Jaymes Choy is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets 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 firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Cassio Domingues Neto is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and accumulating 10 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Neto serves as a board member of The Icla da Silva Foundation, a nonprofit organization focused on hardship assistance in Dallas, Texas. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and scenario modeling.

Roberto Redondo is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he is the owner of June Aldrich LLC, a cultural arts enterprise, and serves on the boards of American Padel Supply LLC, a wholesale distribution company, and Ridgefield Academy, an educational institution. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including comprehensive financial planning supported by structured discovery processes and firm-approved tools.

Patrick Penfield is a financial advisor with Morgan Stanley in New York, holding Series 65 and Series 63 licenses and having five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, UBS, and a brief period at Syracuse University. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and financial planning programs.

John Penney is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Park Avenue Securities and Guardian Life Insurance Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Ralph Barnes Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at 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, and manages approximately $2.74 trillion in client assets.

Michael Scotto is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he serves as a trustee for the Spring Lake Community House, supporting theatre, dance, and children's programs. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and broad investment offerings, serving clients through both direct and employer-based financial planning agreements.

Noah Ennis is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both 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 such as Secular Return Estimates and Monte Carlo simulations.

Nicholas Kennedy is a Series 66-licensed financial advisor at Morgan Stanley with four years of industry experience. His prior experience includes roles at Coleman Research and Walk-On Holdings, as well as involvement in student government at the University of Colorado. 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 models. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Ana Laura Dias is a financial advisor with Morgan Stanley in New York, NY. She holds a Series 66 designation and has been with Morgan Stanley since 2021. Prior to her current role, she spent ten years at Nadia's Full Service Salon and Spa. Outside her advisory work, she is a partner in Chestnut Street Realty, LLC, a real estate business based in Newark, New Jersey. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and estate planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jean Blanco is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning through structured processes supported by firm-approved tools.

William Allgeier III is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. beginning in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 a structured financial planning process supported by firm-approved tools and market simulations.

Bhagirath Tanna is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. He previously worked at AIG and John Wiley & Sons, and spent six years at New York University. Outside of his advisory role, he is a partner at Incusol Inc, a technology firm, and involved with the Multicultural Arts and Performance Academy, an educational organization based in Jersey City. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and investment modeling.

Mery Rada is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Carmen Torruella is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and global investment insights.

John Patrina is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior roles include positions at Paul McCoy Family Office Services and The Kraft Group & Affiliates. He is currently based in New York, NY. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Rodrigo Schadeck is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley and its Private Bank N.A. division since 2016. He holds Series 63 and Series 66 designations and is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Joseph Crowley is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at Monsignor Farrell High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Alexei Rodriguez Zinevich is a financial advisor at Morgan Stanley in New York, NY, with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, including Monte Carlo simulations and Secular Return Estimates from the Global Investment Committee.

Yuji Fujii is a Certified Financial Planner (CFP®) with 20 years of experience, currently serving at Morgan Stanley in New York, NY. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.