Robert Cator is a financial advisor at Morgan Stanley in New York, NY, with 12 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and J.P. Morgan Chase Bank and Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Tracy Lewis is a financial advisor with Morgan Stanley in New York, holding a Series 63 designation and 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and models.

Stephen Webb is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2025 and has prior experience with the National Hockey League Players Association from 2008 to 2024. Outside of his advisory role, he is the owner of Blue Oar Sports, a consulting business focused on business development and sports-related speaking engagements. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates firm-approved tools and scenario modeling.

Kieran Brown is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at the Garden City School District and Fordham University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Neil Mitchell is a financial advisor with Morgan Stanley Wealth Management in New York, NY, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Lehman Brothers Inc. He is also the founder of the Shelly and Neil Mitchell Family Foundation, a humanitarian organization based in Springfield, New Jersey. 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 processes supported by firm‑approved tools and investment committee analyses.

Zachary Elyachar is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning arrangements.

Kathleen Morano is a financial advisor at Morgan Stanley in New York, NY, holding Series 63, 65, and 66 licenses with six years of industry experience. Her work history includes roles across various Morgan Stanley entities since 2019 and a brief tenure at Johnson & Johnson in 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning both directly to individuals and through Corporate Financial Planning agreements.

David Rosengarten is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following eight years at Citigroup. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.

Bella Patel 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 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Anthony Dertouzos is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a brief tenure at Credit Suisse Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning and a structured process that incorporates firm-approved tools and investment modeling techniques.

Robert Martin is a financial advisor at Morgan Stanley in New York, NY, with 11 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and proprietary planning tools to develop financial plans, managing approximately $2.74 trillion in client assets.

Lane Decordova Carroll is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2016. Carroll serves on the investment committees of Brown Ledge Camp, a nonprofit organization, and Mercersburg Academy, where he is Vice Chair of the Investment Committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a research-driven investment approach, offering a broad range of retail and institutional solutions.

Anthony Barsanti is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bar Yoshi and Essent Guaranty, as well as work at Villanova University and Darien High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by firm-approved tools and investment modeling techniques.

Keith Maxey is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2006. 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 a structured process and proprietary tools.

Seth Moroch is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and worked previously at Lamboley Law Firm and Certified Financial Services. Based in New York, NY, he has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm employs structured planning tools and a range of investment offerings, managing approximately $2.74 trillion in client assets.

Joseph Panetta is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Morgan Stanley since 2009. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Amanda Leff is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2020, following a 15-year tenure at Merrill. 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 planning process supported by firm-approved tools and market scenario modeling.

Christopher Wren is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at First Republic Securities Company, LLC, First Republic Investment Management, Inc., JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Bank of America Merrill Lynch. Outside of finance, he spent several years working with New York State Parks. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and analysis.

Meric Nandra is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Merrill. 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 planning process uses structured discovery and firm-approved tools, supporting clients with a range of investment and planning services.

Lawrence White 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. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs with a focus on structured financial planning using firm-approved tools and methodologies.