Adam Darrow is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009. His work is based in New York, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning that utilizes firm-approved tools and market models. The firm manages approximately $2.74 trillion in client assets and delivers customized plans primarily through its Financial Advisors and Estate Planning Strategies Group.

Peter Orourke is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with one year of industry experience. Previously, he worked at Oppenheimer for two years and has experience in educational roles at Villanova University, Fordham University, and Blair Academy. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s research.

Chiara Vieira Gomes Muncher is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at the University of North Carolina at Chapel Hill and Universidad del Pacifico. 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 and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone plans.

John Hummel III is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including seven years at Morgan Stanley Private Bank, N.A. Prior to Morgan Stanley, he spent one year at Mastercard and four years at Princeton University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and methodologies.

Benjamin Gu is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He has held various roles since 2019, including freelance work and a position at Ascent Investor Relations LLC. Gu returned to Morgan Stanley in 2025 after previously working there in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Jacqueline Lane is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 10 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and market modeling techniques.

James Janeczek is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Jason Friedman is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a lecturer for financial literacy through My Money Workshop. 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 that utilizes firm-approved tools and models.

Erika Midence is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she owns a rental property business. 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 analysis.

Elizabeth George is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously spent a year at OnPrem Solution Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 utilizes structured planning tools and market modeling techniques as part of its advisory process.

Jonathan Tellez Freer is a ChFC®-designated financial advisor at Morgan Stanley in New York, NY, with 15 years of industry experience. He previously worked for UBS Financial Services from 2012 to 2026 before joining Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Melissa Khasbagan is a financial advisor at Morgan Stanley in New York, NY, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Altamont Capital Partners and Graticule Asset Management Asia. 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 and tailored financial planning services. The firm employs a structured planning process supported by proprietary tools and offers access to diversified investment options alongside its advisory services.

Ellen Sonsino is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management (MSWM) 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, utilizing firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Diane Baccash Fruchtman is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing approved tools and market simulations.

Rodrigo Abucham 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 Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the sole proprietor of Bowery Photography Inc., an art and photography business based in New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and investment modeling to support client strategies while generally acting in an advisory capacity.

Chandler Jones is a financial advisor with Morgan Stanley in New York, holding Series 65 and Series 63 licenses and approximately one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, he held roles at firms including Delong Sales Group, Sixthman, and Rival Entertainment. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including personalized financial planning supported by firm-approved tools and investment estimates. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Craig Shapiro is a financial advisor at Morgan Stanley in New York, NY, with 14 years of industry experience. He has been with Morgan Stanley since 2013, including eleven years at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by advanced modeling tools and serves clients both directly and through corporate financial planning agreements.

Patrick Emery is a CFP®-credentialed financial advisor with seven years of industry experience. He currently works at Morgan Stanley, having previously been employed at Merrill Lynch, The Vanguard Group, and other firms. Outside of finance, he has experience in landscape design and construction. 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 modeling techniques as part of its advisory services.

Michael Schwartz is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through dedicated advisors and specialized estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning.

Luciana Carmelino is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. She began her advisory career at Morgan Stanley in 2025 and has prior experience with Optum Services Inc. and Empire Entertainment Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.