Robert Cox is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Charles Schwab and the University of Dayton, as well as work in logistics and at Butler National Golf Club. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers both direct and employer-based financial planning solutions.

Bartosz Bak is a CFP® and holds a Series 66 designation with 22 years of industry experience. He has worked at Morgan Stanley since 2013, including 11 years with Morgan Stanley Private Bank, N.A. Outside his advisory role, he is involved with a private promissory note investment and has interests in power generation technologies and lending-related technology partnerships. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad investment offering.

Amy Berg is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she owns an Etsy shop focused on retail and online sales. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and emphasizing client responsibility for plan implementation and updates.

William Travis, Jr Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 utilizes structured planning tools and market models to support its financial planning process.

John Dudek is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior work includes positions at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Julia Schulz is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Schulz also holds a CPA license and is involved in education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michelle Hughes is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Hughes holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with 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 firm-approved tools and market modeling techniques.

Jessica Brophy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and previously worked at Stifel from 2013 to 2018 before joining Morgan Stanley in 2018. She is based in Oak Brook, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Thomas Mcgee is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2015. Outside of his advisory role, he is a partner in a recreational business, Whalen South Float Dock LLC, located in Indiana. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Stephen Devermann is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at 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 with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support tailored financial plans.

Thomas Currey is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Outside of advising, he operates a real estate business as a sole proprietor. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering comprehensive financial planning that includes tailored strategies supported by firm-approved tools and modeling techniques.

Stefan Strauss is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Wells Fargo Clearing Services LLC for seven years and has held roles at David Poznanski, Kyle Morgan Smith, and Northwestern Mutual Investment Services LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Lance Walker is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management (MSWM) provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and a range of investment programs to serve its diverse client base.

Nancy Nguyen is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets for nine years. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Carlos Cruz is a financial advisor at Morgan Stanley in Oak Brook, IL, with eight years of industry experience. He previously worked at The Vanguard Group and maintained a self-employed advisory practice. Outside of his advisory role, Cruz is involved in property management as a rental property owner. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Ryan Kibiloski is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes a 13-year tenure at Fifth Third Securities. Outside of his advisory role, he is involved in business ventures including ownership of a manufacturing company, Meadow Land Distillery LLC, and partnerships in real estate entities. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques.

James Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a partner in a real estate business based in Rolling Meadows, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Jackson Degiorgio is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His work history includes roles at Morgan Stanley Private Bank and US Bank, as well as earlier positions outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad suite of investment products and services.

Mirella Saucedo Marquez is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020, following roles at JPMorgan Chase Bank and JPMorgan Securities from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory process.

Gilbert Mauro is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and having 17 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Mauro is the owner of Mauro Family Investments LLC, an investment-related entity focused on estate planning. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model outcomes, offering a broad range of investment and financial services.