Ryan Cook is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley since 2014, with a two-year tenure at Raymond James & Associates from 2017 to 2019 before returning to Morgan Stanley in 2020. 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 firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Richard McGuire is a financial advisor at Morgan Stanley with 32 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets LLC. He serves on the boards of the Jerry McGuire Memorial Fund and the Mahwah Ice Hockey Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management.

Rhoundy Jones is a financial advisor at Morgan Stanley with 10 years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2019, he worked at AXA Advisors, LLC for three years. He is based in New York, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside its broker-dealer operations.

Valerie Shapiro is a financial advisor at Morgan Stanley with 47 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. She is based in New York, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services. The firm uses structured discovery processes and advanced modeling tools in its planning approach while managing approximately $2.74 trillion in client assets.

Nicholas Tardy is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a disciplined investment approach, serving clients directly and through corporate financial planning agreements.

Sean Mcdermott is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Morgan Stanley Smith Barney LLC 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. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools to deliver tailored plans.

Angelina Moccia is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Fordham University and MECC Contracting. Outside of her advisory role, she is a one-third member of a family LLC involved in passive real estate holdings. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Mykyta Kobyakov is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at UBS, JP Morgan Chase, and Single Teacup Advisors, as well as work outside the financial sector at Trader Joe's and 8 Turn Crepes. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and advisory programs without offering individual security recommendations as part of its standalone planning.

Mary O Connor is a Series 66-registered financial advisor with Morgan Stanley in New York, NY, bringing 14 years of industry experience. Her prior roles include positions at UBS Financial Services and J.P. Morgan Chase Bank as well as a brief tenure with Brooklyn Brew Shop. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm’s approach involves structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Vincent Cioffi is a financial advisor at Morgan Stanley in New York, NY, with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2011 in various roles. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through corporate agreements.

Jeremy Puma is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving at Morgan Stanley in New York, NY since 2015. His tenure includes roles with Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved in a real estate business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Granite is a Series 66 licensed financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at various Morgan Stanley entities since 2011, including Morgan Stanley Private Bank N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Silas Ayi is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. His work history includes roles at Morgan Stanley and KT Tree Services Inc, as well as experience at Pace University. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm‑approved tools and techniques to help clients model financial outcomes.

Anne Izzillo is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves as a trustee in a trust based in Palm Coast, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced planning tools, managing approximately $2.74 trillion in client assets.

Christopher Barker is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with two years of industry experience. Before joining Morgan Stanley in 2022, he worked in various roles including at Moore Fire Equipment and St. John's University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves a broad client base through both direct and corporate financial planning agreements.

Norine Strazza is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and with 34 years of industry experience. She has been with Morgan Stanley since 2009. 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 Financial Advisors and its Estate Planning Strategies Group.

Edwin Rodriguez is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2009, currently serving at Morgan Stanley Private Bank, N.A. in New York, NY. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and operates under a structure that includes retail, institutional, and specialized investment activities.

Dennis Lamey is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. His work history includes multiple roles within Morgan Stanley and its affiliated entities, as well as a period at Four Quadrants Advisory. Morgan Stanley Wealth Management provides a 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 works primarily in an advisory capacity, offering broad investment and financial services through its extensive platform.

Giuseppina Chirico is a financial advisor at Morgan Stanley with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1999. Chirico holds a Series 63 designation and is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Ben Udine is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. He began his career at Morgan Stanley in 2024 and has also worked with Morgan Stanley Private Bank, N.A. since 2025. Prior to his financial career, he attended the University of Florida and worked in education at the high school level. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and estate strategies supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.