David Mash is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in extra and background acting. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Michael Lysenko is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves on the advisory board of Kids' Music Round in Brooklyn, NY. 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 utilizes structured planning tools and broad investment strategies but generally does not provide individual security recommendations as part of its standalone planning services.

Frank Delli Carpini is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and 34 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory approach.

Charles Albanese is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market outcome modeling in its financial planning process.

Vito Tartamella is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018 and previously worked at Morgan Stanley Services Group Inc. from 2013 to 2018. Tartamella holds a Series 66 designation and is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 market simulations.

Sabrina Parness is a financial advisor at Morgan Stanley in New York, NY, with seven years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Franklin Templeton Investments. 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 firm-approved tools and methodologies.

John Shillingford is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work history includes roles at Wells Fargo Clearing Services LLC and Raymond James & Associates. Outside of his advisory work, he is involved in investment-related activities through two personal ventures focused on private equity and commercial battery equipment leasing. Morgan Stanley Wealth Management serves individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning strategies and comprehensive investment solutions.

Zoe Stathes is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Morgan Stanley, she gained experience in various roles at Penn State University and Amentum. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning that incorporates advanced modeling techniques without specific individual security recommendations.

Abbas Baqueri is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, previously working at Morgan Stanley Private Bank. Baqueri is also a director at Paramount Global Solutions, a business that facilitates strategic alliances by matching companies with vendors domestically and internationally. 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 planning process using firm-approved tools and modeling techniques.

Andrew Dupont is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2005, including a previous decade at UBS Financial Services. 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, including tailored financial planning supported by firm-approved tools and methodologies.

Katia Grasman is a Series 66-licensed financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2009. Outside of her advisory role, she is a seasonal property owner in Wainscott, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methodologies.

Laszlo Vasady Kovacs is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at UBS Financial Services, Merrill, Bank of America, and First Republic Investment Management. Outside of his advisory work, he is the sole proprietor of a real estate business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques.

Michael Jawien is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. Since 2023, he has served on the advisory board of Nasdaq Dorsey Wright. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured discovery conversations and firm-approved planning tools, offering services primarily in an advisory capacity without individual security recommendations in standalone planning programs.

Richard Yuen is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63, Series 65, and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Carly Stello is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, she studied at Penn State University and has held roles outside of finance, including at Lifetime Health and Fitness Center and Brick and Brew. Morgan Stanley Wealth Management provides advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial plans supported by structured discovery processes and firm-approved tools.

Barry Vener is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and over 46 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and associated with Morgan Stanley Smith Barney since 2009. Prior to this, he worked at Citigroup Global Markets from 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 proprietary tools and research.

Liam Holland is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Pacer Financial, Inc. and has an academic background from the University of Miami. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and processes.

Giana Benson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation and with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously attended Providence College from 2013 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Marc Paddyfoot is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and over five years of industry experience. He has been with Morgan Stanley since 2000. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

Brandon Sumner is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2019 and at Morgan Stanley Private Bank, N.A. since 2025. Outside finance, he was involved with the Loscher Basketball Academy and Gate Hill Day Camp. 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 processes. The firm manages substantial client assets and provides planning services that focus on advisory support without individual security recommendations in standalone programs.