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Joseph D

Series 65, Series 63

Purchase, NY

Morgan Stanley

Joseph De Gregoris is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group, Inc. for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

General estate planning guidance
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Tahoe P

Series 63, Series 65

Purchase, NY

Morgan Stanley

Tahoe Peck is a financial advisor at Morgan Stanley with 18 years of industry experience. He has previously worked at Axa Advisors LLC from 2014 to 2018 and has been with Morgan Stanley since 2019. Tahoe 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 range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Raymond P

Series 66

Purchase, NY

Morgan Stanley

Raymond Perez Astwood is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs and TD Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based financial planning agreements.

General estate planning guidance
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Xin X

Series 66

Purchase, NY

Morgan Stanley

Xin Xie is a financial advisor at Morgan Stanley with a Series 66 designation and four years of experience. Prior to joining Morgan Stanley in 2022, Xin worked at Baylor University for six years. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Maya G

Series 63, Series 65

Purchase, NY

Morgan Stanley

Maya Gallagher is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses. She began her career at Morgan Stanley Smith Barney LLC in 2026 and previously held positions at Hackensack Meridian Health and the International Tennis Hall of Fame. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

General estate planning guidance
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David A

Series 63, Series 66

Purchase, NY

Morgan Stanley

David Ares III is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at SkyPath Private Wealth, Baltusrol Golf Club, and UBS. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment analysis frameworks. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based agreements.

General estate planning guidance
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Joanna R

Series 66

Purchase, NY

Morgan Stanley

Joanna Rrezja 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 and Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, she held positions at SL Green Realty, Hudson's Bay Company, Pace University, and Alice + Olivia. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process supported by firm-approved tools and a variety of advisory programs.

General estate planning guidance
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Joel U

Series 66, Series 63

Purchase, NY

Morgan Stanley

Joel Urena is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, Urena worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and held various positions within Morgan Stanley’s affiliated entities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves 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 structured planning tools and market scenario modeling to support its financial planning process.

General estate planning guidance
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Sydney S

Series 66

Purchase, NY

Morgan Stanley

Sydney Schneider is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has prior work history at Tortoise Investment Management and Littlejohn & Co. She also spent several years in educational roles at the University of Miami and Edgemont Jr. Sr. High School. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs that include tailored financial planning and estate strategies. The firm utilizes a structured planning process supported by analysis tools such as Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Ava G

Series 66

Purchase, NY

Morgan Stanley

Ava Gargiulo is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior work includes positions at East End Advisors and BODYARMOR Sports Nutrition, as well as academic and instructional roles at the University of Michigan and Windward School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Patrick D

Series 66

Purchase, NY

Morgan Stanley

Patrick Davis is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and five years of industry experience. Before joining Morgan Stanley in 2020, he worked at Ares Management LLC in 2019 and was affiliated with Dickinson College from 2016 to 2020. 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 employs structured planning tools and advisory services without providing individual security recommendations as part of its standalone financial planning.

General estate planning guidance
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Nimedia O

Series 66

Purchase, NY

Morgan Stanley

Nimedia Ozinegbe is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and previously worked in the Athletics Finance Office at the University of Pennsylvania. Outside of finance, she is a partner in Send Your ETA LLC, an art and culture business focused on marketing and event planning. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Rachel C

Series 66

Purchase, NY

Morgan Stanley

Rachel Constant is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021. Her prior roles include positions at Villanova University and Orono Senior High School. 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, including customized financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael G

Series 63, Series 66

Purchase, NY

Morgan Stanley

Michael Gaviser is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Mantle Ridge LP, Navab Capital Partners, and Kohlberg Kravis Roberts & Co. He also operates Gaviser Advisory, a consulting business providing strategic advice to multiple firms. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and extensive investment resources.

General estate planning guidance
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Christian R

Series 66

Purchase, NY

Morgan Stanley

Christian Robinson is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Macy's, Cold Stone, Shoprite, and Baruch College. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Joseph H

Series 63, Series 65

Purchase, NY

Morgan Stanley

Joseph Hinshaw IV is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

General estate planning guidance
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Ayumi N

Series 66

Purchase, NY

Morgan Stanley

Ayumi Noda is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. Noda has been with Morgan Stanley since 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers financial planning services both directly and through corporate agreements.

General estate planning guidance
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Abdoulaye D

Series 66

Purchase, NY

Morgan Stanley

Abdoulaye Diakite is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has prior work experience at CVS Pharmacy and educational institutions including Lehman College and the High School for Health Careers and Sciences. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

General estate planning guidance
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Christie F

Series 63

Purchase, NY

Morgan Stanley

Christie Flynn is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2009 and holds the 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 using structured discovery conversations and firm-approved tools.

General estate planning guidance
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Radhika N

Series 66

Purchase, NY

Morgan Stanley

Radhika Naini is a financial advisor at Morgan Stanley with 4 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2010. 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 that utilize structured discovery conversations and firm-approved tools to model potential outcomes.

General estate planning guidance
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