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Anastasios M

Series 66

Purchase, NY

Morgan Stanley

Anastasios Mouzakis is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2022, following a brief tenure at Equitable Advisors. Outside of financial services, he is involved with Instacart in a contractor role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning processes supported by firm-approved tools.

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 66, Series 63

Purchase, NY

Morgan Stanley

Hunter Brownstein is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and two years of industry experience. His background includes roles in various media and communications firms prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 under both direct client relationships and corporate financial planning agreements.

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 65, Series 63

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 licenses. Her prior work includes roles at Barnard College and DFO Management, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling.

General estate planning guidance
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Evan V

Series 66

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Tess P

Series 66, Series 63

Purchase, NY

Morgan Stanley

Tess Pisanelli is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Vanderbilt University and the University of Richmond. 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 methodology. The firm manages approximately $2.74 trillion in client assets and provides planning services that do not include individual security recommendations as part of their standalone programs.

General estate planning guidance
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Samantha K

Series 66

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Phillip V

Series 66

Purchase, NY

Morgan Stanley

Phillip Van Doren is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of his advisory role, he operates a sole proprietorship selling costume jewelry and collectibles such as coins, and participates in the Google AdSense affiliate program. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

General estate planning guidance
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Michael T

Series 63, Series 66

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Abel T

Series 63, Series 65

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Allisen T

Series 65, Series 63

Purchase, NY

Morgan Stanley

Allisen Tam is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include positions at Everberg Capital Partners and Chippin, as well as various engagements with Georgetown University. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad 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 both direct and employer-sponsored planning services.

General estate planning guidance
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Jesil K

Series 65, Series 63

Purchase, NY

Morgan Stanley

Jesil Karingattil is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior work includes roles at Fiserv and Santander Bank, as well as a decade at Rutgers University. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Alex S

Series 66

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Carmen S

Series 65, Series 63

Purchase, NY

Morgan Stanley

Carmen Sahagun Pavon is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked for seven years at Cueros y Curtidos Pavón and one year at Cueros y Curtidos Pavón S.A. She holds Series 65 and Series 63 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

General estate planning guidance
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Tyler O

Series 63

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Liliana R

Series 63, Series 65

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Kevin K

CFA®, Series 63, Series 65

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Sarah C

Series 66

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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