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Andrew P

Series 66

Purchase, NY

Morgan Stanley

Andrew Priore is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2025, he held roles at La Mer Seafood, Lifetime Fitness, Ben And Jerry's, and Tauk Kitchen and Bar, in addition to completing full-time education from 2017 to 2025. 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 financial planning services. The firm employs structured planning tools and focuses on advisory services without providing individual security recommendations as part of standalone planning.

General estate planning guidance
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Evelyn M

Series 63, Series 65

Purchase, NY

Morgan Stanley

Evelyn Mattos is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at HSBC Bank USA and HSBC Securities (USA) Inc. from 2008 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. 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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Hoi Ching T

Series 66

Purchase, NY

Morgan Stanley

Hoi Ching Tsang is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2020, Tsang held positions at Toast, Inc, First Capital Advisors Group, and Underwriting Management Experts. 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 such as Monte Carlo simulations to model financial outcomes.

General estate planning guidance
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Gail H

Series 63, Series 66

Purchase, NY

Morgan Stanley

Gail Heffern is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. She has worked at Morgan Stanley since 2010 and at Morgan Stanley Private Bank, National Association since 2017. 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 comprehensive financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes approved tools and market simulations to model outcomes.

General estate planning guidance
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Justin L

Series 66

Purchase, NY

Morgan Stanley

Justin Lee is a financial advisor at Morgan Stanley with a Series 66 license and experience starting in 2023. His prior work includes a position at PricewaterhouseCoopers and roles at the University of Southern California and Iolani School. 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 investment advisory services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Yianni A

Series 66

Purchase, NY

Morgan Stanley

Yianni Amvrosiatos is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Glenmere Mansion, Foresters Financial, and MassMutual, as well as involvement with the Economics Board of Study and the New York Red Bulls. 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 processes and advanced modeling tools.

General estate planning guidance
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Nicholas L

Series 66

Purchase, NY

Morgan Stanley

Nicholas Lisle is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at Next Financial Group and Blakely Walters Wealth Management. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

General estate planning guidance
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Nurshamira Akmar S

Series 66

Purchase, NY

Morgan Stanley

Nurshamira Akmar Shahriar is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley since 2019 and previously held positions at Allianz Life Insurance Malaysia Berhad and CIMB Principal Asset Management. 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 models to support client financial plans.

General estate planning guidance
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Brian K

Series 66

Purchase, NY

Morgan Stanley

Brian Kelly is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. 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 manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Scott C

Series 66

Purchase, NY

Morgan Stanley

Scott Chester is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. He previously worked at TIAA from 2015 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and serves clients through direct plans and Corporate Financial Planning agreements with employers.

General estate planning guidance
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Mark W

Series 63, Series 66

Purchase, NY

Morgan Stanley

Mark Wells is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its advisory process.

General estate planning guidance
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Nexus I

Series 66

Purchase, NY

Morgan Stanley

Nexus Ikeda is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, Ikeda worked at Ares Management and spent 11 years at New York University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, 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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Robin J

Series 63, Series 66

Purchase, NY

Morgan Stanley

Robin Joines is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated Services Group since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals 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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Fiona G

Series 63, Series 65

Purchase, NY

Morgan Stanley

Fiona Gallagher is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2019, interspersed with periods as a student. Morgan Stanley Wealth Management provides a wide range of advisory services 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 delivers services both directly and through employer-sponsored financial planning agreements.

General estate planning guidance
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Anastasios M

Series 66

Purchase, NY

Morgan Stanley

Anastasios Mouzakis is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2022, he briefly worked at Equitable Advisors and has been involved with Instacart since 2020 in a contracting role. 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, including tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Michael G

Series 66

Purchase, NY

Morgan Stanley

Michael Guedry is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. 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 offers tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Hunter B

Series 63, Series 66

Purchase, NY

Morgan Stanley

Hunter Brownstein is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2024. His prior work experience includes roles in media and communications with organizations such as MikeWorldWide and PR Bulldog. 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 investment research.

General estate planning guidance
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Andrei T

Series 66

Purchase, NY

Morgan Stanley

Andrei Tabatchouk is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. His career includes prior roles at Citigroup, JPMorgan & Chase, and AXA Advisors. He has had multiple tenures with Morgan Stanley since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers planning through direct and corporate agreements.

General estate planning guidance
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Caroline G

Series 63, Series 66

Purchase, NY

Morgan Stanley

Caroline Gundeck is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery and advanced modeling tools. 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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Sophia P

Series 63, Series 65

Purchase, NY

Morgan Stanley

Sophia Psaila is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2021, with previous positions including roles at Barnard College and DFO Management, LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual 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 utilizes structured planning tools and research to support financial plans.

General estate planning guidance
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