Mona Andrikian is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and economic modeling techniques.

Magdalena Sulima is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and access to extensive investment resources.

William Picarella is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Stifel for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 incorporates firm-approved tools and a structured discovery process.

David Graham is a financial advisor with Morgan Stanley based in New York, NY, holding a Series 66 designation and bringing 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and serves clients through both direct and employer-based plans.

Diana Moy is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 credential and previously worked at UBS Financial Services Inc. for 14 years before joining Morgan Stanley in 2023. 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, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Jackson Batta is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Stifel and Seven 11, as well as experience in hospitality services and education. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both financial planning and broader investment solutions.

Kyle Medeiros is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 credential and eight years of industry experience. He has been with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A., and previously worked at Ameriprise Financial Services, Inc. from 2017 to 2018. Morgan Stanley Wealth Management provides a range of advisory programs for individual 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, serving clients in both individual and corporate financial planning arrangements.

Daniel O’Brien is a financial advisor at Morgan Stanley with 11 years of experience at the firm and holds a Series 66 designation. He has been with Morgan Stanley since 2015. 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 and estate strategies, managing approximately $2.74 trillion in client assets.

John Marchak Jr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Based in New York, NY, his career has been focused within the Morgan Stanley organization. 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 structured discovery conversations and firm-approved tools to model outcomes, managing approximately $2.74 trillion in client assets.

Ryan Edwards is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. He previously worked at UBS Financial Services and has a varied work history including experience outside the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Richard Juracka is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market outlook models as part of its advisory process.

Joseph Perillo is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Prior to that, he was employed at Pacific Investment Management Company LLC and PIMCO Investments LLC from 2011 to 2016. 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 centered on structured discovery and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Jonathan Snedaker is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, GAMCO Investors Inc., and Fordham University. He also held a role at milk* SoNo in 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Mina Schor is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets Inc since 2008. 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 a structured financial planning process supported by firm-approved tools and research.

Sharon Cunningham is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she is a children’s book author focused on explaining financial concepts to pre-kindergarten children. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by structured discovery and firm-approved planning tools.

Nitin Gupta is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, and has 17 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools to develop financial plans, serving clients through both direct and corporate financial planning agreements.

Scott Kim is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 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 both individual and institutional clients. The firm provides a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Jacob Ghitelman is a financial advisor with Morgan Stanley in New York, NY, holding Series 65 and Series 66 licenses and 11 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2016, including a role with Morgan Stanley Private Bank, N.A. since 2026. 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 discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Tucker is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill for seven years before joining Morgan Stanley Smith Barney LLC. 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 firm-approved tools and models, managing approximately $2.74 trillion in client assets.

William Rose is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services Inc. for 15 years. Outside of his advisory role, he serves as vice president and board member of the Pasack Hills Broncos Baseball Booster Club in Montvale, New Jersey, assisting with events and scheduling. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.