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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 with Morgan Stanley, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Hollywood Photo Ltd since 2021. Morgan Stanley Wealth Management offers a 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 services that include both retail and institutional offerings.

General estate planning guidance
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Jackson T

Series 63, Series 65

Purchase, NY

Morgan Stanley

Jackson Tuma is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Mad Dog Lacrosse and CURE Auto Insurance, as well as experience with the Commonwealth of Pennsylvania and The Episcopal Academy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading activities.

General estate planning guidance
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John M

Series 63, Series 66

Purchase, NY

Morgan Stanley

John Madigan is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 registrations and one year of industry experience. His prior work includes roles at Power Home Remodeling, Samsung-Neurologica, and several academic institutions including Endicott College and Assumption University. 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 that utilize structured discovery processes and firm-approved tools to assist clients in managing their assets.

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 63, Series 66

Purchase, NY

Morgan Stanley

Nuoya Li is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, Li was involved in multiple roles including positions at JerseySTEM and Columbia University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes but does not provide individual security recommendations within its standalone planning program.

General estate planning guidance
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Will N

Series 63, Series 66

Purchase, NY

Morgan Stanley

Will Nicklas is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he held positions at Spring Arbor University and was involved with small businesses including Healthy Treats Market and Junk Monkey Pickup Co. 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 emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

General estate planning guidance
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Charles F

Series 66

Purchase, NY

Morgan Stanley

Charles Flanagan is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services LLC, MassMutual Life Insurance Co, and Cheetah Capital. Flanagan also has a background at Lafayette College, including time in their Development Office. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured processes and tools, serving clients through both direct engagements and corporate agreements.

General estate planning guidance
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Zachary L

Series 63, Series 66

Purchase, NY

Morgan Stanley

Zachary Leiderman is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at UBS and Siller Real Estate. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that encompass both direct individual plans and corporate financial planning agreements.

General estate planning guidance
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David S

Series 63, Series 65

Purchase, NY

Morgan Stanley

David Salzmann is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Bloomberg for five years. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. 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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Malcolm M

Series 66

Purchase, NY

Morgan Stanley

Malcolm Migoya is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Azadi Fine Rugs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Katy L

Series 66

Purchase, NY

Morgan Stanley

Katy Listner is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has previous experience at E*TRADE Capital Management and New York Community Bank. Outside of her advisory role, she is involved in a dog walking and dog sitting service as a contractor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery conversations.

General estate planning guidance
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