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Thomas F

Series 63, Series 66

Pittsburgh, PA

Morgan Stanley

Thomas Farrington is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its Private Bank since 2018, following three years at Bay Crest Partners LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Deborah C

Series 66

Pittsburgh, PA

Morgan Stanley

Deborah Caley is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Wachovia Securities, LLC since 2003. 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 that incorporates firm-approved tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Robert L

Series 63, Series 65

Pittsburgh, PA

Morgan Stanley

Robert Levalley is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he serves as Vice President of the Dayton Ski and Board Club, where he helps plan and organize ski trips each winter. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by a structured process 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.

General estate planning guidance
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Brian S

Series 66

Pittsburgh, PA

Morgan Stanley

Brian Sava is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights to support its advisory process.

General estate planning guidance
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Steven T

Series 63, Series 65

Pittsburgh, PA

Morgan Stanley

Steven Trinkala is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at 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 offering a broad range of advisory programs to individuals and institutions. The firm uses structured financial planning tools and delivers services through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John P

Series 66

Pittsburgh, PA

Morgan Stanley

John Poppert is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he has worked as an independent contractor in graphic design. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

General estate planning guidance
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Anthony R

Series 63, Series 66

Pittsburgh, PA

Morgan Stanley

Anthony Rosato is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has worked in various roles within Morgan Stanley and its affiliates since 2016. 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 that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Campbell M

Series 65, Series 63

Pittsburgh, PA

Morgan Stanley

Campbell Mc Farlane is a financial advisor with Morgan Stanley in Pittsburgh, PA. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2023, including his current role starting in 2025. Prior to entering the financial industry, his experience includes work in retail and hospitality. 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 financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Henry B

Series 66

Pittsburgh, PA

Morgan Stanley

Henry Bernacki is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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David G

Series 63, Series 65

Pittsburgh, PA

Morgan Stanley

David Groetsch Jr. is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the board of the North Hills YMCA and is a board member of the Pennsylvania Basketball Coaches Association. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, offering financial planning and estate strategies supported by structured planning tools and research from its Global Investment Committee.

General estate planning guidance
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Sarah R

Series 66

Pittsburgh, PA

Morgan Stanley

Sarah Rigatti is a Series 66-credentialed financial advisor with Morgan Stanley in Pittsburgh, PA, with 10 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including 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 services that utilize Global Investment Committee data and Monte Carlo simulations to model potential outcomes.

General estate planning guidance
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Nathan K

Series 66

Pittsburgh, PA

Morgan Stanley

Nathan Kramm is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding a Series 66 designation and having seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Cambridge Investment Research, NYLIFE Securities LLC, and New York Life Insurance Co. He serves as president of a local Toastmasters International chapter. Morgan Stanley Wealth Management is 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Marc M

Series 66

Pittsburgh, PA

Morgan Stanley

Marc Mccarey is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers plans that utilize firm-approved tools such as Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Cathy B

Series 66

Pittsburgh, PA

Morgan Stanley

Cathy Buck is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following positions at RBC Capital Markets and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning solutions. The firm’s approach includes structured planning tools and modeling techniques developed by its Global Investment Committee.

General estate planning guidance
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Licia M

Series 63, Series 66

Pittsburgh, PA

Morgan Stanley

Licia Mclaughlin is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

General estate planning guidance
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Thomas M

Series 63

Pittsburgh, PA

Morgan Stanley

Thomas Miller is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds the Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and economic modeling.

General estate planning guidance
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Robert K

Series 63

Pittsburgh, PA

Morgan Stanley

Robert Kanters is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Joan F

Series 63, Series 65

Pittsburgh, PA

Morgan Stanley

Joan Fiore is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves on the Board and Finance Committee of Bishop Canevin High School in Pittsburgh. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools developed by its Global Investment Committee.

General estate planning guidance
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Christopher R

Series 63, Series 66

Pittsburgh, PA

Morgan Stanley

Christopher Radke is a financial advisor with Morgan Stanley in Pittsburgh, PA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank segment since 2018, with prior roles at Cohen & Steers Securities and Cohen & Steers Capital Management from 2014 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning supported by structured discovery conversations and planning tools, serving clients directly and through employer agreements.

General estate planning guidance
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Leanna K

Series 66

Pittsburgh, PA

Morgan Stanley

Leanna Klett is a Series 66-credentialed financial advisor with Morgan Stanley in Pittsburgh, PA, where she has worked since 2014. She has 13 years of industry experience. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including wrap programs, private fund relationships, and structured product activities.

General estate planning guidance
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