David Schaeffer is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and firm-approved processes, focusing on advisory services without providing individual security recommendations as part of standalone planning.

Timothy Trexler is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Alain Boletta is a CFP® professional at Morgan Stanley with 19 years of industry experience. His prior roles include positions at The Vanguard Group and Lincoln Investment. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of retail and institutional investment solutions.

David Bentley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning through Financial Advisors and specialized groups such as Estate Planning Strategies.

Brett Wallace is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. He is also involved with Maplezone, a business he has been associated with since 2008. 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 and financial planning services that utilize structured discovery conversations and firm-approved tools to assist clients in developing tailored financial plans.

John Mc Quarrie is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2018. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array 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 analysis methods.

Christopher Grandieri is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is a partner in C2J Investments, LLC, a company involved in the hospital and healthcare sector. 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 employs a structured planning process that incorporates firm-approved tools and analysis methods.

Sarah Buonocore is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Matt Rifkin is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked for Global Atlantic Financial Group and Global Atlantic Distributors, LLC. Rifkin is based in Newtown Square, PA. Morgan Stanley Wealth Management serves individuals 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 proprietary tools and committee-reviewed investment return estimates.

Matthew Mc Kenzie is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank NA from 2001 to 2018. Mc Kenzie holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Joseph Digregorio is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services that incorporate structured discovery processes and firm-approved tools to model investment outcomes. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.

Denise Wine is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of her advisory role, she serves as power of attorney for her father. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of retail and institutional investment services.

Krista Finegan is a financial advisor with Morgan Stanley in Newtown Square, PA, holding Series 63, 65, and 66 licenses and having 15 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Outside her advisory role, she is the founder of 100 Women Downingtown, a community group based in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning services.

Paul Failla is a financial advisor with Morgan Stanley in Newtown Square, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Jeffrey Merten is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and modeling techniques to support its financial planning process.

William Smith is a financial advisor at Morgan Stanley with 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds a Series 63 designation and serves as a trustee and co-trustee for a trust in Radnor, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Christopher Rall is a financial advisor with Morgan Stanley Wealth Management in Newtown Square, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His tenure includes over a decade with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. 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 and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Justin Wellen is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019, following six years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Monte Carlo simulations and Secular Return Estimates in its process.

Adam Saunders is a financial advisor with Morgan Stanley in Newtown Square, PA, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 structured planning tools and methodologies to support clients’ financial goals.

Kristen Weil is a financial advisor at Morgan Stanley in Newtown Square, PA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior experience includes roles at J.P. Morgan Securities, J.P. Morgan Private Bank, and Wedbush Securities, as well as multiple positions at Princeton University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support its financial planning process.

Allyson Defruscio is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at The Vanguard Group. Her background includes roles in education and fitness prior to entering the financial services industry. Morgan Stanley Wealth Management offers advisory services to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs.

Aaron Mcintyre is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association. Outside of his advisory duties, he serves as a board member for Pennsbury Township’s Commission Fire/Emergency Medical Services in Chadds Ford, Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by structured planning tools and the resources of its Global Investment Committee.

Carl Morgan is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Christine Gallo is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held positions at several firms, including JPMorgan Securities, TIAA-CREF, Capital One Investing, and BlackRock. Outside of her financial advisory work, she is involved in package delivery services through Amazon Flex and DoorDash as a contractor. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support client financial goals.

Douglass Tietbohl is a financial advisor with Morgan Stanley in Newtown Square, PA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2011 and 2015 respectively. Outside of his advisory role, he serves as a successor executor in estate matters. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by the Global Investment Committee’s analyses.

Michael Rifkin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates in its process.

Thomas O'Rourke Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client outcomes.

Joseph Morganti is a financial advisor with Morgan Stanley in Newtown Square, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he is involved in the beverage retail sector as an owner and partner of Turtlehead LLC and associated businesses. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both 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 utilizes firm-approved planning tools and methodologies such as Monte Carlo simulations and secular return estimates in its advisory process.

Dianne Williams is a financial advisor with Morgan Stanley in Newtown Square, PA, holding a Series 63 designation and 18 years of industry experience. She has worked with Morgan Stanley and its affiliate Smith Barney since 2009. Outside of her advisory role, she is involved in offering essential oils through Doterra International and owns a publishing business, Patio Chronicles on Substack. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.