Donald Smith Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 research.

Herbert Hartman is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models to support its advisory services.

Luciane Roessler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) provides advisory programs to individuals and institutions, offering 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 market modeling techniques.

Luke Myers is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously been involved with Restored Investments LLC and David M. Myers Furniture. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment models to support clients, acting primarily in an advisory capacity.

Jenelle Mitchell is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, following roles at PNC Investments and PNC Bank. Outside of her advisory work, she operates Flourishing Hearts Relationship Coaching LLC, providing counseling services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with 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 using firm-approved tools and modeling techniques.

Cameron Sorge is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley, he worked at Rollins College and U-Tiki Beach Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through dedicated advisory programs and managing approximately $2.74 trillion in client assets.

Scott Waldman is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Citigroup Global Markets and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a board member for the LIV Golf League Stingers franchise. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and corporate financial planning solutions.

Angela Garber is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 26 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 offering a range of advisory programs to individuals and institutions, including 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 and modeling techniques as part of its financial planning process.

Christy Flores is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, 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 market outlook models.

Glenn Kurlander is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Outside of his advisory role, he serves as a co-trustee for a private trust and is working on a book titled "The Long Ride Home: A Field Guide to Honesty, Repair, Responsibility, Love and Becoming a Man." Morgan Stanley Wealth Management provides advisory programs to 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 to assist clients, with an emphasis on advisory services rather than individual security recommendations.

Jason Mccarty is a Series 66-licensed financial advisor with Morgan Stanley in Palm Beach Gardens, FL, and has 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. 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. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

Andrew Porath Jr. is a financial advisor with Morgan Stanley holding a Series 66 designation and four years of industry experience. He has previously worked at Muriel Siebert & Co., Inc. and Bank of America. Porath is based in Palm Beach Gardens, FL. 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 structured planning tools and market simulations in its financial planning process.

Howard Kaslow is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He is based in Palm Beach Gardens, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning processes supported by its Global Investment Committee’s tools and models.

Joan Lally is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Based in Palm Beach Gardens, FL, her career has been focused within this firm for the past 17 years. Morgan Stanley Wealth Management serves individual and institutional clients by delivering 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 to support its financial planning process.

Timothy Marino is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by advanced analytical tools and a structured planning process.

Dawn Stedronsky is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 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 analyses.

Daniel Crady is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding the CFP® and CFA® designations and having 27 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Velia Daniel is a Series 66-licensed financial advisor with Morgan Stanley in Palm Beach Gardens, FL, and has eight years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Citi Personal Wealth Management from 2014 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and a structured planning process.