Samuel Yam is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held roles at several firms, including J.P. Morgan Securities, J.P. Morgan Chase Bank, Citigroup Global Markets, and Cetera Investment Services. 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 with 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 firm-approved tools and modeling techniques.

Larkin Julian is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024 before joining Morgan Stanley and its Private Bank in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Vassil Nikolov is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, following prior roles at Bank of America and Merrill Lynch from 2014 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Paige Zebrowski is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with nine years of industry experience. She 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 offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Eugene Desoiza Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. His credentials include 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 comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Kyle Witte is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney LLC since 2012, currently serving at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and risk modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Matthew Howard is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2017 and has worked at Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its advisory process.

Jonathan Klein is a Series 66-registered financial advisor with Morgan Stanley in New York, NY, having 17 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and has been with Morgan Stanley Private Bank, N.A. 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 range of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Lora Cooperman is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following over a decade at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, N.A. in various capacities. Morgan Stanley Wealth Management serves individual and institutional clients with 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 both direct and employer-sponsored planning services.

David Schrage is a financial advisor at Morgan Stanley in New York, holding a Series 66 license with six years of industry experience. He previously worked at Workbetter and Normandy Insurance Company before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by structured discovery processes and planning tools.

Corey Fleisher is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Morgan Stanley since 2009, including a decade at Morgan Stanley Private Bank, N.A. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market analysis.

George Manuelian is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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 provides services through both direct client relationships and corporate agreements.

Gregory Pidgeon is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 license and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and advanced modeling tools, delivering advisory services without individual security recommendations in standalone plans.

Connor O'Neill is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, currently serving in Morgan Stanley Private Bank, N.A. since 2021. He previously worked at Marist College from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Robert Mosberg is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 43 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a trustee for multiple family trusts and is a partner in an investment and finance business. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning and estate strategies supported by firm-approved tools and a structured planning process.

Eric Hernandez is a financial advisor at Morgan Stanley with 29 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he owns EKT Realty LLC, a real estate investment business based in New York. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both standalone and employer-sponsored financial planning services.

Ayomikun Obileye is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He has prior experience with firms including Quilam Capital and KPMG, and has been with Morgan Stanley since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and offering various investment products.

Bradford Cushman is a CFP® with 34 years of industry experience, currently serving at Morgan Stanley in New York, NY. He has worked with Morgan Stanley and its affiliated Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and economic modeling techniques.

Catalina Geller is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. She has been with Morgan Stanley since 2024, including experience at Morgan Stanley Private Bank, N.A. Catalina’s prior work includes roles in education and hospitality. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning services supported by firm‑approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets across a range of investment and planning strategies.

Seth Lee is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at EBNY Financial, Hoop Group, and Comcast NBCUniversal, as well as teaching positions at Fordham University and Morning Star Christian Academy. 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 firm-approved tools and methodologies.