Diane Roberts is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Samuel Levin is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 license and six years of industry experience. Prior to joining Morgan Stanley, he worked at Bank of America and Merrill. Outside of his advisory role, Levin is a general partner and managing member of Broker-Tov, LLC, a limited liability company engaged in managing single and multi-family residential properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes and diverse advisory programs supported by firm-approved tools.

Thomas Dennis is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation. He has one year of industry experience and has held prior roles at firms including RSM and Good2Grow, as well as positions outside the financial sector. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process without offering individual security recommendations as part of standalone financial plans.

Isiah Myles is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at The Vanguard Group for five years. 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 tailored financial planning supported by firm-approved tools and strategies.

Brett Ciarelli is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Outside of advisory work, he is involved with Bluebird Lending LLC, a lending business based in Philadelphia. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Maria Tyson Cori is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 63 designation and possessing 24 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 providing a broad range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Matthew Cutler is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association 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 employs a structured financial planning process that incorporates model-based scenario analysis without providing individual security recommendations as part of its standalone planning service.

Johnathan Thimodo is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 credential. He has one year of industry experience, previously working at Equitable Advisors and with roles outside finance including positions at Chipotle Mexican Grille and Walmart. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not provide individual security recommendations as part of standalone planning.

Sean Mckeever is a Certified Financial Planner® with 29 years of industry experience, currently with Morgan Stanley in Philadelphia, PA. He has worked in various roles within Morgan Stanley since 2007, including the Private Bank and Smith Barney divisions. Outside of financial advising, he has business interests through Public House Investments, LLC, which operates Mission Grill, LLC. 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 financial planning services, using firm-approved tools and methods such as Monte Carlo simulations, while managing approximately $2.74 trillion in client assets.