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Julia D
Series 63, Series 65
New York, NY
Morgan Stanley
Julia Devine is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She has worked at Morgan Stanley since 2016 and previously at Nomura Securities International, Inc. from 2014 to 2016. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.
Nicholas G
Series 63, Series 65
New York, NY
Morgan Stanley
Nicholas Green is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley, he worked at Chipotle and has academic experience at George Washington University and The Buckley School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.
Katerina B
Series 63, Series 65
New York, NY
Morgan Stanley
Katerina Berezovsky is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Her work history includes periods at Morgan Stanley and Exclusive Management Solutions Group, as well as teaching roles at Baruch College and Westchester Hebrew High School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research, while managing approximately $2.74 trillion in client assets.
Noah C
Series 65, Series 63
New York, NY
Morgan Stanley
Noah Cummings is a financial advisor with Morgan Stanley in New York, holding Series 65 and Series 63 licenses. He has been with Morgan Stanley since 2025 and has prior experience at Bank of America and in academic settings, including Cornell University and St. Stephen's and St. Agnes' School. 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 delivers services through both direct and corporate financial planning agreements.
Michael S
Series 65, Series 63
New York, NY
Morgan Stanley
Michael Suchanick is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 65 and Series 63 licenses and has been with Morgan Stanley since 2013. 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 that include tailored financial planning supported by structured discovery and firm-approved planning tools.
Chris R
Series 66
New York, NY
Morgan Stanley
Chris Robinson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Mercer. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through structured planning tools and a variety of investment offerings.
Emily T
Series 63
New York, NY
Morgan Stanley
Emily Thomas is a financial advisor at Morgan Stanley with 8 years of industry experience. She previously worked at Cambridge Associates for 4 years before joining Morgan Stanley in 2017. Emily serves on the advisory board of Impact Capital Managers and participates in thought leadership discussions on the future of impact investing. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery processes and planning tools, with a range of investment and private fund offerings.
Ori L
Series 66
New York, NY
Morgan Stanley
Ori Laby is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. He previously worked at LPL Financial, IHT Wealth Management, Bridge Benefits Group, and Quinnipiac University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.
Michael S
Series 63, Series 65
New York, NY
Morgan Stanley
Michael Seltzer is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary modeling techniques as part of its financial planning process.
Justin T
Series 66
New York, NY
Morgan Stanley
Justin Tapper is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Royce Investment Partners and Royce & Associates. Morgan Stanley Wealth Management is an SEC-registered 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 using firm-approved tools and modeling techniques.
Rajpreet D
Series 66
New York, NY
Morgan Stanley
Rajpreet Dhaliwal is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Citywire for five years and briefly at Kent Meridian High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers advisory programs and tailored financial planning for individuals and institutions, using structured planning processes and modeling tools but does not provide individual security recommendations as part of standalone plans.
Cecilia K
Series 66
New York, NY
Morgan Stanley
Cecilia Kiker is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Her background includes roles at Cambridge Associates and Strategic Value Partners, as well as academic and nonprofit experience with Columbia Business School and the Carnegie Corporation of New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.
Lauren M
Series 66, Series 63
New York, NY
Morgan Stanley
Lauren Maitland is a financial advisor at Morgan Stanley in New York, NY, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to her current role, she has had positions at Morgan Stanley and has been involved with Columbia University and Congressman Gregory Meeks. Outside of her advisory duties, she coaches a volleyball skills clinic for youth. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and proprietary research to support its planning process.
Christopher P
Series 66
New York, NY
Morgan Stanley
Christopher Powers is a financial advisor at Morgan Stanley with 11 years of industry experience. He previously worked at Citi Private Bank for 12 years before joining Morgan Stanley in 2026. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.
Alberto P
Series 66
New York, NY
Morgan Stanley
Alberto Paracchini is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Vornado Realty Trust from 2018 to 2020 and held positions at Richmond American Homes and Vanbarton Group. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include various investment strategies and corporate financial planning agreements.
Jorge G
Series 66
New York, NY
Morgan Stanley
Jorge Gamboa is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a broad 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 offers services directly as well as through Corporate Financial Planning agreements with employers.
Maura G
Series 63, Series 66
New York, NY
Morgan Stanley
Maura Grant is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 designations and nine years of industry experience. She previously worked at The Vanguard Group for seven years and has experience with the Haverford College Athletic Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning guided by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include investment planning supported by resources such as Secular Return Estimates and Monte Carlo simulations.
Erin C
Series 66
New York, NY
Morgan Stanley
Erin Cole is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley in various capacities since 2020 and attended the University of Notre Dame from 2018 to 2022. 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’s approach includes structured discovery conversations, firm-approved planning tools, and the use of modeling techniques such as Monte Carlo simulations.
Alexa I
Series 63, Series 65
New York, NY
Morgan Stanley
Alexa Irias is a financial advisor at Morgan Stanley with four years of industry experience. She has held prior roles at Kapitus, Bank of America, and NBCUniversal Telemundo Enterprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory services.
Brian M
Series 66
New York, NY
Morgan Stanley
Brian Mulley is a financial advisor at Morgan Stanley in New York, NY, with 25 years of industry experience. He has been with Morgan Stanley since 2009 and holds a Series 66 designation. Outside of his advisory role, he serves on the advisory board of Dorchester Property LLC. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.
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