Gregory Macko is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Macko has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Dawn Sinanan is a financial advisor with Morgan Stanley in New York, holding Series 63 and 66 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs for both individual and institutional clients. The firm emphasizes structured financial planning supported by tools and models such as Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Mark Levande is a Series 66 licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in New York, NY. His prior roles include positions at Bank of America, Merrill, and Michael Page International. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally does not provide individual security recommendations as part of its standalone financial planning service.

Neil Stern is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Stern also manages a trust based in Greenwich, Connecticut. Morgan Stanley Wealth Management provides a wide range of advisory programs to 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 firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone plans.

Frank De Flora is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Adela Adiaconitei is a financial advisor at Morgan Stanley in New Orleans, LA, holding a Series 66 designation. She has been with Morgan Stanley since 2024. 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 tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Christopher Chung is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he is the sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 models.

Alexandra Gutierrez is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with three years of industry experience. She previously worked at Goldman Sachs from 2021 to 2024 and attended Cornell University in 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Maria Brisbane is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior experience includes roles at Merrill and Bank of America. Outside of her advisory work, she serves on the investment committees for the Havens Relief Fund Society and the Cancer Research and Treatment Fund, and she is an adjunct professor of finance at Columbia Business School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and economic scenario modeling.

Lawrence Zollo is a financial advisor at Morgan Stanley in New York, NY, with two years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer and Voya Financial. His background also includes roles outside of finance, such as at Skyline Exhibits & Graphics and involvement with the Maurice Maitland Justice Foundation. 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 planning tools but do not include individual security recommendations as part of standalone planning.

Kaitlin Stewart is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and having five years of industry experience. Her work history includes positions at Merrill, The Vanguard Group, Tiffany & Co., and Lululemon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers access to investment strategies approved by its Global Investment Committee.

Daniel Fixell is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm employs a structured financial planning process supported by proprietary tools and offers a broad range of retail and institutional investment services.

Erez Avidan is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Citigroup and Capital One Investing. Outside of his advisory work, he is a partner in Avidan Holdings LLC, which is involved in real estate business development. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 serves clients through both direct and corporate financial planning arrangements.

Louise Shim is a financial advisor at Morgan Stanley with 17 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of her advisory role, she is involved in managing a family campground and marina business in New York, where she oversees bookkeeping, tax filings, marketing, and general business management. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both individual and corporate financial planning services.

Marcos Elias is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Pride Technologies LLC, Compunnel Inc., Deutsche Bank, Shearrbrooks LLC, and Industry Today Publication. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides financial planning services centered on structured discovery conversations.

Charlotte Struzziero is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. She previously worked at J.P. Morgan Securities and Natixis North America, among other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Kraig Correll is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel for 10 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and outcome modeling in its financial planning process.

Steven Lederer is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Aside from his advisory role, he is also involved as an owner of a co-op apartment in Amagansett, New York, which is occasionally rented out. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as estate planning and access to private funds.

Daniel Spar is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked at Stifel, Nicolaus & Company, Incorporated. Spar also has a background that includes roles at Haverford College and Albertsons Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

James Mercurio is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016 and 2017, respectively. 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 using firm-approved tools and methodologies.