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.

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 with Morgan Stanley in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, N.A. since 2019. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and quantitative modeling techniques.

Maria Palumbo is a financial advisor at Morgan Stanley with 27 years of industry experience. She held a position at Oppenheimer from 2016 to 2022 before joining Morgan Stanley in 2022. Outside of her advisory work, she serves as a board member involved in property management and investment decisions for a real estate entity and acts as a tester of new products for a fitness company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques in its financial planning process.

Charles Rose III is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed by Citigroup Global Markets. Outside of his advisory work, he serves as a trustee for personal trusts in Windsor, CT and Naples, FL, and is a member of the investment committee at Christ Episcopal Church in Greenwich, CT. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment models.

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 15 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 individuals and institutional clients with a range of advisory programs, including 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 supported by proprietary tools and models.

Brendan Henry is a CFA® charterholder and holds a Series 63 license, with 10 years of industry experience. He is currently with Morgan Stanley, having previously worked at Fidelity Investments and Hightower. His experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services including advisory and broker-dealer functions.

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 and has prior experience working with educational institutions such as Boston College and local schools. Outside of his advisory role, he has been involved with the Eagles Mere Athletic Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

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 Series 66-licensed advisor with Morgan Stanley in New York, NY, with 14 years of experience at the firm and an additional year at EquityZen Securities LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 Series 66 licensed financial advisor with Morgan Stanley, based in New York, NY, and has 10 years of industry experience. His career includes positions at Merrill Lynch, Bank of America, and Morgan Stanley entities. Outside of his advisory work, he dedicates time to the V Foundation for Cancer Research, assisting with fundraising efforts. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Adrian Rojas is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC, as well as roles outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and research resources.

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, holding a Series 66 designation with six years of industry experience. He previously worked at UBS Financial Services Inc. for four years and has experience with Sponsors for Educational Opportunity. 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 through a structured planning process supported by firm-approved tools.