James Deleener is a financial advisor at Morgan Stanley in New York, NY, holding the CFA® designation and a Series 63 license. He has one year of experience in wealth management, with prior roles at J.P. Morgan Wealth Management Solutions Inc., J.P. Morgan Private Investments, Inc., and JPMorgan Chase Bank, N.A. before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a variety 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 offers services both directly and through corporate financial planning agreements.

Sonny Mendez is a financial advisor at Morgan Stanley with 11 years of industry experience and holds a Series 66 credential. His career has been entirely with affiliated entities of Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array 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 advanced modeling tools.

Joshua Latimer is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2019 and previously spent five years at Parametric Portfolio Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 firm-approved tools and investment models.

Daniel Maccarrone is a financial advisor at Morgan Stanley in New York, NY, with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2009. Outside of his advisory role, he serves on an advisory board at Hofstra University, providing feedback on the business school's plans and student engagement. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with extensive retail and institutional services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations in standalone planning.

Jeremy Muller is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he served in the U.S. Army for 20 years. Outside of advising, he is a partner in FGH Media LLC, a content creation firm focused on art and culture. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, serving clients in an advisory capacity.

Kyle Kerr is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes positions at the University of Maryland and Revolve Wealth Partners. 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 supported by firm-approved tools and modeling techniques.

Morgan Harting is a CFA® charterholder and Series 63 licensee with over 15 years of experience in the financial industry. He has been with Morgan Stanley since 2023, following a 15-year tenure at AllianceBernstein. Outside of his advisory role, he serves on the investment committee of Friends Fiduciary Corporation, focusing on asset allocation, manager reviews, and socially responsible investment issues. Morgan Stanley Wealth Management provides a wide 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 approach includes structured planning tools and models, supporting clients in implementing and updating their financial plans.

Robert Garcia is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley since 2016 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers financial planning services supported by structured discovery processes and firm-approved tools.

Peter Gagliano is a financial advisor at Morgan Stanley in New York, NY, holding the CFA® designation and Series 63 license. He has seven years of industry experience, with prior roles at Foreside Fund Services, LLC and Fiera Capital Inc. before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and market forecasts in its financial planning process.

Noelle De Marinis is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. Prior to joining Morgan Stanley, she worked at Edward Jones and has academic experience at Columbia University. 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 supported by firm-approved tools and research.

Carolyn Alessi is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, she spent time at Pace, Epicurean Tours, and Providence College. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 combines broad retail and institutional services with additional activities including relationships with investment companies, private funds, and principal trading.

Edward Fox IV is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2022, he held positions at Optimum Sports, Taglich Private Equity, Morado Energy, and Cold Spring Harbor Construction. He also attended Southern Methodist University from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Samuel Herzig is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at CSC Generation, Altos Ventures, The Wharton School, and Cowen and Company. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Lucia Peyser is a CFA® charterholder with six years of industry experience. She is currently a financial advisor at Morgan Stanley, having joined the firm in 2025 after working at Citigroup and JPMorgan in various capacities between 2019 and 2025. Outside of her advisory work, she owns and manages rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models, supporting clients in managing approximately $2.74 trillion in assets.

Alexander Bielous is a financial advisor at Morgan Stanley with 11 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2011 to 2021. He holds the Series 63 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Calvin Roach Jr. is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at AIG Advisor Group and Lazard Asset Management Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Taylor Kirkpatrick is a financial advisor with Morgan Stanley in New York, holding Series 65 and Series 63 licenses and possessing five years of industry experience. He previously worked at Merritt Capital Investment Advisors LLC for seven years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad 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 modeling techniques.

Shea Golden is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Morgan Stanley in 2020, he spent four years at Fordham University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Gregory Ajello is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and Michael Page, as well as positions in the golf club and country club industries. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include comprehensive planning and various investment solutions.

Alain Farrelly is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019. Prior to that, he was associated with Hollister Associates, LLC, Sussex Partners, and held other roles in the financial sector. Outside of advisory work, Farrelly is involved in a coffee roasting business, Brewklyn Grind Partners, and serves on the advisory board of a technology company focused on cyber risk services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by proprietary tools and investment research.