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Nicolaos P

Series 66

Purchase, NY

Morgan Stanley

Nicolaos Praskelli is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith from 2013 to 2021 before joining Morgan Stanley in 2021. 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, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Nathaniel F

Series 66

Purchase, NY

Morgan Stanley

Nathaniel Frecks is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and several media and marketing firms. 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 that include tailored financial planning supported by structured discovery and firm-approved tools.

General estate planning guidance
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Elena H

Series 63, Series 65

Purchase, NY

Morgan Stanley

Elena Huang is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Morgan Stanley, she worked at UBS and attended New York University Leonard N. Stern School of Business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Sneha M

Series 66

Purchase, NY

Morgan Stanley

Sneha Mokkala is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. She previously worked at Macquarie Asset Management and has academic background from the University of Pennsylvania. Morgan Stanley Wealth Management serves individuals and institutional clients, providing 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 services through both direct and corporate financial planning agreements.

General estate planning guidance
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Freddie R

Series 63, Series 66

Purchase, NY

Morgan Stanley

Freddie Rivera is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley since 2015. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling techniques.

General estate planning guidance
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Thomas C

Series 65, Series 63

Purchase, NY

Morgan Stanley

Thomas Carver is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Stew Leonard's and Lionheart Strategic Management. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Saachi S

Series 63, Series 65

Purchase, NY

Morgan Stanley

Saachi Samdani is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. Samdani has approximately one year of industry experience and previously worked at The Nassau Wealth Management Group. 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 research. The firm manages a broad portfolio of client assets and provides services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Max C

Series 63, Series 65

Purchase, NY

Morgan Stanley

Max Chapman is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and three years of industry experience. His prior work history includes roles at Priority Sports and Entertainment and Northwestern Mutual Life Insurance Co. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Aseah R

Series 63, Series 66

Purchase, NY

Morgan Stanley

Aseah Rahman is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Rahman worked at Ponce Bank and the U.S. Census Bureau. They have also held roles at the League of Women Voters NYC and have experience in academic and community organizations. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of investment and planning strategies.

General estate planning guidance
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Daniel M

Series 66

Purchase, NY

Morgan Stanley

Daniel Marshi is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2016. Outside of his advisory role, he serves on the advisory board of Auctus Ventures and is a partner at Adib Capital LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its broader suite of retail and institutional services.

General estate planning guidance
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Samantha V

Series 66

Purchase, NY

Morgan Stanley

Samantha Vafiadou is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and the Global Investment Committee’s analyses.

General estate planning guidance
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Victoria C

Series 66, Series 63

Purchase, NY

Morgan Stanley

Victoria Cawley is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 66 and Series 63 licenses and has prior experience at Bessemer Trust and Morgan Stanley. Before entering finance, she worked in academic roles at Syracuse University from 2021 to 2025. 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 a structured financial planning process using firm-approved tools and analyses.

General estate planning guidance
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Erin B

Series 65, Series 63

Purchase, NY

Morgan Stanley

Erin Byrne 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 in 2021, she held various roles including positions at the Town of Ramapo, Westchester County, and SUNY Oneonta. Morgan Stanley Wealth Management provides a broad range of 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 utilizes structured discovery and modeling tools but generally does not provide individual security recommendations as part of standalone plans.

General estate planning guidance
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Malachi K

Series 63, Series 65

Purchase, NY

Morgan Stanley

Malachi Kennedy is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes roles at Cornell University in recreational services and other positions in various industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and other advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Alexander B

Series 66, Series 63

Purchase, NY

Morgan Stanley

Alexander Beyer is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Indiana University and Elmwood Day Camp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics.

General estate planning guidance
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Jake D

Series 66

Purchase, NY

Morgan Stanley

Jake Derian is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation. He joined Morgan Stanley in 2025 after prior experience that includes entrepreneurial work in music production and online distribution as a producer and artist with Hagsy. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing proprietary tools and models to support client goals.

General estate planning guidance
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Dominic M

Series 63, Series 65

Purchase, NY

Morgan Stanley

Dominic Martinez is a financial advisor at Morgan Stanley with three years of industry experience. His background includes service in the US Army and roles with Job Corps and the New York City Department of Education. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 supported by proprietary tools and strategies.

General estate planning guidance
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Denny G

Series 63

Purchase, NY

Morgan Stanley

Denny Galindo is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013 and holds a Series 63 designation. 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 a structured planning process that incorporates firm-approved tools and scenario modeling.

General estate planning guidance
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James M

Series 63, Series 66

Purchase, NY

Morgan Stanley

James Mccarthy is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. 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 discovery processes and firm-approved tools.

General estate planning guidance
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Jacqueline B

Series 66

Purchase, NY

Morgan Stanley

Jacqueline Beshoory is a Series 66 licensed financial advisor with Morgan Stanley, where she has worked since 2020 and currently serves in Purchase, NY. She has four years of industry experience, including prior roles at UBS Financial Services and NorthCoast Asset Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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