Jose Villamil is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. 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 using firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Ryan Chang is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Primary Capital, LLC, Transpacific Financial, Inc., Winzone Realty Inc., and Premier Tax Inc. since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside guidance from its Global Investment Committee.

Michelle Blauth is a financial advisor at Morgan Stanley in New York, NY, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Gabriella Poupel is a financial advisor at Morgan Stanley in New York, NY, with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she has work experience that includes positions at Georgetown University and Molly's Cupcakes. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual 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 investment models while primarily acting in an advisory capacity.

Joshua Glazer is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Bank of America and Merrill. He serves on the finance committee of the University of Wisconsin Hillel, which supports programming for the campus community. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and methods but does not provide individual security recommendations within its standalone planning programs.

Alan Klipper is a financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016. Outside of his advisory role, he is involved with A Table Enterprises LLC, a retail and online store business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models to support its advisory approach.

Juarez Gualberto is a financial advisor at Morgan Stanley with 13 years of experience. He holds the Series 63 and Series 66 designations and has worked at various HSBC entities before joining Morgan Stanley in 2014. He is currently based in New York, NY. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodology. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Gabriel Torrens is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 offers services through both direct and employer-sponsored plans.

Guillermo Falkinhoff Gips is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. He previously worked at JAG Capital Management for five years and has held roles at Morgan Stanley Private Bank, N.A., as well as at Washington University in St. Louis and Arbolada S.A. He is based in New York, NY. Morgan Stanley Wealth Management provides advisory and brokerage services 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 and approved tools, with an emphasis on advisory services rather than individual security recommendations.

Jason Novak is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and two years of industry experience. He previously worked at First Republic Bank for nine years before joining Morgan Stanley Private Bank, N.A. His career has been focused on wealth management and private banking. 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 and manages approximately $2.74 trillion in client assets.

Paranj Patel is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2020, following a year at Allied Millennial Partners, LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through a structured process that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Charles Fasano is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He has prior experience at Voya Investment Management, Allianz Global Investors, and JP Morgan. His industry experience spans several firms, beginning in 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a 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 incorporates various analytical tools but does not provide individual security recommendations as part of standalone plans.

Stephen Gadze is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017, including time with Morgan Stanley Private Bank, N.A., beginning in 2022. Prior to that, he was briefly with Auriemma Consulting Group and took a year for extended travel. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 investment modeling techniques as part of its financial planning process.

Stephen Anzalone is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, with five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2022 and previously at Royal Alliance starting in 2019. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Jack Wilson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and 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. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

James Polyak is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Polyak serves as a board member of the NYSE Hearing Board. Morgan Stanley Wealth Management provides a range of advisory programs to 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 that include both direct and corporate financial planning arrangements.

Lorena Rotalde Garrido Lecca is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at UBS Financial Services, Oppenheimer, and J.P. Morgan, among others. 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. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved tools to develop financial plans.

Bruno Miari is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, JP Morgan Chase, Dana Confections Co, and Cafe Americo. 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 and financial planning services that incorporate structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Andrew Raz is a CFP® and holds a Series 66 license with 10 years of experience in financial services. He is currently with Morgan Stanley, having joined in 2026 following a decade at UBS Financial Services. 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 supported by its Global Investment Committee.

Domingo Pucci Diaz 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 since 2023, including a role at Morgan Stanley Private Bank, N.A. He previously worked at MCC Asesorias (Itau Private Bank) and Mediterranean Shipping Company, and spent a year at Columbia Business School. 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 supported by proprietary tools and offers both direct and corporate financial planning solutions.