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Gerard C
Series 63, Series 65
Palm Beach Garden, FL
Morgan Stanley
Gerard Ciccio is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and offers services that include both retail and institutional investment solutions.
Joyce G
Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
Joyce Gibbs is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Outside of her advisory role, Gibbs is a managing general partner of a limited partnership and a partner in a construction-related LLC. 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 firm-approved tools and modeling techniques to support clients’ financial goals.
Robert S
Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
Robert Scherer is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside his advisory role, Scherer serves on the Board of Trustees and Finance Committee at Frenchman's Creek Beach and Country Club and is an investment committee member for the Washington Hebrew Congregation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide 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 supported by firm-approved tools and the Global Investment Committee’s market analyses.
Douglas Q
Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
Douglas Quartner is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.
Ilene Z
Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
Ilene Zwick is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.
Edward E
Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
Edward Edelman is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations with 56 years of industry experience. His prior work includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney before joining Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and investment committee analyses.
Arnold P
Series 63, Series 66
Palm Beach Gardens, FL
Morgan Stanley
Arnold Peskin is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2009. Peskin serves as a trustee and provides financial advice to the Peskin Family Foundation Trust, which supports college tuition for selected students. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning services.
Richard H
CFA®, Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
Richard Hazzouri is a CFA® charterholder with 24 years of industry experience, currently serving at Morgan Stanley in Palm Beach Gardens, FL. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Hazzouri serves as a board member for the Boys and Girls Clubs of Northeastern Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range 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 modeling techniques to support its advisory services.
Bruce Z
Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
Bruce Zwick is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Morgan Stanley and its private bank since 2018 and previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee and co-trustee in a trust-related capacity. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and planning tools, with advisory services that generally do not include individual security recommendations unless specifically engaged.
Morry Z
Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
Morry Zolet is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Zolet serves on the Executive Board of Governors for Associated Jewish Charities in Baltimore, Maryland. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and data.
Mark M
Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
Mark Mcandrew is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes multiple roles within Morgan Stanley and its affiliated entities since 2009, as well as prior work at Citigroup Global Markets from 2004 to 2007. 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’s financial planning process utilizes structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.
John V
CFP®, Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
John Vessa is a CFP®-certified financial advisor with Morgan Stanley in Palm Beach Gardens, FL, bringing 39 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009 and 2015, respectively. Outside of his advisory role, he is a member of the Kelly Family Investment Trust, a non-investment-related activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that employs structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment products and services through its affiliated broker-dealer and private fund relationships.
Alan G
Series 63, Series 65
Palm Beach Gardens, FL
Morgan Stanley
Alan Greenberg is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he teaches a continuing education course on real estate investment trusts at Hofstra University and delivers market overview and asset allocation presentations at the Chautauqua Institute. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.
Joseph V
Series 63, Series 66
Palm Beach Gardens, FL
Morgan Stanley
Joseph Viviani is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2011. He is based in Palm Beach Gardens, Florida. 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 planning process that utilizes firm-approved tools and modeling techniques.
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