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Paul S
Series 63, Series 65
New York, NY
Morgan Stanley
Paul Skaf is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member of the 29 West 64th Street Owners Corporation. 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 planning process involves structured discovery conversations and firm‑approved tools, with a focus on advisory services rather than individual security recommendations.
Gina T
Series 66, Series 63
New York, NY
Morgan Stanley
Gina Tarantino Digirolamo is a financial advisor at Morgan Stanley with 12 years of industry experience. She has held positions at Morgan Stanley since 2018 and previously worked at Guardian Life and Hudson Financial Group from 2014 to 2018. She holds Series 66 and Series 63 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.
Bryce C
Series 66
New York, NY
Morgan Stanley
Bryce Castellone is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with five years of industry experience. He has been with Morgan Stanley since 2019, with prior roles at Southern Connecticut State University and South Windsor Parks & Recreation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that employs firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.
David G
Series 63, Series 65
New York, NY
Morgan Stanley
David Gillen is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management serves both individual and institutional clients with 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 its services directly and through corporate financial planning agreements.
Charlotte A
Series 66
New York, NY
Morgan Stanley
Charlotte Ahdoot is a Series 66-registered financial advisor with Morgan Stanley in New York, NY, and has six years of industry experience. Her career includes roles at Merrill and Crown Bridge Partners, as well as prior engagements in education and nonprofit sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.
Jennifer F
Series 66, Series 63
New York, NY
Morgan Stanley
Jennifer Firlings is a financial advisor at Morgan Stanley in New York, NY, with 24 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at BNY Mellon Securities Corporation and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is the owner of rental properties in Florida and Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and does not provide individual security recommendations as part of standalone planning services.
Adam L
Series 66
New York, NY
Morgan Stanley
Adam Latif is a Series 66-registered advisor with Morgan Stanley in New York, NY, with three years of industry experience. His prior roles include work at Bronxville Psychiatric Wellness Group and Stevens Institute of Technology. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and processes.
Hailey B
Series 66, Series 63
New York, NY
Morgan Stanley
Hailey Broderick is a financial advisor at Morgan Stanley in New York, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets and Plaza Home Mortgage. Outside of finance, she has been involved with Miss Behavin' Boutique and Persistence Data Mining. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm utilizes structured planning tools and investment models while generally serving in an advisory capacity.
Violeta M
Series 66
New York, NY
Morgan Stanley
Violeta Motorozesku is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. 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 that utilize structured discovery conversations and advanced modeling tools to support client decision-making.
Tessa G
Series 65, Series 63
New York, NY
Morgan Stanley
Tessa Garcia is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Morgan Stanley, her work history includes roles at Amazon and The Cheesecake Factory, among others. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.
Isaac S
Series 63, Series 65
New York, NY
Morgan Stanley
Isaac Simon is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Simon holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns multiple rental properties in New Jersey and Florida. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Ryan B
Series 66
New York, NY
Morgan Stanley
Ryan Belk is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, he attended Yale University and has work experience in both the hospitality sector and education. 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 a structured planning process that incorporates firm-approved tools and market simulations.
Donald H
Series 63, Series 66
New York, NY
Morgan Stanley
Donald Healy is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following a two-year tenure at Cantor Fitzgerald & Co. in New York. 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 structured planning tools and market modeling techniques as part of its financial planning process.
John M
Series 66
New York, NY
Morgan Stanley
John Magovern is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 17 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent 10 years at Stifel. Outside of his advisory role, he serves as a board member of Energy Vision, an environmental organization. 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, including tailored financial planning and access to various investment products and strategies.
Alisha M
Series 66
New York, NY
Morgan Stanley
Alisha Mazzocchi is a Series 66-licensed financial advisor with Morgan Stanley in Lebanon, NJ, and has seven years of industry experience. She previously worked at Merrill for two years and held roles at Manhattan College and the Township of Bridgewater. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 that incorporates firm-approved tools and market outcome simulations.
Philip S
Series 63, Series 65
New York, NY
Morgan Stanley
Philip Scaglione is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Smith Barney since 2021 and previously held roles at JPMorgan Chase Bank and JPMorgan Securities from 2017 to 2021, as well as eight years at DRW Holdings. Outside of his advisory work, he serves on the investment committee for the Holy Cross Society Endowment Fund for the Dormition of the Virgin Mary Church in Southampton, New York. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of retail and institutional investment solutions.
Christopher S
Series 66
New York, NY
Morgan Stanley
Christopher Stathopoulos is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Polo Electric Corp, where he is currently an employee. Outside of financial services, he is involved with Polo Electric Corp, a construction and engineering firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.
Gerald H
Series 63
New York, NY
Morgan Stanley
Gerald Henshaw is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following 18 years at Merrill and six years at Bank of America, N.A. Gerald is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.
Jonathan Z
Series 63, Series 65
New York, NY
Morgan Stanley
Jonathan Zelin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Bank of America and Merrill Lynch. Zelin is based in New York, NY. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models developed by its Global Investment Committee, offering both retail and institutional investment solutions.
Elena B
Series 66
New York, NY
Morgan Stanley
Elena Benussi is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2010. 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 that incorporate structured discovery conversations and advanced modeling techniques.
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