Gretchen Marolda is a financial advisor with Morgan Stanley, holding the Series 66 designation and over one year of industry experience. She previously worked at Bank of America for 26 years before joining Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning services supported by proprietary tools and modeling techniques.

Samuel Weissberg is a financial advisor at Morgan Stanley in New York, NY, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Company, as well as experience at JusCollege and the University of Maryland. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Taylor Magliarditi is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and beginning their industry career in 2023. Prior to joining Morgan Stanley in 2025, their work experience includes roles at Bais Yaakov Bnos Aliya, Gucci, Hidden Treasures ABA, and the American Academy of Pediatric Neuropsychology. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that incorporates global economic assumptions and statistical modeling.

Zachary Wische is a financial advisor at Morgan Stanley in New York, NY, with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank division since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 emphasizes a structured planning process using firm-approved tools and market modeling techniques.

Edmund Agresta is a CFP® with 26 years of industry experience, currently serving at Morgan Stanley in New York, NY. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Agresta is also a member of PWM Group LLC, a holding corporation related to life and disability insurance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through a combination of advisory and brokerage services.

Kyle Siebert is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including J.P. Morgan Securities and HSBC Securities. He serves on the advisory board for the Dolan School of Business at Fairfield University. 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 that include both direct individual plans and Corporate Financial Planning agreements.

Benjamin Ketzlach is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Ipreo for one year. 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, including tailored financial planning supported by the Global Investment Committee’s research and modeling tools.

William Krebs is a financial advisor at Morgan Stanley in New York, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Resources Global Professionals and C&S Construction, as well as academic positions at Fairfield University and Suffern Central School District. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, emphasizing financial planning through structured conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and corporate financial planning agreements.

Brian Pfeifler is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Pfeifler serves on the advisory committee of Davidson Kempner Distressed Opportunities Fund IV and is involved in several private investment ventures, including as owner of Cabin at Shooting Star LLC and as an officer of 555 Partners LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, with a broad range of retail and institutional investment offerings.

Bradley Bass 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 and its Private Bank since 2015. He previously served as an advisory member for a nonprofit fundraising organization, Invest for Kids. 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 incorporates advanced modeling tools in its planning processes.

James Dunne is a financial advisor with Morgan Stanley in New York, holding Series 66 and Series 63 licenses and three years of industry experience. His work history includes roles at Morgan Stanley and its Private Bank, as well as positions at Sapphire Ventures and a brief period with TKO (WWE). Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide array of advisory programs and financial planning services that incorporate structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Adriana Burke is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in managing a rental property in Kennebunkport, Maine. 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 market-based modeling to support its financial planning process.

Shannon Boyle is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Cillian O'Bradaigh is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 35 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 individuals and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

Kevin Entwistle is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, and Putnam Retail Management. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and approved planning tools, with a range of retail and institutional offerings.

Peyton Mobley is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, with three years of industry experience. Prior to joining Morgan Stanley in 2022, Mobley held positions at Revere Capital LLC, CarOffer, and QUIP. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 simulations.

Kyle Jeffery is a financial advisor at Morgan Stanley with eight years of industry experience. He has held roles at Morgan Stanley and its Private Bank since 2018 and previously worked at Bessemer Trust and Royal Bank of Canada. Jeffery also has experience working at Navesink Country Club and the University of Miami. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Alexander Steckel is a financial advisor at Morgan Stanley in New York, NY, with 14 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s analyses.

Sean Hines is a financial advisor at Morgan Stanley with five years of industry experience. He has worked at Morgan Stanley since 2018 and previously held a position at United Parcel Service from 2015 to 2018. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jacob Haberman is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.