Mark Altman is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 designations and 37 years of industry experience. He has worked at Morgan Stanley since 2009 and with 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 variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Steven Bekoff is a Series 66-licensed financial advisor with Morgan Stanley in Purchase, NY, and has 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured discovery processes and firm‑approved tools to support planning, managing approximately $2.74 trillion in client assets.

Alexander Russo is a Series 66-licensed financial advisor with Morgan Stanley, bringing one year of industry experience. He previously worked at Fidelity Investments, Pruco Securities LLC, Northwestern Mutual, and Equitable. Prior to his financial services career, he spent ten years managing a restaurant and lounge. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides planning supported by structured discovery and firm-approved tools.

Inna Diambekova 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 since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 modeling techniques in its advisory process.

Timothy Wills is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley since 2015 and holds Series 63 and Series 65 licenses. 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 supported by structured discovery conversations and firm-approved tools.

William Mccormack is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. 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 offers structured planning supported by proprietary tools and investment committee analyses.

Eric Esquivel is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he was employed at the Law Offices of Joseph A. Marra for two years. 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.

Maria Indyk is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked at Citigroup Global Markets from 2007 to 2021. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and firm-approved tools, utilizing various modeling techniques to assist clients in developing financial plans.

Kevin Feder is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Ariadne Vomvolakis is a financial advisor with Morgan Stanley, holding a Series 63 designation and 28 years of industry experience. She has worked at 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Harrison Perkins is a financial advisor at Morgan Stanley based in Purchase, NY, holding a Series 66 designation with five years of industry experience. His career includes roles at Morgan Stanley Private Bank, Marsh & McLennan Companies, and Bridgewater Associates. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jesemia Lawrence is a Series 66 registered financial advisor with Morgan Stanley, where he has worked since 2019 and has 16 years of industry experience. Prior to joining Morgan Stanley, he was with Oppenheimer for 12 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

William Bagnato is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of finance, he was briefly involved with Beresford Landscape Design Inc. in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Luke Tagliaferri is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC, Staffing Solutions, and Bedrock Wealth Strategies, as well as multiple positions at Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process.

Thomas Black is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Vision Consultants of Stamford from 2015 to 2020 before joining Morgan Stanley. He holds a Series 66 designation. 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 utilizes structured discovery processes and advanced modeling tools.

James Rapaccioli is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2012. 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 with a focus on tailored financial planning supported by structured discovery processes and advanced modeling tools.

Vincenzo Costanzo is a financial advisor with Morgan Stanley in Purchase, New York, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved in baseball coaching through NXT Level Performance Training and is a licensed notary public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and proprietary tools.

Robert Brevetti is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Andrew Lencyk is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. His previous roles include positions at Boston College and the Dalio Family Office. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Anthony Fata is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and economic modeling techniques.