Tiffany Ramos is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several notable firms, including Bank of America, Merrill, NYLIFE Securities, and HSBC Bank USA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

Melanie Zartaloudis is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and with two years of industry experience. Prior to joining Morgan Stanley in 2023, she was with JPMorgan Chase Bank from 2021 to 2023. Outside of financial services, she has been employed at Walgreens Pharmacy since 2019. 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 that incorporates firm-approved tools and modeling techniques.

Stacey Schaumberger is a Series 66 licensed financial advisor with Morgan Stanley, based in Paramus, NJ, and has 35 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. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Robert Moreira is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and 12 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory role, he coaches the JV hockey team at Don Bosco Preparatory High School and has managerial duties at Nanni Ristorante. 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 conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

Gregory Libby is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 11 years at Citigroup Global Markets. Outside of his advisory role, he is the owner and president of a village boat club in Tuxedo Park, NY. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services that encompass broad investment and planning strategies.

Amy Miller is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she works as an independent contractor in a direct sales position. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Jack Van Itallie is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation. He joined Morgan Stanley in 2025 after completing ten years of full-time education. 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 firm-approved planning tools.

John Diaz is a financial advisor at Morgan Stanley with Series 63 and Series 65 designations and four years of industry experience. He has held roles within Morgan Stanley since 2021, including a position at Morgan Stanley Private Bank, N.A. from 2024 to the present. Prior to his financial career, Diaz worked briefly at Tommy Bahama and the YMCA. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Barbara Shaker is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds the Series 66 designation. 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 estate planning strategies, managing approximately $2.74 trillion in client assets.

Kevin Foord is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and Corporate Financial Planning agreements.

David Natt is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Autonomous Research US LP for six years. 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 employs a structured planning process supported by firm-approved tools and market modeling.

Yash Dalal is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Dalal serves as a board member for the Asha-Vijay Foundation, a private nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by firm-approved tools.

Ryan Margolin is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and with 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with T3 Entertainment Group, LLC, an entertainment industry consulting and connecting company. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and a range of investment products.

Kyle Kithcart is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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.

Henry Sackler is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank since 2015. 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 financial planning services supported by firm-approved planning tools and a comprehensive investment approach.

Philip Paul is a CFP®-designated financial advisor with 19 years of industry experience. He currently works at Morgan Stanley, having been with the firm and its affiliated entities since 2021. Prior to that, he worked at Bank of America and Merrill from 2017 to 2021, and also served at Fairleigh Dickinson University from 2015 to 2017. Outside of his advisory role, Paul is a committee member of the Summit Jewish Community Center, where he helps coordinate advertising efforts for community publications. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory services to individuals and institutions, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its advisory process.

Jeffrey Goria is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following five years at Trident Brokerage Services LLC. Goria serves as a trustee in estate and trust roles outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Joseph Brown is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he spent 20 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to assist clients in developing financial plans.

Chantana Suwansiri is a Series 66-licensed financial advisor with Morgan Stanley in Paramus, NJ, where she has worked since 2009. She has 17 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Jeffrey Hartman is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models developed by its Global Investment Committee.