Stephanie Vitti is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and asset management. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies to deliver its services.

Ann Neumann is a financial advisor with Morgan Stanley in Metairie, Louisiana, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is involved in creative pursuits such as painting and drawing. 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, including tailored financial planning supported by structured discovery and firm-approved tools.

Elizabeth Loughlin is a financial advisor at Morgan Stanley in New York with Series 63 and Series 65 designations and one year of industry experience. Her prior roles include positions at Raymond James & Associates, Brookfield Asset Management, Monarch Title, and Agiliko LLC. She also worked at Fordham University and Georgetown Visitation Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and modeling techniques such as Monte Carlo simulations.

Andrew Atlas is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies, supported by firm-approved tools and modeling techniques but typically acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Julia Brucker is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. Her background includes prior roles at Romney Studios and multiple positions at Tulane 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 employs a structured financial planning process using firm-approved tools and serves approximately $2.74 trillion in client assets.

Manisha Patel is a Series 66-licensed financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2013 in their New York, NY office. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Leon Henderson Jr. is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the managing member and sole proprietor of Seastorm, 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. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without providing individual security recommendations as part of standalone plans.

Stephen Ganpat is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill, Bank of America, and New York Life. Outside of finance, he was involved with Manor Auto Service Center for twelve years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm employs structured planning tools and investment models to support client goals and manages approximately $2.74 trillion in assets.

David Birnbaum is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior work includes positions at Merrill and CITI Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Kristina Rodriguez is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following her tenure at Citigroup Global Markets starting in 2006. 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 a sizable portfolio of client assets and provides planning services that focus on structured discovery and modeling to assist clients in their financial decision-making.

Arthur Vale is a CFP®-designated financial advisor with 21 years of industry experience, currently working at Morgan Stanley in New York, NY. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he holds a trust and has involvement with rental property management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a comprehensive investment approach.

Gregory Healy is a CFP® and PFS™ credentialed financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley, he worked for twelve years at The Glenmede Trust Company, N.A. Healy is based in New York, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services that emphasize structured discovery and analytical tools without offering individual security recommendations as part of standalone plans.

Curtis Ter Kuile is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves as an executor for his father, an investment-related role. 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 supported by firm-approved tools and modeling techniques.

Leann Yee is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2024, she spent eight years at HighTower Securities, LLC. 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 planning process supported by firm-approved tools and modeling techniques.

Richard Mcconekey is a Certified Financial Planner (CFP®) with over 30 years of experience in the financial services industry. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide 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 includes proprietary tools and modeling techniques.

Annie Small is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured discovery conversations and firm-approved planning tools to develop financial plans and manages approximately $2.74 trillion in client assets.

Bridget Sullivan is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering financial planning and wealth management services supported by structured discovery processes and advanced planning tools. The firm manages approximately $2.74 trillion in client assets.

Francis Lauria is a financial advisor at Morgan Stanley in New York, NY, with 11 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services and Fidelity Brokerage Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

John La Macchia is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. He joined Morgan Stanley in 2022 after a decade as a student. Outside of advising, he is involved with Arcola Country Club in Paramus, New Jersey. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through its Financial Advisors and Estate Planning Strategies Group.

Eugene Kenny is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with 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 supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.