Ronald Ongaro is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Ongaro serves as an ad hoc member reviewing the endowment annual report for The Ohio State University. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets, delivering services through a range of retail and institutional offerings.

Scott Mosberg is a financial advisor at Morgan Stanley with 26 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2022 before joining Morgan Stanley in 2022. Outside of his advisor role, he serves as a trustee for a trust in New York and is a partner in an investment and finance partnership. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Bryan Stephens is a Certified Financial Planner™ with 26 years of experience in the financial services industry. He currently serves as a financial advisor at Morgan Stanley, having worked there since 2020, and previously held positions at UBS Financial Services and Merrill. Stephens is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and utilizes firm-approved tools and economic models to support client outcomes.

John Coleman is a Series 66-credentialed financial advisor with 16 years of industry experience, currently based in New York, NY. He has been with Morgan Stanley since 2015 and with Morgan Stanley Private Bank, National Association since 2016. Coleman also serves as a trustee in a trust-related capacity outside of his advisory role. 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 using structured discovery tools and firm-approved methodologies, managing approximately $2.74 trillion in client assets.

Artur Jaskot is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and possessing four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he worked at Christie's International Real Estate Northern New Jersey and Wall Street Motor Cars. He is the sole proprietor of Zugzwang Capital LLC, an investment and finance-related personal holding company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and access to various investment offerings.

Edward Marx is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as a director for Datamarx, a technology platform for marketing research. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling to support tailored financial plans.

Blake Winick is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 credential and has worked at several firms including Merrill and First Republic Investment Management. 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 services supported by structured discovery processes and advanced modeling tools.

Lauren Santo is a Series 66-credentialed financial advisor with three years of industry experience. She is currently with Morgan Stanley in New York, having previously worked at Bank of America, TEKsystems, and MUFG. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Priscilla Ayube is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Matthew Zacchea is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley since 2017 and previously at HSBC Securities for one year. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a broad range of retail and institutional investment services.

Edward Coward Jr. is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1999. 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 structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Logan Craig is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Smith Barney since 2016, following two years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering 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 supported by firm-approved tools and modeling techniques.

Anna Aiello is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney 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 wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Steven Schwartz is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held advisory roles at Morgan Stanley since 2019 and previously worked at Wells Fargo Advisors from 2016 to 2019. He holds 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 supported by structured planning tools and investment research.

Medina Huertas is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets beginning in 1999. He holds a Series 66 designation and is based in New York, NY. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm’s approach emphasizes structured discovery conversations and utilizes firm-approved planning tools, serving approximately $2.74 trillion in client assets.

Karen Betzag is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 designations with 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for eight years and UBS Financial Services for one year before joining Morgan Stanley in 2021. 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, managing approximately $2.74 trillion in client assets.

Lloyd Goldfarb is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Richard Bloom is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. 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 structured discovery and firm-approved tools.

Dana Shaker is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2023, Shaker worked at First Republic Investment Management and First Republic Securities from 2022 to 2023, Merrill from 2017 to 2022, and UBS Financial Services from 2015 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 discovery process supported by firm-approved planning tools.

Thomas Bencosme is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with a children's book project related to the Tooth Fairy, authored by his spouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 market models as part of its investment approach.