Brian Yoon is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Citigroup Global Markets since 1997. 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, including tailored financial planning that uses structured discovery processes and firm-approved planning tools.

Alex Levine is a financial advisor at Morgan Stanley with the Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, his background includes roles at Cerity Partners and involvement with organizations such as GOAT USA, Pine Forest Camp, Katz JCC, and Tall Pines Camp. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and models to support client goals. The firm manages approximately $2.74 trillion in assets and provides services through Financial Advisors and specialized estate planning groups.

Lincoln Aftergood is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses. He joined the firm in 2025 and has prior experience at the National Institutes of Health and Claremont McKenna College. 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 and financial planning services supported by structured tools and analysis but typically does not provide individual security recommendations within standalone planning.

Taylor Strough is a Series 66-licensed financial advisor with Morgan Stanley, based in Purchase, NY. He has four years of industry experience, having previously worked at Wells Fargo and Cohen and Company. His career also includes roles in education at Fairfield University and Cold Spring Harbor Junior/Senior High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides customized financial plans without individual security recommendations as part of its standalone planning services.

Faith Han is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses. She has held positions at Morgan Stanley, Qral Group, Take-Two Interactive, Madison River Capital, Kaiser Permanente, and has an academic background from Cornell University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Aerin Kalmans is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley, Kalmans worked at New York Life Investments and held various roles including at Oxford House Inn and the University of Richmond. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity without individual security recommendations as part of standalone services.

Tim Mayberry is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2000. He 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 provides a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Rebecca Madar is a Series 66-licensed financial advisor with Morgan Stanley, bringing 14 years of industry experience. She has worked at Morgan Stanley Smith Barney llc from 2010 to 2020 and rejoined in 2021 after a brief tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Alexander Netter is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including MML Investors Services, MassMutual, and AXA Advisors. His earlier career includes roles at Great Jones, Pared, and the University of California. 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 that uses structured discovery conversations and firm-approved planning tools.

Charlotte Dillon 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 2023. Her prior roles span various sectors including education and healthcare. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Alexandra Schwarz is a financial advisor at Morgan Stanley with two years of industry experience. Her prior positions include roles at Schroders Asset Management and work at White Elephant Resorts. She 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 supported by structured tools and investment committee analyses.

Alfredo Pinel is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Empirical Research Partners LLC and AJP Capital Management, LLC, as well as involvement with Remote Technology Services, Inc. (Game of Trades). 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 firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Christianna Palma is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup for eight years before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by proprietary tools and investment committee forecasts.

Olivia Hewitt is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. She has been with Morgan Stanley since 2021 and previously worked in various roles, including positions at Fordham University and Ann Taylor LOFT. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and investment modeling techniques.

Ashley Muniz is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and currently has one year of industry experience. Prior to joining Morgan Stanley, Muniz worked at Tiny Boxwoods Productions and has an educational background from The University of Texas at Austin. 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’s planning process uses structured discovery and proprietary tools, focusing on advisory services without individual security recommendations in standalone plans.

Conor Matthews is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and no prior industry experience. Before joining Morgan Stanley in 2026, he held roles at Pallas Capital Advisors, Newmark, and worked in education from 2016 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Frank Van Dyke IV is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He currently works at Morgan Stanley, where he has been since 2015 in various roles, including positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to that, he held roles at Foreside Fund Services, LLC and Global X Management Company LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Nieve Donegan is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 license. She began her financial services career in 2025 after completing her education at Dartmouth College. 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 advanced modeling tools.

Eric Haynes is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley, Mr. Haynes worked at AMF Media, Extended Stay America, Sears, and Country Corners Deli. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models in its financial planning process.

Michael Xie is a financial advisor at Morgan Stanley with seven years of experience, including five years at Madison Consulting Group prior to joining his current firm. He holds the Series 66 designation. 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 uses structured planning tools and modeling techniques in its financial planning process.