Jordan Christian is a financial advisor at Morgan Stanley with three years of industry experience and holds a Series 66 credential. His work history includes roles at Morgan Stanley Private Bank, Confluence Capital, and involvement with the Tobian Art Gallery and Extended Travel. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Michael Leopold is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Clendenin Stewart is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley in 2024, he has worked in retail and marketing roles, including with State and Liberty, a retail and online store where he is also employed. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market analyses to support its financial advice.

Brooke Rollero is a financial advisor at Morgan Stanley in New York, NY, with nine years of industry experience. She has held positions at Morgan Stanley since 2018 and previously worked at First Empire Securities, Inc. from 2015 to 2018. She holds Series 63 and Series 66 credentials. 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 uses structured planning tools and market estimates to support its advisory services.

Rachel Schier is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Encore Nationwide and held various roles at Binghamton University and other organizations. Outside of finance, she is involved with Bee Attitudes, a social media marketing venture focused on art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses.

Nicholas Scaglione is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Guidepoint, and held entrepreneurial roles at DCC Masonry & Landscaping Inc. and Anthony's Coal Fired Pizza. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under various arrangements including corporate financial planning agreements.

Liam Walsh is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Sterling National Bank, LPL Financial LLC, Con Edison, and Marist College. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services ranging from broad retail offerings to specialized institutional strategies.

Iraida Gonzalez is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009 in New York, NY. Morgan Stanley Wealth Management serves individual and institutional clients with 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 structured planning tools and modeling techniques as part of its financial planning process.

Harrison Savage is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Carrick Lane, and William Blair. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and incorporates broad investment strategies while generally acting in an advisory capacity for its clients.

Robert Smithline is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 certifications with five years of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Fordham Financial Management, INC. Outside of his advisory role, he is a partner at Premier Cash Solutions LLC, a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery processes and firm-approved tools for modeling outcomes.

Michael Agoglia is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. His prior work includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities, as well as positions at Barnum Financial Group and Mass Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services including but not limited to investment and estate planning.

Philippa Lumsden is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and in various roles at Morgan Stanley since 2018. Lumsden also has experience in economics education from Gettysburg College. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Joseph Vaccaro is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley since 2010. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and market outlook models.

Tyler Gaffney is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015, and affiliated with Morgan Stanley Smith Barney since 2009. He is also an authorized person for the Andrew S. Gaffney Foundation, a nonprofit organization based in Morristown, New Jersey. 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 uses structured discovery and firm-approved tools, with investment guidance derived from the Global Investment Committee’s analyses.

Eugene Kim is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held roles at JPMorgan securities and JPMorgan Chase bank from 2014 to 2017. 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 a structured planning process supported by proprietary tools and offers a broad range of retail and institutional investment solutions.

Nikolas Totaro is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 15 years. He is based in New York, NY. 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 tools.

Shelagh Kerrisk is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at SHI International for three years. She also has experience at the Wine Academy, where she was involved for eight years. Morgan Stanley Wealth Management serves individual and institutional clients with a broad 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 comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

Jacob Manczyk is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley in various capacities since 2015, including roles at Morgan Stanley Private Bank, N.A. and RBC Capital Markets, LLC. Manczyk holds Series 63 and Series 66 designations. 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 uses structured financial planning tools and methodologies, managing approximately $2.74 trillion in client assets.

Amanda Voie is a financial advisor at Morgan Stanley in New York, NY, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. She serves on the finance committee of the Roberts Elementary School PTO in Houston, Texas. 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 supported by various analytical tools.

Christopher Tisi is a financial advisor with Morgan Stanley in New York, NY, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory role, he is a sole proprietor managing rental property investments. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its services.