia Wall is a financial advisor at Morgan Stanley in New York, NY, with three years of industry experience. She holds a Series 66 designation and previously worked for the Fort Worth Independent School District. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various retail and institutional channels.

Kasha Bhatia is a financial advisor at Morgan Stanley in New York, holding a Series 66 credential. She has been with Morgan Stanley since 2023, with additional prior experience at Deloitte and Altum Capital. Outside of her advising role, she is a partner in Brand Force Marketing, a marketing business based in Plainview, New York. Morgan Stanley Wealth Management provides a broad range of advisory services and financial planning to both individual and institutional clients, utilizing firm-approved planning tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment solutions alongside its planning services.

Aditi Nehra is a Series 66-credentialed financial advisor at Morgan Stanley with under one year of industry experience. Her prior work includes roles at New York University, HDFC Limited, and IIFL Wealth. 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 comprehensive asset management.

Anthony Kirwood is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Bow River Capital and Graham Partners, as well as a four-year period at Dartmouth College. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct individual plans and corporate financial planning agreements.

John Carroll III is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials. He has been with Morgan Stanley since 2026 and has prior experience at Citi and Needham Bank. His background includes roles in educational settings at Providence College, St. Sebastian's School, and Wellesley Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools.