Adam Gonthier is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 63 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following six years at WSP|PB. 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, 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 both directly and through Corporate Financial Planning agreements with employers.

Noah Kaufman Shalett is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at The Conference Board and held roles related to university relations and event services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, 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 both directly and through corporate financial planning agreements.

Samuel Piatnitsky is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. His prior roles include positions at Merrill and Next Level 30, as well as experience outside the advisory sector at Shackamaxon Country Club and Rutgers University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Austin Tanner is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Fidelity Investments, and Thrivent Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers services both directly and under Corporate Financial Planning agreements with employers.

Raul Sanchez is a Series 66-licensed financial advisor at Morgan Stanley with 17 years at the firm and seven years of industry experience. Outside of his advisory role, he serves as a Lieutenant Colonel in the United States Army Reserve, is a voting member of the Zoning Board of Appeals for the Incorporated Village of Bellerose, and volunteers as a firefighter responding to 911 calls and supervising personnel. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that incorporate modeling techniques like Monte Carlo simulations without specific individual security recommendations.

Rebecca Levy 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. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Sara Cardman is a financial advisor at Morgan Stanley holding Series 63 and Series 65 licenses. She has been with Morgan Stanley since 2025 and has prior experience in education, including positions at the University of Georgia, Maclay School, and Holy Comforter Episcopal School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagement and employer-sponsored financial planning agreements.

Haley Hester is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Charles Schwab. Morgan Stanley Wealth Management provides advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and extensive asset management. The firm manages approximately $2.74 trillion in client assets and offers a range of investment services through both direct client relationships and corporate financial planning agreements.

Markella Neofytides is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 63 and Series 66 licenses. Her prior work includes roles at Odyssey Re, educational institutions such as SUNY Oneonta and The American College of Greece, and involvement with Pappous Greek Kitchen and Stoneonta Clothing Co. 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 structured processes.

Matthew Fischer is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Virginia Asset Management, Securian Financial Services Inc, Minnesota Life Insurance Company, and Bonifacio. Outside of finance, he has experience in the food and beverage industry, including roles at Iron Hill Brewery and as a caterer. 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’s financial planning process involves structured discovery and firm-approved tools, offering tailored financial planning without individual security recommendations in standalone plans.

Sidney Bohorquez is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at Citibank for seven years. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and advanced modeling tools.

Ron Yoon is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2001, except for a one-year gap in 2016-2017. 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 and estate planning. The firm employs structured planning tools and proprietary models in its process and manages approximately $2.74 trillion in client assets.

Alison Stauffer is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles at Morgan Stanley since 2020, including at Morgan Stanley Private Bank. Prior to that, she spent time at Quadrangle Consulting and JEGI, and has experience in education from Fordham University and Joel Barlow High School. 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. Their financial planning process uses firm-approved tools and emphasizes client responsibility for implementation, with offerings that include broad retail and institutional solutions alongside specialized investment and trading activities.

Niko Israel Darlington is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has held various roles at Morgan Stanley since 2024 and has additional experience with Students at Georgetown Inc. and Brasol Solucoes Energeticas. 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 manages approximately $2.74 trillion in client assets, utilizing firm-approved planning tools and a structured discovery process.

Soudeh Pazouki is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and one year of industry experience. Their professional background includes roles at Morgan Stanley, LHH (contractor at Bank of America), and academic positions at the University of New Haven and Alzahra University. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm’s financial planning approach involves structured discovery conversations and firm-approved tools, supporting clients in managing approximately $2.74 trillion in assets.

Elijah St.Hilaire is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. He served in the United States Army from 2017 to 2023 and attended the United States Military Academy from 2012 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market research.

Gregory Leotta is a financial advisor at Morgan Stanley with five years of industry experience. He has been with Morgan Stanley since 2015, initially working on behalf of Pride Technologies before joining the firm directly in 2017. He holds a Series 63 designation. 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 planning tools and proprietary investment research.

Roberto Irias is a financial advisor at Morgan Stanley with 17 years of industry experience. He has held positions at Morgan Stanley since 2018 and previously worked at Barclays Capital from 2015 to 2018. He holds a Series 66 designation. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and capital markets estimates in its financial planning process.

James Meyers is a financial advisor at Morgan Stanley in Upper St. Clair, PA, holding a Series 66 designation. He has worked professionally at Morgan Stanley since 2023, with prior experience including roles at The Park West Palm and academic positions at Duquesne University and Penn State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and a structured planning process.

Michael Clemens is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he served in the United States Army starting in 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and methods, including Monte Carlo simulations and investment committee estimates. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to clients and through corporate financial planning agreements.