Jason Bradburn is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Katie Platt is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Widener University from 2013 to 2017. 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 delivers planning services both directly and through corporate agreements.

Diane Finnerty is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. She serves as a board member of The Women's Forum of New York, a private foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and research.

Servette Likovic Ocasio is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

Jessica La Barbera is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2024. 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 planning process utilizes structured discovery conversations and proprietary tools to develop financial plans, primarily acting in an advisory capacity.

James Clause is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Morgan Stanley since 2013 and currently works with Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and employing structured planning tools without providing individual security recommendations as part of standalone plans.

Katherine Waters is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Waters serves on the investment committee as a board member for Villanova University and participates in the finance committee for Fordham Prep's Mothers Club. 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 planning process uses structured discovery and modeling tools to develop plans, generally acting in an advisory capacity without providing individual security recommendations.

Adam Shayo is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, he worked briefly at GQR and PSP Sports, and attended the University at Albany from 2014 to 2018. 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 structured investment modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Sean Kelly is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. He was previously self-employed for six years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a variety of advisory programs.

Greg Waldman is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Anchal Rana is a financial advisor with Morgan Stanley in New York, NY, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Rana worked at Citi Personal Wealth Management from 2015 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 through its Financial Advisors and Estate Planning Strategies Group.

Thomas Dwyer is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models outcomes using proprietary estimates and simulations, acting primarily in an advisory capacity.

Morissa Cox is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials with three years of industry experience. Before joining Morgan Stanley in 2021, she worked at Goldman Sachs & Co and Ayco. Outside of her advisory role, she is a beauty consultant with Mary Kay Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of advisory programs supported by structured discovery processes and analytical tools.

Denise Liddiard is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., Nicolet National Bank/Nicolet Advisory Services, and Private Client Services. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, emphasizing an advisory role without providing individual security recommendations as part of standalone plans.

Emmett De Kanter is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Mezze Hospitality Group and Pride Markets, along with time spent at Harvard University and Westminster School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and investment modeling methods. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Daniel Rubino is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to his financial career, he was involved with Finks BBQ Cheesesteak Roadhouse from 2016 to 2020. 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 methodologies and comprehensive asset management.

Sheryl Denniston is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Maeve Maloney is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Ernst & Young for seven years and held positions at JP Morgan Chase & Co and PepsiCo. 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 proprietary tools and research, managing approximately $2.74 trillion in client assets.

Lewis Block is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he supports clients in managing their portfolios and achieving their financial goals with a comprehensive approach that emphasizes understanding clients' needs, risk tolerance, and values. Lewis has extensive experience in portfolio management services, as well as tax minimization strategies. He has collaborated with Tactical Associates, a team within Merrill Private Wealth Management, to provide access to a broad range of tactical equity and bond offerings for high net worth clients. His expertise includes serving clients in the sports and entertainment sector. He holds a Personal Investment Advisor (PIA) designation and is accredited as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Lewis attended the University of North Carolina System and earned his High School Diploma from Westhampton Beach High School. He is involved with the Neal Lasher Music Fund and has personal interests including baseball, chess, music, reading, tennis, watching movies, writing, and yoga.

Christina Hein is a financial advisor at Morgan Stanley based in New York, NY, holding a Series 66 designation with seven years of industry experience. Her career includes positions at Morgan Stanley Private Bank, N.A., UBS Financial Services, and prior work with Epsilon and Loyola University Maryland. 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 using structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.