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Olumide W

Series 66

New York, NY

Morgan Stanley

Olumide Wilkey is a financial advisor at Morgan Stanley with 23 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2025 before joining Morgan Stanley in 2025. He holds the Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and asset management. The firm uses structured planning tools and models client outcomes without providing individual security recommendations as part of standalone planning.

General estate planning guidance
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Charlene L. M

Series 66

New York, NY

Morgan Stanley

Charlene L. Miles is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is a managing member of Northern Hills Redevelopment LLC, a real estate investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a broad range of advisory programs supported by structured planning tools and investment research.

General estate planning guidance
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Aemilia F

Series 66

New York, NY

Morgan Stanley

Aemilia Ferreira is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Her prior roles include positions at Goldman Sachs and Shoal LLC DBA Dune Boutique, along with a background in education at Milton Public Schools and Boston College. Morgan Stanley Wealth Management delivers a range of advisory programs to individuals 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 employs a structured planning process using firm-approved tools and market simulations.

General estate planning guidance
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Hudson R

Series 66

New York, NY

Morgan Stanley

Hudson Rogers is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 2019 and has prior experience at Mesirow Financial and Great American Insurance Group. Outside of his advisory work, Rogers is a partner in a property management business based in Newport, Kentucky. Morgan Stanley Wealth Management serves individual and institutional clients, providing comprehensive financial planning and investment advisory services supported by firm-approved tools and a structured planning process.

General estate planning guidance
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Albert D

Series 63, Series 66

New York, NY

Morgan Stanley

Albert Dishner is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and global investment research.

General estate planning guidance
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Jane H

Series 63

New York, NY

Morgan Stanley

Jane Hand is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 38 years of industry experience. She 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 and financial planning services that utilize structured discovery processes and firm-approved planning tools to develop tailored plans.

General estate planning guidance
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Mary Z

Series 63, Series 66

New York, NY

Morgan Stanley

Mary Zwaan is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 certifications and has previously worked at UBS Financial Services and The Vanguard Group. Outside of finance, she has experience in community and recreational activities, including involvement with the Northside Leadership Conference and University of Pittsburgh intramurals. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

General estate planning guidance
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Frank S

Series 63, Series 66

New York, NY

Morgan Stanley

Frank Stubbolo Jr. is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Raymond James & Associates. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Conor M

Series 63, Series 66

New York, NY

Morgan Stanley

Conor Maccourtney is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses tools such as Monte Carlo simulations and Secular Return Estimates.

General estate planning guidance
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Daniel K

Series 63, Series 65

New York, NY

Morgan Stanley

Daniel Kadden is a financial advisor at Morgan Stanley in New York, holding the Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent four years at the University of Michigan. Outside of his advisory role, he holds memberships in private investment-related entities including ESXL LLC, ZJDK LLC, and a trust based in New York. 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 and financial planning services supported by a structured planning process and advanced modeling tools.

General estate planning guidance
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Luca G

Series 66

New York, NY

Morgan Stanley

Luca Graci is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. He has held positions within Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2022. Prior to his financial services career, he worked at CSNV studio and taught at CUNY Baruch and CUNY Queens College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Meera M

Series 63, Series 65

New York, NY

Morgan Stanley

Meera Mayer is a financial advisor at Morgan Stanley with 12 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a board member for the Columbia Business School Chazen Institute for Global Business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, supporting clients in developing tailored financial plans.

General estate planning guidance
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Nicholas L

Series 63, Series 65

New York, NY

Morgan Stanley

Nicholas Lister is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and totaling two years of industry experience. He previously worked at Janney Montgomery Scott and Certified Financial Services and has a diverse work history including a role at TD Bank. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

General estate planning guidance
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Connor M

Series 66

New York, NY

Morgan Stanley

Connor Mckinney is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley since 2012 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 66 designation. 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 manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Vincent S

Series 66

New York, NY

Morgan Stanley

Vincent Sege Jr. is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market modeling techniques.

General estate planning guidance
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Kevin G

Series 66

New York, NY

Morgan Stanley

Kevin Greenan is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for nine years prior to joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of 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 financial planning process supported by firm-approved tools.

General estate planning guidance
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Arthur C

Series 63, Series 65

New York, NY

Morgan Stanley

Arthur Caruso is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009 and has worked specifically 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 range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Nicholas V

Series 63, Series 65

New York, NY

Morgan Stanley

Nicholas Vertucci is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Salvatore I

Series 63, Series 65

New York, NY

Morgan Stanley

Salvatore Ianniello is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials with three years of industry experience. His prior work includes roles at Equitable Advisors and a three-year period at Umbertos Clam House. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and modeling techniques to support client goals.

General estate planning guidance
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Jeffrey S

Series 66

New York, NY

Morgan Stanley

Jeffrey Sussman 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, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved with a trust-related business activity in Aventura, Florida. 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 structured planning processes supported by firm-approved tools and models.

General estate planning guidance
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