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Mielle E
Series 65, Series 63
New York, NY
Morgan Stanley
Mielle Emouna is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Her background includes roles in travel, healthcare, education, and real estate, including work at Northstar Travel Group, Cornell University’s Nolan School of Hotel Administration, and Northwell Health. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 a structured planning process that incorporates comprehensive tools and models.
Edwina A
Series 63, Series 65
New York, NY
Morgan Stanley
Edwina Annicelli is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2014, including her role at Morgan Stanley Private Bank, National Association since 2015. 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 and financial planning services that include structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.
Tais O
Series 66
New York, NY
Morgan Stanley
Tais Oro is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 17 years of industry experience. Prior to joining Morgan Stanley in 2023, Tais worked at UBS Financial Services and UBS International Inc from 2007 to 2023. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.
Michael S
Series 66
New York, NY
Morgan Stanley
Michael Silver is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Morgan Stanley and its private bank since 2017, following five years at Edge Wealth Management. 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 that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Mario B
Series 63, Series 65
New York, NY
Morgan Stanley
Mario Baro is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a board member for a real estate investment entity in Coral Gables, Florida. 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. The firm offers tailored financial planning supported by structured discovery, firm-approved tools, and various investment strategies.
Marco B
Series 66
New York, NY
Morgan Stanley
Marco Bornia is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and five years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2020. Prior to joining Morgan Stanley, he was involved with Plano B Alimentacao from 2013 to 2018. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients through a range of advisory programs and 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.
Jocelyn P
Series 63, Series 65
New York, NY
Morgan Stanley
Jocelyn Poon is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her career includes two prior tenures at Morgan Stanley, from 2013 to 2017 and starting again in 2026, as well as nine years at Wells Fargo Clearing Services LLC. 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.
Teresa R
Series 63, Series 66
New York, NY
Morgan Stanley
Teresa Rodriguez is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 63 and Series 66 designations 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 financial planning services that use firm-approved tools and models to assist clients in developing and implementing personalized financial plans.
Yadira S
Series 63
New York, NY
Morgan Stanley
Yadira Sanchez is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Private Bank, MORGAN STANLEY SMITH BARNEY llc, Leumi Investment Services Inc., Bank Leumi USA, HomeMaker, and Credit Suisse Securities (USA) 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 tailored financial planning, and manages approximately $2.74 trillion in client assets.
Ornella C
Series 63, Series 66
New York, NY
Morgan Stanley
Ornella Confessore is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. She previously worked at the NYC Department of Education for eight years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and planning processes. The firm manages approximately $2.74 trillion in client assets and offers services that include both individual and corporate financial planning agreements.
Jose Ramon G
Series 66
New York, NY
Morgan Stanley
Jose Ramon Gutierrez is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017. Prior to that, he spent five years at J.P. Morgan Chase Bank and J.P. Morgan Securities 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. 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.
Mary P
Series 63, Series 66
New York, NY
Morgan Stanley
Mary Pan is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citigroup for 12 years before joining Morgan Stanley in 2022. She serves as a board member on the finance committee of the Charles B Wang Community Health Center, a nonprofit organization, and acts as a trustee for a trust based in New York. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs a structured financial planning process and offers a broad range of investment and planning services.
Alexander T
Series 63
New York, NY
Morgan Stanley
Alexander Tuason is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley since 2016 and holds the Series 63 designation. 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 offers planning services supported by firm-approved tools and proprietary modeling techniques.
Dimitri D
Series 66
New York, NY
Morgan Stanley
Dimitri Drouillard is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2019. Based in New York, NY, he serves clients through these institutions. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to both individuals and institutional clients. 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.
Mark F
CFP®, Series 63, Series 65, Series 66
New York, NY
Morgan Stanley
Mark Farley is a financial advisor with Morgan Stanley in New York, NY, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 42 years of industry experience, including roles 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 and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.
Leonardo H
Series 63, Series 66
New York, NY
Morgan Stanley
Leonardo Han is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC 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 variety of advisory programs and financial planning services supported by structured tools and investment modeling, managing approximately $2.74 trillion in client assets.
Grace K
Series 63, Series 66
New York, NY
Morgan Stanley
Grace King is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has worked at various Morgan Stanley entities since 2014 and serves as a consultant for China Carbon Graphite Group, Inc. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process supported by firm-approved tools.
Anne L
Series 66
New York, NY
Morgan Stanley
Anne Lasaracino is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and previously worked at Willkie Farr & Gallagher LLP. Lasaracino has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 utilizes structured planning processes that incorporate proprietary tools and market simulations.
Segundo T
Series 63, Series 65
New York, NY
Morgan Stanley
Segundo Tascon is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior work history includes a decade at J.P. Morgan Securities Inc. and JP Morgan Chase Bank. Tascon has been with Morgan Stanley and its Private Bank since 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery and firm-approved tools, serving clients through both direct and employer-sponsored arrangements.
Julian G
Series 66
New York, NY
Morgan Stanley
Julian Greco is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with seven years of industry experience. He previously worked at Janney Montgomery Scott for one year before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and firm-approved tools without delivering individual security recommendations as part of standalone plans.
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