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Andrew S
Series 66
New York, NY
Morgan Stanley
Andrew Salis is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously at Bank of America and Merrill from 2012 to 2017. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and advanced analytic tools, serving clients through both direct engagements and corporate financial planning agreements.
Victoria C
Series 66
New York, NY
Morgan Stanley
Victoria Courtney is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2019, including her current role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services. The firm employs a structured planning process utilizing approved tools and models to assist clients in developing tailored financial strategies.
Jordan B
Series 63, Series 65
New York, NY
Morgan Stanley
Jordan Black is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved in rental property activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and strategies designed around structured discovery conversations.
Philip G
Series 63, Series 65
New York, NY
Morgan Stanley
Philip Gullo is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and having 45 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in property management through a sole proprietorship in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized estate planning groups.
Madison M
Series 66
New York, NY
Morgan Stanley
Madison Mc Garry is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. Madison has been in the financial industry since 2023, with prior experience at UBS, Avenues Wealth, Quantum Sports & Entertainment Group, and Exelon Corporation. Madison also has an educational background including time at Rollins College and CB West High School. 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 firm‑approved tools and methodologies.
Boris V
Series 63, Series 65
New York, NY
Morgan Stanley
Boris Voroba is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 its Financial Advisors and Estate Planning Strategies Group.
Eric D
Series 63, Series 66
New York, NY
Morgan Stanley
Eric Dinapoli is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role beginning in 2019, he operated his own law practice, The Law Offices of Eric A. DiNapoli, PC, from 2017 to 2019. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured assessments and utilizes models such as Secular Return Estimates and Monte Carlo simulations.
Sunny K
Series 66
New York, NY
Morgan Stanley
Sunny Krishnani is a Series 66-credentialed financial advisor with Morgan Stanley, based in New York, NY, with 14 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of advisory work, Krishnani has ownership interests in several real estate ventures. 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 tools. The firm manages approximately $2.74 trillion in client assets and delivers financial plans primarily through advisory services without individual security recommendations as part of its standalone programs.
Andrew S
Series 66
New York, NY
Morgan Stanley
Andrew Sawyer is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2016. Outside of his advisory role, he is a partner at Chip and Shatter LLC, a digital currency and technology-focused business. 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 and utilizes structured planning tools and modeling techniques to support client strategies.
Vikramjit P
Series 66
New York, NY
Morgan Stanley
Vikramjit Parmar is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at IHS Markit and Crowe Horwath LLP. He has been with Morgan Stanley and its affiliate Morgan Stanley Private Bank since 2018 and 2019, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of standalone plans.
Mark W
Series 63, Series 65
New York, NY
Morgan Stanley
Mark Watros is a financial advisor at Morgan Stanley in New York, NY, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 2018. Prior to his financial career, he was affiliated with the Country Club of Darien for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.
Camilla D
Series 63, Series 65
New York, NY
Morgan Stanley
Camilla Davis is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having four years of industry experience. Her prior roles include positions at Bradesco Securities, Inc. and Atalanta Sosnoff, as well as experience at Ramapo College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and modeling tools, managing approximately $2.74 trillion in client assets.
Warren N
CFP®, CFA®, ChFC®, Series 66
New York, NY
Morgan Stanley
Warren Neaves is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked at Edward Jones for eight years and Above the Line, LLC for two years, following a 20-year career with the U.S. Department of Defense. He is also a part-time finance instructor at Syracuse University's Martin J. Whitman School of Management. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals 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 utilizes structured planning tools including Monte Carlo simulations to model outcomes.
Steven L
Series 63, Series 65
New York, NY
Morgan Stanley
Steven Levy is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, in addition to Morgan Stanley Smith Barney since 2009. 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 manages approximately $2.74 trillion in client assets.
James D
Series 63, Series 65
New York, NY
Morgan Stanley
James Dolan III is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. He holds Series 63 and Series 65 credentials. 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. The firm emphasizes structured financial planning supported by firm-approved tools and offers access to extensive investment and planning resources.
Gary K
Series 63
New York, NY
Morgan Stanley
Gary Kenajian is a Series 63 licensed financial advisor with over 41 years of industry experience. He is currently with Morgan Stanley in New York, having previously worked at UBS Financial Services for nine years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.
Michael C
Series 66
New York, NY
Morgan Stanley
Michael Chong is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank 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 variety of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.
Marshall D
Series 63
New York, NY
Morgan Stanley
Marshall Davidson is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and over 34 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. He also serves as a trustee or co-trustee for a trust in Norwalk, Connecticut. 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 and manages approximately $2.74 trillion in client assets.
Kevin O
Series 66
New York, NY
Morgan Stanley
Kevin Oakes is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019, following five years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning through direct and corporate financial planning agreements.
Aaron W
Series 65, Series 66
New York, NY
Morgan Stanley
Aaron Winer is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Winer serves as a trustee/co-trustee of a trust in Miami, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.
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