Olivia Sanzone is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by firm-approved tools and methodologies.

Luke Denigris is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 market outlook models in its financial planning process.

Mark Bradburn is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 license and 28 years of industry experience. He has been with Morgan Stanley since 2009 and specifically with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member for The Mahaffey Company, a real estate business based in St. Petersburg, Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual 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 uses structured planning tools and modeling techniques in its financial planning process.

Susanna Hadden is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, in addition to roles with Morgan Stanley Smith Barney LLC 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 range of advisory programs and financial planning services that utilize firm-approved tools and a structured discovery process.

Irene Liu is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley since 2013 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that incorporates firm-approved tools and scenario modeling.

Scott Sklar is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and firm-approved methodologies to support its clients.

Audrey Franzblau is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates to support client strategies.

Benjamin Noah Schwartz is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He currently works at Morgan Stanley in New York, NY, having held previous roles at Mizuho Securities USA LLC, Credit Suisse Securities (USA) LLC, Raymond James & Associates, Inc., and Guggenheim Securities, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Philip Carter is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Prior to that, he spent ten years at Zacks Investment Management, Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning for individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations as part of standalone plans.

Daniel Berces Urban is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Steven Benvin is a Certified Financial Planner® (CFP®) with 14 years of industry experience, currently serving at Morgan Stanley in New York, NY. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Dennis Lee is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 66 designation and has worked at Citigroup Global Markets, Inc. from 2008 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Outside of his advisory work, he is a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and 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 investment committee research.

Jenna Sarno is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, where she has worked since 2016, totaling nine years of industry experience. She is an officer of the Manny Caridad Scholarship Fund, a nonprofit focused on youth education and sports, and serves on the board of the Berkeley Shores Civic Association. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and the Global Investment Committee’s research in its process.

Dominick Granati is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 13 years of industry experience. He has previously worked at Citi Group, Guardian Life Insurance Co of America, Park Avenue Securities, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct client and employer-sponsored financial planning services.

Richard Linhart is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is president of a private investment firm and serves as a trustee for investment-related entities, including Toledot Investments, L.P. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Brian Damp is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and four years of industry experience. He has been with Morgan Stanley since 2022 and previously worked at Hogan & Associates and ING Capital. His background also includes roles outside the financial sector, including positions at Breckenridge Brewery and Vail Resorts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Matthew Bromberg is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of retail and institutional investment solutions.

Michael Briese is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. He is currently affiliated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a 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 a structured planning process supported by firm-approved tools and market models.

James Fitzgerald III is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored financial planning agreements.

Carmine Castiello is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He has been with Morgan Stanley since 2023, with prior experience at firms including Berkshire Asset Management and Waterfront NYC. Outside of finance, he has worked at Patsys Pizzeria. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, 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 services both directly and through corporate agreements.