Kosta Halkias is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with eight years of experience at Morgan Stanley and one year at JP Morgan Chase. His background also includes roles at General Assembly and Petcreds. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools.

Khushboo Shah is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. She has been with Morgan Stanley since 2023 and has a background that includes roles at Berkshire Partners and Commonwealth Financial Network, as well as experience in academic settings at Northeastern University and earlier education institutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in its financial advisory services.

Ian Weinberg is a financial advisor at Morgan Stanley in New York, NY, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Morgan Stanley, he worked at Guidepost Solutions and has a background in various roles including coaching lacrosse through his own business, Weinberg Lacrosse Training. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad array of investment programs and strategies.

Connor Mcmanus is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 license and bringing 10 years of industry experience, all with Morgan Stanley since 2016. 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 planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools to develop financial plans.

Zachary Hvidsten is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He joined Morgan Stanley in 2026 and has no prior industry experience, having completed full-time education from 2015 to 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Faith Bartunek is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Robert Sutherland is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2014. Outside of his advisory role, he is an active member and officer of the East Farmingdale Volunteer Fire Company, serving in various capacities since 2007. Additionally, he owns Lax the Globe, a retail and online store business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and manages approximately $2.74 trillion in client assets.

Michelle Grosso 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 & Co. LLC from 2013 to 2017, continuing her career at Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 uses structured planning tools and proprietary models as part of their advisory process.

Jordan Weinstein is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2022. Prior to his advisory career, he was a student for twelve years. 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 firm-approved tools and methodologies.

Lori Villatoro is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Ashley Kaplan is a financial advisor with Morgan Stanley in New York, NY, holding Series 66 and Series 63 licenses and having eight years of industry experience. She has worked at Morgan Stanley since 2017, with a two-year period at Merrill in between, and prior experience at San Marzano. Outside of her advisory role, Kaplan is involved with Hobie Swim and assists with event planning at Jodi Robbins Events. Morgan Stanley Wealth Management serves individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm-approved tools and processes.

Kathleen Sullivan is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 registrations and possessing nine years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at Accenture from 2018 to 2020 and PricewaterhouseCoopers from 2015 to 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Deanna Cascella is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with three years of industry experience. She previously worked at Norton Rose Fulbright and Blair & Potts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs that include tailored financial planning, using structured discovery conversations and firm-approved tools to support client planning.

Nicole Americano is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked with the Student World Impact Film Festival and the Florida House of Representatives. 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 supported by structured tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Siobhan McCormick is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with 20 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she serves as a co-trustee in a trust based in Merrick, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Araya Hebert is a financial advisor at Morgan Stanley in New York, NY, with three years of industry experience. He holds a Series 66 designation and has held positions at Morgan Stanley since 2021, interrupted briefly by a period of unemployment in 2022. Prior to his advisory role, he worked at the University of Maryland and Eastern Regional High School. Morgan Stanley Wealth Management offers a broad 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 involves structured discovery and firm-approved tools, supporting clients in developing and implementing financial plans.

Bradley Backus is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and 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 using firm-approved tools and modeling techniques.

Liam Lynch is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 66 designations and five years of industry experience. Before joining Morgan Stanley, he worked at The Vanguard Group and has held various roles at Lehigh University, Westwood Global Investments, and others. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a wide range of investment services.

Alexander Hoerle is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been affiliated with New York University since 2001. 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 supported by firm-approved tools and methodologies.

Pietro Fabbri is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fasanara Capital Limited. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals 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 offers services both directly and through corporate agreements.