Victor Tsutsumi is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. He is also the sole proprietor of MT Legacy Investments LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 financial planning process that uses structured discovery and firm-approved tools to model outcomes.

David Steadly is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed at Citigroup Global Markets starting in 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 structured planning tools and committee-driven investment estimates as part of its advisory process.

Lucas Crespo De Godoy Bueno is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Merrill and Soave Enterprises, among other roles, including positions at Florida Gulf Coast University and Muhlenberg College. Morgan Stanley Wealth Management is a large 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, managing approximately $2.74 trillion in client assets.

Hilary Goldsmith is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 designation with 10 years of industry experience. Prior to joining Morgan Stanley, Goldsmith worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools.

John Wilson is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Westwood Wealth Management and B. Riley & Co. He also has a background connected to Brown University and Huntington Life Magazine. 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 employs structured planning tools such as Monte Carlo simulations and Global Investment Committee’s Secular Return Estimates as part of its financial planning process.

Matthew Poser is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with nine years of industry experience. He previously worked at Janney Montgomery Scott LLC, Fred Alger & Company, and New York Life. Outside of his advisory role, he is the sole proprietor of a business focused on business development and growth related to real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm’s approach involves structured discovery conversations and planning tools, utilizing methods such as Monte Carlo simulations to model outcomes.

David Szulanski is a financial advisor with Morgan Stanley in New York, holding a Series 63 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Haneul Jang is a financial advisor at Morgan Stanley in New York, NY, with two years of industry experience. They hold a Series 66 designation and have previously worked at Bank of America N.A. and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and firm-approved planning tools as part of its planning process, managing approximately $2.74 trillion in client assets.

Judy Then is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 41 years of industry experience. She has been with Morgan Stanley since 2010. Outside of her advisory role, she serves as a board member of Lafayette Place Owners Corp. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Keith Mc Guire is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC from 2011 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using advanced modeling tools.

Emily Louie is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she held roles at Bank of America N.A. and Merrill and spent four years at the University of Miami. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services that utilize firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Michael Fruchtman is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley since 2009 and also works at Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 and market-based return estimates.

Bryan Gibson is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at BlackRock from 2014 to 2023. Outside of his advisory role, he is a teaching associate at Columbia University and a partner at Abrahams Consulting LLC, a technology-focused firm. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Dan Bello is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 17 years of industry experience. 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 serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Rodrigo Morales Villarreal is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques such as Monte Carlo simulations but generally does not provide individual security recommendations as part of their standalone financial planning services.

Carolina Silva is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2019. Prior to that, she held roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market projection models as part of its investment approach.

Marcelo Takieddine is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2019 and Morgan Stanley Smith Barney since 2018. His prior experience includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. 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 that employs structured discovery and proprietary planning tools.

Melissa Cheong is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment services.

Adam Goldstein is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Better Mortgage and Corcoran Real Estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and strategies developed through its Financial Advisors and Estate Planning Strategies Group.

Colleen Crowley is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured processes and firm-approved tools.