James Finley is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 2007. 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 serves clients through both direct and corporate financial planning agreements.

Olivia Negri is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors for three years. Outside of finance, she has experience associated with the American Yacht Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services including wrap programs, private funds, and affiliated commodity pool operations.

Pierce Donegan is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and MassMutual Financial Group. Outside of finance, he is involved as a proprietor and employee at 8th Street Tavern, a restaurant and bar in Hoboken, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, acting primarily in an advisory capacity for retirement plans unless otherwise engaged.

Alexander Skaltsis is a financial advisor with Morgan Stanley in New York, NY, holding Series 66 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Pacer Financial, Inc., Foreside Fund Services, LLC, and Jackson National Life Distributors. Outside of finance, he was involved with Nitroflex Gym from 2014 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools without providing individual security recommendations as part of its standalone planning services.

Bernardo Duque is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Morgan Stanley since 2010. Outside of his advisory role, Duque is involved in sports officiating with the International Association of Approved Basketball Officials and coaches youth basketball for Team Sharp AAU. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with comprehensive financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and extensive research.

Michael Kowal is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been associated with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Outside of financial advising, he is also employed in a wholesale and distribution business. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Thomas Calder is a financial advisor with Morgan Stanley in New York, NY. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Intercontinental Capital Group and spent five years at Colonial Springs Golf Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Howard Fishkind is a CFP® professional with 25 years of experience, currently serving at Morgan Stanley in New York, NY. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs for individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Leia Mehler is a financial advisor at Morgan Stanley with 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 2006. Outside of advising, she owns a consulting business and is involved in property management in Massapequa, New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages trillions in client assets and delivers services both directly and through corporate financial planning agreements.

Samuel Wilshinsky is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley, he worked at Legends Hospitality for two years and attended the University of Delaware. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning, utilizing firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and corporate financial planning agreements.

Robert Manning is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate financial planning agreements.

Liam Spencer is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, he worked at Outlier AI and Economy Candy. Morgan Stanley Wealth Management serves individuals and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Tanvere Warren is a financial advisor at Morgan Stanley with 16 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2018, Warren worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2018. Outside of advisory work, Warren is the sole proprietor of Kruptan Capital LLC, a business involved in real estate management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured discovery processes and proprietary planning tools and manages approximately $2.74 trillion in client assets.

Elvis Brito Bueno is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services for two years and has a background in education, having spent seven years with the Ossining Union Free School District and four years at Manhattan College. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a diverse range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Virginia Carrero is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brett Rodriguez is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to develop financial plans.

Thomas Hibbits Jr. is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. 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’s planning process involves structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone programs.

Garett Engel is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with two years of industry experience. He previously worked at WB WOOD and Benhar Office Interiors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Jeffrey Stein is a financial advisor with Morgan Stanley in New York, NY, holding the CFA® designation and Series 63 license. He has 13 years of industry experience, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

David Murphy is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021 and previously spent 12 years with UBS Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and corporate financial planning agreements.