Donte Glenn is a Series 66-credentialed financial advisor at Morgan Stanley in New York, NY, with nine years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Warner Brown is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Viamundi and Morgan Stanley Private Bank, N.A. Outside of his advisory career, he has experience in volunteer coaching for rowing and has worked in the beverage industry. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Mary Reid is a financial advisor at Morgan Stanley with 12 years of industry experience. She previously worked at UBS Financial Services from 2010 to 2024 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024. She 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 variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and proprietary market outlook models.

Matthew Lombardi is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. prior to his current position. Lombardi’s background also includes experience at Waddell & Reed Financial, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Brian Biegen is a CFP®-certified financial advisor with Morgan Stanley in New York, NY, bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with proprietary modeling techniques to support its advisory services.

Anthony Stone is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. since 2019. Stone serves as a board member of The Cleverley Stone Foundation, a nonprofit organization based in Houston, Texas. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and incorporates tools such as Secular Return Estimates and Monte Carlo simulations in its planning processes.

Patrick Valenti is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for five years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering 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 that utilizes firm-approved tools and modeling techniques.

Matthew Larson is a Series 66-credentialed financial advisor with Morgan Stanley in New York, NY, where he has worked since 2023. He has two years of industry experience. Prior to joining Morgan Stanley, Larson held various roles including positions at Round Table Pizza and the University of Arizona. Morgan Stanley Wealth Management serves individual 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 planning process using firm-approved tools and market scenario modeling.

Cindy Ng is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 supported by proprietary tools and investment research.

Adam Zipper 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 notable firms including JPMorgan Chase Bank, First Republic Investment Management, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and plans under corporate financial planning agreements.

Jose Cruz is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Andre Woods is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Key Bank, Opus Bank, and Davies Pearson, P.C. He is also involved in trust-related business activities outside of his advisory work. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Todd Rowley is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. He is based in New York, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

John De Mallie is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He has been with Morgan Stanley since 2024, with a brief lapse in employment in between. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering 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 using firm-approved tools and modeling techniques.

Edward Aminov is a financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2024 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range 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 using firm-approved tools and market simulations.

Jillian Young is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential and beginning her advisory career in 2025. Before joining Morgan Stanley, her background includes roles at Oscar de la Renta, Tiffany & Co., and CBS Sports. She has also been involved with the Southold Yacht Club. 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 solutions supported by firm-approved tools and methodologies.

Chloe O'Connell is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, she held roles at Screenvision Media, Accolade, Fingerpaint, and Baird, and worked at the University of Richmond from 2019 to 2023. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes advisory service without providing individual security recommendations as part of standalone plans.

Benjamin Marcano is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and totaling 29 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Chase Investment Services Corp. Outside of his advisory work, he has ownership in a private LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Nicole Drury is a CFP® professional with 19 years of industry experience, currently serving at Morgan Stanley in New York, NY. She has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2007, respectively. Drury serves on the finance committee of the Achieve Foundation, an educational nonprofit organization based in Maplewood, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Daniel Reed is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, where he has worked since 2016. He has 10 years of industry experience, primarily with Morgan Stanley Private Bank and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning based on structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate various analytical methods, while generally acting in an advisory capacity rather than as a fiduciary unless separately engaged.