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Andrew G
Series 63, Series 65
New York, NY
Morgan Stanley
Andrew Gates is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley, he worked at First Republic Securities Company and First Republic Investment Management. He also serves as a board member of Delaware Valley Corporation, a manufacturing company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and models.
Marcello B
Series 66
New York, NY
Morgan Stanley
Marcello Bellia is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Scotts Miracle-Gro Company and Crestwood Country Day Camp. 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 supported by firm-approved tools and modeling techniques.
Jillian N
Series 66
New York, NY
Morgan Stanley
Jillian Nicholson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed at Loyola University Maryland from 2014 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and offers access to various investment options and strategies.
Joseph M
Series 66
New York, NY
Morgan Stanley
Joseph Marino is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He worked at Merrill from 2018 to 2025 before joining Morgan Stanley Smith Barney LLC in 2025. He also has experience at Molloy College from 2015 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
John D
Series 66
New York, NY
Morgan Stanley
John Darcy is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley in 2026, he worked at Merrill from 2024 to 2026 and held various roles outside finance including positions in education and technology. 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 and financial planning services, managing approximately $2.74 trillion in client assets.
Lawrence E
Series 63, Series 66
New York, NY
Morgan Stanley
Lawrence Ennis is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.
Michael G
Series 66
New York, NY
Morgan Stanley
Michael Galasso is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.
Bradley M
Series 63, Series 65
New York, NY
Morgan Stanley
Bradley Marks is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Based in New York, NY, his background is primarily within Morgan Stanley’s wealth management divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.
John P
CFA®, Series 63, Series 65
New York, NY
Morgan Stanley
John Pyne is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 43 years of experience in financial services. He has been with Morgan Stanley since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the board of directors for The Bathing Corp of Southampton, a beach club. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.
Victor M
Series 66
New York, NY
Morgan Stanley
Victor Mihaiu is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 17 years of industry experience. He has been with Morgan Stanley since 2014. 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, managing approximately $2.74 trillion in client assets.
Michael M
Series 66
New York, NY
Morgan Stanley
Michael Mauro Garcia is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by approved tools and market simulations.
Anastasia M
Series 63, Series 65
New York, NY
Morgan Stanley
Anastasia Makedon is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior work includes multiple roles at the University of Delaware and a position at The Siegfried Group. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial plans and various investment products.
Melanie B
Series 63, Series 65, Series 66
New York, NY
Morgan Stanley
Melanie Burnett is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.
Wesley D
Series 63, Series 66
New York, NY
Morgan Stanley
Wesley Dickinson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and GFI Securities. He serves on the Investment Committee of Dwight-Englewood School in New Jersey. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by proprietary tools and models. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and structured product activities.
Meagan S
Series 63, Series 65
New York, NY
Morgan Stanley
Meagan Scotti is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 65 designations and joined Morgan Stanley in 2023. Her prior experience includes roles in art galleries and fine dining, as well as entrepreneurial work with Marvelous.works. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Andrew D
Series 63, Series 65
New York, NY
Morgan Stanley
Andrew Damato is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Republic Investment Management and J.P. Morgan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.
Vincenzo C
Series 63, Series 66
New York, NY
Morgan Stanley
Vincenzo Cimino is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and previously worked with Morgan Stanley Services Group Inc. Outside of his advisory role, he is involved in real estate investments through ownership and partnership in several investment-related LLCs. Morgan Stanley Wealth Management provides a broad range of financial advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and corporate financial planning arrangements.
Vikki H
Series 63, Series 65
New York, NY
Morgan Stanley
Vikki Hubbard is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. She previously worked at UBS Financial Services Inc from 2009 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its advisors and specialized estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.
Anthony G
Series 66
New York, NY
Morgan Stanley
Anthony Giliberto is a financial advisor at Morgan Stanley with nine years of industry experience. He has held roles at Morgan Stanley since 2016, including six years with Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.
Jerry C
Series 63
New York, NY
Morgan Stanley
Jerry Colletti is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and having 33 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. Prior to that, he was associated with Citigroup Global Markets. 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 financial planning process using firm-approved tools and modeling techniques.
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