Georgios Borsas is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Clark Burger, CRISP Health, and Towson University. 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 employs structured planning tools to assist clients in developing and implementing financial plans.

Victor Micoretti is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, currently serving within Morgan Stanley Private Bank, N.A. in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and uses proprietary tools, while clients are responsible for implementing and maintaining their plans.

Maria Palumbo is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Morgan Stanley in 2022, she worked at Oppenheimer for six years. Outside of her advisory role, Palumbo serves as a board member involved in property management and investment decisions for a real estate entity and participates as a tester of new products for a fitness company. 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 financial planning emphasizes structured discovery and planning tools, servicing clients primarily in an advisory capacity.

Charles Rose III is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Morgan Stanley since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Investment Committee at Christ Episcopal Church in Greenwich, Connecticut. Morgan Stanley Wealth Management provides a wide 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 financial planning process using firm-approved tools and scenario modeling.

Kyle Rubbinaccio 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 2016, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools along with a broad offering of retail and institutional investment options.

Lauren Closs is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2007. 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 firm‑approved tools and a structured discovery process.

Brendan Henry is a CFA® charterholder with 10 years of experience in the financial industry. He is currently with Morgan Stanley in New York, NY, where he has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. His prior experience includes positions at Hightower, Fidelity Investments, Strategic Financial Solutions, and Pine Hollow Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved planning tools and models to support client goals.

Christopher Simonson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley since 2015 and also has a long-term affiliation with Brunswick School. Simonson is involved in a trust-related business activity outside his primary role. 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, and manages approximately $2.74 trillion in client assets.

Hugo Hilgendorff V is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses. He has been with Morgan Stanley since 2023. Outside of his advisory role, he has been involved with the Eagles Mere Athletic Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Mairead De Roy is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, she is a self-employed Etsy seller specializing in art and culture products. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Terrence Mullan III is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 1992. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning. The firm employs a structured planning process using approved tools and models, managing approximately $2.74 trillion in client assets.

George Mc Lanahan is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles at Morgan Stanley Smith Barney LLC since 2020 and a prior position at the Lefrak Organization. Outside of finance, he has teaching experience at Denison University and Episcopal High School. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured discovery processes and firm-approved tools to support client financial plans.

Lauren Strausser is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. She has previously worked at EquityZen Securities LLC and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 financial planning process supported by firm-approved tools and modeling techniques.

Kevin Moore is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Spire Securities, LLC before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process uses structured discovery and planning tools, with a focus on advisory services rather than individual security recommendations.

Theodore Ice is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. He is involved with the V Foundation for Cancer Research, contributing time annually to fundraising activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process without providing individual security recommendations as part of standalone planning.

Adrian Rojas is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses with four years of industry experience. His career includes multiple roles within Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC. 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’s planning process uses structured discovery conversations and firm-approved tools to model outcomes but does not include individual security recommendations within standalone plans.

Courtney Burke is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials with eight years of industry experience. Before joining Morgan Stanley in 2018, she worked at AXA Advisors, LLC for one year. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Jill Vigna is a financial advisor at Morgan Stanley in New York, NY, with 26 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2012. Jill holds a Series 63 designation. 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 supported by structured discovery conversations and firm-approved tools.

Flavio Quito is a financial advisor at Morgan Stanley in New York, NY, with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and the Sponsors for Educational Opportunity nonprofit. 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 financial planning and investment strategies.

Caroline Lops is a financial advisor at Morgan Stanley in New York, NY, holding Series 66 and Series 63 licenses with two years of industry experience. Her background includes four years at Wake Forest University and prior roles at Ridgewood Public Schools and Indian Trail Club. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.