Peter Weiss is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and 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 provides a range of advisory programs, including tailored financial planning supported by structured planning tools and market outcome modeling.

John Keefe is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, he held positions at Avis Budget Group Inc., Acadia Realty Trust, Toys R Us, and Fairfield University. Outside of his advisory role, Keefe serves as a basketball referee for the Borough of Creskill Recreation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including 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 and modeling techniques as part of its financial planning process.

Jennifer Hoffman is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with three years of industry experience. Her work history includes roles in education and nonprofit settings prior to joining Morgan Stanley. 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 supported by firm-approved tools and methodologies.

Eric Schaffer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. He is based in New York, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm employs structured planning tools and models outcomes using firm-approved methodologies, managing approximately $2.74 trillion in client assets.

Erika Imbriano is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2020, following a nine-year tenure at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist with financial decision-making.

Thomas Carey is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2018. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by approved tools and offers a range of investment and planning services across retail and institutional markets.

William Geller is a financial advisor at Morgan Stanley in New York, NY, with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at PNC Financial Services and has held positions at Miami University. He also briefly operated a street food business in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory process.

Jordan Dickstein is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in New York, NY. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes with methods such as Monte Carlo simulations, offering services primarily in an advisory capacity.

Isaac Lim is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to support client planning needs.

Paul Indig is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Indig maintains an active New York law license and serves as a Notary Public. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and the Estate Planning Strategies Group.

Carter Smith is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016, following prior roles at Credit Suisse Securities and Lehman Brothers. Outside of advising, he has sole proprietorship ownership of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm employs a structured planning process using proprietary tools and manages approximately $2.74 trillion in client assets.

David Menoni is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley since 2019, following tenures at Bank of America and Merrill. Outside of his advisory role, he is involved in fitness activities, including working as a cycle instructor at Equinox, owning a fitness business called The Joggers Club, and coaching for the Central Park Running Club. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.

Zaven Dadian is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes positions at Ford Motor Company and Lands' End. 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 advisory services supported by structured planning tools and broad investment resources.

Kelly Bensel is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at Atlas Merchant Capital and Tao Group. 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 supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Joseph Longobardi is a CFP®-certified financial advisor with 21 years of industry experience, currently with Morgan Stanley in New York, NY. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, as well as prior experience at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He is also the sole proprietor of a real estate property management business in Staten Island, New York. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning programs.

Min Kim is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, Min worked at Hermes from 2017 to 2020 and held positions at Coach and Stuart Weitzman in 2017. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support clients' financial goals.

Robert Sprotte is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Matthew Maguire is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential. He has recently started his financial advisory career, joining Morgan Stanley in 2026 after brief roles at Merrill and experience in the hospitality industry, including with King Street Hospitality Group LLC and Mule Barn Tavern. He has also taught at the College of Charleston and Brookdale Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and market analysis.

William Dematteo is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2014, currently serving at Morgan Stanley Private Bank, N.A. in New York, NY. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning using firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Laura Gilbert is a financial advisor at Morgan Stanley in New York, NY, with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley 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 wide range of advisory programs including tailored financial planning supported by firm‑approved tools and analysis methods.