Alexandra Yee is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley in 2018, she worked at Christian Louboutin from 2015 to 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including 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 to support its financial planning services.

Adolfo Ruiz 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 its affiliated entities since 2014. Outside of his advisory role, Ruiz is involved in music as a songwriter and guitar player, having recorded and published a song. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment committee insights to support client financial goals.

Dillon Walker is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Citigroup, and Morgan Stanley (Linium Resources). Morgan Stanley Wealth Management is a 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 a structured, technology-supported planning process.

Ronald Oleet is a financial advisor at Morgan Stanley with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. He also serves as an executor in estate-related matters. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured discovery processes and various modeling tools to support client planning.

Richard Fitzburgh is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and City National Bank. He is the founder of the Foundation for Gender Equality and Women's Empowerment, a private foundation focused on fundraising. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Chelsea Brogan Ferguson is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2020. Outside of her advisory role, she serves as a board member on the finance committee of WithinReach, a nonprofit organization based in Seattle. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized 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 advisory services.

Denis Sepulveda is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and investment research.

John Topham Jr. is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020, and Morgan Stanley Smith Barney LLC since 2015. He is also affiliated with Fordham University since 2012. 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 utilizes firm-approved tools and analysis for its planning process.

Brett Spindler 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 Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Based in New York, NY, Spindler’s career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and utilizes firm-approved planning tools, with services offered both directly and through corporate financial planning agreements.

Bat Erdene Amartuvshin is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. 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 services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and broad investment offerings.

Linda Rhodes is a Certified Financial Planner (CFP®) with 50 years of experience in the financial services industry. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets beginning in 1993. Linda is affiliated with Morgan Stanley Wealth Management, which serves both individual and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients in developing financial plans.

Ryan Turck is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Mirae Asset Securities, Blue Ocean Wealth Solutions, and the University of Scranton. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client outcomes.

Olga Pereira is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its private bank division since 2014 and 2015, respectively. Based in New York, NY, her background is primarily within Morgan Stanley’s wealth management and private banking services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its advisory process.

Dana Lambert is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 15 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020, she worked at Bank of America, Merrill, and independently consulted, with earlier experience at Alpha Theory, LLC. Morgan Stanley Wealth Management provides a wide range of 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 estate planning strategies and corporate financial planning agreements.

Stephane Ventilato is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of finance, Ventilato works as a recording producer, contributing to a musical being written for Broadway. 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 uses structured planning tools and market simulations to help clients develop their financial plans.

Madison Lieberman is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following a year at Merrill Lynch. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process featuring firm-approved tools and scenario modeling.

Michael Fosina is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and over 12 years of industry experience. He has worked with Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association 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 variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Michael Sanzone is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has prior experience at UBS Financial Services, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Julia Sims is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services, Deutsche Bank, Baxter Healthcare, and Miami University. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

Megan Auslaender is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2010. 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 utilizes structured planning tools and modeling techniques in its financial planning process.