Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Maria Carmen B

Series 63, Series 65

New York, NY

Morgan Stanley

Maria Carmen Baker is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and 18 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide 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 financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar
firm logo

Peter B

Series 66

New York, NY

Morgan Stanley

Peter Barcia is a Series 66 licensed financial advisor at Morgan Stanley in New York, NY, with eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021 and previously served five years at Bank of America Private Bank. 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 firm-approved tools and market outlook models.

General estate planning guidance
user avatar
firm logo

Warren B

Series 66

New York, NY

Morgan Stanley

Warren Brickner is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at notable firms including J.P. Morgan Chase & Co. and IBM. In addition to his advisory work, he is a writer for Baseball Prospectus, focusing on scouting minor league baseball prospects. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, applying proprietary modeling techniques to support client goals.

General estate planning guidance
user avatar
firm logo

Tracy B

Series 65, Series 66

New York, NY

Morgan Stanley

Tracy Bird is a financial advisor with Morgan Stanley in New York, NY, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array 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 financial planning process using firm-approved tools and models.

General estate planning guidance
user avatar
firm logo

Ishika C

Series 63, Series 65

New York, NY

Morgan Stanley

Ishika Cividi is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and three years of industry experience. She has been with Morgan Stanley and its related entities since 2023. Prior to her financial services career, she held roles at companies including ConocoPhillips and TDECU Credit Union. 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 with a structured financial planning process supported by proprietary tools and modeling techniques.

General estate planning guidance
user avatar
firm logo

Harry M

Series 63, Series 66

New York, NY

Morgan Stanley

Harry Murphy is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Morgan Stanley, he worked at The Vanguard Group and Ryan LLC. Outside of finance, he has a background that includes teaching and involvement with a golf club over several years. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, combining tailored financial planning with access to extensive investment resources and institutional capabilities.

General estate planning guidance
user avatar
firm logo

Benjamin C

Series 66

New York, NY

Morgan Stanley

Benjamin Caffrey is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at New York Life Company for three years. His background also includes roles outside finance, such as working at Jefferson Valley Service Station and Black Widow Pest Control. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Christopher M

Series 66

New York, NY

Morgan Stanley

Christopher Magliocco is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY. He joined Morgan Stanley in 2025 after graduating from Franklin & Marshall College in 2024 and holds no prior industry experience. 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 through a range of advisory programs and planning tools.

General estate planning guidance
user avatar
firm logo

Julia S

Series 66

New York, NY

Morgan Stanley

Julia Supple is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2026, she spent eight years at Merrill and has worked as a massage therapist at a chiropractic practice since 2005. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Jessica R

Series 66

New York, NY

Morgan Stanley

Jessica Reeder is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she worked at the Alma Domestic Violence Foundation and held roles in financial services and payment solutions companies. Morgan Stanley Wealth Management provides a broad range of advisory programs 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 combines retail and institutional services with a range of investment-related activities.

General estate planning guidance
user avatar
firm logo

Valencia T

Series 63, Series 65

New York, NY

Morgan Stanley

Valencia Tuitt is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides 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 employs structured planning tools and modeling techniques as part of its advisory services.

General estate planning guidance
user avatar
firm logo

Matthew K

Series 63, Series 66

New York, NY

Morgan Stanley

Matthew Kutz is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Wolfe Research Advisors, Wolfe Research Securities, Garville Corp, and a teaching position at Marist College. 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, utilizing firm-approved tools and models without providing individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar
firm logo

Susan F

Series 63, Series 65

New York, NY

Morgan Stanley

Susan Feitelberg is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by a structured discovery process and advanced modeling tools.

General estate planning guidance
user avatar
firm logo

Quinn C

Series 66

New York, NY

Morgan Stanley

Quinn Coughlin is a financial advisor at Morgan Stanley with one year of industry experience. He has previously worked at QOE Capital, Intercontinental Exchange, Bloomberg LP, and spent three years at Binghamton University. Quinn is the sole proprietor of QOE Capital LLC, a holding company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

General estate planning guidance
user avatar
firm logo

Joseph M

Series 66

New York, NY

Morgan Stanley

Joseph Minaudo is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he is involved in managing rental property investments through various entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
user avatar
firm logo

Logan D

Series 66

New York, NY

Morgan Stanley

Logan Deitchman is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he worked at EDP Renewables and LPS Capital and spent several years as a full-time student. Outside of his advisory role, he owns and operates a retail and online business called All Things Pickleball. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, 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 and investment committee analyses.

General estate planning guidance
user avatar
firm logo

Jared S

Series 63, Series 65

New York, NY

Morgan Stanley

Jared Samos is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank for eight years before joining Morgan Stanley in 2020. He is also involved with ChartHop LLC in an investment-related capacity. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
user avatar
firm logo

Eric M

Series 66

New York, NY

Morgan Stanley

Eric Miele is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. He previously worked at UBS Financial Services and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual 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 modeling techniques.

General estate planning guidance
user avatar
firm logo

Shatavia M

Series 66

New York, NY

Morgan Stanley

Shatavia Milton is a Series 66 licensed financial advisor with Morgan Stanley in New York, NY. She has 19 years of industry experience and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various programs, including relationships with investment companies, private funds, and structured-product activities.

General estate planning guidance
user avatar
firm logo

Christopher P

Series 63, Series 66

New York, NY

Morgan Stanley

Christopher Passavia is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank N.A. from 2015 to 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with plans that incorporate the Global Investment Committee’s return estimates and Monte Carlo simulations to model outcomes.

General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)