Adam Meliani is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at UBS and Equitable Advisors, and he also operated Meliani's Italian Deli & Catering for five years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services alongside its broader retail and institutional offerings.

Samantha Mac Mullen is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she worked at Valley Wealth Managers, Inc. and Valley National Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. 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.

Rosamond O'Connor is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1998. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 offers both direct client services and corporate financial planning agreements.

Mary Sullivan is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Mackenzie Cunningham is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley, Cunningham worked at PJT Partners and also spent time at Wake Forest University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning that uses structured discovery and firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides advisory services through its Financial Advisors and Estate Planning Strategies Group.

Leo Biagini is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in real estate and townhome construction as well as holds a partial ownership interest in Sports Global Connector LLC, a technology-focused sports investment venture. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs including tailored financial planning. The firm manages trillions in assets and employs structured planning tools and investment modeling but generally does not provide individual security recommendations within its standalone financial planning services.

David Olivo Jimenez is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by structured discovery processes and firm-approved tools.

Ana Sofia Viejo Barragan is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. Her background includes roles at Morgan Stanley Private Wealth Management and research positions at Yale University focused on emotional intelligence and social cognitive development. She also has prior experience with the American Institute of Monterrey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Wenwen Jiang is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley, Jiang worked at China Merchants Bank New York Branch for three years. Jiang serves as a board member of Aphrodite Art Education LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and under employer financial planning agreements.

Adam Feldstein is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with three years of industry experience. He previously worked at Lendio and held various roles including a period at The Ohio State University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Nikki Stevens is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Based in New York, NY, she serves a diverse client base through her firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm’s financial planning process utilizes structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Randa Haffar is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup Global Markets from 2007 to 2024. Outside of her advisory role, she serves on the advisory board of Harvard Business Review Arabia, contributing to strategic discussions. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Troy Straus is a financial advisor with Morgan Stanley in New York, NY. He holds a Series 66 designation and has recent experience at BNY Mellon and All In Advisors. He graduated from Miami University in 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide 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 offers both direct and employer-based financial planning services.

James Tan is a financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at Seven Points Capital from 2015 to 2019. Outside of his advisory role, he is a partner and owner of Wonderland Network LLC, a business involved in video content creation and collectible card sales. 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 that uses structured discovery and firm-approved tools to support client goals.

Victoria Bergman is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 credentials. Bergman previously worked at Morgan Stanley Private Bank, N.A., and has an academic background from the University of Maryland, College Park. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

Bradley Lidgard 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 2016. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial plans.

Kendall Van Winkle is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, NYLIFE Securities LLC, New York Life Insurance Co, and Third Bridge Group Limited. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to develop client plans.

Susan Kim is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses with five years of industry experience. She previously worked at J.P. Morgan Investment Management Inc. and UBS Financial Services. Outside of finance, she was involved in the Weehawken Charthouse Restaurant for six years. 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 a range of retail and institutional investment services.

Edna Irizarry is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 license and 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets Inc. Additionally, she is involved in managing rental property outside of her advisory work. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services that utilize firm-approved tools and methodologies.

Kin Pan Tung is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank. Prior to that, he was with HSBC Bank USA from 2016 to 2019. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.