Robert Cator is a financial advisor with Morgan Stanley, holding a Series 63 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously held positions at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities from 2014 to 2021. Morgan Stanley Wealth Management is a 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 a structured financial planning process supported by firm-approved tools and market modeling techniques.

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 at Morgan Stanley in New York, NY, with 44 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley and its affiliates since 2009. He is the founder of the Shelly and Neil Mitchell Family Foundation, a humanitarian organization based in New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning solutions.

Lila Bock is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Amazon and has an academic background from the University of California, Berkeley. 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 approach includes structured discovery conversations and firm-approved planning tools to develop financial plans, serving clients both directly and through corporate financial planning agreements.

Zachary Elyachar is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and was previously with Morgan Stanley & Co. LLC from 2016 to 2020. He holds the Series 63 designation and is based in New York, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Kathleen Morano is a financial advisor with Morgan Stanley in New York, NY, holding Series 66, Series 63, and Series 65 licenses. She has six years of industry experience, including time at Johnson & Johnson and multiple roles within Morgan Stanley and its affiliated entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and comprehensive asset management.

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 in New York, NY, 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 provides a wide array of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Anthony Dertouzos is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2016 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and analysis methods such as Monte Carlo simulations to support its advisory services.

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.

Mark Bahadurian is a financial advisor at Morgan Stanley in New York, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that uses structured processes and firm-approved tools to model outcomes and support client planning decisions.

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 Wealth Management with eight years of industry experience. He holds a Series 63 designation and has previously worked at JPMorgan Securities, First Republic Securities, and Bank of America Merrill Lynch. Outside of finance, he has worked with New York State Parks on two separate occasions. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and models.