Tristan Odell is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes a role at Votto Vines Importing Inc and positions in education at the University of Connecticut, Greenwich High School, and Eastern Middle School. 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. The firm’s planning process utilizes structured discovery and approved tools, supported by investment modeling techniques such as Monte Carlo simulations.

Robert Matluck is a financial advisor with Morgan Stanley who holds Series 63, Series 65, and Series 66 licenses and has 39 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley’s Private Bank and Smith Barney affiliates. He serves as a trustee for multiple trust organizations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and return estimates from the Global Investment Committee.

Christian Alvarez is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including First Command Brokerage Services and Merrill Lynch. His background also includes roles outside finance, such as positions at Panera Bread LLC and Loyola University Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services under both individual and corporate agreements.

Seth Thompson is a CFP® and holds a Series 66 license, currently affiliated with Morgan Stanley. He has seven years of industry experience, including five years at Edward Jones and brief tenures at Merrill and Morgan Stanley entities. Prior to his financial advisory career, he worked for ten years at Freeport Area School District. 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 and financial planning services, incorporating structured discovery processes and advanced modeling tools to support client planning needs.

Seth Marcus is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates since 2021, following a 14-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including financial planning supported by structured tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Brandon Lyons is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at Citigroup and Northwestern Mutual prior to joining Morgan Stanley Smith Barney LLC in 2018. 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, managing approximately $2.74 trillion in client assets.

Thien Le is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 credential and bringing 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2017 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member and finance committee member for the nonprofit Haverford College and is on the board of Fulbright University Vietnam USA, focusing on business development and growth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies developed by its Global Investment Committee.

Daniel Bernstein is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he has served on the board of directors for the Scarsdale Little League and was involved with the Del Bocas Rock Band from 2011 to 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and processes.

Elisabeth Traupman is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley since 2016, with a three-year period at UBS Financial Services between 2021 and 2024. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Anthony Caliendo is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, he was associated with JPMorgan Chase Bank, JP Morgan Securities LLC, and POWR Group Inc. from 2017 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Alexander Pugatch is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 designations and has 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves on the finance committees of the Armonk Baseball League and The Herb Cohen Memorial Fund and is managing member of ASP Ventures LLC, an equity investments and loans business. 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, utilizing structured planning tools and broad investment offerings.

Mac Rommel is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior experience includes roles at AT Becker & Associates, Northwestern Mutual, and several educational institutions. Outside of financial services, he is involved with Mac and Coop Corp, an entrepreneurial venture he has maintained for four years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured planning tools and modeling techniques.

Michael St. Hilaire is a financial advisor with Morgan Stanley, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including roles at Citigroup from 2016 to 2023 and Morgan Stanley Private Bank and Smith Barney since 2023. 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 comprehensive asset management.

Kurt Walters Sr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. 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 and financial planning services supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Gregory Fisk is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 47 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Prudential Equity Group. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Martin Massy is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations. Massy worked at UBS Financial Services for 20 years before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with market modeling techniques to support its advisory services.

Brian Kauffman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked across various sectors including consulting, media, and consumer services. His career includes roles at Morgan Stanley since 2023 and prior positions at Dandy Foods, TruGreen, and Informa USA Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lee Sperling is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked at Morgan Stanley since 2011 in various capacities, including Morgan Stanley Private Bank, and previously held roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is the sole proprietor of Newland St. Mark LLC, a real estate business. 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 structured discovery conversations and firm-approved planning tools.

Sammy Papantoniou is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022, following eleven years at Merrill and Bank of America. 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, including tailored financial planning that utilizes firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Jervis Wong is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, following positions at Focused Wealth Management, Inc. and Securities America, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using firm-approved tools and investment modeling techniques.