Noah Rosenthal is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. 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 and utilizes structured planning tools and modeling techniques to support client goals.

Mary Grace Regan is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. She previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. from 2021 to 2024 and has background experience at Loveshackfancy and Vineyard Vines. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Jamie Goldgrub is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at Bank of America, Merrill Lynch, National Asset Management, National Securities Corp, RBC Capital Markets, and Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

David Greene is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes roles at First Republic Investment Management, Bank of America, and Merrill. Outside of his advisory work, he serves as a board member of the David and Alan Greene Family Foundation, which focuses on religious, health and welfare, economic assistance, and youth causes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Joshua Friedman is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Morgan Stanley since 2012. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and investment committee insights.

Ryan Lewis is a CFP® professional at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Lewis teaches CFP courses at Pace University and serves as Chief Financial Officer for a small manufacturing firm, CCMI. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Ryan Willsen is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. 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 using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Shang Wen Huang is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. 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 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 that utilizes firm-approved tools and modeling techniques.

Jeffrey Embree is a CFP® professional with 27 years of experience, currently serving as a financial advisor at Morgan Stanley in New York, NY. Prior to joining Morgan Stanley in 2019, he worked at UBS Financial Services Inc for eight years. He is involved in the Hockey Players in Business networking group and holds an officer role with the Winged Footers intraclub at the New York Athletic Club, contributing to event planning. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

John Longo is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank, National Association since 2015, and Citigroup Global Markets from 2002 to 2004. Outside of his advisory work, he is the majority owner of a wine import business and is involved in a restaurant and bar operation in New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Christina Schatz is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. She serves as a board member and treasurer for Neo Philanthropy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Kayla Gager is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Angelo Gentile is a CFP® professional at Morgan Stanley with two years of industry experience. He has worked previously with Steward Partners and U.S. Bank, and has a background that includes a four-year tenure at Fordham University and a decade of involvement with Siwanoy Country Club. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and modeling techniques.

Allison Banavitch is a financial advisor at Morgan Stanley in New York, NY, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Susquehanna International Group, The Vanguard Group, and Bausch Health. 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 research. The firm manages approximately $2.74 trillion in client assets and provides financial planning through structured discovery conversations without individual security recommendations as part of the standalone service.

Tricia Kinane is a Certified Financial Planner® with 26 years of industry experience, currently serving at Morgan Stanley in New York, NY. She has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and comprehensive investment services.

Scott Lazarus is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing before joining Morgan Stanley’s Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, 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 structured planning tools and investment estimates to support its advisory services.

Kevin Masella is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Morgan Stanley since 2022 and previously held roles at Compass Distributors LLC, North Square Investments LLC, and Illinois Tool Works. Based in New York, NY, he currently advises clients through Morgan Stanley Wealth Management. 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 uses structured planning tools without providing individual security recommendations as part of its standalone planning services.

Ryan Brown is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, where he has worked since 2009. He has 25 years of experience in the industry, including his current tenure at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

Brian Herbets is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and AXA Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Philip Kang is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. 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, managing approximately $2.74 trillion in client assets.