William Garrity is a CFP®-certified financial advisor with eight years of industry experience. He is currently affiliated with Morgan Stanley in New York, NY, having previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. outside of finance, he has held roles in landscaping and other financial services. 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 a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Reid Wilson is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and five years of industry experience. He previously worked at BlackRock and Bloomberg before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers a range of investment and advisory solutions.

Jacob Shapira is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior experience at Citigroup Global Markets. 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 firm-approved planning tools to develop comprehensive financial plans.

Scott Litner 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 Private Bank, Morgan Stanley Smith Barney, Western International Securities, Bank of America, and Merrill. He is based in New York, NY. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and proprietary tools, with a focus on advisory services rather than individual security recommendations.

Samuel Beyer is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, with three years of industry experience. His work history includes multiple periods at Morgan Stanley as well as roles at Hudson Pacific Properties and the American Flag Football League. 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 with a structured financial planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Caroline O'Connor is a financial advisor at Morgan Stanley with three years of industry experience. She has worked at Morgan Stanley since 2022 and previously spent three years at Success Academy Charter Schools. 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 that utilizes structured discovery processes and firm-approved tools.

Ina Takacho is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley and its private bank in 2024, she worked at Goldman Sachs Japan Co Ltd from 2014 to 2022 and was associated with Parsons School of Design between 2022 and 2024. She holds a Series 66 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, utilizing structured discovery conversations and advanced modeling tools to support client goals.

Diana Patrascu is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 11 years of industry experience. She joined Morgan Stanley in 2016 after working at Credit Suisse Securities (USA) LLC in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Derek Finnell is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Samuel Kim is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Since 2026, he has been part of Morgan Stanley Private Bank, N.A. 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. 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.

Wing Chin is a financial advisor at Morgan Stanley with 50 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He holds a Series 63 designation. 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, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Tyler Paulino is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Titan Advisors. Outside of his advisory role, Paulino is involved in baseball coaching and training, serving as an assistant coach at The College of Mount Saint Vincent and a baseball coach for West Side Little League. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment services.

Vincent De Martis is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Financial Corp. from 2019 to 2022. Morgan Stanley Wealth Management provides a wide range of 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 delivers services through its Financial Advisors and Estate Planning Strategies Group.

Sueanne Schulman is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 utilizes structured planning tools and modeling techniques in its financial planning process.

Jonathan Leopold is a financial advisor at Morgan Stanley with Series 63 and 65 licenses and 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015, 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 variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Valeria Vaz is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2015 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 conversations and firm-approved planning tools.

Marc Taylor is a financial advisor at Morgan Stanley in New York, NY, with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models as part of its financial planning process.

Alexander Mayer is a financial advisor at Morgan Stanley in New York, NY, with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following six years at Bank of America and seven years at Merrill. Outside of his advisory role, he is the sole proprietor of Bad Daddy LLC, involved in agriculture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling.

David Chittenden is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and James L Erb, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning that incorporates firm-approved tools and market modeling techniques.

Michael Galanti is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with Morgan Stanley since 2011, including a role 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 with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools.