Roya Ghavami is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007, including a tenure at Citigroup Global Markets and Citicorp Investment Services prior to that. 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.

Alexander Passante is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Douglas C. Lane & Associates and Periscope Wealth Management. Outside of finance, he has worked with the Beach Haven Beach Patrol. 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 processes and firm-approved tools.

Joshua Mrozik is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Hudson Valley Credit Union. His background includes roles in various industries including financial services and education. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm employs structured planning tools and offers diverse investment and planning services through a large nationwide network.

Arian Howard is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and two years of industry experience. He has worked at Morgan Stanley from 2013 to 2022 and resumed there in 2023 after a brief period of unemployment. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and models.

Mike Barrera is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. Before joining Morgan Stanley in 2024, he held positions at Arbor Realty Trust and Penn Mutual, and has an academic background with several roles at Drexel University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes with firm‑approved tools to support client financial goals.

Brian Conde Martinez is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has prior experience at Merrill and Bank of America Merrill Lynch. Before his financial industry roles, he worked in various capacities at Middlebury College, including admissions and residential life. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlooks.

Judith Battaglia is a CFP®-certified financial advisor with Morgan Stanley, bringing 17 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and also has experience with CitiGroup Global Markets Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its advisory process.

Steven Taub is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes sixteen years at Citigroup Global Markets before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 services such as wrap programs and private fund relationships alongside a broad range of retail and institutional offerings.

Kevin Griffin is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at HermTech Inc, BMO Capital Markets Corp., and KGS-Alpha Capital Markets, L.P. since beginning his career. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Rodman Tilt is a financial advisor with Morgan Stanley Wealth Management in Purchase, NY, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for six years before joining Morgan Stanley in 2019. Outside of his advisory role, Tilt serves as a board member for Saint Barnabas Church in Greenwich, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals 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 to model financial outcomes.

Anthony Basso Jr. 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 since 2017. Prior to that, he was involved with Empire Wealth Strategies and had a role at Big Three Wine and Liquor. Outside of his advisory work, he is employed at Big Three Liquor Inc., a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Raymond Hart is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 18 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes using approved tools and offers various investment and financial product solutions through its broad platform.

Anthony Bivona is a financial advisor at Morgan Stanley with a Series 66 credential. He joined Morgan Stanley in 2025 after six years of operating Complete Landscaping Service, LLC. He is based in Purchase, NY and has less than one year of industry experience. 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 focused on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lindsey Ciampi is a financial advisor at Morgan Stanley based in Purchase, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2021, Lindsey worked in the hospitality sector at Sentry Hospitality, Bedford Post Inn, and Saltaire. 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 supported by firm-approved tools and resources.

Joshua Weisbrot is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. He also has prior experience at Citigroup Global Markets dating back to 1993. He holds a Series 63 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 supported by structured discovery conversations and firm-approved tools.

Wiwatsorn Viwatthanasorn is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Morgan Stanley in 2023, Wiwatsorn worked at JPMorgan Chase Bank and J.P. Morgan Securities for over a decade. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning and estate strategy, though clients are responsible for implementing and updating their plans.

Robert Disiena is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He previously worked for UBS Financial Services Inc. for 15 years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

William Flannery is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley since 2010, including his role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves both direct clients and corporate arrangements, managing approximately $2.74 trillion in client assets.

Robert De Lano is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. He previously worked at Fieldpoint Private Securities LLC and Altium Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

James Cotto is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 credentials and bringing 39 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 2009. 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 that incorporates structured discovery and firm-approved tools.