Daniel Hoffman is a financial advisor at Morgan Stanley in New York, NY, with four years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Morgan Stanley since 2022, Holt Construction, Cetera Investors, and Allstate. Morgan Stanley Wealth Management provides advisory programs to individuals 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 emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Ariel Salerno is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2022, Salerno worked at Broadway Unlimited and Carvel, and has additional experience in education and tutoring roles. Outside of financial advising, Salerno is an independent artist and singer-songwriter engaged in performances, lessons, and recording. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering 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 Monte Carlo simulations as part of its advisory services.

Aaron Edelman is a financial advisor with Morgan Stanley, holding a Series 63 designation and 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Based in New York, NY, he operates within one of the largest financial institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Christopher Toomey is a financial advisor with Morgan Stanley in New York, NY. He holds the Series 66 designation and has 26 years of industry experience. Since 2009, he has worked within Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

John Mulligan is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently with Morgan Stanley in New York, having previously worked at First Republic Investment Management and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and models to assist clients in financial decision-making.

Gabriella Zapasnik 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 Hillstone Restaurant Group, Equitable Advisors, and several other organizations across different sectors. Her background includes roles in education and retail, and she attended Florida Atlantic University from 2022 to 2026. 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 firm-approved tools and analysis, managing approximately $2.74 trillion in client assets.

Andrew Kelley is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, previously serving at Hightower, Reliance Standard Life Insurance, and SEI Investments. 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’s process uses structured discovery conversations and firm-approved tools, including various modeling techniques, to develop comprehensive financial plans.

Justin Feldman is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Private Bank and Morgan Stanley since 2023. Prior to his advisory career, Feldman was a professional golfer and worked at LogicMonitor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a 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 both direct client relationships and corporate financial planning agreements.

Russell Loesch is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2025, he worked for J.P. Morgan Securities for 13 years. 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 approach uses structured discovery conversations and firm-approved tools without providing individual security recommendations in standalone plans.

David Sherman is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with a trust entity based in Boynton Beach, FL. 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 conversations and firm-approved planning tools.

Cameron Mikes is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Wilmington Capital Securities, LLC, and several sports and entertainment-related companies. 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 methodologies.

Brendan Johnson is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63 designation and has previously worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC. Johnson is based in New York, NY. 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 utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Richard O'Connor is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates closely with clients to develop personalized financial strategies that address their unique goals and adapt to changing market conditions. His approach includes leveraging investment insights from Merrill as well as banking and lending solutions from Bank of America. Richard holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Georgetown University. His focus is to help clients pursue their long-term financial objectives through tailored wealth management strategies.

Todd Richman is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Outside of his advisory work, he serves as a board member for the Democratic Majority for Israel and the Cradle of Aviation Museum. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Erin Crosby 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 in several roles across different industries including music and hospitality. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a range of retail and institutional investment options.

Austin Cremins is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2016, including five years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and economic modeling, with a focus on advisory services rather than individual security recommendations.

Edward Igel is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 1993. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through various channels, including Corporate Financial Planning agreements.

Joshua Lerner is a financial advisor with Morgan Stanley in New York, NY, holding the Series 66 designation and having nine years of industry experience. He previously worked at UBS Financial Services Inc. for four years before joining Morgan Stanley Smith Barney LLC, where he has been since 2020. 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 and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Anne Treadow is a financial advisor with Morgan Stanley in New York, holding a Series 66 credential and 22 years of industry experience. She has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2008. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Thomas Pelliccio is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at WealthPlan Advantage and has a background that includes employment at Fordham University and involvement with Primi Corp, a restaurant and bar business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes using firm-approved tools and serves clients through both direct and corporate financial planning arrangements.