Nicholas Poulis is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2004. Outside of his advisory role, he serves as Chief Financial Officer and a member of the Finance Committee for the Chian Federation, a Greek cultural, educational, and charitable organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and modeling techniques without providing individual security recommendations in standalone plans.

Thomas Carl is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its related entities since 2009. Carl is based in Paramus, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Paula Levine is a financial advisor at Morgan Stanley with 38 years of industry experience. She has held her current role since 2012 and previously worked at SMH Capital Advisors LLC. Paula holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Brianne Burdzy is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 license with nine years of industry experience. She previously worked at UBS Financial Services for ten years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by advanced modeling tools.

Thomas La Macchia is a financial advisor at Morgan Stanley with four years of industry experience and a Series 66 designation. His prior roles include positions at Securian Financial Services and Allied Wealth Partners. Outside of his advisory work, he is involved in community activities as a hockey coach for youth and is affiliated with Arcola Country Club. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Brian Daniels is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Enfusion, LLC. His background also includes roles outside finance, such as with Recharge Brewing Co. and My Pizza Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Gerald Simmons is a CFP® professional with 40 years of industry experience, currently serving at Morgan Stanley in Paramus, NJ. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Kenneth Margolin is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 designations and bringing 57 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. 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 and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market-based modeling techniques.

Susan Davis is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Outside of her advisory role, she is a sole proprietor involved in property management and a partner in a family-owned real estate entity. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm integrates structured planning tools and various investment strategies while managing approximately $2.74 trillion in client assets.

Jake Barone is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Ocean Mist and held various roles outside finance, including positions at South Kingstown School District and Whalers Brewing Co. Outside his advisory work, Barone is involved with Braverhood, a community habilitation organization assisting individuals with disabilities. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved tools but generally does not include individualized security recommendations as part of standalone plans.

George Epitropakis is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at LPL Enterprise and PRUCO Securities, LLC. He has also been employed in non-financial roles, including positions at Mendham Golf and Tennis Club and Rutgers University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers integrated planning services through its Financial Advisors and specialized groups.

Kateryn Peguero is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and JP Morgan Securities LLC. Outside of her advisory role, she is connected to a retail and online store business owned by her husband. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets with a structured planning process that incorporates firm-approved tools and models.

Matthew Secemski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over a decade of experience in the financial services industry, specializing in executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Matthew is part of The Secemski Group, a multigenerational team that combines over 50 years of experience managing wealth for individuals and businesses. Matthew holds several professional designations, including Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). Prior to joining Merrill, he served as a Financial Planning Director at Morgan Stanley, where he focused on high-net-worth planning and next-generation wealth accumulation strategies. Matthew earned his bachelor's degree from Rutgers University. Outside of his professional work, Matthew enjoys playing chess, spending time with his family, and watching movies.

Boguslawa Skala is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Stephanie Brown is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets from 1998 to 2009. Brown is currently based in Paramus, NJ. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and Corporate Financial Planning agreements.

Danielle Jacobson is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at Morgan Stanley since 2009, as well as positions at National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. Outside of her advisory work, she is involved as an independent contractor in direct sales of dermatology products through Rodan and Fields. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional solutions.

Alexander Arns Jr. is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and data-driven modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Anita Thomas is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63, 65, and 66 licenses and having 18 years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of advising, she is involved in accounting and bookkeeping for a sole proprietorship rental property in Cave Creek, Arizona. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing a structured financial planning process that uses firm-approved tools and market scenario modeling.

Michael Borsello is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked at Merrill for 20 years before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. He also serves as a FINRA arbitrator. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Michael Jackson is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley and its Private Bank since 2017, following a brief tenure at PNC Investments and PNC Bank. Outside of his advisory role, he serves as an officer for the Midland Park Soccer Association in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning supported by firm-approved tools and analyses.