Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jill M
Series 63, Series 65
Purchase, NY
Morgan Stanley
Jill Marino is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 12 years. Outside of her advisory role, she is a notary public in Buchanan, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.
Ashley A
Series 63, Series 66
Purchase, NY
Morgan Stanley
Ashley Aurigemma is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley since 2014. She holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety 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 analysis.
Anthony M
Series 63
Purchase, NY
Morgan Stanley
Anthony Marano is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 63 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is a designated notary public for the Bronx, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by proprietary tools and methodologies.
Rachel M
Series 66
Purchase, NY
Morgan Stanley
Rachel Mc Cormack is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 16-year tenure at Merrill and a one-year period at Bank of America, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized 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.
Matthew P
Series 66
Purchase, NY
Morgan Stanley
Matthew Pioli is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including a position at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and research-based models to support its financial planning services.
Peri B
Series 66
Purchase, NY
Morgan Stanley
Peri Butterworth is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, she held positions at That's Nice LLC, Fordham University, BioLabs, Proctor Academy, and Dunkin Donuts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 market analysis.
Lewis M
Series 63, Series 66
Purchase, NY
Morgan Stanley
Lewis Mc Gill is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Tarkenton Financial and has experience in education from his time at Auburn University and The Westminster Schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.
Michael M
Series 66
Purchase, NY
Morgan Stanley
Michael Meringolo is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation. His prior experience includes a position at Equitable Advisors, LLC, and roles in various other sectors including hospitality and property restoration. 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, and manages approximately $2.74 trillion in client assets.
Evelyn V
Series 66
Purchase, NY
Morgan Stanley
Evelyn Vera is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Primerica Financial Services, and PFS Investments Inc. Outside of her advisory role, she is the owner of Vera Business Solutions, LLC, a company established for administrative consultative services, though it is currently inactive. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.
Susan D
Series 66
Purchase, NY
Morgan Stanley
Susan Daley is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her current role, she was employed at Symbiosys Consulting LLC and DocFinity by OIT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.
Taisha P
Series 66
Purchase, NY
Morgan Stanley
Taisha Palmer is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Palmer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and tools, managing approximately $2.74 trillion in client assets.
Stephen R
Series 63, Series 65
Purchase, NY
Morgan Stanley
Stephen Ryan is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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.
Sandrea B
Series 66
Purchase, NY
Morgan Stanley
Sandrea Brooks is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Brookfield Asset Management, SS&C Technologies, and Hollis Cobb Associate. Outside of her advisory role, she serves as a board member for the US-Africa Children's Fellowship, a nonprofit focused on hardship assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, 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 both directly and through employer partnerships.
Ryan C
Series 63, Series 65
Purchase, NY
Morgan Stanley
Ryan Clay is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Magis Capital Partners LLC, and Hennion & Walsh. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its broad retail and institutional platform.
Rosemary F
Series 63
Purchase, NY
Morgan Stanley
Rosemary Fusco is a financial advisor at Morgan Stanley with 38 years of industry experience. She previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Smith Barney LLC in 2025. She holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that incorporates firm-approved tools and investment estimates to model outcomes.
Joseph D
CFP®, Series 63, Series 66
Purchase, NY
Morgan Stanley
Joseph Daly is a CFP® professional with 13 years of industry experience. He is currently with Morgan Stanley, having joined in 2026 after 11 years at UBS Financial Services, Inc. Outside of his advisory role, Daly has been involved as a lacrosse instructor and coach since 2011. 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. The firm emphasizes a structured financial planning process supported by approved planning tools and serves clients through both direct and corporate financial planning agreements.
Jon C
Series 63, Series 65
Purchase, NY
Morgan Stanley
Jon Covlin is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. In addition to his financial services career, Covlin has been involved with Cascade Linen Service since 1987. Morgan Stanley Wealth Management delivers a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a comprehensive investment framework. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.
Catherine M
Series 66
Purchase, NY
Morgan Stanley
Catherine Megna is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She joined Morgan Stanley in 2018 after working at Virgo Investment and operating as a self-employed advisor. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.
Janine N
Series 63, Series 66
Purchase, NY
Morgan Stanley
Janine Nebbia is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill from 2013 to 2021 before joining Morgan Stanley Smith Barney in 2021. 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 supported by structured discovery tools and firm-approved processes.
Heather R
Series 66
Purchase, NY
Morgan Stanley
Heather Rosenstein is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 uses structured planning tools and market simulations as part of its financial planning process.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters