Douglas Haller is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2022, he held positions at Blue Collar Scholars, Damascus Enterprise, and in government, as well as roles in education and the private sector. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Garrett Frye is a Series 66-licensed financial advisor with Morgan Stanley in Potomac, MD, bringing 10 years of industry experience. He has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2023. 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, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Charles Olson is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings as well as relationships with investment companies and private funds.

Kenneth Hecht is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a nine-year tenure at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 employs methodologies such as Monte Carlo simulations and Secular Return Estimates in its planning process.

Edgar Marita is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2024 before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning through its Financial Advisors and Estate Planning Strategies Group.

John Lasheski is a financial advisor at Morgan Stanley with 22 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an executor for an estate in Brookeville, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, 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 a structured financial planning process supported by firm-approved tools and models.

Nicholas Serenyi is a financial advisor with Morgan Stanley who holds Series 63, Series 65, and Series 66 licenses and has 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including customized financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Herbert Ortega is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm offers services both directly and through Corporate Financial Planning agreements with employers, managing approximately $2.74 trillion in client assets.

Benjamin Napierala is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Charles Schwab & Co., Inc. and has a Series 66 designation. Outside of his advisory role, he also delivers food through a local service. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and investment advisory services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes with research from its Global Investment Committee.

Marci Vanderhoeven is a financial advisor at Morgan Stanley in Potomac, MD, with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Chris Wallace is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Wallace holds Series 63, 65, and 66 credentials. 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 methodologies, managing approximately $2.74 trillion in client assets.

Amanda Thome is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of her advisory role, she is a partner in Elite Sports Athletic Association LLC, which organizes sports leagues and tournaments. Morgan Stanley Wealth Management serves both individual and institutional clients, 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 supported by firm-approved tools and modeling techniques.

Jeffrey Garner is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, including time at Morgan Stanley Private Bank, N.A. since 2020. Prior to joining Morgan Stanley, he spent nine years at Citigroup Global Markets. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Niesha Parekh is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Outside of her advisory role, she serves as a board member for the An Open Book Foundation, a nonprofit focused on children and youth in Washington, D.C. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery and modeling tools, supporting clients in implementing and updating their plans.

Leonard Cohen is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as a trustee or co-trustee for a trust in West Palm Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory services.

Micheal Lipshultz 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 Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools to develop financial plans, managing approximately $2.74 trillion in client assets.

Brian Borish is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 licenses and having two years of experience. He has worked at Morgan Stanley since 2018 and previously spent sixteen years at CitiGroup Global Markets and twenty years with The Gap, Inc. Outside of his financial advisory role, he is employed at The Gap, Inc. in customer service. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process and offers a broad range of investment and financial planning strategies.

Danny Embrey is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Morgan Stanley in 2025, he worked at Bank of America, Merrill, and Suntrust Advisory Services. Embrey serves as a board member of the Poolesville Athletic Association, a community organization in Poolesville, Maryland. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process utilizing firm-approved tools and modeling.

Louis Wilson is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Morgan Stanley and has previously held roles at OSAIC, Lincoln Financial Advisors Corporation, Equitable Advisors, AXA Advisors, LLC, and Falcon Square Capital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Jean Adewale Tompihe is a financial advisor at Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials. He has experience at several firms including Merrill and Sea Cap Inc., with a background that notably includes roles in health and wellness industries. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by structured planning tools and broad retail and institutional offerings.

Aidan Leighton is a financial advisor at Morgan Stanley in Potomac, MD, with two years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank, and has experience outside finance working at Mustards Last Stand and the University of Colorado Boulder. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Jennifer Heebink is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held positions at Ameriprise Financial Services and Keel Point, LLC prior to joining Morgan Stanley in 2019. Heebink holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating the Global Investment Committee’s return estimates and simulation models.

Arjun Venu is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

John Shifter is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Equitable Advisors, and has experience with business ventures including My Dry Master and Shift Motion Dance Education. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their financial planning process includes structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without offering individual security recommendations as part of standalone planning.

Nicolas Ulvert is a Series 66-licensed financial advisor with Morgan Stanley in Potomac, MD, where he has worked since 2015. He has 15 years of experience in the financial industry. Outside of his advisory role, he has been involved with DC Brau Brewing and provided local task outsourcing services through TaskRabbit. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models.

Victoria Underhill is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to that, she was with Risk Management Group, LLC and H. Beck, Inc. Outside of her advisory work, she serves on the Finance Committee as a board member at Mary of Nazareth Catholic School in Darnestown, Maryland. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and estate planning services.

William Barrett is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Andrea Vice is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Bank of America, PNC Wealth Management, Fidelity, Deutsche Bank Securities, and Citigroup. Outside of her advisory work, she supports a family-owned online business selling vintage Americana and antiques by providing marketing and social media assistance. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but does not provide individual security recommendations as part of standalone plans.

Olga Achapkin is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. She previously worked at Merrill for 17 years before joining Morgan Stanley. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Maureen Shuler is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 21 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015, following three years at Citigroup Global Markets. Ms. Shuler serves as a board member of the Kenwood Citizens Association in Bethesda, Maryland. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using firm-approved tools and delivers a wide range of investment programs supported by its Financial Advisors and Estate Planning Strategies Group.

David Olson is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range 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 offers services both directly and through Corporate Financial Planning agreements.

Gregory Stuart is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Morgan Stanley since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Edlin Figueroa is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Merrill for four years and spent six years at Marstudio, Inc. before joining Morgan Stanley. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools to assist clients in planning.

Ross Charkatz is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. He serves on the board of the University of Maryland Hillel, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to 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 combines broad retail and institutional services with specialized investment and trading activities.

Anthony Wykes is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following prior roles at SunTrust Advisory Services and related entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial and estate planning services, and manages approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and firm-approved tools, with clients responsible for plan implementation and updates.

Suparna Agarwal is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Wells Fargo Bank and HSBC Bank USA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide 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 offers both direct financial planning and Corporate Financial Planning agreements.

Scott Mergner is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Merryland Investments LLC, a real estate property management business based in Potomac, Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Aashish Goel is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2000 to 2009. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models but generally acts in an advisory capacity without providing individual security recommendations as part of its standalone planning services.

Yehudah Fein is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and has prior experience with Contemporary Insurance Services, Inc. and various educational and community organizations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and extensive resources.

Gregory Underhill is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent three years at H. Beck, Inc. He holds Series 63 and Series 66 licenses. 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 proprietary tools and models, managing approximately $2.74 trillion in client assets.

Chamila Gunawardane is a financial advisor at Morgan Stanley with the Series 66 credential and eight years of industry experience. She has worked at Morgan Stanley since 2018. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.