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Lautaro M

Series 66

Purchase, NY

Morgan Stanley

Lautaro Marzilio is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Alliance Partners International and held multiple roles at Bellevue University. 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 customized financial planning. 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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Christopher C

Series 63, Series 66

Purchase, NY

Morgan Stanley

Christopher Cochrane is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Cassandra V

Series 63, Series 65

Purchase, NY

Morgan Stanley

Cassandra Vazquez is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and no prior industry experience. Her work history includes roles at Morgan Stanley, Handshake, Fidelity Investments, Airbnb, and experience at the University of Texas Career Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and modeling techniques, with clients responsible for plan implementation and updates.

General estate planning guidance
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Gavin C

Series 63, Series 66

Purchase, NY

Morgan Stanley

Gavin Cheung is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at UBS Financial Services Inc. and HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

General estate planning guidance
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Dorismar C

Series 66

Purchase, NY

Morgan Stanley

Dorismar Cuevas is a financial advisor at Morgan Stanley with a Series 66 designation and recent entry into the industry. Prior to joining Morgan Stanley, she attended Claremont McKenna College and has experience working with the nonprofit Young Invincibles. 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 supported by firm-approved tools and structured discovery conversations.

General estate planning guidance
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Kendall B

Series 66

Purchase, NY

Morgan Stanley

Kendall Blundin is a financial advisor at Morgan Stanley with Series 66 registration and one year of industry experience. Prior to joining Morgan Stanley, Kendall worked at Bucknell University for four years and at Kent Place School for six years. 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 employs structured planning tools and portfolio modeling techniques to assist clients, while generally acting in an advisory capacity for financial planning services.

General estate planning guidance
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Ilun S

Series 66

Purchase, NY

Morgan Stanley

Ilun Sung is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2018. In addition to his advisory role, he has been involved with Hofstra University since 2003. 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 processes and firm-approved tools.

General estate planning guidance
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Christopher F

Series 66

Purchase, NY

Morgan Stanley

Christopher Ford is a Series 66-registered financial advisor with Morgan Stanley, where he has worked for nine years. Prior to joining Morgan Stanley, he spent one year at JPMorgan Securities LLC and four years at Equinox Fitness Clubs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, employing structured planning tools and investment modeling while generally acting in an advisory capacity.

General estate planning guidance
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Michael K

Series 66

Purchase, NY

Morgan Stanley

Michael Kiriakatos is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including time with the Morgan Stanley Services Group and Pride Technologies. His prior experience includes a position at Oppenheimer & Co. Inc. 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. The firm provides tailored financial planning using structured discovery conversations, approved planning tools, and modeling techniques such as Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Aderonke D

Series 63, Series 65

Purchase, NY

Morgan Stanley

Aderonke Desalu Dottin is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as an arbitrator with FINRA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Lydia P

Series 65, Series 63

Purchase, NY

Morgan Stanley

Lydia Peterson is a financial advisor at Morgan Stanley with two years of industry experience. Her background includes roles at Georgetown Cupcake and Lake Country Capital, as well as internships at Georgetown University and DoorDash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers its services directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Daniel D

Series 66

Purchase, NY

Morgan Stanley

Daniel Dibiasio is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

General estate planning guidance
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Brendan S

Series 63, Series 65

Purchase, NY

Morgan Stanley

Brendan Shamieh is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2021. His prior experience includes roles at Marotta Controls, Inc and the University of Rochester. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and models.

General estate planning guidance
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Kaitlin K

Series 66

Purchase, NY

Morgan Stanley

Kaitlin Kramer is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked briefly at Horizon Kinetics and has an academic background from the University of Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling techniques.

General estate planning guidance
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Colin S

Series 66

Purchase, NY

Morgan Stanley

Colin Shust is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Citigroup, Eagle Strategies LLC, and Northwestern Mutual. His background also includes roles in education and private sector positions before entering the financial services industry. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-driven planning process without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Gabriela P

Series 66

Purchase, NY

Morgan Stanley

Gabriela Pena is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Her background includes multiple terms at Morgan Stanley interspersed with roles at the University of Rochester and teaching positions at Colegio La Piedad and Calvary Baptist Christian School. 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 that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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Finbar W

Series 66

Purchase, NY

Morgan Stanley

Finbar Ward is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2005. 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, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Sean F

Series 66

Purchase, NY

Morgan Stanley

Sean Franson is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Equitable Advisors, LLC, and has held various roles outside the financial sector, including positions at Custom Computer Specialists and Swan Lake Golf Course. 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 financial planning services.

General estate planning guidance
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Donato G

Series 66

Purchase, NY

Morgan Stanley

Donato Guastaferro is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Equitable Advisors, LLC and has held positions at Stony Brook University and Suffolk Community College. Guastaferro holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Rosa V

Series 66

Purchase, NY

Morgan Stanley

Rosa Vinueza is a Series 66-credentialed financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and is currently part of Morgan Stanley Services Group Inc. since 2017. 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 employs a structured planning process supported by firm-approved tools and investment modeling techniques.

General estate planning guidance
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