David Allan is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. His work history includes several roles within Morgan Stanley and Morgan Stanley & Co. LLC since 2020, along with prior experience at Fairfield University, United Parcel Service, Aquarion Water Company, and Crane Woodworking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Louis Meltzer is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved as a participant in a coin laundry business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Dominique Clark is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, Clark worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, and has professional experience including roles at Steve Madden and freelance work. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through structured discovery and firm-approved tools, with a broad range of advisory programs and over $2.7 trillion in client assets under management.

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.

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 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, Waters serves as a board member on the Investment Committee at Villanova University and participates on the Finance Committee of Fordham Prep’s Mothers Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

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 25 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Anchal Rana is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at Citi Personal Wealth Management before joining Morgan Stanley Smith Barney LLC in 2021. Rana holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a 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 utilizes structured discovery conversations and advanced modeling tools in its financial planning process.

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 two years of industry experience. He holds a Series 66 designation and has prior work experience including roles at Mezze Hospitality Group and Harvard University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that utilize advanced modeling techniques without offering individual security recommendations as part of standalone plans.