Alisha Mazzocchi is a Series 66-licensed financial advisor with Morgan Stanley in Lebanon, NJ, and has seven years of industry experience. She previously worked at Merrill for two years and held roles at Manhattan College and the Township of Bridgewater. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 outcome simulations.

Christopher Stathopoulos is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Polo Electric Corp, where he is currently an employee. Outside of financial services, he is involved with Polo Electric Corp, a construction and engineering firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Gerald Henshaw is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 39 years of industry experience. He has previously worked at Merrill and Bank of America and has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Jonathan Zelin is a financial advisor at Morgan Stanley with nine years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill Lynch, and The Brewer Group. Based in New York, NY, he holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services rather than individual security recommendations.

Elena Benussi is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2010. 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 that incorporate structured discovery conversations and advanced modeling techniques.

Alan Ulan is a financial advisor with Morgan Stanley in New York, NY, holding 56 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a range of investment and financial services across retail and institutional markets.

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 12 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 that provides advisory programs to individuals and institutions. The firm offers tailored financial planning supported by firm-approved tools and a structured discovery process.

Patrick Coleman is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney LLC and Stifel, Nicolaus & Company. Morgan Stanley Wealth Management serves 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 a structured planning process that incorporates firm-approved tools and market simulations.

M. Isabel Torres Ullauri is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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 planning process that incorporates advanced modeling tools.

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 with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC since 2020, as well as prior experience at BBDO New York and Pennsylvania State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with seven years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent a decade in the education sector. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

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.