Aine Cardello is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Cardello worked in various roles including at Kellys Bakery and Steve Madden. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through employer-sponsored financial planning agreements.

Jacqueline Remmen is a Certified Financial Planner (CFP®) with 13 years of industry experience. She currently works at Morgan Stanley, where she has been since 2021, following nine years at UBS Financial Services. 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, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to support client outcomes.

Ian Rowan is a CFP® with 30 years of industry experience and currently serves as a financial advisor at Morgan Stanley in New York, NY. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Rowan holds leadership and board positions including President and Director of the IOTA Association, Chairman of the Board at The Woodlawn Cemetery in Bronx, and a board member of The University Club of New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

James Hickey is a Wealth Management Advisor at Merrill Lynch Wealth Management. He and his team serve as the single point of accountability for the financial needs of his private clients, focusing on crafting bespoke solutions that align with long-term goals. James utilizes investment insights from Merrill Lynch combined with his own analysis of public and private markets to provide clarity and direction for clients. James graduated Summa Cum Laude from Pace University Lubin School of Business with a major in Finance and Economics. During his college career, he mentored fellow students on financial independence and founded the Fantasy Invest Group, Pace's largest finance club. Prior to joining Merrill Lynch, he worked at Morgan Stanley as a Private Wealth Management Associate and at Omnicom as a Global Financial Analyst. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, James participates in a flag football league in Connecticut and remains involved with mentoring Pace University students. He also contributes to his community through volunteer activities and serves as a board member for the NSCC as well as a member of the Pace University Gold Committee.

Abigail Comer is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Morgan Stanley, she worked at Dow Jones for three years and has held roles at Walmart eCommerce, Griff Consulting LLC, Double Diamond Marketing + Communications, HATCH Collection, Vertex Inc., and Vanderbilt University. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning using Global Investment Committee estimates and Monte Carlo simulations.

Lisa Mijovic is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 license and has previously worked at Bank of America, Merrill, Barry's, and Ochoa Family. 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 supported by firm-approved tools and methodologies.

Eric Mackey is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including comprehensive financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

Taylor Coates is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously held a position with the City of Tallahassee from 2015 to 2019. Outside of his advisory work, he owns and operates a travel agency, Taylormade Escapes LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning using structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer financial planning agreements.

Armen Tutuyan is a financial advisor at Morgan Stanley in New York, NY, with 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2020 and previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2011 to 2020. He holds Series 63 and Series 66 licenses. 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 utilizes structured planning tools and investment models in its financial planning process.

Vanessa Kistenmacher Stein is a financial advisor at Morgan Stanley with 9 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered 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 investment analyses.

Jennifer Rabara is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and broad retail and institutional investment options. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Robert Lawrence is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. Outside of finance, he has been involved with Rumi's Kitchen, a venture in the food industry. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.

Nicholas Dimeo is a financial advisor at Morgan Stanley in New York, NY, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Anna Maria Cavalli is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that encompass both direct individual plans and corporate financial planning agreements.

Altagracia Gil is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She previously worked at UBS Financial Services from 2012 to 2019 before joining Morgan Stanley Smith Barney LLC, where she has been since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Wojciech Domagala is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and scenario modeling as part of its financial planning process.

Brian Driscoll is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as positions at JP Morgan Chase Bank and its securities affiliates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by firm-approved tools and modeling techniques.

Jane Rav is a financial advisor at Morgan Stanley with 16 years of experience in the industry. She holds a Series 66 designation and has been with Morgan Stanley since 2010, including a position at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and analytic tools such as Monte Carlo simulations in its planning approach.

John Palazzetti is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior roles include positions at Guardian Life Insurance Company of America and Park Avenue Securities. 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, managing approximately $2.74 trillion in client assets.

Steve Lee is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at Merrill, Bank of America, N.A., and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.