Casey Weyand is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves on the advisory board of RxArt, a nonprofit organization focused on art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs a structured planning process utilizing approved tools and market simulations to support clients in developing and managing their financial plans.

Sal Di Ruggiero is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2015 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured discovery conversations and proprietary planning tools in its financial planning process.

Tyler Lombardo is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013, including his current role at Morgan Stanley Private Bank, N.A. in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Evan Mooney is a financial advisor at Morgan Stanley in New York, NY, with three years of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers LLP and Elon University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Richard Seid is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses to support its services.

Jerel Negron is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at BNY Mellon Securities Corporation and various other roles including positions outside of finance. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers financial plans both directly and through corporate agreements.

Gengsheng Lu is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015. Outside of his advisory role, Lu is involved in Medicare LTMC through Senior Whole Health as a contractor in the insurance sector. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 tools and modeling techniques as part of its advisory process.

Philip Ziminsky is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley since 2013. 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 and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Benjamin April is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2012 to 2020 before joining Morgan Stanley. Outside of his advisory role, he serves on the finance committees for the Beach Point Club and Our House NYC, organizations focused on social and community health initiatives. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a range of investment and planning strategies.

Andrew Lee is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his advisory role, he is involved with Sessions Payroll Management, Inc., which serves Netflix Productions, LLC, based in Burbank, California. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Christopher Oliveira is a financial advisor at Morgan Stanley in New York, NY, with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for eight years. Outside of finance, he has been involved with Franks Steaks since 2012. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Chad Levy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015 and 2016, respectively. Outside of his advisory role, Levy is president of Cavalier Technologies, a company that develops smartphone applications. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 firm-approved tools and market modeling techniques.

Christopher Mckeefrey is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association, as well as Citigroup Global Markets. Outside of his advisory role, he volunteers as a ski patroller at Windham Mountain, providing first aid and ensuring safety on the slopes during the winter months. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides investment solutions alongside related financial services.

Michelle Pagano is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 2000. 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 wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Alexander Kupferberg is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley since 2012 and with 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 a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Grayson Cook is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Derian Enterprises, Raymond James Financial Services, CentraVest Financial, and PRMG. Morgan Stanley Wealth Management offers advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of investment and planning strategies.

Gregory Chocko is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His previous work includes roles at Goldman Sachs & Co. LLC and Morgan Stanley Private Bank, N.A. He has also worked at Laidlaw Company and spent time at The University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and rigorous investment analysis.

Marc Kassab is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 66 registrations and with 23 years of industry experience. His career includes 20 years at Safra National Bank of New York before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he is involved as a passive investor or manager in family-affiliated business ventures related to tire technology and real estate investments. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and modeling tools, while offering a broad set of retail and institutional investment solutions.

Brianna Marinelli is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various capacities, including wealth management and investment services. Prior to her financial services career, she worked at Structure Tek Construction Inc and New York Community Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved planning tools and a range of investment programs. The firm manages a substantial asset base and provides tailored financial plans without making individual security recommendations as part of its standalone planning service.

Renee Delaney is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory work, she owns Yorkville Candle Co., a candle business based in New York. 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 analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.