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Michael R

Series 63, Series 66

New York, NY

Morgan Stanley

Michael Rooney is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, including five years at Morgan Stanley & Co. LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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William M

Series 66

New York, NY

Morgan Stanley

William Mckee is a financial advisor at Morgan Stanley in New York, NY, with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory role, he serves as a trustee and co-trustee for a trust based in Naples, Florida. 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, utilizing structured discovery processes and firm-approved tools to support client goals.

General estate planning guidance
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Tyres J

Series 66

New York, NY

Morgan Stanley

Tyres Jones is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 15 years of industry experience. He has been with Morgan Stanley since 2010. Outside of his advisory role, Jones owns Equity IV Associates, LLC, a consulting business focused on the automotive and transportation sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Guinievere A

Series 66

New York, NY

Morgan Stanley

Guinievere Alberici is a Series 66 licensed financial advisor with Morgan Stanley in New York, NY. She has one year of industry experience, previously working at Brown Brothers Harriman and earlier in academic roles at Drew University and Petrides High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Evangelos A

Series 63

New York, NY

Morgan Stanley

Evangelos Argyros is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in inherited real estate investments in Greece as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Joseph S

Series 63, Series 66

New York, NY

Morgan Stanley

Joseph Schillaci is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Tradition Securities and Derivatives LLC and has held various roles including teaching positions at St. Joseph by the Sea High School. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and investment outlook models.

General estate planning guidance
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Ron V

Series 63

New York, NY

Morgan Stanley

Ron Vinder is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 license and 37 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is the sole proprietor and president of Lab Graphics, a photo lab. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Alexander K

Series 63, Series 66

New York, NY

Morgan Stanley

Alexander Kim is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he owns Alexander Designed LLC, a jewelry design and production business, and serves as an owner and board member of Alexander Atelier, LTD., a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using approved tools and modeling techniques.

General estate planning guidance
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Kimberly M

Series 63, Series 65

New York, NY

Morgan Stanley

Kimberly Mateo is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. 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 utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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Nicholas P

Series 66

New York, NY

Morgan Stanley

Nicholas Primavera is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Bethpage Financial Group. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through dedicated Financial Advisors and specialized groups.

General estate planning guidance
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Ylissa S

Series 63, Series 66

New York, NY

Morgan Stanley

Ylissa Sekuler is a financial advisor at Morgan Stanley with 14 years of industry experience, holding Series 63 and Series 66 licenses. She worked at J.P. Morgan Securities from 2010 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial plans.

General estate planning guidance
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Robin W

CFP®, Series 63

New York, NY

Morgan Stanley

Robin Weintraub is a Certified Financial Planner® with 40 years of industry experience, currently serving at Morgan Stanley Smith Barney since 2009. Based in New York, NY, Weintraub holds the Series 63 license and has spent over a decade with Morgan Stanley in wealth management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

General estate planning guidance
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Sahil J

Series 63

New York, NY

Morgan Stanley

Sahil Jolly is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. 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 conversations and firm-approved tools.

General estate planning guidance
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Patrick L

Series 63, Series 65

New York, NY

Morgan Stanley

Patrick Laterza is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior positions include roles at Citigroup Global Markets and HSBC Securities (USA) Inc. Outside of his advisory work, he serves on the finance committee of We Care NJ Corp, a nonprofit focused on civic, environmental, and land preservation initiatives. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, using structured financial planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Joseph P

Series 66

New York, NY

Morgan Stanley

Joseph Park is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at NYU Langone Health, Hamilton College, Beverwyck Senior Living Home, and Guilderland High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and models such as Monte Carlo simulations.

General estate planning guidance
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Jacob S

CFA®, Series 63, Series 66

New York, NY

Morgan Stanley

Jacob Seide is a CFA® charterholder and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and is currently with Morgan Stanley in New York, NY. His prior experience includes roles at BBR Partners, Cowen and Company, and Guggenheim Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm integrates structured planning tools and a comprehensive investment approach supported by its Global Investment Committee.

General estate planning guidance
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Michael T

CFP®, Series 63, Series 65

New York, NY

Morgan Stanley

Michael Troncale is a CFP® with 34 years of experience in the financial industry. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, 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 financial planning process supported by proprietary tools and analytic models.

General estate planning guidance
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Johan M

Series 66

New York, NY

Morgan Stanley

Johan Moreira Banchon is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA and SMBC Capital Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and managed assets of approximately $2.74 trillion.

General estate planning guidance
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Wayne K

Series 63, Series 65

New York, NY

Morgan Stanley

Wayne Kimbell is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. He holds 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. The firm employs a structured planning process using firm-approved tools and offers a variety of investment and financial services.

General estate planning guidance
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Douglas P

Series 66

New York, NY

Morgan Stanley

Douglas Philibosian is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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