Declan Thall is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Pergola Haus and Egans and Sons. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and employs various investment and planning methodologies but does not provide individual security recommendations as part of its standalone planning service.

William Tripodo is a Series 66-licensed financial advisor with Morgan Stanley, bringing 11 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and financial solutions.

Michael Catuogno is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp and Sacred Heart University. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Financial Advisors and Estate Planning Strategies Group.

Daniela Silver is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior experience includes positions at Clinton Group, Arel Capital, and McGill University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Jessica Valente is a financial advisor at Morgan Stanley with a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley since 2016. 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 using firm-approved tools and modeling techniques.

Emma Paul is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2025, she was involved with various organizations including the University of Florida and the Saugatuck Rowing Club. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling to support clients’ financial decisions.

Dylan Koproski is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and one year of industry experience. His background includes roles at Columbia University Irving Medical Center and Hamilton College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Endrit Rraci is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2019. Outside of his advisory role, he works as a waiter on Saturday nights at Rraci's Restaurant, a business he has been involved with since 2011. 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, and manages approximately $2.74 trillion in client assets.

Patrick Min is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and three years of industry experience. He previously worked at WnW Capital for 11 years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools to assist clients.

Josie Nieh is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Morgan Stanley, she held roles at Amazon and the UC Berkeley Basic Needs Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm employs a structured financial planning process using firm-approved tools and offers broad investment and planning services.

Eric Rosman is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 66 and Series 63 licenses with three years of industry experience. His work history includes multiple roles within Morgan Stanley since 2018 and experience outside finance with Marist College and local community organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery meetings and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct and corporate financial planning agreements.

Adam Steinbuch is a financial advisor with Morgan Stanley in Purchase, NY. He holds a Series 66 designation and joined Morgan Stanley in 2026. Prior to this, he worked at Rack & GO LLC for several years and has experience in other roles including at Enterprise Holdings and the University at Albany. 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 utilizes structured planning tools and methodologies approved by its Global Investment Committee.

Robert Pisano Jr. is a financial advisor at Morgan Stanley with 19 years at the firm and six years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he serves on the board and the Audit and Risk Committee of Volunteer New York, a nonprofit organization that helps other nonprofits find volunteers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

Cristina Lozano 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 2021. Prior to her current role, she was employed at Moda Operandi and has experience in retail and online sales as a proprietor outside of the financial industry. 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 and financial planning services using structured tools and models, managing approximately $2.74 trillion in client assets.

Dov Katz is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valley Wealth Managers, Valley National Bank, Bank Leumi, and Leumi Investment Services. Katz has been with Morgan Stanley since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process that incorporates firm-approved tools and market outlook simulations.

Stanley Quelle is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates, Bank of America, Merrill Lynch, and Prudential Securities. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that extend to corporate financial planning agreements.

Daniel Breen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014. 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 planning tools.

Cameron Mc Carthy is a Series 66-credentialed financial advisor with Morgan Stanley, bringing four years of industry experience. He previously worked at Mercer Investments for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual 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 uses a structured planning process supported by proprietary tools and market outlooks to assist clients in their financial decisions.

Nolan Philpott is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. Prior to joining Morgan Stanley in 2026, he held various roles including positions at Saint Anselm College, Seaboard International Forest Products, and Factset. 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 processes.

Joseph Sack is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. Prior to his current role, he was associated with Morgan Stanley Smith Barney LLC and practiced law at The Sack Law Firm PLLC from 2005 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.