Jonas Majauskas is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and beginning his advisory career in 2025. His background includes roles at Salesforce, PredictSpring, XY Retail, and prior experience at Morgan Stanley and The George Washington University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and market simulations to support client outcomes.

Diana Malak is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2020. Prior to that, she was employed at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2016 to 2020. Outside of her advisory role, she is involved with Poshmark in a non-investment capacity. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Jakob Slavin is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. His work history includes roles at UBS Financial Services, First Republic Investment Management, and Origami Risk. Outside of his advisory role, he is the sole proprietor of Slavin Investments LLC, a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Fabio Concesi is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 10 years of industry experience. He worked at Merrill from 2016 to 2026 before joining Morgan Stanley in 2026. Outside of his advisory role, he serves as Vice-Chair of the board for STEP Miami, a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Michael Kitlinski is a financial advisor at Morgan Stanley with 24 years of industry experience. He has held roles at Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously worked at UBS Financial Services from 2006 to 2019. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and market modeling techniques.

Matthew Reinhart is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and JPMorgan securities LLC, among other roles. Outside of his advisory work, he manages a construction and home improvement business as the sole proprietor of Atlas Construction Consultants 853 LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and corporate financial planning agreements.

Olivia Cohen is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at several major firms including UBS Financial Services, American Express, Wells Fargo, and JPMorgan Chase. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Mark Giordano is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, N.A. for the past three years. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services through direct client relationships and corporate financial planning agreements.

James Yonally II is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at UBS and RDN, Inc. His background also includes roles outside finance, such as involvement with Jane Restaurant and academic experience at the University of Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

John Coyne is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1990. Morgan Stanley Wealth Management provides a wide range of 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 both direct and employer-sponsored financial planning services.

Anna Raginskaya is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory role, she serves on advisory and board roles for several nonprofit organizations related to art and culture, including the Arts Funders Forum, Professional Advisors to the International Art Market, and Protocinema. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and committee-driven investment estimates as part of its financial planning process.

Declan Treanor is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at Oppenheimer from 2015 to 2017. He holds a Series 63 designation and is based in New York, NY. 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 offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Catherine Fawls is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Marco Antonio Lockmann is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with Morgan Stanley and its private banking affiliates 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, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Angela De Mello Keesee is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of her advisory role, she is involved with Deerfield Hill Investments Ltd, which holds an investment in Copernico Capital Partners. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations as part of standalone planning services.

Fabiola Acosta is a financial advisor at Morgan Stanley based in New York, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Citibank, and New York Life Insurance Agents. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery conversations and firm-approved tools without providing individual security recommendations as part of standalone plans.

Matthew Han is a financial advisor at Morgan Stanley in New York, NY, with three years of industry experience. He holds a Series 66 designation and has prior experience at UBS Financial Services and MFS Investment Management. He also worked briefly at Lynx Fitness Club. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools, while generally acting in an advisory capacity.

Anthony Catalano is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his financial advisory role, he works as an assistant to a carpenter or prop master in the construction of theatrical sets at Jujamcyn Theaters. 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 employs a structured financial planning process that utilizes firm-approved tools and analytical models to support client goals.

Rouby Souraty is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and insights from its Global Investment Committee to support client financial plans.

Kayla Yelensky is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She has previously worked at Justin Charise, Northwestern Mutual Investment Services LLC, and Alliance Global Partners. Outside of her advisory roles, she has experience with Girls With Impact and attended Princeton University. 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 that utilize structured discovery conversations and firm-approved planning tools.