Christopher Gambella is a CFA® charterholder and holds a Series 63 license, with eight years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Franklin Templeton Investments for six years. Based in New York, NY, Gambella’s background includes roles at major investment firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by proprietary tools and market analysis.

James Hartnett is a CFA® charterholder with 25 years of industry experience. He currently serves as a financial advisor at Morgan Stanley, where he has worked since 2021. His prior experience includes roles at Allianz Global Investors from 2013 to 2020. 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 methodologies.

Michael Caryl is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Citigroup from 2017 to 2026. He completed his full-time education at the University of Miami from 2014 to 2018. 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, managing approximately $2.74 trillion in client assets.

Pedro Balaban is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. He previously worked at Parkview International and UBS Securities LLC, and has a background including roles at Goldman Sachs and the University of Richmond. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning using firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial planning services.

James Totino is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 credentials. Based in New York, NY, Totino's career has been focused within a leading global financial services firm. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range 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 firm-approved tools and market models.

Donald Miller is a CFA® charterholder and Series 63 licensee affiliated with Morgan Stanley in New York, NY. He has prior experience at Schroders, Insight Investment, and Standish Asset Management. Miller’s industry experience spans several years, including recent work at Morgan Stanley since 2025. 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, and manages approximately $2.74 trillion in client assets.

Agustin Zavalia is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2018 with a one-year period at Wells Fargo Clearing and prior experience at Randstad. Outside of his advisory role, he manages a real estate rental property. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning, managing approximately $2.74 trillion in client assets and using a structured planning process supported by firm-approved tools.

Zi Ye is a CFA® charterholder and Series 63 licensee with 12 years of industry experience. He has been with Morgan Stanley in New York since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Eric Romeo is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and previously worked at Citigroup Global Markets for 17 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its network of Financial Advisors and the Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based projections as part of its financial planning approach.

Aidyn Reid is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses. Aidyn's experience includes roles at Morgan Stanley and Barnard College, as well as prior work at Fountain Valley School of Colorado and Boston Latin School. 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. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Elisabeth Crupe is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Based in New York, NY, she serves clients through one of the largest wealth management firms in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Glenn Friedman is a CFA® charterholder and holds a Series 63 license, with 19 years of industry experience. He has worked at Morgan Stanley since 2022 and previously spent nine years at TIAA and TIAA-CREF. He is based in New York, NY. Morgan Stanley Wealth Management serves 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 utilizes structured discovery processes and planning tools to develop financial plans.

Grace Long is a financial advisor at Morgan Stanley with the Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at the Global Impact Investing Network and has an academic background from the University of Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 that incorporates tools such as Secular Return Estimates and Monte Carlo simulations.

Priya Hariani is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. She has been with Morgan Stanley since 2023, previously working at Sovarnum Capital for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Sheetal Anand is a CFA® charterholder and holds a Series 63 license with three years of industry experience. She has worked at Morgan Stanley since 2022 and was previously employed at Citibank for sixteen years. She is based in New York, NY. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a variety of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Niloy Ganguly is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held roles at Morgan Stanley and Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. He is based in New York, NY. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools to model outcomes, while clients are responsible for plan implementation and updates.

Lisha Ge is a financial advisor at Morgan Stanley with a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed by Ernst and Young from 2011 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and modeling techniques to assist clients, managing approximately $2.74 trillion in client assets.

Jacob Smith is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Morgan Stanley and Private Wealth Partners, LLC. 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 models.

Akbar Pataudi is a CFA® charterholder and Series 63 licensed financial advisor with four years of industry experience. He has worked at Morgan Stanley since 2022 and previously spent seven years with the National Rural Electric Cooperative Association (NRECA). He is based in New York, NY. 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 manages approximately $2.74 trillion in client assets.

Lisa Marie Winters is a financial advisor at Morgan Stanley in New York, NY, with seven years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2019 and previously worked at Villanova University from 2015 to 2019. Winters holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, 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.