Cassie Stancil is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, she worked at Zoe Securities LLC and Zoe Financial Inc. from 2025 to 2026. 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 strategies.

Scott Kleiner is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney 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, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Rafaela Cavalcanti is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held roles at McLarens Young International and Corporate Offers. Cavalcanti holds a Series 66 designation and is based in New York, NY. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Matthew De Vito is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its Private Bank since 2017. Prior to joining Morgan Stanley, he was employed at Navint Partners LLC and Oak Hill Advisors. 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, managing approximately $2.74 trillion in client assets.

Johnny Shia is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 25 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2011 to 2024 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and models.

Michael Colagiovanni Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2001. Morgan Stanley Wealth Management serves both individuals 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 strategic investment modeling in its financial planning process.

Dexter Jarach is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials with five years of industry experience. His tenure includes various roles within Morgan Stanley since 2019 and prior education at Tulane University and Paul D. Schreiber High School. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and analysis to support client goals.

Kylie Piotte is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill Lynch and Marsh and McLennan Company before joining Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory role, she is involved with Sleepy Saturdays, LLC, a retail and online sales business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its financial planning process.

Pankti Mehta is a financial advisor at Morgan Stanley with four years of industry experience. She has previously worked at Goldman Sachs, JP Morgan Private Bank, and Korn Ferry. Mehta holds Series 63 and Series 66 licenses and is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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.

Karen Bermudez is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held roles at Morgan Stanley since 2019 and previously worked at E*Trade Securities LLC for nine years. Her credentials include the Series 63 designation. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and firm-approved tools, utilizing models such as Secular Return Estimates and Monte Carlo simulations.

Liam Byrne is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Gilder Gagnon Howe and UBS Financial Services. Outside of his advisory role, he is the sole proprietor of CyberLock LLC, a consulting business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory services backed by a comprehensive investment approach and firm-approved planning tools.

Almog Mor is a financial advisor with Morgan Stanley in New York, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Morgan Stanley, Almog worked at Equitable Advisors and has experience in education and restoration industries. 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 tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jonathan Ponosuk is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing 22 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 individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeled outcomes to support client financial plans.

Joseph Daniello is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2015, following prior experience with E*Trade Securities. 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.

Sarah Cen is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Her prior work includes positions at Goldman Sachs and Boston Consulting Group. She has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques to support its financial planning process.

Christina Williams is a Series 66 licensed financial advisor with Morgan Stanley in New York, NY. She has four years of industry experience, including five years at Morgan Stanley Smith Barney LLC and eleven years at The Northern Trust Company. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Sofia Graber is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation. Prior to joining Morgan Stanley, her work experience includes roles in the hospitality and fitness sectors, as well as a position at the University at Buffalo, SUNY. 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 planning tools and comprehensive investment analysis.

Sean Rivera is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, and has six years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2018. Outside of his advisory role, Rivera works as a bartender during summer Sundays at a restaurant in Rockaway Beach. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Samantha Kim is a Series 66 licensed financial advisor with Morgan Stanley in New York, NY, bringing four years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2022, with prior roles at Charles Schwab and HubSpot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured discovery conversations and firm-approved tools in its planning process.

Manuel Herrera is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2022. Prior to his advisory role, he was employed at Chili's and Bob Evans and has an academic background from Lehigh University and Barron Collier High School. 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, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.