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Seth H

Series 63, Series 66

New York, NY

Morgan Stanley

Seth Hurwitz is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Morgan Stanley since 2013 and specifically with Morgan Stanley Private Bank, National Association, since 2015. 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 incorporates firm-approved tools and modeling techniques, with approximately $2.74 trillion in client assets under management.

General estate planning guidance
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Robert P

Series 63, Series 65

New York, NY

Morgan Stanley

Robert Priolo is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. He serves on an investment policy committee at Mount St. Dominic Academy outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through tailored advice and corporate financial planning agreements.

General estate planning guidance
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Ivette M

Series 63

New York, NY

Morgan Stanley

Ivette Marrero Wagner is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market outlook models.

General estate planning guidance
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Joseph D

Series 63, Series 66

New York, NY

Morgan Stanley

Joseph Duarte is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and First Republic Investment Management, Inc. Outside of his advisory work, he is involved as a managing member or partner in investment-related entities including a restaurant investment and property management ventures. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by structured tools and firm-approved processes.

General estate planning guidance
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Michael C

Series 66

New York, NY

Morgan Stanley

Michael Coughlin is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley, and AIG, as well as 17 years in full-time education before entering the financial sector. 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. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Ashley B

Series 66

New York, NY

Morgan Stanley

Ashley Baros Kabler is a financial advisor at Morgan Stanley in New York, NY, with seven years of industry experience. She holds a Series 66 designation and has previously worked at Bonhams and Sotheby's Institute of Art. Prior to her current role, she was with Morgan Stanley Private Bank, National Association, from 2017 to 2021. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Zoe T

Series 63, Series 65

New York, NY

Morgan Stanley

Zoe Ter Kuile is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at John L. Searles, William Collage, and self-employment experience. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery and firm-approved tools, using modeling techniques such as Monte Carlo simulations to evaluate potential outcomes.

General estate planning guidance
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Alex J

Series 66

New York, NY

Morgan Stanley

Alex Jenkins is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at SC&H Group and has an academic background from the University of Colorado Boulder. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

General estate planning guidance
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Jose M

Series 63, Series 66

New York, NY

Morgan Stanley

Jose Martinez is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside his advisory role, he owns and operates an e-commerce business, cheerfuldeals.com. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Madeleine O

Series 66

New York, NY

Morgan Stanley

Madeleine O'connor is a financial advisor with Morgan Stanley, holding a Series 66 designation and entering her first year in the industry. She has prior experience with J.P. Morgan Chase Bank and J.P. Morgan Securities, and has worked across several other firms and sectors including Paramount and Pellegrinis Prime Meats, Fish and Catering. 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, tool-based planning process supported by its Global Investment Committee’s research.

General estate planning guidance
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Jeffrey R

Series 66

New York, NY

Morgan Stanley

Jeffrey Ribakusky is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Intercontinental Exchange before joining Morgan Stanley and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of investment and planning solutions across retail and institutional markets.

General estate planning guidance
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Shivam J

Series 66

New York, NY

Morgan Stanley

Shivam Jhingen is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Fundit Lending Solutions, and Goldman Executive Limousine. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, as part of its advisory approach.

General estate planning guidance
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Patrick S

Series 66

New York, NY

Morgan Stanley

Patrick St. Onge is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by 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 structured planning tools alongside broad retail and institutional offerings.

General estate planning guidance
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William G

Series 63, Series 66

New York, NY

Morgan Stanley

William Gallagher is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 designations and with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Morgan Stanley Services Group Inc. from 2017 to 2020. 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, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to assist clients with their financial goals.

General estate planning guidance
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Thyrso P

Series 66

New York, NY

Morgan Stanley

Thyrso Pizzoferrato is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, bringing two years of industry experience. Prior to joining Morgan Stanley, he spent 15 years at Mercer. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment and planning services.

General estate planning guidance
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Wyatt B

Series 66

New York, NY

Morgan Stanley

Wyatt Bacon is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Charles Schwab and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved planning tools but does not offer individual security recommendations within its standalone planning services.

General estate planning guidance
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Craig P

Series 63

New York, NY

Morgan Stanley

Craig Pastolove is a financial advisor at Morgan Stanley with 29 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. He holds a Series 63 designation. Outside of his advisory role, he is the sole proprietor of RedReed, Inc., where he conducts due diligence on real estate investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Keith P

Series 66

New York, NY

Morgan Stanley

Keith Petrus 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 2014 and has been with 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 with a variety of advisory programs. The firm employs a structured financial planning process using firm-approved tools and offers access to extensive resources, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Joseph P

Series 63, Series 65

New York, NY

Morgan Stanley

Joseph Prusnofsky is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at First Republic Investment Management, First Republic Securities Company, and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates.

General estate planning guidance
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Mark W

Series 66

New York, NY

Morgan Stanley

Mark Walsh is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 license and with 11 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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