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.

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.

Zachary Leiderman is a financial advisor at Morgan Stanley with one year of industry experience. His background includes roles at UBS and Siller Real Estate, along with an extended period as a student. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

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.

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.

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.

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.

Evelyn Mattos is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at HSBC Bank USA and HSBC Securities before joining Morgan Stanley in 2023. 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 delivers services through both direct client relationships and Corporate Financial Planning agreements.

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.

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.

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.

Yianni Amvrosiatos is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. His prior experience includes roles at Foresters Financial, MassMutual, and involvement with the New York Red Bulls. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Nicholas Lisle is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Next Financial Group, Inc. and Blakely Walters Wealth Management. 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.

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.

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.

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.

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.

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.

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.

Fiona Gallagher is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2019, interspersed with periods of study. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved tools to develop financial plans.