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.

Adrian Machado is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential. He began his career in the financial industry in 2024 after several years in education, with prior experience at Santa Clara University, Servite High School, and St. Jeanne De Lestonnac School. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market analyses as part of its process.

Sandeep Belani is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following prior work at Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a board observer for Dental Whale, a healthcare-related company. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and investment strategies developed by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers personalized financial planning alongside various retail and institutional services.

Christopher Parris is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad 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 planning process utilizing tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Blake Venick is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Wells Fargo and Morgan Stanley Private Bank, N.A., as well as work in equity mortgage lending and travel. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized estate planning groups.

David Blumenthal is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, Bofa Securities, Inc., and the Kelley School of Business. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs with a focus on tailored financial planning supported by firm‑approved tools and methodologies.

Kevin Chung is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market-based modeling techniques.

Erin Mc Carthy is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley since 2022 and previously was affiliated with Cornell University and Paul V. Moore High School. 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 utilizes structured planning tools and model-based outcome simulations in its financial planning process.

Bohdan Matishynets is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is also the owner of a real estate business. Morgan Stanley Wealth Management offers a 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 delivers planning services both directly and through corporate agreements.

Stefan Carouge is a financial advisor at Morgan Stanley in New York, NY, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013. 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 and financial planning services supported by structured planning tools and market outlook models.

Brian Doyle is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2013 and holds a Series 63 designation. 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 services. The firm manages approximately $2.74 trillion in client assets and offers a range of investment products and strategies across retail and institutional markets.

Bruno Lambraia Jr. is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing 37 years of industry experience. His career includes roles at Citigroup Global Markets since 2000 and at Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual 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 delivers planning services that incorporate modeling techniques such as Monte Carlo simulations.

Lauren Gresia is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, she held roles at Citi and had multiple positions related to Villanova University. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning using structured tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Robert Fomon is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Sajid Aziz is a financial advisor at Morgan Stanley with a Series 66 designation and recent industry experience starting in 2025. He previously worked in education at Friends Academy and Wesleyan University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both 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 provides services through both direct client engagements and corporate financial planning agreements.

Matthew Dertouzos is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include multiple positions at Penn State University and experience with Michael Kors and Morristown-Beard High School. 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 and financial planning services supported by structured discovery processes and firm-approved tools.

Meghan Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 license and bringing 20 years of industry experience. She has been with Morgan Stanley and its predecessor firm since 2009. 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. The firm manages approximately $2.74 trillion in client assets and offers financial planning that uses structured discovery conversations and advanced modeling tools.

Vincent Cioffi is a financial advisor at Morgan Stanley in New York, NY, with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2011 in various roles. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through corporate agreements.

James Moye is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory process.

Janine Millensifer is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for five years before joining Morgan Stanley in 2021. Outside of her advisory role, she is the sole proprietor of Grit Ventures LLC, a coffee roasting business. 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 and estate planning strategies, supported by structured discovery processes and firm-approved planning tools.