Lisa Mulcahy is a financial advisor at Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 credentials with 42 years of industry experience. She has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Cynthia Hoey is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

John Baratta is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and 66 licenses and bringing 35 years of industry experience. He has worked at various Morgan Stanley entities since 2014 and serves on the Board of Trustees for the Hasbrouck Heights Free Public Library. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its advisors and specialized groups, managing approximately $2.74 trillion in client assets.

William Burns is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1998 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and analytical methods.

Robert Viglione is a financial advisor at Morgan Stanley with four years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services from 2022 to 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 employs structured planning tools and modeling techniques as part of its process.

Thomas Van Dyk is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, having previously been with AXA Advisors from 2013 to 2017. Morgan Stanley Wealth Management provides a 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 employs structured planning processes supported by tools such as Monte Carlo simulations and Global Investment Committee analyses.

Adam Guralnick is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held roles at Morgan Stanley Private Bank and UBS Financial Services, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm’s planning process uses structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Jose Peralta is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work includes positions at Fidelity Investments, Merrill, Bank of America, and JPMorgan Chase. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and provides services both directly and through corporate financial planning agreements.

Maurice Davis is a Series 66-licensed financial advisor with Morgan Stanley in Paramus, NJ, where he has worked since 2009. He has 29 years of experience in the financial industry. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and scenario modeling.