Felicia Posil is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley and its Private Bank since 2018, and previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Liliann Stafford is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. She holds a Series 63 designation and is based in New York, NY. Morgan Stanley Wealth Management serves both individual 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 employs structured planning processes supported by firm-approved tools and methodologies.

Lainie Small is a financial advisor at Morgan Stanley with 36 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent 13 years at Lazard Asset Management Securities LLC. She holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory process.

Stephen Chan is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Gilder Gagnon Howe & Co. LLC and Gainor Staffing. He is based in New York, NY. 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 planning tools and firm-approved processes to deliver tailored financial plans.

Fabio La Rosa is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 designation and with 19 years of industry experience. He has been with Morgan Stanley since 2009. 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 employs a financial planning process that incorporates firm-approved tools and modeling techniques.

Garrett Buckley is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member involved with property management activities in Nashville, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery and advanced modeling tools, serving clients with both direct and corporate financial planning agreements.

Alexander Garry is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Foreide Fund Services, LLC and WisdomTree Asset Management, Inc. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and focuses on advisory services without providing individual security recommendations in standalone planning.

Lily Engelhardt is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and over 45 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in managing rental property investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by structured planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional financial services.

Kevin Amoo Mensah is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Morgan Stanley in New York, NY, where he has worked since 2026. His prior experience includes roles at BNY Mellon and Goldman Sachs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Malcolm Pakola is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and three years of industry experience. He has been with Morgan Stanley since 2022 and previously attended the University of Delaware. 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 uses structured planning tools and modeling techniques and offers a broad range of retail and institutional financial services.

Charles Dennis is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Sessions Payroll Management Inc., a company in the entertainment and labor/service sector. 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 supported by structured discovery conversations and firm-approved tools.

Francesca Stefanelli is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, with one year of industry experience. Her prior experience includes roles at Rutgers University and The Beach Home. 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 methodologies.

Mark Stofko is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes long tenures at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

James Minck Jr. is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and 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 economic modeling techniques.

Julia Zimm is a financial advisor at Morgan Stanley in New York, NY, with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2020. Her prior experience includes roles at UBS Financial Services and Lenox Advisors Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by firm-approved tools and emphasizes a structured discovery process without providing individual security recommendations as part of its standalone planning services.

Jorge Reyes is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation. He has industry experience beginning in 2018, with previous roles at Morgan Stanley and BNY Mellon, as well as four years at Marist College. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Robyn Meredith is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at BNY Mellon and J.P. Morgan. Meredith is co-chair of the Membership committee at the Lotos Club, a private social club in New York. Morgan Stanley Wealth Management provides advisory and brokerage services to individual 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 a broad range of investment programs.

Jason Hochstrasser is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, including tailored financial planning using 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.

Shaun Bensol is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at HSBC Bank USA and HSBC Securities (USA) Inc. He is also involved as a proprietor and partner in ClydeSoFly.com, a sports and fashion blogging retail and online store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning, investment management, and access to affiliated investment companies and private funds.

Lucas Intagliata is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and one year of industry experience. His background includes work at The Inspired Garden and involvement with the Johns Hopkins Center for Talented Youth. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering financial planning and investment services supported by firm-approved tools and research.