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.

James Bais is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Janna Bernstein is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2018, she worked at UBS Financial Services from 2013 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Daniel Kahn is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in an investment-related estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 planning process supported by firm-approved tools and research.

Casey Kriedman is a CFP® credentialed financial advisor with 24 years of industry experience. He currently works at Morgan Stanley in New York, where he has been since 2021, following seven years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Gregory Lang is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 11 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 with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

David Castaneda is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Northwestern Mutual, and several teaching roles at Woodlands Middle/High School. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client implementation and regular updates.

Soumya Varughese is a financial advisor at Morgan Stanley in New York, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2021, Varughese worked briefly at PricewaterhouseCoopers and spent four years at SUNY Binghamton. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Gilbert Levine is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Levine serves as president of the United Rodoshkowitz Society, a nonprofit organization based in New York. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, supporting a wide range of investment and planning services.

Seth Gallagher is a financial advisor with Morgan Stanley in New York, NY, holding the Series 63 and Series 65 designations and bringing eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2019 and was previously employed at Carrington Holding Company from 2013 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through direct and corporate financial planning agreements.

Jenny Yu is a financial advisor at Morgan Stanley in New York, NY, with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life. Outside of her advisory role, she is involved in creative artwork and painting and serves on the board and finance committees of The Legacy Nexus Art Foundation. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its advisors and estate planning group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Jonathan Glantz is a CFP®-certified financial advisor with Morgan Stanley, based in New York, NY, and has 42 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2009 and previously with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm emphasizes structured financial planning supported by firm-approved tools and offers a range of investment programs and specialized planning groups.

Anthony Rinella IV is a CFP® professional with 24 years of experience, currently serving at Morgan Stanley in New York, NY. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Kenneth Sundberg is a CFP® professional with 24 years of industry experience currently working at Morgan Stanley in New York, NY. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets dating back to 2001. Outside of his advisory role, he serves on the finance and investment committees of the YWCA in White Plains, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Hermine Abajian is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2000. Outside of her advisory role, she is a silent partner and vice president of FasTrac Auto Services Inc., an automotive and transportation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 proprietary tools and the expertise of its Global Investment Committee.

Raymond Beyda is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Brendan Cefalu is a financial advisor at Morgan Stanley with three years of industry experience. He has held roles at Morgan Stanley Smith Barney, Jefferies LLC, MUFG, and ICAP. Cefalu holds Series 63 and Series 66 licenses and is based in New York, NY. 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 manages approximately $2.74 trillion in client assets.

Robert Kelly is a Series 66 licensed financial advisor with Morgan Stanley in New York, NY, and has six years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, and Royal Bank of Canada. Outside of his advisory work, he is involved as an employee in a recreational baseball organization, Common Sense Baseball / Long Island Elite Baseball. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its advisory services.

Gwen Parks is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017, following four years at Carestream Health. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to assist clients in their financial planning.