Dylan Boczon is a financial advisor at Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Equitable Advisors and several non-financial companies. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and quantitative tools but does not provide individual security recommendations as part of standalone plans.

David Jack is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 63 designation and over 32 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley in 2021. 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, offering financial planning and estate strategies supported by firm-approved tools and processes.

Jonathan Magotch is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Hennion & Walsh, Inc. and JM Detailing. Before entering the financial industry, he was employed at Joseph A. Magotch DDS. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and serving clients through both direct and employer-sponsored agreements.

Esther Fishman is a Certified Financial Planner (CFP®) with 20 years of industry experience. She has worked at Morgan Stanley since 2009, including over a decade with Morgan Stanley Private Bank, N.A., and previously spent three years at Citigroup Global Markets. She serves as a committee member for Fair Lawn Access for All, a municipal accessibility initiative. She is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured, tools-based planning process incorporating global investment insights.

Katherine Ferriter is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has been with Morgan Stanley since 2020 and previously worked as a consultant for ICON Consultants–Deutsch Bank in 2018. Outside of her advisory role, she serves as a board member for the Central Park Place at Ramsey Condominium Association in New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, including global investment estimates and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Sergio Piccinich Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he held positions at Citigroup Global Markets Inc and A. G. Edwards & Sons, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment research in its financial planning process.

Sean Foye is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of his advisory work, he serves as an assistant varsity coach at Don Bosco Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Gregory Shirinian is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 licenses with nine years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley since 2018, as well as prior experience at JPMorgan Chase Securities and Hennion & Walsh, Inc. 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 based on a structured discovery process and firm-approved tools.

Jenna Cuenca is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and six years of industry experience. Her career includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and TD Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and sophisticated modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning arrangements.

Nancy Legg is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate structured planning tools and market simulations.

Marta Threlfall is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at BlackRock Investments, LLC. Marta is based in Paramus, NJ. 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 supported by structured discovery processes and firm-approved tools.

John Benigno is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he worked at Bank of America, N.A. and Merrill from 2016 to 2018. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis methods such as Monte Carlo simulations to support its planning process.

Sarkis Shirinian is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Citigroup Global Markets. In addition to his advisory role, he is involved in tax return preparation. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Philippos Sifakis is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process using firm-approved tools and emphasizes an advisory role without providing individual security recommendations in standalone financial plans.

Gregg Trentham is a financial advisor at Morgan Stanley with 24 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Scott Ashley is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as 15 years at Citigroup Global Markets. 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 and managing approximately $2.74 trillion in client assets.

Tim Beckemeyer is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering 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 uses structured planning tools supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Evelyn Reis is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Amanda Rusciano is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, currently working at Morgan Stanley Private Bank, N.A. outside of her advisory role, she is the sole proprietor of a rental property business in Boonton, 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, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside investment research to support its advisory services.

Michael Seaver is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.