Isabelle Ramseyer is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 credential and previously studied at Yale University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and delivers both direct client services and corporate financial planning solutions.

Frank Laezza is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and with 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a co-owner of a car wash business and has interests in several LLCs related to investment and land holdings. 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 a structured planning process supported by firm-approved tools and the Global Investment Committee’s research.

Jake Schaechter is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Neuberger Berman and Keefe, Bruyette & Woods, alongside multiple tenures at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to both individual and institutional clients. The firm uses a structured financial planning process supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Paul Rosario is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Morgan Stanley in 2022, Rosario worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2019 to 2022. He has experience outside finance from roles at Home Depot and ADF Pizza LLC. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include 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 supported by firm-approved tools.

Daniela Vizcaino is a Series 66-credentialed financial advisor with 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Oliver Kelley is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Morgan Stanley since 2023, following five years at Wells Fargo Clearing Services LLC and one year at Moors & Cabot Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on 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 services both directly and through corporate agreements.

Morgan Walling is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, Walling held positions at Bank of New York Mellon, TD Bank, and worked at Colgate University. Morgan Stanley Wealth Management serves individuals 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 supported by firm-approved tools and market modeling techniques.

Jason Wang is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 12 years of industry experience. He previously worked at Citigroup from 2010 to 2023 and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 financial planning process supported by firm-approved tools and models.

Jonathan Peterson is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Merrill from 2013 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Armando Estua Belaunzaran is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019 and previously held roles at Deutsche Bank Securities and Deutsche Bank Trust Company Americas from 2015 to 2019. Belaunzaran holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Felipe Fernandez is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked for J.P. Morgan Chase National Corp Services and J.P. Morgan Securities for a decade. Outside of finance, he is a passive investor in a food and beverage business called Los Sundays. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including comprehensive financial planning supported by firm-approved tools and methodologies.

Brandon Rothman is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. He previously worked at Publicis Sapient for seven years before joining Morgan Stanley in 2024. Rothman is a partner at BBCD Ventures LLC, an investment and finance-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Evelyn Rearden is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation. She joined Morgan Stanley in 2024 after prior roles at AlphaSights and Lucha Tigre, as well as experience in education at The University of North Carolina at Chapel Hill and The Westminster Schools. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and investment insights.

Karen Ricardo is a Series 66-licensed financial advisor at Morgan Stanley with 17 years at the firm and two years of industry experience. She is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers customized financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Alessandro Zanelli is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 emphasizes a structured planning process supported by advanced modeling tools.

Eugenie Osipova is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2007. She holds the Series 63 designation and is based in New York, NY. 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 structured financial planning process supported by proprietary tools and analysis.

Dylan Treanor is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and previously worked at the University of Connecticut and StreamlineUSA. Morgan Stanley Wealth Management serves individual and institutional clients with 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 under both individual and corporate financial planning arrangements.

Gerardo Serra is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his professional role, he serves on the finance committee of a cooperative nonprofit board in Brooklyn and was nominated to be its treasurer. 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 supported by structured discovery processes and firm-approved planning tools.

Joseph Ennis is a financial advisor at Morgan Stanley in New York, NY, with nine years of industry experience. He holds a Series 66 designation and previously worked for ten years at RBC Capital Markets, LLC before joining Morgan Stanley in 2026. 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 that utilizes firm-approved tools and modeling techniques to support client goals.

Kevin Carroll is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential and 23 years of industry experience. He has been with Morgan Stanley since 2014 and also has involvement with Carroll Capital LLC, a personal holding entity. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a range of advisory services.