Nicholas Duarte is a CFP®-designated financial advisor with eight years of industry experience, currently practicing at Morgan Stanley in New York, NY. His previous roles include positions at First Republic Investment Management and JPMorgan Securities. Outside of his advisory work, he holds an officer role in a real estate-related business. 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 discovery processes and advanced modeling tools.

Eric Grasinger is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials. He has one year of industry experience and previously worked for The Glenmede Trust Company for ten years. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by proprietary tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Vishal Bakshi is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Credit Suisse Securities, Bank of America, Merrill, First Republic Investment Management, and Morgan Stanley Private Bank. Bakshi is also involved in several investment-related entities established for estate planning purposes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Nathaniel Bier is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and a broad range of investment and advisory services.

Peter Vratimos is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Reuben Askowitz is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its affiliated entities since 2009. Askowitz is based in New York, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and proprietary modeling tools while generally acting in an advisory capacity for clients.

Brian Ketchabaw is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 5 years of industry experience. He has worked at Morgan Stanley since 2020, including a role at Morgan Stanley Private Bank, N.A. Outside of finance, he serves as an emergency backup goalie for Madison Square Garden’s National Hockey League events. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Amy Zipper is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has previously worked at ZFO Advisors, HumanCo Assets LLC, and Tourbillon Capital Partners, among other firms. Outside of advisory roles, she is involved with ZFO I, LLC, a real estate investment entity. Morgan Stanley Wealth Management provides a 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 approach includes structured discovery conversations and planning tools designed to model financial outcomes, serving clients through both direct and employer-based agreements.

Robert Duddie is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Sarah Pintel is a Series 66 credentialed financial advisor with Morgan Stanley in New York, NY. She has been with Morgan Stanley since 2022 and previously worked at Halpern & Pintel, Inc. from 2019 to 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Blake Davis is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. He joined Morgan Stanley in 2021, working within their private bank and wealth management divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and investment advisory services, managing approximately $2.74 trillion in client assets with a structured planning process supported by firm-approved tools.

Caroline Ellner is a Series 66–licensed financial advisor at Morgan Stanley with 12 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2013 and currently serves in Morgan Stanley Private Bank, N.A. since 2024. 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 utilizes structured discovery processes and firm-approved tools to develop client plans.

Nicole Carku is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior roles include positions at Sinclair Global, Carku New York, Michael J. Lane Esquire, and Nord Group. She also has academic experience at Baruch College and Baruch College Campus High School. Morgan Stanley Wealth Management serves 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 uses a structured planning process supported by proprietary tools and modeling techniques.

Paul Leuthold is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2011. 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 services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Grant Mayer is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and various other firms dating back to 2009. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

Rosario Merendino is a financial advisor at Morgan Stanley in New York, NY, with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2021. Prior to joining Morgan Stanley, he spent ten years at R&J Graphics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering comprehensive financial planning and advisory programs supported by proprietary tools and research. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services, including both retail and institutional solutions.

Eric Lee is a financial advisor at Morgan Stanley in New York, NY, with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. 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, using firm-approved tools and modeling techniques to support client planning needs.

Salvatore Fradella is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Bank of America, Merrill, FCC Inc., the Supreme Court of Nassau County, and Maxim Group LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Blair Horne is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 66 designations and 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery and planning tools in its financial planning process and offers a range of retail and institutional investment products.

Helen Truax is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, 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 financial planning process supported by firm-approved tools and research.