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Renato G

Series 63, Series 66

Purchase, NY

Morgan Stanley

Renato Grandmont is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at UBS Financial Services and Link Capital Advisors. Outside of advisory work, he serves on the advisory board of Bio Armor Environmental Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and economic modeling.

General estate planning guidance
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Ughwe O

Series 63, Series 66

Purchase, NY

Morgan Stanley

Ughwe Oghojafor is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Wells Fargo for three years and TD Bank for two 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. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Saylor B

Series 66

Purchase, NY

Morgan Stanley

Saylor Barnette is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2022, he served eight years in the US Army. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

General estate planning guidance
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Matthew W

Series 66

Purchase, NY

Morgan Stanley

Matthew Wong is a Series 66-registered financial advisor with Morgan Stanley, bringing one year of industry experience. His prior roles include positions at Capital Markets Company, FactSet, and Price Wealth Management. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with additional services including wrap programs and relationships with investment companies and private funds.

General estate planning guidance
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Nicholas P

Series 66

Purchase, NY

Morgan Stanley

Nicholas Parris is a financial advisor at Morgan Stanley with 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds a Series 66 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers services both directly to clients and through Corporate Financial Planning agreements.

General estate planning guidance
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Edward L

Series 63, Series 65

Purchase, NY

Morgan Stanley

Edward Landis is a financial advisor at Morgan Stanley with eight years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2020, following roles at UBS Financial Services, Key Investment Service LLC, and KeyBank. Landis 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 comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Brandon P

Series 65, Series 63

Purchase, NY

Morgan Stanley

Brandon Pinarreta is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 licenses and having three years of industry experience. He has worked at Morgan Stanley since 2022 and previously held positions at Citizens Bank, Enterprise Rent-a-Car, University of Scranton, Stop and Shop, and Dean College. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services that include planning under Corporate Financial Planning agreements with employers.

General estate planning guidance
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Keith M

Series 63, Series 66

Purchase, NY

Morgan Stanley

Keith Munroe is a financial advisor with Morgan Stanley Wealth Management in Purchase, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and is involved in other business activities including ownership of M&M Auto Glass Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kathryn E

Series 65, Series 63

Purchase, NY

Morgan Stanley

Kathryn Erich is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 licenses. She has recently begun her career in the industry with one year of experience. Her prior roles include positions at Bessemer Trust and New Roots Charter School, as well as teaching positions at several educational institutions. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and under corporate agreements.

General estate planning guidance
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Si Q

Series 66

Purchase, NY

Morgan Stanley

Si Qin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary modeling tools.

General estate planning guidance
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Devin M

Series 66, Series 63

Purchase, NY

Morgan Stanley

Devin Mercado is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities. Devin’s background also includes roles outside finance, such as a position with Elise Stefanik for Congress and experience in hospitality at Dansfords Hotel, Marina, & Spa. 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 employs structured planning processes supported by firm-approved tools and models.

General estate planning guidance
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Lenoy D

Series 65, Series 63

Purchase, NY

Morgan Stanley

Lenoy Dujon is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at PwC Canada and BDO Canada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Stephen E

Series 66

Purchase, NY

Morgan Stanley

Stephen Edwards is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2015. Outside of his advisory work, he is involved as a director in Don Tonio, LLC, a mobile kitchen food services business. Morgan Stanley Wealth Management provides advisory programs to individuals 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 corporate financial planning agreements.

General estate planning guidance
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Ken V

Series 63, Series 66

Purchase, NY

Morgan Stanley

Ken Varughese is a financial advisor at Morgan Stanley with 16 years of industry experience. He held prior roles at Wells Fargo Securities and Wells Fargo Clearing Services before joining Morgan Stanley in 2020. Outside of his advisory work, he is a partner in Creatology Kidz, an education-related business. 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’s financial planning process utilizes structured discovery and modeling tools to deliver tailored plans, primarily acting in an advisory capacity.

General estate planning guidance
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Kendall B

Series 63, Series 65

Purchase, NY

Morgan Stanley

Kendall Bensche is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Morgan Stanley full-time in 2021, Kendall completed a summer internship there and also worked at Ruane, Cunniff and Goldfarb. Kendall attended Harvard University from 2017 to 2021. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its Global Investment Committee’s research to support client decision-making.

General estate planning guidance
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Lisa S

Series 63, Series 65

Purchase, NY

Morgan Stanley

Lisa Shalett is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Morgan Stanley since 2013, including her current tenure at Morgan Stanley & Co. LLC since 2026. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery conversations and firm-approved tools, incorporating modeling techniques such as Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Kimberly T

Series 63, Series 65, Series 66

Purchase, NY

Morgan Stanley

Kimberly Tonrey is a financial advisor at Morgan Stanley with 20 years of industry experience. Her career includes multiple roles at Morgan Stanley since 2013 and recent positions at Robinhood Markets and Robinhood Financial. She holds Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

General estate planning guidance
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Anthony W

Series 65, Series 63

Purchase, NY

Morgan Stanley

Anthony Whaley is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Citigroup, TD Private Client Wealth LLC, and TD Bank N.A. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

General estate planning guidance
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Jonathan K

Series 66

Purchase, NY

Morgan Stanley

Jonathan Kurlander is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and three years of industry experience. His prior work includes roles at ESF Camps and Tennis Innovators, as well as summers at Ramah Nyack. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Susan G

Series 65, Series 63

Purchase, NY

Morgan Stanley

Susan Gim is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Martin Currie and Franklin Distributors, LLC. Before entering the financial industry, she spent five years as a homemaker. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. 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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