Christina Coleman Erwin is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and bringing eight years of industry experience. She has also worked at First Horizon since 2012 and has professional experience with the State of Tennessee starting in 2004. Outside of financial advising, she is a 10% owner and Secretary of Erwin Logistics LLC, a cargo van business delivering medical supplies and other products across the U.S. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and advisory services through its broad platform.

Dongni Cai is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and less than one year of industry experience. Her prior work includes roles at New York University, WebMD, and The Cincinnati Insurance Companies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Brendan Mc Dermott is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning his industry experience in 2025. His background includes roles at Archstone Financial and TJX, as well as work related to Fairfield University and Brio 33. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Joseph Chiusano is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience in the United States Army Reserves and the restaurant industry. He continues to serve in the Army Reserves alongside his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Wilkinson Macon is a Series 66 credentialed financial advisor with three years of industry experience, currently with Morgan Stanley. His prior roles include positions at Okapi Partners, New York Life Insurance Company, and Mercy College. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs and financial planning services, utilizing firm-approved planning tools and a structured discovery process.

Brian Damp is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked in roles at Morgan Stanley since 2022, with prior experience at firms including Hogan & Associates and ING Capital. Outside of finance, he has held positions at Breckenridge Brewery and Vail Resorts. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Scott Reynolds is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at NYLife Securities LLC and New York Life Insurance Company from 2013 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and market modeling techniques.

Geoff Van Scotter is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2016. 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’s financial planning process uses structured discovery conversations and approved planning tools, serving clients with tailored financial plans and managing approximately $2.74 trillion in client assets.

Jake Ciancio is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Tempus Advisors, and several other firms. Outside of his advisory role, he is involved with Tempus Advisors in a non-investment support capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using proprietary tools and resources to assist clients in developing financial strategies.

Mikheil Gorelashvili is a financial advisor at Morgan Stanley with the Series 66 credential and three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021, and prior to that was employed at Rockit Solutions and SUNY Plattsburgh. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Elena Stoddard is a financial advisor at Morgan Stanley with one year of industry experience. Prior to her current role, she worked in the Department of Transportation at Fordham University and has a background that includes teaching and managing a restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by structured planning tools and several proprietary modeling techniques.

Chelsea Clark is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including personalized financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Martin Vergara is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 credential and 18 years of industry experience. His tenure at Morgan Stanley began in 2009, with roles spanning Morgan Stanley Private Bank, Morgan Stanley Services Group, Inc., and Morgan Stanley & Co., LLC. Outside of his advisory work, he serves as president of TEAM NEXT PTICH, Inc., and is a board member of Brilla Paterson, a charter school. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and wealth management services supported by firm-approved tools and research.

Milin Rao is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Rao serves as a board member of the Holmdel Foundation for Educational Excellence, a nonprofit focused on children and youth education. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment programs.

Nicole Blake is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses. She has recently started her career in the industry and has also held roles outside finance, including positions at Washington University in St. Louis, Breck School, and The International School of Minnesota. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning supported by proprietary tools and delivers a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Carolina Urena is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, 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 both direct and corporate financial planning services.

John Tipton is a financial advisor with Morgan Stanley in Purchase, NY. He holds Series 63 and Series 66 licenses and joined Morgan Stanley in 2025. Prior to that, he worked at AlphaSights for three years and has academic experience at the University of Michigan. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets with a planning process based on structured discovery and advanced modeling tools.

Jacob Battipaglia is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at M Holdings Securities, Inc., Bleakley Financial Group, and River Capital Group. He holds Series 63 and Series 66 registrations. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and serves clients through various investment and advisory offerings.

Siyu Qiu is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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.

Thomas Befi is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2014 and been with Morgan Stanley Private Bank since 2020. He has 11 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling as part of its comprehensive financial planning process.