Lauren Grant is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, as part of its financial planning process.

Amy Godfrey is a CFP®-credentialed financial advisor with Morgan Stanley in Northfield, NJ, and has three years of industry experience. Before joining Morgan Stanley, she worked at Lincoln Investment, Capital Analysts, Allen Associates, Minnitis Insurance Agency, and Liberty Mutual Insurance. Outside of her advisory role, she is involved with Women EmpowerMentors LLC, a community-focused organization, and is a partner at ABG Partners LLC, a recreation-related business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and strategies.

Alec Sachais is a financial advisor with Morgan Stanley in Northfield, NJ. He holds a Series 66 designation and has been with Morgan Stanley since 2024. Prior to joining the firm, his work experience includes roles at Resorts Casino Hotel and positions at Rider University and Villanova University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

John D'Alessandro Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked with Morgan Stanley in various capacities since 2002, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He serves as a non-public arbitrator for FINRA cases in the Philadelphia offices. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Ryan Leek is a financial advisor with Morgan Stanley in Northfield, NJ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at J.P. Morgan Securities before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Outside of his advisory role, Leek serves as an officer of the John E. Leek and Pamela J. Leek Charitable Foundation and coaches U12 athletes for the Pocono Alpine Ski Educational Foundation. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques but does not provide individual security recommendations within its standalone planning program.

Thomas Hurley is a financial advisor with Morgan Stanley in Northfield, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Hurley serves as a track and field official for the New Jersey State Interscholastic Athletic Association, participates in the Atlantic City High School Hall of Fame advisory board, and holds leadership roles with St. Bernadette Church and the Northfield Economic Commission. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services that integrate financial planning with broader investment and institutional capabilities.

John Kelley Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held positions at Morgan Stanley since 2010 and at Morgan Stanley Private Bank, National Association since 2015. He also works with the Egg Harbor Township School System in an educational capacity. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Megan Vanesko is a financial advisor at Morgan Stanley in Northfield, NJ, holding a Series 66 designation with 14 years of industry experience. She has worked at Morgan Stanley since 2019 and was previously with Wells Fargo Clearing from 2016 to 2019. 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 utilizes structured planning tools and scenario modeling as part of its advisory process.

Theodore Khoury is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley, his experience includes roles at Wells Fargo Advisors, Janney Montgomery Scott, and Raymond James Financial Services. Outside of his advisory work, he is a notary public in New Jersey and holds a minority ownership in Water Dog Smoke House LLC, a wholesale producer of smoked fish. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs that include tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Anthony Vitagliano is a financial advisor at Morgan Stanley in Northfield, NJ, holding a Series 66 designation with four years of industry experience. Before joining Morgan Stanley, he worked briefly at UBS Financial Services. Outside of finance, he is involved in the restaurant industry as a proprietor at Uncle Bill's Pancake House and Nauti Donuts in Ocean City, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of financial planning and advisory services to individual and institutional clients. The firm employs structured discovery processes and firm-approved tools to develop tailored financial plans, managing approximately $2.74 trillion in client assets.

Charles Malamut is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Outside of advising, he owns Strongbow Stables LLC, a horse farm. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services supported by structured tools and broad investment capabilities.

Lawrence Malamut is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 13 years. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. 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, and manages approximately $2.74 trillion in client assets.

Charles Fahy is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of finance, Fahy owns Fahy Golf Services, where he provides golf instruction and advice. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Steven Caltabiano is a financial advisor with Morgan Stanley in Northfield, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as President of the Salem County Tax Board and is a board member of the South Jersey Healthcare Foundation, as well as an official with the Salem County Democratic Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individual and institutional clients. The firm’s financial planning process uses structured discovery and approved planning tools to deliver tailored plans, supporting clients in implementing and updating their strategies.

Amy Fischer is a Series 66-licensed financial advisor with Morgan Stanley in Northfield, NJ, and has four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019 and is also involved with ASAPP Healthcare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and advanced planning tools, serving clients through both direct and corporate financial planning agreements.

Franklin Malamut is a financial advisor with Morgan Stanley in Northfield, NJ, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2022 and previously held positions at Freedom Mortgage and Newday USA. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools, offering services that emphasize advisory guidance without providing individual security recommendations in standalone planning.

Vanessa Mccabe is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of her advisory role, she is involved with a trust based in Ocean City, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment capabilities.

Michael Torpey is a financial advisor with Morgan Stanley in Northfield, NJ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee insights.

Stephen Marchel is a financial advisor with Morgan Stanley in Northfield, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Janney Montgomery Scott, and Raymond James Financial Services. Outside of his advisory work, he is involved as a partner or owner in several restaurant and bar businesses in New Jersey. 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 to support client financial goals.