D. Hart is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Morgan Stanley entities since 1991. Outside of his advisory role, he owns ARR LLC, a horse ranch, and serves on the Finance Committee of the Beartooth Billings Clinic, a medical nonprofit in Red Lodge, Montana. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment models.

Patricia Metz is a financial advisor at Morgan Stanley with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2009. Outside of her advisory role, she serves on the Brewster Town Zoning Board of Appeals in Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools.

Adam Ronzoni is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate global investment analyses.

Joseph Grimaldi is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is the sole owner and managing member of JG216 Holdings LLC, which focuses on residential real estate investments. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, with plans informed by Global Investment Committee estimates and modeling techniques.

Alexander Chester is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and its affiliate Morgan Stanley Smith Barney LLC since 2009. He holds a Series 66 designation. 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. The firm provides tailored financial planning services supported by firm-approved tools and investment insights to assist clients in managing approximately $2.74 trillion in client assets.

Liza Pollini is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney 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 tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies in its financial planning process.

Katherine Markham is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. She previously worked at Citi Group and has been with Morgan Stanley since 2024. Outside of her advisory role, she is involved with Markham Development Company, focusing on business development in real estate. 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 and estate strategy services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Katrina Montalvo is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, previously spending four years at Raymond James & Associates Inc. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

David Lew is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lew is a sole proprietor in the real estate sector. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery conversations and advanced planning tools to deliver its services.

William Hawkins is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Concentric Wealth Partners, Raymond James Financial Services, and Northwestern Mutual Investment Services. Hawkins is currently associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals 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 analysis to assist clients in financial decision-making.

Stephanie Claeys is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Her work history includes multiple roles with Morgan Stanley and a series of positions at the University of Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to both individual and institutional clients, with approximately $2.74 trillion in client assets under management. The firm employs a structured financial planning process supported by firm-approved tools and focuses on advisory services without providing individual security recommendations as part of standalone planning.

Brittany Jacques is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and The Vanguard Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client outcomes.

Frank Polk III is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Polk serves on several nonprofit and family office boards, including Cold Spring Harbor Labs, The Boys Club of New York City, Xavier University, and the Waycrosse Investment Advisory Committee. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 both direct and employer-sponsored financial planning services.

Henry Stifel III is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee’s analyses.

Danta Wright II is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he spent four years at the University of Illinois and attended Lincoln Way East High School. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling techniques in its financial planning process.

Malachy Mulligan is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers a range of retail and institutional investment solutions.

Bryan Porcelli is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2005. Based in New York, NY, his career has been focused within the firm’s wealth management divisions. 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 uses structured planning tools and a range of investment products to support its clients' financial goals.

Raul Pineda is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009, both based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Kristin Murray is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with a focus on advisory services rather than direct security recommendations.

Phillips Coleman is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Iconiq Capital for five years and Miura Global Management for ten years. He is a partner at North Haven Ventures LLC, an investment and finance-related business based in New York. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.