Daniel Di Natale is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with one year of industry experience. Before joining Morgan Stanley in 2023, he worked at TSI Adjusters and has an academic background with several years as a full-time student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools.

Brianna King is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, bringing three years of industry experience. Her background includes roles at Morgan Stanley Private Bank and Mass Mutual, as well as prior experience outside finance in education and retail. Morgan Stanley Wealth Management offers a wide range of advisory programs serving both individual and institutional clients, with a financial planning process that incorporates firm-approved tools and models to support tailored strategies.

Oscar Lesniak is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he was affiliated with several educational institutions, including Macaulay Honors College CUNY, Monsignor Farrell High School, and I.S. 024 Myra S. Barnes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Riza Dekidjiev Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and Corporate Financial Planning agreements.

Julie Chang is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior experience includes roles at TD Bank, LIM College, and several companies in marketing and retail sectors. 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 employs a structured planning process using firm-approved tools and modeling techniques.

Oscar Cantu is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and accumulating 18 years of industry experience. He has worked at Morgan Stanley since 2009 and the Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering 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 using firm-approved tools and modeling techniques.

Celine Lam is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Lam holds Series 63 and Series 66 credentials and is based in New York, NY. Morgan Stanley Wealth Management provides a 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 uses structured discovery and firm-approved tools, with an emphasis on advisory services without individual security recommendations in standalone plans.

Darianne Curry is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, Merrill, and OneUnited Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 proprietary investment models as part of its advisory services.

Jean Beriau is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Based in New York, NY, Beriau has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its process.

Su Kim is a financial advisor at Morgan Stanley with 16 years of industry experience. Based in New York, NY, Su has been with Morgan Stanley since 2016 and currently works at Morgan Stanley Private Bank, N.A. Su holds the Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including 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 supported by firm-approved tools and market modeling techniques.

Matthew Lenza is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with seven years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS Financial Services from 2018 to 2020. Outside of his advisory role, he is the sole proprietor of Garden Bridge Ventures LLC, a property management business based in Hoboken, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Jackson Sessler is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked primarily at Morgan Stanley Smith Barney LLC since 2021. His prior experience includes roles at T. Rowe Price and Arrow Investment Advisors, as well as academic positions at the University of South Carolina. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing 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 financial planning agreements.

Jason Gardner is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and offers a broad range of investment and planning solutions.

Nathaniel Kukurudz is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and educational institutions such as Baruch College, Sciences Po Paris, and the London School of Economics. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs that incorporate firm-approved tools and models but do not provide individual security recommendations as part of standalone plans.

Zane Meeks is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Morgan Stanley, he spent several years involved with collegiate and high school men's basketball programs across various institutions. 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 Demarco is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes 14 years at UBS Financial Services before joining Morgan Stanley in 2020. 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’s planning process involves a structured discovery conversation and utilizes firm-approved tools and modeling techniques to develop comprehensive financial plans.

Benjamin Rockower is a Series 66-credentialed financial advisor at Morgan Stanley with three years of industry experience. He previously worked at UBS Financial Services Inc. and Mazars USA LLP. 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’s planning process involves structured discovery conversations and firm-approved tools, using various analytical methods to model financial outcomes.

Thomas Hodgson is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at AXA Advisors, LLC and Berdon LLC, as well as a period affiliated with the University of Arizona. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized groups such as Estate Planning Strategies.

Richard Priore Jr. is a CFP®-designated financial advisor with Morgan Stanley, based in New York, NY, and has 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Investment Committee for Green Chimneys, a nonprofit organization focused on education, where he reports investment results to the board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jaiyong Park is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at Zimmer Partners, AIG, Advanced Portfolio Management, Cohen & Steers Capital Management, and the New York City Department of Transportation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and investment management. The firm uses structured discovery processes and approved planning tools to develop financial plans, managing approximately $2.74 trillion in client assets.