Alexandra Kennedy is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup, Citizens Securities, Bank of America, Merrill, LPL Financial, and Hudson Valley Credit Union. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Joel Konigsberg is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Konigsberg serves on the University of Arizona SALT Center Advisory Board and acts as an arbitrator for FINRA. He is also involved in real estate through managing member roles in multiple related entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

Tyler Holt is a financial advisor at Morgan Stanley with a Series 66 license and three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he spent twelve years affiliated with the University of Kentucky. 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 utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Matthew Mc Kee is a financial advisor at Morgan Stanley in New York, NY, with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Morgan Stanley in 2020, he worked at UBS Financial Services and Fidelity Investments Institutional Services Company. 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 planning services primarily in an advisory capacity.

Stephanie Hoffmann is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2010. 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 structured discovery processes and firm-approved tools.

Keron Goldberg is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 29 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 individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Ryan Amberger is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at RBC Capital Markets and Seaport Global Securities LLC. He holds Series 63 and Series 65 licenses. 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’s financial planning process involves structured discovery conversations and firm-approved planning tools, with an advisory role that typically does not include individual security recommendations.

Michael Hooker is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Morgan Stanley, he worked as an audio engineer for three years. Outside of finance, he owns Mike Hook Music LLC, a business focused on audio engineering and recording. 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 supported by firm-approved tools and market analysis.

Robert Fischer is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. His work history includes multiple roles at Morgan Stanley since 2017 and a brief period at Virginia Tech. 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 investment modeling methods. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Evan Steinberg is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Steinberg also serves as an executor and trustee for several estates, handling related administrative and estate administration matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market return modeling.

Thomas Strackhouse is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and AXA Advisors. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Kerri Saperstein is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Goldman, Sachs & Co. and Morgan Stanley in various roles since 2010. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes with input from its Global Investment Committee, serving clients primarily in an advisory capacity.

Christopher Passannante is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His prior work history includes roles at Simon & Simon, PC, Philadelphia Fury, and Lafayette College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools.

Kimberly Greenberg is a financial advisor at Morgan Stanley with 19 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously spent nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lucas Graham Brown is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation. He has professional experience beginning in 2025, including a prior role at EY and academic tenure at the University of Richmond. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Janne Lee is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and methodologies.

Jean Baptiste Bernard is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, following seven years at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Bernard is the sole proprietor of TeraKind, LLC, an investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Global Investment Committee’s research to support financial decision-making.

Jose Martoral is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works at Morgan Stanley in New York, NY, where he has been since 2022. Prior to Morgan Stanley, Martoral held roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate agreements.

James Pace is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at JPMorgan Securities and Bank of America. 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 using firm-approved tools and modeling techniques.

Bryan Fowlkes is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following eight years at Bank of America. He serves as a trustee for investment-related trusts in Middletown, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools supported by its Global Investment Committee’s research.