Amelia Koblentz is a Series 66-registered financial advisor with Morgan Stanley, bringing one year of industry experience. She has been with Morgan Stanley and its related entities since 2024. Prior to her advisory role, she studied at Princeton University and worked at Harvard Westlake School. Morgan Stanley Wealth Management serves individual and institutional clients with 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 services through both direct and corporate financial planning agreements.

Michael Cooperman is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to that, he was with Bank of America and Merrill from 2010 to 2018. Outside of finance, he is a drummer in a performing band based in Manalapan, New Jersey. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved tools to develop plans, serving clients through both direct and corporate financial planning agreements.

Nicholas Campion is a financial advisor at Morgan Stanley in Purchase, NY, with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Alto Pharmacy, Pace University, Target, and Snipes Golf. 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 supported by proprietary tools and provides services that include corporate financial planning agreements with employers.

Katherine Chapin is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation and previously worked at J.Crew Group and JPMorgan Chase Bank, N.A. Katherine’s background includes roles in both financial services and retail sectors. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and structured product activities.

Laura Morris is a financial advisor at Morgan Stanley with 38 years of industry experience. She has worked at Morgan Stanley Distribution, Inc. since 2007. Outside of her advisory role, she serves on the advisory boards of Newark Venture Partners and The 1921 Institute, and is a board member and part of the finance committee for 100 Women in Finance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a variety of investment strategies.

Patrick Gallagher is a Series 66-licensed financial advisor at Morgan Stanley with five years of industry experience. He worked at PricewaterhouseCoopers prior to joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Ana Castro Rodriguez is a financial advisor with Morgan Stanley in Purchase, NY. She holds a Series 66 designation and has experience working at Morgan Stanley, Yale Alumni Fund, T. Rowe Price, and Yale University. 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 uses structured discovery processes and firm-approved planning tools to develop financial plans and offers a broad range of retail and institutional investment solutions.

Chloe Schils is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Prior to her advisory role, she was affiliated with the University of Miami from 2013 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process supported by proprietary tools and offers access to extensive resources, managing approximately $2.74 trillion in client assets.

Jennifer Westpfahl is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Outside of her advisory role, she owns Extraordinary Adventures LLC. 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 structured tools and modeling techniques.

Oscar Rothschild is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at SideBar Advisors and Slateshore Recovery, in addition to multiple periods of full-time education. Morgan Stanley Wealth Management is a firm that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Liam Walker 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 since 2020. Prior to that, he gained experience in various roles including multiple positions at Clemson University and Lansons Intermarket. 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 employs structured planning tools such as Monte Carlo simulations to assist in financial planning.

Nicholas Kowgios is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2021. Prior to his career in finance, he worked at Gettysburg College and North Salem Middle-High School. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Spencer Will is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. He has recently entered the industry and has experience working at Morgan Stanley and Amherst College. Outside of finance, he has been involved with the Nassau County Police Athletic League and has a background that includes various community and educational roles. 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 financial planning services supported by structured discovery processes and firm-approved tools.

Cody Roscoe is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and approximately four years of diverse professional experience across financial services and sports organizations. His prior roles include positions at Metropolitan Strategies and Solutions and involvement with the Calgary Stampeders and Saskatchewan Roughriders. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Casey Friedman is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes multiple periods at Morgan Stanley and roles outside the industry such as with Sustainable Talent and Temple Beth Rishon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery and firm-approved tools but does not provide individual security recommendations as part of standalone plans.

Ahmed Butt is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Nebula Financing, BNY Pershing, and Vernon Auto Repair. 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 offers comprehensive financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jameson Gerson is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes positions at MoneyLion and involvement with the Innis Arden Golf Club. 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, including tailored financial planning supported by firm-approved tools and research.

Jacob Wright is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021, with prior experience at The National Bank of Indianapolis. Wright attended Northwestern University from 2018 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 utilizes structured planning tools and market simulations to support client financial plans.

Matthew Risko is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 66 and Series 63 licenses. He has worked in the financial services industry since 2025, with prior experience at M&T Bank and Q & R Financial Services. Outside of finance, he has been involved with Mike Risko Music as well as independent contracting for Amazon. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering a range of retail and institutional investment solutions.

Brandon Chan is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and three years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC, Axelon Services Corporation, Techtronic Industries, Stony Brook University, and the New York City Department of Parks & Recreation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services through Financial Advisors and its Estate Planning Strategies Group.