Alan Ulan is a financial advisor with Morgan Stanley in New York, NY, holding 55 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has prior experience at Citigroup Global Markets dating back to 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Amanda Cristo is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2018, she worked at Teresa's Gourmet Italian Ices and Viacom, and she has an academic background from Hofstra University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling techniques in its financial planning process.

Clare Kerrisk is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 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, including tailored financial planning that utilizes firm-approved tools and input from its Global Investment Committee.

Patrick Coleman is a financial advisor at Morgan Stanley with six years of industry experience. He has held roles at Morgan Stanley Smith Barney LLC and Stifel, Nicolaus & Company, Incorporated. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, with approximately $2.74 trillion in client assets under management.

M. Isabel Torres Ullauri is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including comprehensive financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and employer-sponsored financial planning agreements.

Maxwell Rivers is a financial advisor at Morgan Stanley in New York, NY, with 8 years of industry experience. He holds a Series 66 designation and 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 range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and modeling techniques.

Kathryn Parker is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021, following roles at Wells Fargo Clearing Services LLC and Raymond James & Associates. Outside of her advisory work, she serves as a board member for a real estate investment-related business in New York. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Christopher Podskoc is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2000. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Simone Vinocour Mckeever is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets LLC and Royal Bank of Canada. Mckeever serves as co-chair of the President's Circle Strategic Advisory Council for the Financial Women's Association and co-facilitates the Business Impact Group Manhattan. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Lauren Petrone is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior experience includes a role at BBDO New York and time spent at Pennsylvania State University. 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 through various direct and corporate channels.

Michelle Contillo is a financial advisor with Morgan Stanley Wealth Management in New York, NY, holding a Series 63 designation and bringing 24 years of industry experience. She 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 with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning process.

Mark Lagratta is a financial advisor at Morgan Stanley with 21 years of industry experience and holds the Series 66 designation. His prior work includes roles at Bank of America and Merrill from 2015 to 2025. He is based in New York, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Marco Rima is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley since 2017 and previously worked in the education sector for ten years. 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, and manages approximately $2.74 trillion in client assets.

Samantha Singer is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America, Merrill, Orchard Mile, and Morris J Cohen and Co., as well as academic appointments at the R.H. Smith School of Business and the University of Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Joseph Cascio III is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Northwestern Mutual and Vector Marketing. Outside of finance, he was involved with the Olds Irish Social Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides a range of advisory programs and tailored financial planning services to both individuals and institutional clients.

David Allan is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley & Co. LLC, as well as brief periods at Fairfield University, United Parcel Service, Aquarion Water Company, and Crane Woodworking. Morgan Stanley Wealth Management serves individual and institutional clients with 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 services both directly and through corporate financial planning agreements.

Louis Meltzer is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of finance, he is a participant in a coin laundry business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Dominique Clark 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, Clark worked at Northwestern Mutual in various roles and has additional experience from positions at Steve Madden and freelance work. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, utilizing structured planning tools and quantitative models while managing approximately $2.74 trillion in client assets.

Judith Tuller is a financial advisor at Morgan Stanley with 50 years of industry experience. She has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and has been with Citigroup Global Markets since 1993. She 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 with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside proprietary investment modeling in its advisory process.

Alexandra Novak is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.