Donald Levy is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and related entities since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment committee insights to support client financial strategies.

Abdulqadir Akhtar is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC for six years before joining Morgan Stanley in 2022. 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 supported by structured discovery processes and firm-approved tools.

Richard Filippelli is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley since 2014 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Yazlynne Ganju is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and having 10 years of industry experience. She previously worked at City National Rochdale for five years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Asher Saperstein is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and beginning his career at the firm in 2025. Prior to joining Morgan Stanley, he was self-employed for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, 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 planning process supported by firm-approved tools.

John Michael Picciano is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2022, he worked at Spartan Capital Securities, LLC, and has experience in the beverage and travel sectors as well as academic work at the State University of New York at Oneonta. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Vincent Tozzo is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2007. 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 supported by proprietary tools and methodologies.

Neil Klein is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 19 years. Outside of his advisory role, he is a partner in Holding On Productions LLC, a company involved in art and culture activities. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and analytical tools, serving clients with strategies that include estate planning and broad investment options.

Sheila Cromwell is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 47 years of industry experience. Her career includes long-term service at Morgan Stanley and its predecessor, Paine Webber, where she has worked since 1978. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical methods. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Peter Burchell is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at UBS Financial Services for 26 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Kamesh Nagarajan is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is involved in real estate ownership in Orlando, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include employer-sponsored financial planning agreements.

Sean Mc Ardle is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held positions at Mass Mutual Investors Services, Massmutual Life Insurance Company, and MetLife Securities before joining Morgan Stanley in 2018. Outside of his advisory work, he is involved with the Surf Club on the Sound and Apawamis Club, both restaurant and nightclub businesses. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a wide range of investment and financial solutions.

Tate Illers is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to his advisory role, Dr. Illers held positions at Fordham University and several other organizations. 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 that utilize structured discovery conversations and firm-approved planning tools.

Rodrigo Suarez Navarro is a Series 66-licensed financial advisor with Morgan Stanley, based in Purchase, NY. He has six years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley since 2018. Prior to his financial career, he worked at Sergios Restaurant and attended Baruch College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and outcome modeling.

Will Lee is a financial advisor with Morgan Stanley, holding the ChFC®, Series 63, and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.