Frank Boni is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His prior work history includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., as well as positions outside the financial sector at Loyola University Maryland and Kasey’s Kitchen & Cocktails. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Brian Langer is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Scott Coren is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. 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’s planning process uses structured discovery conversations and firm-approved tools, offering a range of services without individual security recommendations in standalone planning.

Matthew Hayford is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2011. 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 analysis.

Shekinah Oloyede is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at J.P. Morgan Securities LLC and has held roles at Vista Equity Partners and Colorado College, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and delivers advisory programs without providing individual security recommendations as part of standalone planning.

James Kennedy is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 23 years of industry experience. Before joining Morgan Stanley in 2019, he worked for UBS Financial Services Inc. from 2013 to 2019. His other activities include roles involving power of attorney and guardianship related to estate administration and financial oversight. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Lisa Benton is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley Private Bank and Morgan Stanley since 2016. Outside of her advisory role, she is involved in part-time acting through an independent contractor role at Acclaim Talent Agency. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment products.

Brady Kessler is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, he worked at Magnetar Capital LLC and contributed to daily market forecasts at I Know First. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved planning tools.

Daniel O'Connor is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked across multiple Morgan Stanley entities since 2017, including Morgan Stanley Private Bank, N.A. and AMG Funds LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Brian Horowitz is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and firm-approved tools for planning, managing approximately $2.74 trillion in client assets.

Miguel Perez III is a financial advisor at Morgan Stanley in New York, NY, with 24 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

John Cannon is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as work with Poncho Outdoors and Bates College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Catherine Rhodes is a Series 66-licensed financial advisor at Morgan Stanley with 13 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 individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and market research.

Dominique Hicks is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Morgan Stanley in 2022, Hicks worked at Bank of America, Merrill, JPMorgan Securities, and JPMorgan Chase, and also has experience with Star Baby Stuff. 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 personalized financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, and it offers both direct and corporate financial planning services.

Grant Laffey is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley, he worked at Steel Equities and Berkshire Hathaway HomeServices, and he has a background including graduating from the University of Wisconsin-Madison. He is a co-founder of a technology business called SOSTATE. 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’s planning process uses structured discovery and modeling tools, serving in an advisory capacity without providing individual security recommendations as part of standalone planning.

Lauren De Simone is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and having 20 years of industry experience. She has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and firm-approved tools, employing methods such as Monte Carlo simulations without providing individual security recommendations as part of standalone planning.

Lindsay Steichen is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation. She has one year of industry experience, including prior roles at ABIP CPA & Associates and WilsonKleemann Associates. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers financial planning alongside broader investment and trading services.

Salvatore Glorioso is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials with 10 years of industry experience. His prior work includes roles at Morgan Stanley & Co LLC and E D & F Man Capital Markets Inc. since 2016. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs 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 employer-sponsored financial planning services.

Joseph Maiullo IV is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Adagio Group LLC, which invests in income-producing real estate properties and small energy-related projects. 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 that utilize structured discovery processes and firm-approved tools without providing individual security recommendations as part of standalone plans.