Dharinee Menon is a financial advisor at Morgan Stanley with a Series 66 designation and over two decades of industry experience. She worked at Cambridge Associates from 2001 to 2025 before joining Morgan Stanley in 2025. 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’s planning process uses structured discovery conversations and firm-approved tools, incorporating scenario modeling without offering individual security recommendations as part of standalone planning.

Catherine Glackin is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. She previously worked at KPMG for one year and has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range 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 planning process supported by firm-approved tools and market scenario modeling.

Eliana Degen 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 2021, she worked at Yeshiva University from 2017 to 2021 and at Joseph Kushner Hebrew Academy/Rae Kushner Yeshiva High School from 2010 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations as part of the standalone planning services.

Stephanie Fan is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. Her work history includes roles at UBS Financial Services and McMorgan & Company, as well as positions at educational institutions such as Hult International Business School and the Intercultural Institute of California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and research.

Daniel Hunt is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2010, including its successor entities. Outside of his advisory role, he is the sole proprietor of Admeliora Solar, LLC, an oil and energy business based in Wyoming. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and market research.