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 Galiardo is a financial advisor at Morgan Stanley with seven years of industry experience and a Series 66 designation. She has worked at Morgan Stanley and UBS Financial Services, including a role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools, with an emphasis on advisory service rather than individual security recommendations.

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 Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with 12 years of industry experience. She has been with Morgan Stanley since 2013, including a recent continuous tenure starting in 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 employs a structured planning process supported by firm-approved tools and analytical models.

William Picarella is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 63 and Series 65 designations 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 individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

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 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, 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 that incorporates firm-approved tools and scenario modeling.

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.