Allison Lane is a financial advisor at Morgan Stanley in New York, NY, holding the Series 66 designation with one year of industry experience. Her prior roles include positions at UBS and Compass. She has worked in diverse environments including Fordham University and the Manhasset Bay Yacht Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 firm-approved tools and methodologies.

Ringo Lu is a financial advisor at Morgan Stanley in New York, NY, with 12 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing 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 that incorporates firm-approved tools and market return estimates.

Darren Dequatro is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and UBS Financial Services. Outside of his advisory role, he is a passive investor in a remote video auditing company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Tweed Bogache is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked within Morgan Stanley Smith Barney LLC since 2019 and is currently associated with Morgan Stanley Private Bank, N.A. since 2021. He holds a Series 66 designation and previously studied at Georgetown University. 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 financial planning and estate strategy services, supported by structured discovery processes and firm-approved planning tools.

Jake Shulman is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses with four years of industry experience. He worked at Morgan Stanley since 2022 and previously attended Penn State University from 2017 to 2021. Morgan Stanley Wealth Management provides a 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 serves clients through both direct individual plans and Corporate Financial Planning agreements.

Alexandra D'angelo is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at BOZZUTO Associates from 2021 to 2022 and was a student from 2010 to 2021. 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 analytical tools.

Philip Messina is a financial advisor at Morgan Stanley with 11 years of industry experience. He has worked at Morgan Stanley since 2017 and previously at Merrill from 2015 to 2017. Outside of his advisory role, he is a partner at Thy Royalty LLC, a retail and online store business based in Hoboken, New Jersey. 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 processes and approved planning tools.

William Platt is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following nine years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Rohil Basu is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including six years with Morgan Stanley Private Bank, N.A. He previously worked at New York University from 2014 to 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Brook Solliday is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Solliday holds the Series 66 designation and is based in New York, NY. 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 analytical tools.

Matthew Lavin 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. His prior work includes roles at J.P. Morgan Securities Inc and JPMorgan Chase Bank, as well as StoneCastle Partners. He has been with Morgan Stanley and its Private Bank since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

Lauren Nardone is a financial advisor at Morgan Stanley with 15 years of industry experience. She previously worked at Merrill for nine years before joining Morgan Stanley Smith Barney LLC. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses.

Jonathan O'Reilly is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. He is also involved in estate administration as a successor trustee. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, though clients are responsible for implementing and updating their plans.

Claire Lucas is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. She joined Morgan Stanley in 2025 and has prior experience with CMG Worldwide and the University of Southern California. 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 modeling techniques.

Natalie Flotner is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley Smith Barney LLC. She is based in New York, NY. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing 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 financial planning process using firm-approved tools and modeling techniques.

William Miller is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Ireland Olson is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Olson worked at MCI Contractors Inc and has held various roles in educational institutions including UCLA and College of the Desert. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm‑approved tools and methodologies.

Kathleen Reynolds is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. She worked at Merrill from 2000 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management provides a 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 offers both direct client plans and corporate financial planning agreements.

Marjorie Samuels is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes prior roles at Wunderlich Securities, Inc. from 2015 to 2022 and Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling in its advisory process.

Robbie Higdon is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has served in the New Jersey Army National Guard since 2016. His background includes work at Montclair State University and a business development role with Red Mountain Solutions, a technology and wholesale distribution firm in Houston. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of investment and financial products.