Lauren Klein is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 license and 18 years of industry experience. Her work history includes roles at Morgan Stanley since 2016, Credit Suisse Securities from 2009 to 2016, Neuberger Berman BD LLC, and Lehman Brothers Inc. Outside of her advisory duties, she serves as secretary/treasurer and general partner in several real estate-related entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers a diverse range of investment and planning services.

Stephen Egan is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at Wells Fargo Private Bank, Wells Fargo Advisors, and Wells Fargo Bank. 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, leveraging firm-approved tools and modeling techniques to support client strategies.

Jordan Streisfeld is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Morgan Stanley, he worked at Heritage Management Services, LLC, and has held various roles including at the University of North Carolina at Wilmington and Stone Fire Restaurant. Morgan Stanley Wealth Management provides a 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 uses structured discovery and firm-approved tools, offering services primarily in an advisory capacity.

Adam O’rourke 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 Smith Barney LLC and NBT Bancorp, among other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, supported by structured planning tools and methodologies such as Monte Carlo simulations.

Joshua Aronson is a financial advisor at Morgan Stanley with a Series 66 credential. He has been with Morgan Stanley since 2024 and prior to that worked at Statefarm in 2023. His background includes four years at New York University and earlier positions in education at Irvington High School and Irvington Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Ryan Messinger is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. He previously worked at Strategies for Wealth and The Wealth Alliance and has experience in education and community roles, including positions at Cold Spring Country Club and Camp Nock-A-Mixon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Angelo Loumbas is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney LLC and Wells Fargo & Company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating methods such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Stratton Heath IV is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, he held positions at Oak Hill Advisors and the Knox County Area Development Foundation. He also has experience in education, having worked at Kenyon College, Montclair Kimberley Academy, and Glenfield Middle School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Christopher Cagliuso 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 worked at Boston College and Xavier High School. Morgan Stanley Wealth Management provides 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 delivers planning services both directly and through corporate agreements.

Byungguan Jung is a financial advisor at Morgan Stanley with Series 66 registration and no prior industry experience. Before joining Morgan Stanley in 2026, he served in various roles within the U.S. Army from 2015 to 2026. 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, including tailored financial planning that employs structured discovery processes and firm-approved tools.

Thomas Caruso is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following prior roles at Private Portfolio Partners, LLC, LPL Financial, and Caruso Financial Group, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Brett Fordyce is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Sunshine Coast Yamaha and VISIS Private Wealth, and has a background that includes roles in audit and education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of financial planning and advisory programs. The firm emphasizes structured planning processes and offers access to various investment products and strategies.

Anna Stockhamer is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. She previously worked at UBS Financial Services and NewEdge Wealth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services.

Harrison Rosenfeld is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 63 and Series 66 designations and has a diverse work background including roles in education, construction, and food service. Outside of advisory work, he is also a DJ based in New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved tools and a broad range of programs.

Varsha Jegan is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. She has one year of industry experience, including prior roles at Australian Super and Playfair Planning Services. Varsha also worked at Barnard College and has experience in educational settings. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and focuses on advisory services without offering individual security recommendations as part of standalone plans.

Scott Barnett is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Merrill from 2004 to 2009. Outside of his advisory role, Barnett serves as an alternate board member for the Town of Simsbury, Connecticut’s Board of Assessment Appeals and is employed at Central Connecticut State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery conversations and firm-approved planning tools as part of its financial planning process.

James Blake is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2021, following an 18-year tenure at Sidoti & Co. Blake holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and uses structured planning tools and firm-approved methodologies in its process.

Joshua Levy is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at Uber and various educational institutions. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process and advanced modeling tools to support clients in developing financial strategies.

Blake Dellabough is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2022. His prior roles include positions at FSC Securities and Ferrigno Financial, as well as employment with the New Jersey State Parks System and the State University of New York College at Oneonta. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning services, utilizing a structured process supported by firm-approved tools and research.

Edward Miner is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured discovery conversations and proprietary tools.