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 designations and bringing 21 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

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.