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 with Morgan Stanley in Purchase, NY, holding a Series 63 designation and 35 years of industry experience. He has worked at Citigroup Global Markets since 2009. Outside of finance, Rudolph works as a ski instructor for children at Perfect North Slopes. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and market simulations.

Van Hoang is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at TD Bank, Investment Management Corporation of Ontario, and Northern Trust. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Lauren Klein is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 license and 18 years of industry experience. She previously worked at Credit Suisse Securities (USA) LLC for seven years before joining Morgan Stanley in 2016. Outside of her advisory role, Klein serves as secretary and treasurer of CRS Realty Associates Inc. and is a general partner at Glicker Realty LP. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Stephen Egan is a financial advisor at Morgan Stanley with a Series 66 credential and two years of industry experience. He has previously worked 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 variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Jordan Streisfeld is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Heritage Management Services, LLC and has experience outside finance at Stone Fire Restaurant and in education at Somers High School and the University of North Carolina at Wilmington. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

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 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018, following two years at Wells Fargo & Company. 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 supported by structured discovery conversations and proprietary planning tools.

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 10 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 his own firm, Caruso Financial Group, LLC. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm’s approach includes using structured planning tools and modeling techniques to support clients’ financial goals.

Brett Fordyce is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 66 and Series 63 licenses. He has one year of industry experience, including prior roles at VISIS Private Wealth and Sunshine Coast Yamaha. 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 that utilizes firm-approved tools and models to assist clients in developing personalized plans.

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.