Brian Cumberland is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, N.A., and previously held roles at GreyArc Global Investors, Foreside Fund Services, ABR Dynamic Funds, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and models and manages approximately $2.74 trillion in client assets.

Andrew Hatcher is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2019 and previously spent three years at Wells Fargo Clearing and one year at Wells Fargo Advisors. He 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 firm-approved tools.

Todd Boertzel is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has previously worked at Barclays Capital Inc. and has been with various Morgan Stanley entities since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering 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 using firm-approved tools and market simulations.

Craig Demaio is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

Megan Stannard is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Boenning & Scattergood, Inc., Sei, Wells Fargo, and Elon University. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through both direct and corporate financial planning agreements.

Erick Silva is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Merrill, with additional background in leadership and student life roles at Roger Williams University. Silva also has experience in conflict resolution training. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.

Alexander Suero is a CFP®-certified financial advisor with Morgan Stanley in New York, NY, bringing 21 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and 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 offers tailored financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

David Hsu is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Randy Pulley is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Pulley 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 conversations and firm-approved planning tools.

Nancy Parylak is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously with Wells Fargo Clearing, Harrisdirect LLC, and TD Ameritrade. Her current role has been with Morgan Stanley Smith Barney LLC since 2024. 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 scenario modeling, with a broad range of retail and institutional investment services.

Christopher Lee is a CFP® professional with 26 years of experience in financial services. He currently works at Morgan Stanley and previously spent 14 years with J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, Lee serves on the board of the Korean-American Youth Foundation and is Chair of the Board of Trustees at Buckley Country Day School. He is also an investor in a restaurant business. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad network of financial advisors and specialized groups.

Daniel Hollenberg is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015, including a current role at Morgan Stanley Private Bank, N.A. in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary modeling in its financial planning process.

Anthony Perna is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple Morgan Stanley entities, including Morgan Stanley & Co. LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Myles Bayne is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His prior roles include positions at Blue Ocean Wealth Solutions, Hilton, and SUNY Old Westbury. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to develop tailored financial plans.

Jesse Friedman is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Friedman is involved with ESF Endeavors, a technology-related business based in New York. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.

Daniel Livingstone is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Livingstone holds a Series 63 designation. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Mitchell Silverman is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He joined Morgan Stanley in 2026 after working for Crowe LLP from 2023 to 2026 and has previously been employed at Ohio State University and Clearwater Beach Club. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Sean Hanigan is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and eight years of industry experience. His career includes positions at First Republic Securities Company and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to his advisory roles, he worked with Tutor Doctor. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Riley Gannon is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked in various roles at Balenciaga America, Tiffany & Co., Bandier, Tapestry Inc., and KMW Textiles. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass broad retail and institutional offerings.

David Livingston is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 registrations. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range 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 uses a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.