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Emmanuel D

Series 66

New York, NY

Morgan Stanley

Emmanuel Dounias is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Carolyn H

Series 66

New York, NY

Morgan Stanley

Carolyn Hernandez is a Series 66-credentialed financial advisor with Morgan Stanley in New York, NY. She has 22 years of industry experience and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, serving clients through direct and employer-based agreements.

General estate planning guidance
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Jawad B

Series 63, Series 65, Series 66

New York, NY

Morgan Stanley

Jawad Billan is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, 65, and 66 licenses and having nine years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A. He is also the sole proprietor of you.trend inc., a technology business based in Astoria, New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment committee insights.

General estate planning guidance
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Fotios P

Series 66

New York, NY

Morgan Stanley

Fotios Piniros is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its process.

General estate planning guidance
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Victoria O

Series 66

New York, NY

Morgan Stanley

Victoria Oliveira is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2020 and previously spent ten years in full-time education. 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 and financial planning services that utilize structured discovery and firm-approved tools to support client planning.

General estate planning guidance
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Carlos N

Series 66, Series 63

New York, NY

Morgan Stanley

Carlos Narvaez is a financial advisor at Morgan Stanley in New York, NY, with 21 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Merrill and Managed Account Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools but does not provide individual security recommendations within its standalone planning program.

General estate planning guidance
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Haiman C

Series 63, Series 65

New York, NY

Morgan Stanley

Haiman Cai is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 1997, including his current role at Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning using structured tools and scenario modeling, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Israel A

Series 66

New York, NY

Morgan Stanley

Israel Anteby is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2014 and holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and features both direct and employer-sponsored financial planning programs.

General estate planning guidance
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