Evan Valdez 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 six years in the United States Army and attended the United States Military Academy at West Point. Outside of his advisory role, he owns and manages a rental property. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages assets across a broad platform that includes various investment vehicles and financial planning programs.

Tess Pisanelli is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked in roles at Vanderbilt University and the University of Richmond. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Samantha Kopf is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, she held positions at Withersworldwide, Murtha Cullina LLP, and the United States Bankruptcy Court for the Northern District of New York, among others. 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

Phillip Van Doren is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2015. He has 19 years of industry experience, including prior roles at Merrill and Ameriprise. Outside of his advisory work, he operates a sole proprietorship selling costume jewelry and collectibles such as coins and participates as an affiliate in the Google AdSense program. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through a broad range of investment and advisory offerings.

Dylan Kucharski is a financial advisor at Morgan Stanley with a Series 66 designation and experience across several roles since 2016, including teaching positions at Ramapo High School and Ramapo College of New Jersey. He has worked at various firms including LX Aer and MBF Clearing Corp before joining Morgan Stanley. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and advanced modeling tools to support tailored financial strategies.

Michael Tarr is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior roles include positions at UBS Financial Services Inc., Pride Technologies LLC, Empower Retirement, and Charles Schwab & Co., Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and comprehensive asset management.

Abel Torres is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He worked at Axa Advisors, LLC for 19 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Allisen Tam is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she has worked at Everberg Capital Partners and held several positions related to Georgetown 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, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Jesil Karingattil is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fiserv and Santander Bank. He also spent ten years at Rutgers University. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Alex Stetter is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses firm-approved tools and modeling techniques to support client decisions.

Carmen Sahagun Pavon is a financial advisor at Morgan Stanley with two years of industry experience. Before joining Morgan Stanley, she worked for seven years at Cueros y Curtidos Pavón. She holds Series 63 and Series 65 licenses. 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 a structured discovery process.

Tyler Olsen is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2009. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its services.

Liliana Rossi is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. She began her finance career in 2025 and has prior work experience outside the industry, including roles in construction and education. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Kevin Kopczynski is a CFA® charterholder with 35 years of experience in the financial industry. He has been with Morgan Stanley since 2009. Outside of his advisory role, he serves as an executor for an estate and is involved in trust management activities. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and offers a wide range of investment programs through its Financial Advisors and Estate Planning Strategies Group.

Sarah Connor is a financial advisor at Morgan Stanley with a Series 66 credential and has been with the firm since 2022. She has no prior industry experience before joining Morgan Stanley and holds a background that includes multiple roles outside finance. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without providing individual security recommendations as part of standalone plans.

Heather Hackett is a CFA® charterholder with 28 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with services delivered primarily in an advisory capacity.

Gabriel Basden is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. He has been with Morgan Stanley since 2025 and previously had roles at Verdad Advisers and AFIG Funds. His background includes education at Harvard University and the City of London School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Erin Clayton is a financial advisor at Morgan Stanley with a Series 66 credential and less than one year of industry experience. Prior to joining Morgan Stanley, Erin worked at Pagaya Technologies Ltd. and held roles in education at Villanova University and Norfolk Academy. Erin also spent time engaged in extended travel during 2025. 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 uses structured planning tools to support its advisory services.

Robin Rudolph is a financial advisor at Morgan Stanley with 36 years of industry experience. He previously worked at UBS Financial Services for 10 years and Citigroup Global Markets for one year. Outside of his advisory role, he is a ski instructor for children. Morgan Stanley Wealth Management serves 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 employs structured planning tools and investment models as part of its advisory services.

Van Hoang is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 63 designation and has prior work experience at TD Bank, Investment Management Corporation of Ontario, and Northern Trust. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 offers services that combine advisory guidance with a broad array of investment opportunities.