Iris Gomez is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Gomez holds Series 63 and Series 66 designations and is based in New York, NY. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Chao Wang is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as CICC Wealth Management. Prior to his advisory roles, he spent five years in full-time education. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to retail and institutional investment offerings.

Brandon Teich is a financial advisor with Morgan Stanley in New York, NY. He holds a Series 66 designation and has been with Morgan Stanley since 2020. Prior to joining the firm, he was not employed in the financial industry. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Ximena Shannon is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 30 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct individual plans and corporate financial planning agreements.

Alyssa D’antona is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Her work history includes roles at Morgan Stanley since 2022, as well as experience at Villanova University and Willow Ridge Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Thiago Da Silva Finoti is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank since 2020, following a decade at Safra National Bank and Safra Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and employs advanced modeling techniques in its planning process.

Manuel Zuniga is a financial advisor at Morgan Stanley in New York, NY, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at ICE Bonds Securities Corporation, Creditex Group Inc., HSBC, and L'Oréal. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored 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 analyses.

Samuel Buxton is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member of the East Hampton Tennis Club, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analyses.

Joshua Malkin is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. He holds the Series 66 designation. Morgan Stanley Wealth Management provides 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 supported by firm-approved tools and models.

Raul Delaguardia is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC 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, utilizing structured discovery conversations and firm-approved planning tools to support client goals.

Philip Gordon is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A., as well as within Morgan Stanley's Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Blanca Gonzalez Chouza is a financial advisor at Morgan Stanley in New York, NY, with 21 years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Stephen Crowley is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2023. Prior to this, he gained experience at Advantage xPO and has also been involved with Monsignor Farrell High School and Saint John's University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Dylan Wan is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at AlphaSights, WHPM, Inc, and the Law Offices of David Z Su. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Horace Barker Jr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include customized financial planning and estate strategies. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

John Gunther is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in the wealth management industry. He has focused his practice on providing customized wealth management planning and services for high net worth individuals, non-profit organizations, and small institutions. His team's approach emphasizes creating unique paths tailored to each client's financial goals, with an emphasis on investment planning, wealth management, and client service. John is a graduate of Fordham University, where he majored in Economics and graduated in 1991. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2007 and obtained the Certified Investment Management Analyst® designation, administered by the Investments & Wealth Institute™ and taught in conjunction with The Wharton School, University of Pennsylvania, in 2013. Prior to joining Merrill Lynch Wealth Management in 2016, John worked as a Financial Advisor at Morgan Stanley Wealth Management and as a Private Banker at Citi Private Bank and Wachovia Wealth Management. Outside of his professional work, John is actively involved in community service, focusing on supporting children with intellectual or developmental disabilities and helping homeless families rebuild their lives. He enjoys spending time with his family, cooking, golfing, and traveling.

Sofia Gancedo is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, she spent ten years at Dream and had brief roles at LPL Enterprise and Morgan Stanley Private Bank, N.A. She is also involved with a non-variable insurance agency based in New York. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Daniel Sharkey is a Series 66-credentialed financial advisor with 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2025 and previously spent 10 years with UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

David Noveck is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 12 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 individuals 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 financial planning process supported by firm-approved tools and methodologies.

Michael Kane is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide 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 uses structured planning tools and modeling techniques such as Monte Carlo simulations in its financial planning process.