Moira Garvey is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutions. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Wing Yung Chau is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, Lego Corporate Finance Limited, and Hang Seng Bank Limited. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Peter Dreyfuss is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and committee-based return estimates as part of its financial planning process.

Shipra Srivastava is a financial advisor at Morgan Stanley with a Series 66 designation and over 13 years of industry experience, primarily with Morgan Stanley Investment Management and Morgan Stanley Wealth Management. She is based in New York, NY. Morgan Stanley Wealth Management serves individual and institutional clients through a wide range of advisory programs and financial planning services. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Sofia Laffont is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2024, with prior roles at Snap Inc. and Coatue Management. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Michael Rudnick is a financial advisor at Morgan Stanley in New York, NY. He holds the Series 66 designation and has one year of experience in the industry. Prior to joining Morgan Stanley in 2026, he worked at Raymond James and was affiliated with Shore Acres Country Club. 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 structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kevin Bednar is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial services.

Nicole Pearce is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, where she has worked since 2021. She has two years of industry experience, previously working at Villanova University and Moravian Academy. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Conor Morreale is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Goldman Sachs & Co. LLC and First Republic Bank. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Ari Spar is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel for 10 years. He serves as a board member at the University of Michigan Ross School of Business. 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 analysis.

Thomas Caswell Jr. is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at First Republic Bank, JPMorgan Chase Bank N.A., and J.P. Morgan Securities LLC. He was also involved in the hospitality industry as part of the staff at Trump National Golf Club Hudson Valley. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm focuses on structured financial planning supported by proprietary tools and uses advanced modeling techniques as part of its planning process.

Bartholomew Wyand is a CFP®-designated financial advisor with Morgan Stanley in New York, NY, with 16 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, and previously spent time at Tucker Tax LLC and Goldman Sachs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 both direct client engagements and corporate financial planning agreements.

Catherine Guidera is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 42 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022 and was previously with UBS Financial Services from 2014 to 2022. Outside of her advisory role, she is a partner in manufacturing ventures King Street Baking Co., LLC and King Street Kitchen LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and research.

Daniel Izzillo is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His career includes roles at Morgan Stanley since 2019 and a position at Northwestern Mutual in 2020. He has a background that includes work related to Duquesne University and Montclair High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques to support its planning process.

Wei Huang is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a wide range of 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 uses structured discovery processes and firm-approved tools to support its financial planning services.

Carol Richards is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. 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 and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Michael Marra is a Certified Financial Planner (CFP®) with 14 years of experience in financial services. He has worked at Morgan Stanley Smith Barney LLC since 2012 and currently serves at Morgan Stanley Private Bank, N.A. since 2015 in New York, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and leveraging tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and corporate financial planning agreements.

Kian Assary is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked in roles at Allied Universal and San Jose State University. Outside of his advisory work, he is involved in business development for a technology consulting firm based in Cupertino, California. Morgan Stanley Wealth Management provides a 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 planning process incorporates structured discovery conversations and firm-approved tools to model outcomes, serving clients in both advisory and broker-dealer capacities.

Cyrus Abbe is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 designation. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market return estimates.

William Roddy is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Beacon Pointe Advisors and has a background in automation and manufacturing. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.