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Justin B

Series 66

New York, NY

Morgan Stanley

Justin Bell is a financial advisor at Morgan Stanley with 12 years of industry experience. He previously worked at Stifel for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He holds the Series 66 designation and is based in New York, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 combines broad retail and institutional services with specialized offerings such as private funds and commodity pool operations.

General estate planning guidance
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Julia D

Series 66

New York, NY

Morgan Stanley

Julia Dinota is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, and has four years of industry experience. She previously worked at Merrill Lynch and Wells Fargo Clearing, and spent eight years with Plush Blow LLC prior to her current role. 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 firm-approved tools and modeling techniques.

General estate planning guidance
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David B

Series 63

New York, NY

Morgan Stanley

David Bent is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Morgan Stanley since 2014. 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 processes supported by firm-approved tools and analyses.

General estate planning guidance
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Andrea V

Series 66

New York, NY

Morgan Stanley

Andrea Viola is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, adMarketplace, and WarnerMedia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, providing a 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 supported by firm-approved tools and scenarios developed by its Global Investment Committee.

General estate planning guidance
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Jonathan T

Series 63, Series 65

New York, NY

Morgan Stanley

Jonathan Torop is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at UBS Financial Services and Credit Suisse Securities. He serves as a trustee for both The Middle Eastern Forum and The Washington Institute for Near East Policy. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured processes and utilizes firm-approved tools, serving clients through both direct and corporate agreements.

General estate planning guidance
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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.

General estate planning guidance
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Gina T

Series 63, Series 66

New York, NY

Morgan Stanley

Gina Tarantino Digirolamo is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018. Prior to that, she was with Guardian Life and Guardian/Hudson Financial Group from 2014 to 2018. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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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.

General estate planning guidance
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David G

Series 63, Series 65

New York, NY

Morgan Stanley

David Gillen is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and with 30 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages substantial client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Charlotte A

Series 66

New York, NY

Morgan Stanley

Charlotte Ahdoot is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, she worked at Merrill for one year and has experience in educational roles at SUNY College of Optometry and the University of Delaware. She also served for three years at Temple Sinai of Roslyn. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools to model financial outcomes, serving clients primarily in an advisory capacity.

General estate planning guidance
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Jennifer F

Series 63, Series 66

New York, NY

Morgan Stanley

Jennifer Firlings is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials with 24 years of industry experience. She previously worked at BNY Mellon Securities Corporation and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and investment research.

General estate planning guidance
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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.

General estate planning guidance
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Hailey B

Series 63, Series 66

New York, NY

Morgan Stanley

Hailey Broderick is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets, LLC and Plaza Home Mortgage, Inc. Her background also includes roles in retail and data mining, as well as self-employment. 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 supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Violeta M

Series 66

New York, NY

Morgan Stanley

Violeta Motorozesku is a financial advisor at Morgan Stanley in New York, NY, with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Tessa G

Series 63, Series 65

New York, NY

Morgan Stanley

Tessa Garcia is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses. She has three years of total industry experience, including prior roles at Amazon and The Cheesecake Factory. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and serves clients through various advisory and brokerage services.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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Liza P

Series 63, Series 65

New York, NY

Morgan Stanley

Liza Pollini is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing 26 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 individuals and institutional clients with a 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 and methodologies in its financial planning process.

General estate planning guidance
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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.

General estate planning guidance
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