Walter Mould is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill from 2016 to 2025 before joining Morgan Stanley Smith Barney LLC. 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 firm-approved planning tools.

Matthew Narlinger is a CFA® charterholder with 10 years of industry experience. He is currently with Morgan Stanley in New York, serving since 2024, following prior roles at Wells Fargo Clearing Services LLC and Thrivent Financial. Outside of his advisory work, he serves as a sports official in New Jersey. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Matthew Schuster is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and models.

Lorenzo Sferrazza is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, UBS Financial Services, and UBS Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and investment research.

Richard Frank is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He worked at Cantor Fitzgerald & Co. from 2014 to 2017 before joining Morgan Stanley in 2018, where he has been affiliated with both Morgan Stanley and Morgan Stanley Private Bank. 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 uses structured planning tools and a variety of investment programs while serving a broad client base through both direct and corporate financial planning arrangements.

Nadia Persaud is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2020 and previously worked at the University of Delaware from 2016 to 2020. 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 firm-approved tools and models.

Nicole Nukho 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, she worked at Diskko and Westchester Therapy Solutions and has experience in educational settings including Fordham University and The Ursuline School. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

Jeffrey Westcott is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its private bank since 2009. Outside of his advisory role, he is a co-manager of a limited liability company involved in boat ownership and maintenance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings.

James Newman is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. Before joining Morgan Stanley in 2018, he worked at GAMCO Investors, Inc. and G.research, LLC. Outside of his advisory role, Newman has worked as a delivery contractor for food delivery services Doordash and Grubhub. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Andrew Gallagher is a CFP®-credentialed financial advisor with ten years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2023, following prior roles at First Republic Investment Management and JP Morgan. Outside of his advisory work, he is involved as a partner and sole proprietor in real estate investment entities. 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, utilizing structured processes and firm-approved tools to develop tailored client plans.

Brian Mcloughlin is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2006, including a decade at UBS Financial Services prior to that. Outside of his advisory role, he serves on the Golf Committee at Arcola Country Club in Paramus, New Jersey. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on 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 that include relationships with investment companies, private funds, and other financial products.

Erik Larson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2014, including work at Morgan Stanley Private Bank, National Association since 2015. Larson is also involved with HQ Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its investment approach.

Christopher Reardon is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at J.P. Morgan Chase and has a background that includes roles in education and model management. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stephen Miller is a Series 66-credentialed financial advisor with Morgan Stanley in New York, NY, having three years of industry experience. Prior to joining Morgan Stanley, he worked at Allegis Global Solutions and AltaVista Strategic Partners, and has a background that includes roles at Rhodes College and Severn School & Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers financial planning as well as investment services through a structured and diversified approach.

Alexander Calderon is a financial advisor at Morgan Stanley in New York, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Binghamton University and DoubleVerify. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services ranging from personal financial plans to institutional investment solutions.

Emma Lore is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Before joining Morgan Stanley in 2025, she worked at JP Morgan Chase for two years and has academic experience from Marist University. 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’s planning process uses structured tools and modeling techniques to assist clients, who are responsible for implementing and maintaining their plans.

Eamon Dworkin is a financial advisor with Morgan Stanley in New York City, holding a Series 66 designation and with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

James Ferrante is a Series 66 licensed financial advisor with Morgan Stanley in New York, NY, and has 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Outside of his advisory work, he is a passive co-owner of Bold Dynamics, LLC, a business that sells curtains on Amazon. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, combining tailored financial planning with comprehensive investment options.

David Tyree 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, Bank of America, and Merrill. He is based in New York, NY. 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 and manages approximately $2.74 trillion in client assets.

James Marner is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and five years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill Lynch, and several other firms. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range 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 market analysis.