Zachary Venning is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he served in the US Army for ten years and worked at Closed Loop Partners for one year. Morgan Stanley Wealth Management provides a range of advisory programs to 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 both direct client relationships and Corporate Financial Planning agreements.

Joseph Saphia is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Colin Obsitnik is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered 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.

Bryant Zore is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various roles including positions at several camps and educational institutions. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and methodology.

William Cheung is a financial advisor at Morgan Stanley in New York, NY, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its private bank division since 2014 and 2015, respectively. He is also affiliated with New York University since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by centralized tools and offers services that integrate proprietary market outlooks and simulation models.

Zachary Wells is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. His career includes roles at Morgan Stanley and U.S. Bancorp, as well as a position at Northstar Cafe (Organic Trails LLC). Morgan Stanley Wealth Management is a large 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 that utilizes firm-approved tools and modeling techniques.

Richard Correra is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following seven years at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to individuals 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 employs a structured planning process supported by firm-approved tools and analysis.

David Budkins is a financial advisor at Morgan Stanley in New York, NY, with 12 years of industry experience. He has been with Morgan Stanley since 2015 and holds Series 63 and Series 65 credentials. 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 financial planning services supported by structured processes and advanced modeling tools.

Stuart Alter is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves 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 modeling techniques.

Anthony Scalamandre is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and Aegis Capital Corp. Outside of finance, he was involved in Parking Systems for five years. Morgan Stanley Wealth Management serves 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 offers a range of advisory programs without providing individual security recommendations in standalone plans.

Christopher Benedict is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at KraneShares and UBS, as well as involvement with Georgetown Events and the University of Richmond. Morgan Stanley Wealth Management provides a range of advisory programs tailored to individuals and institutional clients, offering financial planning through structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with additional activities such as private funds and commodity pool operations.

Joseph Stewart is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 licenses. 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 conversations and firm-approved planning tools.

Harry Lewkowitz is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 45 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2016 to 2025, before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that uses firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Evan Sarno 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 Tiger Infrastructure Partners and Alvarez & Marsal Capital. 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 discovery conversations and firm-approved planning tools.

Chi Yuen Ng is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018, with a brief period of unemployment between 2018 and 2021. Prior to his advisory career, he was affiliated with Washington University in St. Louis from 2012 to 2018. 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, utilizing structured discovery conversations and firm-approved tools to develop tailored plans.

Robert Palermo is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Alison Geary is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously held positions at Merrill and several institutions including the University of South Carolina and Prisma Health Foundation. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Edward Pagano is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley and Merrill, among other firms. His background includes roles at Morgan Stanley Private Bank and experience in construction services and insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning centered on a structured discovery process and firm-approved planning tools.

Allan Rubin is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing 59 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and approved planning tools, with a broad range of investment and advisory services.

Mitchell Stein is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and UBS Financial Services. He is based in New York, NY. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools and modeling techniques.