Omer Masood is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Paige Spielman is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020. Her prior roles include positions at Fundera, Stephanie Gottlieb, and Peerless Clothing. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with broader investment and financial product offerings.

Maryann Kavallieratos is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alan Sorokin is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 credential with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, and Aegis Capital Corp. 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 range of advisory programs, managing approximately $2.74 trillion in client assets.

Kaitlyn Mellini is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, City National Bank, and RBC Capital Markets, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides its services directly as well as through Corporate Financial Planning agreements.

Sarah Kasun is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has prior work experience at lululemon, CorePower Yoga, Money Map Press, and Durham University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Blumenthal is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including tenure at Morgan Stanley Private Bank since 2015. Prior to that, he was with Citigroup Global Markets starting in 1993. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Gregory Chaskin is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is the CEO and founder of Tutis Alternative Fund LLC, a personal investment vehicle focused on tax liens and deeds, and serves on the board of advisors for Consumer Software International Inc., a software development company. 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 structured planning tools and does not provide individual security recommendations as part of its standalone planning services.

Jerrold Tepper is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and economic modeling.

Michael Tuscano is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a partner in Syndicate Fishing LLC, a recreational fishing team based in Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.

Nancy Glassman is a financial advisor at Morgan Stanley with 36 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following a 23-year tenure at UBS Financial Services. She holds Series 63 and Series 65 registrations. 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 including tailored financial planning, managing approximately $2.74 trillion in client assets.

Nicholas Hariri 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 in 2022, he worked at Integrity Power Search and Enforce Consulting and has experience in education and business roles at Wake Forest University, Belfiore Cheese Company, and The Branson School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and planning tools without individual security recommendations in standalone plans.

Alexandre Meyer is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to his current role, he held positions including work at Fordham University and Lee Spring Company LLC. 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 uses structured planning tools and market models as part of its advisory process.

Shakuntala Adam is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored plans.

Jennifer Dipaola Turnbull is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Outside of her advisory role, she is the sole proprietor of JLTALT LLC, a property management business. 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 offers planning services supported by structured discovery conversations and firm-approved planning tools.

William Lasco is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential. He has been in the industry since 2025 and has previously worked at Carter Terry & Co Inc. and SFAA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by its Global Investment Committee.

Suzanne Folger is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley since 2016 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that includes firm-approved tools and modeling techniques.

Michael Malone is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Malone has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to assist clients in developing financial plans.

Terence Byrne is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Merrill for 28 years and Bank of America for 10 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Michael Zucker is a Series 66 licensed financial advisor with Morgan Stanley in New York, NY, and has four years of industry experience. His prior roles include positions at Mass Mutual Insurance Company, Mass Mutual Investors Services, and Equitable Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by structured discovery tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.