Andrew Bernstein is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2025 and Morgan Stanley Smith Barney since 2009. Bernstein serves as a trustee and co-trustee for trust and estate administration matters outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning services utilizing firm-approved tools and a structured discovery process, managing approximately $2.74 trillion in client assets.

Seth Hart is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held roles at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers planning services without providing individual security recommendations as part of standalone plans.

Benjamin De Angelis is a Certified Financial Planner (CFP®) with 16 years of industry experience, currently serving at Morgan Stanley in New York, NY. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee for a trust based in Garrison, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial and estate planning services.

James Broyles is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and beginning his advisory career in 2025. His background includes roles at Fairfield University, Mountain Creek Water Park and Ski Resort, Lake Mohawk Country Club, and Morristown-Beard School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

Stephen Viafore is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, Series 65, and Series 66 licenses and possessing 44 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm uses a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Shawn Landau is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2000. Based in New York, NY, his career spans multiple roles within major financial institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including 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 insights from its Global Investment Committee.

Nathan Hersch is a financial advisor at Morgan Stanley with 8 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously spent two years at Rosh Capital Management LP. Outside of advisory work, he is an equity partner involved in a commercial real estate development project in Newark, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Eric Cheng is a financial advisor at Morgan Stanley in New York, NY, holding Series 66 and Series 63 licenses with three years of industry experience. He previously worked at BNY Mellon and Infusive Asset Management and has spent time traveling between roles. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools, offering a wide range of retail and institutional investment products and strategies.

James O'Keefe is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked in various capacities within Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. from 2015 to 2023. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Melissa Pepitone is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, where she has worked since 2009. She has 17 years of industry experience. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools along with the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Joseph Fereno is a financial advisor at Morgan Stanley in New York, NY, with 17 years of industry experience. He has been with Morgan Stanley since 2014. Outside of financial advising, he works as a personal DJ. 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.

Benyamin Davoudi is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Center Street Capital and a non-financial business, Holy Schnitzel. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by advanced analytical tools and a structured discovery process.

Charles Dennis is a Certified Financial Planner (CFP®) with 40 years of industry experience, currently serving at Morgan Stanley in New York, NY. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and employs structured discovery tools and modeling techniques, serving clients primarily in an advisory capacity.

Erica Dombroff is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 utilizes structured planning tools and models in its approach.

Joseph Branagan is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2013. 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 manages approximately $2.74 trillion in client assets and provides tailored financial planning using structured discovery conversations and firm-approved planning tools.

James White is a financial advisor at Morgan Stanley with 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. White holds Series 63 and Series 65 designations. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Kevin Neville is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has served at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory work, Neville is involved in estate and trust administration roles. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning conversations supported by proprietary tools and risk modeling techniques.

Gary Schwartz is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by 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 through direct individual plans and Corporate Financial Planning agreements with employers.

Michael Romano is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Golan Yehuda is a CFP®-certified financial advisor with Morgan Stanley in New York, NY, and has 28 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 that incorporates quantitative tools and modeling techniques.