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Daniel H

Series 66

New York, NY

Morgan Stanley

Daniel Harris is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Morgan Stanley, having joined the firm in 2021, and previously worked at The Ayco Company LP and KPMG. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools.

General estate planning guidance
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Jacob D

Series 63, Series 66

New York, NY

Morgan Stanley

Jacob Dominikoski is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and KeyBank. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, combining tailored financial planning with broad investment offerings. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools.

General estate planning guidance
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Crystal H

Series 63, Series 65

New York, NY

Morgan Stanley

Crystal Ho is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2003, respectively. Outside of her advisory role, she is a sole proprietor of a rental property business in Altadena, CA. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support its advisory services.

General estate planning guidance
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Fitzroy W

Series 66

New York, NY

Morgan Stanley

Fitzroy Whyte is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with four years of industry experience. Prior to his current role, he was involved with Maidright of White Plains and worked as an independent contractor at Wykagyl Country Club. Outside of his advisory duties, he is a partner in Whytevistas LLC, a residential cleaning franchise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools but generally does not offer individual security recommendations within standalone plans.

General estate planning guidance
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Gabriel B

Series 66

New York, NY

Morgan Stanley

Gabriel Bonebrake is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Eagle Strategies and New York Life Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytics, including Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate financial planning agreements.

General estate planning guidance
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Andrey B

Series 66

New York, NY

Morgan Stanley

Andrey Borodkin is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Citigroup, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using established tools and modeling techniques.

General estate planning guidance
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Elizabeth R

Series 63, Series 65

New York, NY

Morgan Stanley

Elizabeth Ross is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and over 46 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its financial planning process.

General estate planning guidance
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Maria S

Series 66

New York, NY

Morgan Stanley

Maria Soto is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, bringing 10 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent two years at Merrill. 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 analysis from its Global Investment Committee.

General estate planning guidance
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Shanelle P

Series 66

New York, NY

Morgan Stanley

Shanelle Pryce is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Creative Retirement Planning and P&K Contracting Inc. from 2019 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and processes.

General estate planning guidance
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Viktoriya R

Series 66

New York, NY

Morgan Stanley

Viktoriya Ragulina is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously at E.R.P.S. Inc. from 2013 to 2018. Ragulina held a non-investment role as president of VRP, Inc., a bookkeeping data entry business that ceased operations in 2018. 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 and financial planning services, utilizing structured planning tools and investment modeling techniques.

General estate planning guidance
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John B

Series 63

New York, NY

Morgan Stanley

John Balascio is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2014, including a current role at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and modeling techniques.

General estate planning guidance
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Charles B

Series 63

New York, NY

Morgan Stanley

Charles Bloom is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

General estate planning guidance
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Alexa B

Series 66

New York, NY

Morgan Stanley

Alexa Boyarsky is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with one year of industry experience. Her prior work includes roles at RSM LLP, Barnum Financial Group, and Wit Legal LLC. Outside of finance, she has worked at Winberies Bar and Grill. 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 a structured planning process using firm-approved tools and market simulations.

General estate planning guidance
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Costas L

Series 66

New York, NY

Morgan Stanley

Costas Liappas is a financial advisor based in New York, NY, affiliated with Morgan Stanley. He holds a Series 66 designation and has 20 years of experience in the industry, including over 10 years with Morgan Stanley. 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 and financial planning services that utilize structured discovery tools and planning models to support client goals.

General estate planning guidance
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Matthew M

Series 66

New York, NY

Morgan Stanley

Matthew Marangiello is a financial advisor at Morgan Stanley with 13 years of industry experience and a Series 66 designation. He has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2018, and previously at Merrill from 2011 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Matthew M

Series 66

New York, NY

Morgan Stanley

Matthew Mineaux Nigro is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for seven years before joining Morgan Stanley in 2019. He is based in New York, NY. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of advisory and brokerage offerings.

General estate planning guidance
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Lorna M

Series 63

New York, NY

Morgan Stanley

Lorna Mondesir Tom is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Eric S

Series 63, Series 66

New York, NY

Morgan Stanley

Eric Showers is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2010, following a year at Merrill. Based in New York, NY, he specializes in wealth management within a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broad retail and institutional offerings.

General estate planning guidance
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Stephanie T

Series 63, Series 66

New York, NY

Morgan Stanley

Stephanie Tam 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 the Series 63 and Series 66 designations. Based in New York, NY, she is part of a large team of advisors serving institutional and individual clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides both individual and employer-sponsored financial plans.

General estate planning guidance
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Parker G

Series 66

New York, NY

Morgan Stanley

Parker Gaglione is a financial advisor at Morgan Stanley in New York, NY, with eight years of industry experience. He holds a Series 66 designation and has worked across several firms, including Merrill and Bank of America, before joining Morgan Stanley in 2018. Outside of his advisory role, he serves as a trustee and co-trustee for a trust in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm’s financial planning approach incorporates structured discovery conversations and firm-approved tools, offering customized plans supported by modeling techniques such as Monte Carlo simulations.

General estate planning guidance
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