Han Bao is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Piacente Group, Victory Commercial Management, Prophet Partners, and BZM Innovation Technology. Han Bao’s current tenure spans Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 personalized financial planning supported by structured discovery processes and firm-approved tools.

Alexander Kramer is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

John Walla is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in New York, NY. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, combining tailored financial planning with extensive investment offerings and a structured planning process supported by firm-approved tools.

Christian Arriz is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 firm-approved tools and modeling techniques.

Jeff Shi is a financial advisor at Morgan Stanley with 18 years of industry experience. He has previously worked at Wells Fargo Clearing and J.P. Morgan Securities. He holds a Series 66 designation. 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 offers planning that incorporates structured discovery tools and market-based modeling techniques.

Mariana Maia 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. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is the sole proprietor of M2M Real Estate LLC. 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 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 scenario modeling in its financial planning process.

Grace Torre Fernandez is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 18 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 financial planning process supported by firm-approved tools and modeling techniques.

Richard Stahmer is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously operated Emerald City Auto Spa LLC from 2010 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning and managing approximately $2.74 trillion in client assets. The firm offers tailored planning using firm-approved tools and maintains a broad suite of investment and financial services.

Barbara Fox is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and 40 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of her advisory work, she serves as a poll worker for the New York Board of Elections. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations, firm-approved planning tools, and various investment-related activities across retail and institutional markets.

Jeanne Crinnion is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved in selling fashion and retail items on Poshmark. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support financial plans.

Jason Bauman is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank. Bauman serves as a board member of Cedar Hill Country Club in Livingston, New Jersey. Morgan Stanley Wealth Management offers a wide array of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including comprehensive financial planning and investment advisory solutions.

Jeronimo Del Villar is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously held positions at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2017. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Colin Brady is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF, BNY Mellon, and Mass Mutual Life Insurance Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and investment insights from its Global Investment Committee.

Owen Husselbeck is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2024 and has no prior industry experience. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Kathleen Prainito is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following a long tenure at Goldman, Sachs & Co. starting in 1997. Morgan Stanley Wealth Management offers a broad 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 employs a structured financial planning process incorporating advanced modeling techniques.

Thomas Moore is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked previously at First Republic Investment Management and First Republic Securities. Outside of his advisory role, Moore serves on the advisory board of the Stanford Center on Longevity, the board of Bomb Magazine, and is a U.S. board member of the Cheetah Conservation Fund, among other nonprofit and cultural organizations. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including financial planning supported by firm-approved tools and modeling techniques. The firm offers tailored planning services through its Financial Advisors and Estate Planning Strategies Group.

Tara Walsh is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at CitiGroup Global Markets Inc. since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and a structured planning process.

Raymond Burns is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. 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 such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Mark Lewis is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is a sole proprietor involved in a real estate business in Southampton, NY. 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 focused on financial planning and uses structured processes and firm-approved tools to assist clients in planning, managing approximately $2.74 trillion in client assets.

Robert Schnell is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets dating back to 1993. Outside of his advisory work, Schnell serves on several regulatory and community boards, including the NYSE Hearing Board, FINRA Hearing Panel, and Community Board 6 CERT Team in Queens. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and broad investment programs. The firm manages trillions in client assets and offers services that include collaboration with employers under Corporate Financial Planning agreements.