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Francesco E

Series 66

Philadelphia, PA

Morgan Stanley

Francesco Esposto is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and two years of industry experience. His work history includes multiple roles at Morgan Stanley and its private bank, as well as positions at B2 Partners and Five Below. 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 supported by firm-approved tools and investment committee insights.

General estate planning guidance
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Timothy M

Series 66

Philadelphia, PA

Morgan Stanley

Timothy Murphy is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Marlon T

Series 63

Philadelphia, PA

Morgan Stanley

Marlon Travis is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in several real estate investment ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and financial planning services.

General estate planning guidance
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Alyssa F

Series 63, Series 66

Philadelphia, PA

Morgan Stanley

Alyssa Follo is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 credentials and five years of industry experience. Her previous roles include a position at The Vanguard Group and work at West Chester University. Outside of her financial career, she was involved in homemaking activities from 2015 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Norah S

Series 66

Philadelphia, PA

Morgan Stanley

Norah Sheridan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Based in Philadelphia, PA, she has been with Morgan Stanley for the majority of her career. 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, utilizing structured planning tools and modeling techniques to assist clients in their financial decision-making.

General estate planning guidance
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Jacob M

Series 66

Philadelphia, PA

Morgan Stanley

Jacob Marcus is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and one year of industry experience. His prior work includes positions at NewRez, LLC., Enterprise Holdings, and Victus Sports, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Colleen G

Series 66

Philadelphia, PA

Morgan Stanley

Colleen Gibbons is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 a structured financial planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Edward P

CFP®, Series 63, Series 65

Philadelphia, PA

Morgan Stanley

Edward Plachter Jr. is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Morgan Stanley since 2011, serving at both Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is a limited partner in BPW Sciences, a material science company involved in healthcare and energy industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Keith J

Series 66

Philadelphia, PA

Morgan Stanley

Keith Joffe is a financial advisor at Morgan Stanley with 25 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 2016. He is based in Philadelphia, PA. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 using firm-approved tools and methodologies.

General estate planning guidance
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John C

Series 63, Series 65

Philadelphia, PA

Morgan Stanley

John Corrado is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in property management as a sole proprietor of a real estate business in Philadelphia. 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 supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Christopher B

Series 65, Series 63

Philadelphia, PA

Morgan Stanley

Christopher Browne is a financial advisor at Morgan Stanley in Philadelphia, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at United Capital Financial Advisors, Bank of America, Merrill, and Citizens Bank. Outside of his advisory work, he serves as a part-time worship leader at New Life Church of Philadelphia. 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 and a range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Arthur S

CFP®, Series 63

Philadelphia, PA

Morgan Stanley

Arthur Stevens is a CFP®-designated financial advisor at Morgan Stanley with 51 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015, both based in Philadelphia, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that includes structured discovery conversations and firm-approved tools to support clients in their investment decisions.

General estate planning guidance
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Kathleen P

Series 66

Philadelphia, PA

Morgan Stanley

Kathleen Pruess is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she operates a travel agency as a Bucket List Tour Guide. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services, utilizing firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Kevin H

Series 66

Philadelphia, PA

Morgan Stanley

Kevin Huntington is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2017 and previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management delivers a range of advisory programs to individual and institutional clients, combining financial planning with access to various investment strategies and specialized services through a large, integrated platform.

General estate planning guidance
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Eric S

Series 63, Series 65

Philadelphia, PA

Morgan Stanley

Eric Salmansohn is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and market modeling techniques.

General estate planning guidance
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David W

Series 66

Philadelphia, PA

Morgan Stanley

David Woody is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley, Iron Mountain, Hughes Enterprises, and Foothold Technology. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Joshua S

Series 66

Philadelphia, PA

Morgan Stanley

Joshua Spitzer is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Grande Capital RE LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured discovery processes and firm‑approved tools to model financial outcomes.

General estate planning guidance
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Rene A

Series 66

Philadelphia, PA

Morgan Stanley

Rene Alvarado is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Wilmington Trust, Goldman Sachs, and six years at Accenture, along with completing an MBA at The Wharton School. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with various advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad range of investment offerings.

General estate planning guidance
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Michael C

CFP®, Series 66

Philadelphia, PA

Morgan Stanley

Michael Comber is a CFP®-certified financial advisor with 23 years of industry experience, currently with Morgan Stanley in Philadelphia, PA. He has been associated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering financial planning services that utilize firm-approved tools and models to support client decision-making. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

General estate planning guidance
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Louis M

Series 63

Philadelphia, PA

Morgan Stanley

Louis Mosca is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Based in Philadelphia, PA, Mosca's career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range 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 utilizes structured planning tools and firm-approved methodologies as part of its financial planning process.

General estate planning guidance
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