Matthew Steinberg is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to his financial career, he has experience with Fox Sports and the Lancaster Barnstormers Baseball Team. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a wide array of investment and financial services.

Abigail Leitten is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Equitable Advisors and Cerberus Capital Management. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Patrick Cefalu is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Nomura Securities International from 2014 to 2017. He holds Series 63 and Series 65 licenses. 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 supported by structured planning tools and investment research.

Thomas Courtney is a financial advisor at Morgan Stanley in New York, NY, with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services Inc. He serves as Golf Chairman at Nassau Country Club. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of investment and planning solutions.

Jnan Basu is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is the owner and board member of RVB Investments in the UK and serves as an LPAC member for Tru Arrow Technology Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Matthew Montague is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. He previously worked at Aerotek from 2015 to 2020 before joining Morgan Stanley. 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, managing approximately $2.74 trillion in client assets.

Curtis Lucas is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Yelp. 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 analysis methods.

Robert Hickey is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory process.

Kendyl Kerch is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations with two years of industry experience. Prior to joining Morgan Stanley in 2026, Kendyl worked at Goldman Sachs & Co, LLC for five years and held positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and firm-approved planning tools to develop plans, managing approximately $2.74 trillion in client assets.

Jaclyn Flannery is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, N.A., and Equitable Financial Life Insurance Company. Outside of finance, she has experience working in the restaurant industry and in real estate with Sotheby's International Realty. 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 provides services through Financial Advisors and specialized groups, managing approximately $2.74 trillion in client assets.

James Hulbert is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Merrill and academic positions at the University of Notre Dame and the University of Richmond. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including comprehensive financial planning supported by firm-approved tools and methodologies.

Geraldine Mazza is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 designation with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Robert Chen is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 13 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, National Association, since 2015. 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 approach includes structured discovery conversations and utilizes proprietary planning tools to model client outcomes.

Hugh Reilly is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held roles at Morgan Stanley and J.P. Morgan, including positions at Morgan Stanley Private Bank and J.P. Morgan Securities. Based in New York, NY, he holds Series 63 and Series 65 licenses. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

Katherine Buck is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she performs as an outside DJ in New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and investment estimates to support its advisory process and manages approximately $2.74 trillion in client assets.

Barbara Quirino Miranda is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she works as an actress under the name Anna Quirino-Miranda. 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 supported by structured discovery processes and firm-approved planning tools.

Daniel Henderson is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley and UBS Financial Services during his career. Morgan Stanley Wealth Management provides advisory programs to individuals 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 combines broad retail and institutional services with unique activities including private funds and principal trading.

Christopher Grizzetti is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and with 30 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 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, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to create personalized plans.

Peter Scialabba is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 supported by firm-approved tools and provides a broad array of investment and financial services.

Adam Kaback is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 under both direct and corporate financial planning arrangements.