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John V

Series 66

Purchase, NY

Morgan Stanley

John Vogelsang is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following two years at Generation Investment Management. 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 processes and modeling tools to support client planning without providing individual security recommendations.

General estate planning guidance
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Sebastian S

Series 63, Series 66

Purchase, NY

Morgan Stanley

Sebastian Seebach is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 designations and one year of industry experience. His background includes roles at Morgan Stanley, Northwestern Mutual, and Regeneron Pharmaceuticals, as well as experience in education at Montclair Kimberley Academy and Fordham University. 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 that utilize structured discovery processes and firm-approved tools to model outcomes and support client decision-making.

General estate planning guidance
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Muhammad Rashid S

Series 66

Purchase, NY

Morgan Stanley

Muhammad Rashid Sheikh is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Citigroup for ten years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved tools.

General estate planning guidance
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Michelle H

Series 63, Series 66

Purchase, NY

Morgan Stanley

Michelle Hanna is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked at Interactive Brokers and has held roles in academic support and retail. Hanna has credentials including Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a discovery-based process, offering diverse investment programs and financial strategies.

General estate planning guidance
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Anna S

Series 66

Purchase, NY

Morgan Stanley

Anna Slaski is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020, following nine years at UBS Financial Services. Outside of her advisory role, she is a silent partner in a professional weather forecasting services business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

General estate planning guidance
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Evelyn P

Series 63, Series 66

Purchase, NY

Morgan Stanley

Evelyn Payamps Marte is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and with 10 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. 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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Amelie T

Series 65, Series 63

Purchase, NY

Morgan Stanley

Amelie Tsao is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials. She has one year of industry experience and previously worked at USAID and taught at international schools in Malaysia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Richard C

Series 66

Purchase, NY

Morgan Stanley

Richard Cantwell is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to his current role, his career includes positions at Moody's Analytics, William Peace University, Great Generations, the Carolina Hurricanes, and Cenveo. 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 tailored financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Lisa D

Series 63, Series 65

Purchase, NY

Morgan Stanley

Lisa D'alessandro is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2022, she worked at Foresters Financial Services and Foresters Life Insurance and Annuity Company from 2018 to 2022. 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 structured planning tools including Monte Carlo simulations and Secular Return Estimates.

General estate planning guidance
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Nicole W

Series 63, Series 66

Purchase, NY

Morgan Stanley

Nicole Williams is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 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 modeling.

General estate planning guidance
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Anthony M

Series 66, Series 63

Purchase, NY

Morgan Stanley

Anthony Meola is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at ADP LLC, ADP Broker Dealer Inc., and Foresters Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range 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 provides both direct and corporate financial planning services.

General estate planning guidance
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Brianna B

Series 66

Purchase, NY

Morgan Stanley

Brianna Brown is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America, Pruco Securities LLC, and roles in academia at Wilmington University and Cecil College. Outside of finance, she worked for five years at The Blue Crab Grill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

General estate planning guidance
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Samuel B

Series 66

Purchase, NY

Morgan Stanley

Samuel Bowles is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at InSight Crime, the Office of Congressman Himes, the Department of State, National Journal, and The Borgen Project. He completed his education at Yale University. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and quantitative tools such as Monte Carlo simulations.

General estate planning guidance
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Richard N

CFA®, Series 63

Purchase, NY

Morgan Stanley

Richard Nolan is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Morgan Stanley, having joined the firm in 2025 after nine years with Russell Implementation Services Inc., part of Russell Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides planning services that incorporate scenario modeling and broader investment strategies.

General estate planning guidance
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Saisha P

Series 66

Purchase, NY

Morgan Stanley

Saisha Puri is a financial advisor at Morgan Stanley with a Series 66 designation and recently started her career in the industry. Prior to joining Morgan Stanley, she spent ten years at The Brearley School and completed her education at Cornell University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes.

General estate planning guidance
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Carla H

Series 63

Purchase, NY

Morgan Stanley

Carla Harris is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds the Series 63 designation and has been with Morgan Stanley and its Services Group since 2013 and 2017, respectively. Harris is also an author and speaker, known for her book *Expect to Win*, which she frequently discusses both internally at Morgan Stanley and at external client and advisor events. She serves on the boards of Walmart and Cummins, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market outlooks.

General estate planning guidance
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Alba Iris S

Series 63, Series 65

Purchase, NY

Morgan Stanley

Alba Iris Santana is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to her current role, she has held positions at Wavemaker, Let's Get Ready, and Union College. Morgan Stanley Wealth Management provides advisory programs to individual 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 a broad range of retail and institutional investment services.

General estate planning guidance
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Tara G

Series 66

Purchase, NY

Morgan Stanley

Tara Grossman is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has worked at various Morgan Stanley entities since 2016, as well as at First Republic Bank and related companies from 2022 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and risk modeling. 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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Sarah Ruth P

Series 66

Purchase, NY

Morgan Stanley

Sarah Ruth Paltiel is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of her advisory work, she sells homemade cake mixes to friends and creates knitting patterns that she distributes through an online knitting community. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm‑approved planning tools in its financial planning process.

General estate planning guidance
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Madeline W

Series 66

Purchase, NY

Morgan Stanley

Madeline Weinfeld is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Cornell University from 2015 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct plans and Corporate Financial Planning agreements.

General estate planning guidance
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