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Harold M
Series 63, Series 66
New York, NY
Morgan Stanley
Harold Moran is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Bank, N.A. He has been with Morgan Stanley and its affiliated entities since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm’s investment approach incorporates structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.
Anthony S
Series 63, Series 66
New York, NY
Morgan Stanley
Anthony Stabile is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2018. Prior to that, he worked briefly in real estate. 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, managing approximately $2.74 trillion in client assets.
Elisa S
Series 63, Series 65
New York, NY
Morgan Stanley
Elisa Stavola is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and with three years of industry experience. Prior to joining Morgan Stanley, she worked at Goldman Sachs from 2018 to 2023 and has also held a position at D'Angelico Guitars of America. Elisa attended Villanova University as a full-time undergraduate student. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides financial planning through its Financial Advisors and Estate Planning Strategies Group.
James B
Series 66
New York, NY
Morgan Stanley
James Bell is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves 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 rigorous planning tools such as Monte Carlo simulations to model financial outcomes.
James G
Series 66
New York, NY
Morgan Stanley
James Griffin is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2015. 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 supported by advanced modeling tools, managing approximately $2.74 trillion in client assets.
Michael R
Series 66
New York, NY
Morgan Stanley
Michael Ruane is a Series 66-credentialed financial advisor with Morgan Stanley Wealth Management in New York, NY, where he has worked since 2015. He has 10 years of industry experience. Outside of advising, Ruane is a partner in an online retail business, PillGram, and is involved in investment decisions through Ruane General Fund LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to 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 delivers comprehensive investment programs, including coordinated estate planning and access to various affiliated financial entities.
Jinfan H
Series 66
New York, NY
Morgan Stanley
Jinfan Hu is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, Hu worked in academic roles at the University of Illinois Urbana-Champaign and Nanjing University of Aeronautics and Astronautics. Outside of advisory work, Hu is involved with DoorDash in a labor and service capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, delivering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a planning process that incorporates firm-approved tools and modeling techniques without providing specific security recommendations in standalone plans.
Joseph C
CFP®, Series 63, Series 65
New York, NY
Morgan Stanley
Joseph Carmody is a Certified Financial Planner (CFP®) with 22 years of industry experience, currently serving at Morgan Stanley in New York, NY. He has been with Morgan Stanley Smith Barney LLC since 2016 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning arrangements.
Brian R
Series 66
New York, NY
Morgan Stanley
Brian Rabasca is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with nine years of industry experience. His prior work history includes roles at Bank of America, Merrill Lynch, AXA Advisors, and Hobart College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and advanced modeling tools.
Richard S
Series 63
New York, NY
Morgan Stanley
Richard Schneider is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation and is 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 wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools along with various investment strategies.
Seth C
Series 63, Series 65
New York, NY
Morgan Stanley
Seth Coren is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.
Cynthia L
Series 63, Series 65, Series 66
New York, NY
Morgan Stanley
Cynthia Lichwick is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, 65, and 66 designations and bringing 13 years of industry experience. Her prior roles include positions at First Republic Investment Management, Bank of America, Merrill, and Compass Asset Management Group. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering 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 a wide range of investment programs and financial planning services.
Scott F
Series 66
New York, NY
Morgan Stanley
Scott Franklin is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 28 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including the Private Bank since 2015. 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 emphasize structured discovery and firm-approved planning tools.
Christina I
Series 66
New York, NY
Morgan Stanley
Christina Ioannides is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2017. Outside of her advisory role, she teaches women’s self-defense and karate classes and owns a healthcare-related business, Fabulous and Fear Less LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services encompassing both retail and institutional offerings.
Evan M
Series 63, Series 66
New York, NY
Morgan Stanley
Evan Malik is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.
Michael B
Series 66
New York, NY
Morgan Stanley
Michael Burker is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, having been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.
Robert L
Series 63
New York, NY
Morgan Stanley
Robert Lewis is a financial advisor at Morgan Stanley with 54 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Northgate Ventures Inc., where he holds officer positions and participates in automotive, transportation, and art-related business activities. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning tools and modeled outcomes while offering a broad range of retail and institutional investment services.
Jay L
Series 63, Series 65
New York, NY
Morgan Stanley
Jay Lipman is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 offers services both directly and through Corporate Financial Planning agreements.
Denice L
Series 66
New York, NY
Morgan Stanley
Denice Layne is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.
Paul G
Series 66
New York, NY
Morgan Stanley
Paul Georges is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, where he has worked since 2009, accumulating 17 years at the firm and 9 years of industry experience. Outside of his advisory role, he is employed in package delivery with UPS. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and strategies.
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