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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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