Donald Kerr is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Andrew Konigsberg is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is currently with Morgan Stanley in New York, having previously worked at RBC Capital Markets, Goldman Sachs, and PIMCO. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array 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 offers services through its Financial Advisors and Estate Planning Strategies Group.

Carsyn Cebulski is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2023, Carsyn worked at UBS Financial Services and Tricia Richard. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, offering a wide range of advisory programs.

Xue Cao is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and with three years of industry experience. Prior to joining Morgan Stanley in 2019, Cao worked at Collectrium at Christies from 2015 to 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services designed around forecasting models such as Monte Carlo simulations.

Walter Palmer Jr. is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Stuart Dubson is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning and offers services supported by approved planning tools and models, managing approximately $2.74 trillion in client assets.

Palmiris Rivas is a financial advisor at Morgan Stanley with eight years of industry experience. Her prior roles include positions at Citigroup, JPMorgan Chase Bank, JP Morgan Securities LLC, and TD Bank. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and investment committee resources in its advisory process.

Jon Vandevander is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and with 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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. Their planning process uses firm-approved tools and models to support structured financial planning, with services typically offered on an advisory basis.

Nicholas Kavallieratos is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he is the sole proprietor of Cavallier Capital LLC, focusing on collecting antiques, comics, art, and cars. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, 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 through both direct and corporate financial planning agreements.

Lia Schulman is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, she worked on The Drew Barrymore Show and The Maury Povich Show. Outside of finance, she works as a freelance script supervisor for KM Studio AB, an art and culture consultancy based in Sweden. 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 and financial planning services that integrate advanced modeling tools and a structured planning process.

Zachary Kroencke is a financial advisor at Morgan Stanley based in New York, NY, holding a Series 66 designation with one year of industry experience. His career includes roles at Morgan Stanley Private Bank, Fortress Wealth Solutions LLC, Fortress Investment Group LLC, and Neuberger Berman. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Terry Osborn is a Certified Financial Planner® affiliated with Morgan Stanley, with 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015, both based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 through its Financial Advisors and Estate Planning Strategies Group.

Christian Martinez is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms including UBS Financial Services, Merrill, Bank of America, and First Republic Investment Management. He is based in New York, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and 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 that includes firm-approved tools and scenario modeling.

Nicholas Dufeu is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked six years at Cushman & Wakefield. Outside of his advisory role, he serves on the finance committee of the UCL Friends and Alumni Association in New York. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, emphasizing financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Matthew Gershon is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2002, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Daniel Sherman is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad retail and institutional investment options.

Talal Bazzi is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and has prior experience with Raymond James, Northwestern Mutual, and Morgan Stanley in earlier roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Joseph Guerrero is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Jefferies LLC, JP Morgan Chase, and CNA Insurance. He served in the US Army Reserve from 2011 to 2017. 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 structured planning tools and modeling techniques in its financial planning process.

Lisa Wolf is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Kitty Shum is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held her current role at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.