Thomas Goss Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior work includes roles at BMO Capital Markets Corp. and Morgan Stanley Private Bank, N.A. Outside of his advisory career, he serves on the advisory board and audit committee of St James' Church in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Anne Navasky is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and over 50 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and was previously employed at Citigroup Global Markets beginning in 1993. Navasky serves as a trustee and co-trustee for several trusts in the New York and Easthampton areas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses as part of its financial planning process.

Eduardo Horta is a financial advisor at Morgan Stanley based in New York, NY, holding a Series 66 designation with 20 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Fausto Lima III is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Daniel Ritter is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. 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 a structured discovery process and proprietary planning tools.

Robert Moscovitz is a financial advisor at Morgan Stanley with 29 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. 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, and manages approximately $2.74 trillion in client assets.

Caitlin Cronin is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2024 before joining 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 provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Samuel Nuber is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 12 years of industry experience. He worked at UBS Financial Services from 2014 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and corporate financial planning agreements.

Maria Vea Lonzar is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Elexa Rogolsky is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior experience includes a position at Amboy Bank and academic work at the University of Florida. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Myriam Limage is a financial advisor with Morgan Stanley in New York, holding a Series 63 designation and possessing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Nathaniel Bozzella is a financial advisor with Morgan Stanley in New York, NY, holding the Series 66 designation and having one year of industry experience. His prior roles include positions at Hall Capital Partners and Maryland Capital Management, as well as experience with the Los Angeles Dodgers. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with 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 alongside traditional investment and trading activities.

Alex Zachary is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. He also serves as an adjunct professor of finance at Columbia Business School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Ethan Solat is a Series 66-registered financial advisor at Morgan Stanley with three years of industry experience. He has been with Morgan Stanley since 2021. Outside of his advisory work, he is a partner and sole proprietor of QUADSPORTS LLC, a sports product business based in Boca Raton, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and financial planning strategies.

Peter Gelwarg is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and 27 years of industry experience. His prior roles include nine years at AllianceBernstein L.P. before joining Morgan Stanley Smith Barney in 2011 and the Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Alina Montes is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2012. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, without providing individual security recommendations within standalone plans.

Tazmin Brumell is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Seth Gelwarg is a financial advisor at Morgan Stanley in New York, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at J.P. Morgan and multiple periods at Morgan Stanley, along with positions outside finance such as at Tulane University and local recreational clubs. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured analysis and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct plans and corporate agreements.

Kavisha Silvan is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, and has six years of industry experience. She previously worked at JBWere Limited for seven years before joining Morgan Stanley Private Bank and Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers financial planning services supported by its Financial Advisors and Estate Planning Strategies Group.

Jay Goldstein is a financial advisor at Morgan Stanley with six years of industry experience. He has previously worked at First Republic Investment Management, Bank of America, Merrill, and spent 24 years at Berkowitz, Trager & Trager, LLC. He holds a Series 66 designation and is based in New York, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, 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 employs structured planning tools such as Monte Carlo simulations to support its advisory services.