Ryan Wrynn is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Cambridge Investment Research, Kestra Advisory Services, Kestra Investment Services, Interlock Financial, and Wealthspire Advisors. Outside the financial sector, he has experience working in hospitality and sports-related ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Guanting Li is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at both UBS and Morgan Stanley since 2016. Li is based in New York, NY. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, including scenario modeling, and acts primarily in an advisory capacity for clients’ financial plans.

Erin Bertscha 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, she worked in the restaurant industry and spent time in education at Rutgers University and Freehold Township High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including customized financial planning supported by firm-approved tools and a structured planning process.

Hyeun Kim is a financial advisor at Morgan Stanley in New York, NY, with 18 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated firms since 2008. 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 manages approximately $2.74 trillion in client assets.

Gabrielle Giaimo is a financial advisor at Morgan Stanley in New York, NY, with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Goldman Sachs and J.P. Morgan Institutional Investments Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs, utilizing structured planning tools and modeling techniques to support client goals.

Morris Krimolovsky is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Citicorp Investment Services. He has been with Morgan Stanley since 2022, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning using firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and offers services that include planning but generally do not provide individual security recommendations as part of standalone programs.

Bayard Demallie III is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has held various roles within Morgan Stanley since 2002. He serves as a board member and treasurer for the Class of 1980 Association for King's Academy, focusing on fundraising and alumni support. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies but generally does not provide individual security recommendations as part of standalone planning services.

Samuel Mccormick is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2016, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. 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 tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Steven Post is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services for nine years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Matthew Zamore is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2011. Zamore currently operates out of New York, NY. 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 supported by proprietary tools and strategies, managing approximately $2.74 trillion in client assets.

Eliot Bu is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and models to support client goals.

Clare Collins is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Acellas, Inc., St. Mary's Center Preschool, Nativity School of Worcester, and the College of the Holy Cross. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by 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 Corporate Financial Planning agreements.

Michael Pallini is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley 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 wide range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Courtney Lisecki is a CFP® with 35 years of industry experience, currently serving at Morgan Stanley. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Michael Dasilva is a financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management offers a variety of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment strategies, serving clients through direct and corporate financial planning agreements.

Tania Espinal is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2015. Based in New York, NY, she works within one of the largest wealth management firms. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its clients.

Margaret Mcgoldrick is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013, including five years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and the Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Timothy Baker is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2011 and 2015, respectively. Based in New York, NY, he provides advisory services within a large institutional setting. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include but are not limited to financial planning, investment management, and estate planning strategies.

Gene Lipman is a financial advisor at Morgan Stanley with 49 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Eric Halper is a Series 66-registered financial advisor with Morgan Stanley in New York, NY, bringing 19 years of industry experience. His prior roles include positions at Goldman Sachs, UBS Financial Services, and Foreside Global Services. Outside of advisory work, he serves on an advisory board for Nasdaq, focusing on business development and growth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing comprehensive 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 planning process using firm-approved tools and global investment research.