Evan Semegran is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a 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 a structured financial planning process supported by firm-approved tools and research.

Brian Riccardi is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 65 credentials. 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 a financial planning process centered on structured discovery and firm-approved tools.

Scott Wilson is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Robert Michaelson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. His work history includes roles at New York University - School of Professional Studies and Olive Tree Holdings. 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, including tailored financial planning that utilizes firm-approved tools and methodologies to assist clients in their financial decisions.

Eric Kirchner is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to his advisory career, he spent several years in education at Villanova University and Saint Peter's Preparatory High School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Caridad Serra Gallo is a financial advisor at Morgan Stanley in New York, NY, with 31 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1990. Outside of finance, she is involved with Intrigue Dance Intensive, serving as a wristband coordinator for the dance convention. 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 a structured planning process supported by proprietary tools and investment modeling techniques.

James D'amico is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. James has also been involved with Life Science Intelligence and Lings Banquet LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Yasmeen Nuwayhid is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles at Openigloo, Warby Parker, and New York University. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured discovery conversations and firm-approved planning tools, emphasizing advisory services without providing individual security recommendations as part of standalone planning.

Kevin Murray is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individuals and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its services.

Michael D'onofrio is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of his advisory role, he is a partner in MGC LLC, a real estate-related business in Pelham, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including 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 utilizing firm-approved tools and scenario modeling.

David Glickstein is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he operates a small food blog. 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 and financial planning services. 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.

Carl Jean is a financial advisor at Morgan Stanley, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Morgan Stanley since 2016, including time at MORGAN STANLEY & Co. LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm utilizes structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Andrea Davidson is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked with Morgan Stanley Private Bank, N.A., as well as founding and operating a business called Organized by Andie. Prior to her advising career, she spent five years at the Nelson-Atkins Museum of Art. Morgan Stanley Wealth Management provides a range of advisory programs to both individual 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 combines traditional investment services with alternative activities such as principal trading and private fund relationships.

Kevin Cunane is a CFA® charterholder based in New York, NY, with 10 years of industry experience. He currently works at Morgan Stanley, where he has held positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024. Prior to joining Morgan Stanley, he was employed at UBS Financial Services Inc. and Citigroup. 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 a discovery process to develop financial plans and offers a wide range of investment and advisory products.

Thomas Deflora 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 New York Life and has been associated with the Knickerbocker Country Club for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved planning tools and investment modeling.

Jakub Gasiewski is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citibank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and planning tools to support financial plans, emphasizing advisory services without offering individual security recommendations as part of standalone planning.

David Christensen is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Christensen serves as a director of Faulkner Fabricators, a spool manufacturing company, and holds positions on the Village of Tuxedo Park Board of Zoning Appeals and the board of The Tuxedo Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-based financial planning agreements.

Grace De Wald is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 credential and has previously worked at Tp Icap Global Markets Americas LLC, the New York Stock Exchange, Archipelago Securities, Bank of America, Merrill, and Digitas. 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 planning process utilizes structured discovery conversations and approved tools, with a broad range of retail and institutional offerings.

Joseph D'Astolfo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2019. Outside of his advisory work, he is involved as a consultant in real estate through Jericho Realty, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide 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 both direct financial planning and Corporate Financial Planning agreements.

Jolie Ann Calella is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 21 years of industry experience. She has been with Morgan Stanley since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.