Henry Lawrence III is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at prominent firms including J.P. Morgan Chase Bank, Barclays Capital Inc., and Lehman Brothers Inc. He is also president of Sea Stars HPB LLC, an investment and finance-related business. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Sydney Koletic is a financial advisor at Morgan Stanley in New York, NY, with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, with a brief prior role at Royal Caribbean Cruise Lines. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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 uses structured planning tools to develop customized financial plans.

Marissa Conte is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. She previously worked at Gramercy Funds Management, LLC for one year before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients by 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 its Financial Advisors and Estate Planning Strategies Group.

Kevin Massa is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2018. Outside of his advisory role, Massa has been a professional lacrosse player with Major League Lacrosse since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools that incorporate market outlooks and simulations to model financial outcomes.

Rachael Carter is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, where she has worked since 2016. She has eight years of industry experience. 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 supported by firm-approved tools and methodologies.

George Spiropoulos is a CFP® certificant with 30 years of industry experience currently with Morgan Stanley in New York, NY. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 1999. Outside of his advisory work, he serves as a trustee in a private trust. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning tools and investment insights without providing individual security recommendations as part of standalone planning.

Blake Leibowitz is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Osprey Sales, Newmark Knight Frank, and Phaidon International. Leibowitz holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, offering a range of investment and planning services without providing individual security recommendations as part of standalone plans.

Peter Liebeskind is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both 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 employs a structured planning process supported by firm-approved tools and analyses.

Jonathan Madrigano is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and J.P. Morgan Chase Bank. 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 and financial planning services that incorporate firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Elizabeth Bem is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Morgan Stanley since 2014, including her work at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in developing comprehensive financial plans.

Shu Wu is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Citigroup and First Manhattan Co., and multiple assignments within Morgan Stanley entities dating back to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside global investment research to support its advisory services.

Mihir Patel is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following his tenure at Morgan Stanley Smith Barney LLC starting in 2011. He serves on the board of the University of Richmond, Virginia trust, a role he holds outside of business hours. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including direct individual plans and corporate financial planning agreements.

Junhang Chi is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Taurus Financial LLC, LPL Financial, and Grinberg Management & Development. 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 analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct individual plans and corporate financial planning agreements.

Kenneth Bracht Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its advisory process.

Joan Ziminsky is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2014, transitioning to Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through various advisory programs and planning strategies.

Jeffrey Gilletti is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Based in New York, NY, his career has been entirely with Morgan Stanley. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Jonathan Bernstein is a financial advisor at Morgan Stanley with Series 63, Series 65, and Series 66 licenses and 54 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the 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 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 offers services both directly and through employer financial planning agreements.

Colin Reilly is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A., and has a diverse background including roles at the United Nations and various media and publishing entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning using firm-approved tools and models.

Ben Langer is a financial advisor at Morgan Stanley in New York, NY, with four years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Sony Music, and JPDB Hospitality LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Sydney Manis is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley, Sydney worked at Jones Lang LaSalle and spent several years at the Kelley School of Business at Indiana University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.