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Michael C

Series 66

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Deena W

Series 66

Purchase, NY

Morgan Stanley

Deena Wilson is a Series 66-licensed financial advisor with Morgan Stanley, based in Purchase, NY. She has 21 years of industry experience, including roles with Morgan Stanley and its Services Group since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

General estate planning guidance
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Jake K

Series 63, Series 65

Purchase, NY

Morgan Stanley

Jake Kuredjian is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at OX Engineered Products and Lathrup Industries, as well as academic positions at the University of Michigan and the University of Detroit Jesuit High School and Academy. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning and estate planning strategies. 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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Daniel C

Series 66

Purchase, NY

Morgan Stanley

Daniel Czajkowski is a financial advisor at Morgan Stanley in Purchase, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Amazon and the Jack Kent Cooke Foundation. Outside of his advisory role, he is the owner and operator of NERB LLC, a private company involved in selling consumer goods online. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm’s financial planning involves structured discovery processes and planning tools, serving clients through tailored financial plans and corporate financial planning agreements.

General estate planning guidance
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Joshua H

Series 66

Purchase, NY

Morgan Stanley

Joshua Hassell is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Sun Life Capital Management for five years and has experience in academic roles at Fordham University and the College of the Holy Cross. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 financial planning process that includes firm-approved tools and modeling techniques, offering planning services primarily in an advisory capacity.

General estate planning guidance
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Thomas M

Series 66, Series 63

Purchase, NY

Morgan Stanley

Thomas Manty is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Morgan Stanley, he worked briefly at Fidelity Investments and has been involved with various hockey training organizations. 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 methodologies.

General estate planning guidance
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Whitney H

Series 66

Purchase, NY

Morgan Stanley

Whitney Hilton is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Morgan Stanley, Citibank, N.A., and JPMorgan Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment research. 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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Kevin B

Series 66

Purchase, NY

Morgan Stanley

Kevin Betyeman is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and possessing 13 years of industry experience. He has been with Morgan Stanley since 2012. 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 discovery processes and firm-approved planning tools to support its financial planning services.

General estate planning guidance
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Joseph C

Series 66

Purchase, NY

Morgan Stanley

Joseph Casillo is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation. Prior to joining Morgan Stanley, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved with Hollywood Photo Ltd, a separate business activity. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including customized financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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Jackson T

Series 63, Series 65

Purchase, NY

Morgan Stanley

Jackson Tuma is a financial advisor with Morgan Stanley in Purchase, NY. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2023. His prior experience includes roles at Mad Dog Lacrosse, CURE Auto Insurance, and the Commonwealth of Pennsylvania's Fine Wine and Good Spirits. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and recognized planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a wide range of investment and planning strategies.

General estate planning guidance
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John M

Series 66, Series 63

Purchase, NY

Morgan Stanley

John Madigan is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles in both financial services and diverse sectors such as home remodeling, healthcare technology, and banking. He has also held teaching positions at several universities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, emphasizing structured financial planning and utilizing firm-approved tools and models to support client goals.

General estate planning guidance
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Danielle B

Series 66

Purchase, NY

Morgan Stanley

Danielle Burns is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has held roles at The Vanguard Group, United Nations UN WOMEN, Under Armour, Guess, Inc., and Villanova University. Outside of advising, she is involved in self-publishing a book through Ingram Spark. 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 proprietary tools and market models.

General estate planning guidance
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Roseliny G

Series 66

Purchase, NY

Morgan Stanley

Roseliny Genao is a Series 66 licensed financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Flat World Partners and was self-employed for one year. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Adony B

Series 66

Purchase, NY

Morgan Stanley

Adony Batista is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, he served in the United States Army for 20 years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and financial planning services.

General estate planning guidance
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William M

Series 66

Purchase, NY

Morgan Stanley

William Mainente Jr. is a financial advisor at Morgan Stanley with a Series 66 credential and experience in the industry since 2020. Prior to joining Morgan Stanley in 2025, he worked at Partners Capital Investment Group from 2022 to 2025 and GPS Capital Markets from 2020 to 2022. His earlier background includes roles at Boston College and Oratory Preparatory School of Summit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research from its Global Investment Committee.

General estate planning guidance
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Zachary N

Series 66

Purchase, NY

Morgan Stanley

Zachary Nestler is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation. He joined Morgan Stanley in 2024 after completing his education at Lafayette College, with prior experience at Trevor Day School. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and Corporate Financial Planning agreements.

General estate planning guidance
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Paul Q

Series 66

Purchase, NY

Morgan Stanley

Paul Quaranta is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and holds the 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 a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses from its Global Investment Committee.

General estate planning guidance
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Terence K

Series 63, Series 65

Purchase, NY

Morgan Stanley

Terence Kilkenny is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Redwood Realty Advisors and Fordham University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 offers both direct and corporate financial planning services.

General estate planning guidance
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Katia K

Series 66

Purchase, NY

Morgan Stanley

Katia Kachaliy is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked for seven years at State Street Global Advisors before joining Morgan Stanley in 2023. Katia holds a Series 66 designation. 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 and modeling techniques as part of its financial planning process.

General estate planning guidance
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Nuoya L

Series 66, Series 63

Purchase, NY

Morgan Stanley

Nuoya Li is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Morgan Stanley, Li has been affiliated with organizations including JerseySTEM and Columbia University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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