Jeffrey Gersten is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of his advisory role, he serves as trustee and co-trustee of a family trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Karen Craddock is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Based in New York, NY, her career is focused within this firm. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Wayne Jenq is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley since 2016 and currently works at Morgan Stanley Private Bank, N.A. outside of his advisory role, he is the sole proprietor of Wanye LLC, a real estate investment and property management business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and delivers a broad range of investment services alongside its financial planning offerings.

Jeffrey Di Napoli is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. He serves on the Advisory Board of the Providence College Wall St. Counsel, where he helps coordinate alumni networking events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning services supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Renato Reali is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services Inc. from 2011 to 2020. Outside of his advisory role, he owns a commercial real estate property in Dix Hills, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Carina Sumeico is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to her career in finance, she was involved in education, teaching at various levels including middle school, high school, and at the University of Michigan from 2010 to 2020. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm‑approved tools, emphasizing client responsibility for plan implementation and updates.

David Sgorbati is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools along with scenario modeling in its financial planning process.

Akane Ohara is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she held positions at Japan Society, Inc., Asics Corporation, General Electric Company, Ross Stores, Inc., Nordstrom, Inc., and Chiller Ice Rink. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment services.

Geraldine Curatolo is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney, Charles Schwab, E*TRADE Capital Management, and Astoria Bank. 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 a structured planning process supported by firm-approved tools and modeling techniques.

Lidia Cirianni is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she owns a lifestyle brand and art business and works as a freelance affiliate marketer for a swimwear brand. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Samuel Reilly is a Series 66-credentialed financial advisor with Morgan Stanley in New York, NY, and has 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a board member of the Maritime College Alumni Association, a nonprofit organization based in the Bronx, NY. 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 employs a structured planning process supported by advanced modeling tools.

Matina Otto is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior roles include positions at KeyBank and Key Investment Services. Outside of finance, she worked for ASUO Designated Driver Shuttle and has experience connected to the University of Oregon and Mount Bachelor Village Resort. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and planning tools to develop financial plans, operating primarily in an advisory capacity.

David Lewis is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2006, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, supporting clients through advisory services without individual security recommendations as part of standalone planning.

Brian O'Donnell is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at 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 provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Frank Powers is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with 16 years of industry experience. His prior roles include positions at Pinebridge Investments LLC and Neuberger Berman LLC. 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, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Michael Testa is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Camila Hoz De Vila is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. Her work history includes multiple roles at Morgan Stanley since 2021 and prior experience in educational settings at the University of Maryland and Moorestown High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning through direct client relationships and corporate financial planning agreements.

Estilita Vasquez is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 15 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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, with services focusing on advisory support rather than direct security recommendations.

David Ippolito is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

F. Leopold is a Series 66-registered financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2019, Leopold held positions at Equinox, Pixability, Music Choice, and Altice Media Solutions. Outside of finance, Leopold works as a self-employed DJ in New York City. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate financial planning agreements.