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Scott B

Series 66

Purchase, NY

Morgan Stanley

Scott Barnett is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Services Group Inc. since 2017. Outside of his advisory work, Barnett serves as an alternate board member for the Town of Simsbury, Connecticut Board of Assessment Appeals and is employed at Central Connecticut State University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides financial planning and advisory programs to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers a range of investment and planning services.

General estate planning guidance
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James B

Series 63

Purchase, NY

Morgan Stanley

James Blake is a financial advisor with Morgan Stanley, holding a Series 63 designation and 26 years of industry experience. He previously worked at Sidoti & Co. from 2003 to 2021 before joining Morgan Stanley in 2021. 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.

General estate planning guidance
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Joshua L

Series 66

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Blake D

Series 66

Purchase, NY

Morgan Stanley

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.

General estate planning guidance
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Edward M

Series 66

Purchase, NY

Morgan Stanley

Edward Miner is a financial advisor at Morgan Stanley with 18 years of industry experience, holding a Series 66 designation. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

General estate planning guidance
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Connor F

Series 66, Series 63

Purchase, NY

Morgan Stanley

Connor Finn is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022. His prior roles include positions at HPS Investment Partners and involvement with the Wenger Family Trust and 314 Beer Garden. Finn also has experience working with Locals Only LI and a pharmaceutical company, Tasly Pharmaceuticals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Patrick H

Series 63

Purchase, NY

Morgan Stanley

Patrick Howard is a financial advisor at Morgan Stanley in Purchase, NY, holding a Series 63 designation with five years of industry experience. He has been with Morgan Stanley since 2013. 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 services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s research to assist clients in their financial planning.

General estate planning guidance
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Camille W

Series 66, Series 63

Purchase, NY

Morgan Stanley

Camille Williams is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at the University of Virginia and Uncommon James. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. 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 Y

Series 66

Purchase, NY

Morgan Stanley

Kevin Yang is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley since 2020 and previously served five years in the U.S. Army. Yang continues to serve as a Captain in the U.S. Army Reserves, working as an assistant Operations officer. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning using firm-approved tools and modeling techniques.

General estate planning guidance
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Benjamin B

Series 63, Series 65

Purchase, NY

Morgan Stanley

Benjamin Bronstein is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Philips Medical Capital and spent time at Haverford College in various roles. Outside of his advisory work, he is involved as a DJ at a bar in New York City. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services that include broad retail and institutional investment options.

General estate planning guidance
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Diptee B

Series 66

Purchase, NY

Morgan Stanley

Diptee Borkar is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies as part of its service offering.

General estate planning guidance
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Benjamin C

Series 66

Purchase, NY

Morgan Stanley

Benjamin Crawford is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His background includes roles outside finance at the University of Alabama and Ridgewood Dairy Corp, as well as teaching positions at Glen Rock Middle and High Schools. 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 planning process supported by firm‑approved tools and modeling techniques.

General estate planning guidance
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Shea F

Series 66

Purchase, NY

Morgan Stanley

Shea Furse is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Shea held positions at Oconne State Bank and worked at Manchester Bath and Tennis Club. 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 modeling techniques.

General estate planning guidance
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Vincent D

Series 66, Series 63

Purchase, NY

Morgan Stanley

Vincent De Pasquale is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Santander Bank for eight years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by firm-approved tools and rigorous modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including plans delivered directly or via corporate agreements.

General estate planning guidance
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Stephen Z

Series 66

Purchase, NY

Morgan Stanley

Stephen Zupicich is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Strategas Research Partners and spent ten years in full-time education. Outside of his advisory role, he is a professional player in the Premier Lacrosse League. 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 and financial planning services supported by structured discovery processes and proprietary tools.

General estate planning guidance
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Craig P

Series 66

Purchase, NY

Morgan Stanley

Craig Paskowitz is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC for six years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Arlynn R

Series 66

Purchase, NY

Morgan Stanley

Arlynn Rosario is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020. Prior to joining Morgan Stanley, she held roles at COOP, Ruder Finn, North 6th Agency, Crenshaw Communications, and DoSomething.org. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory services and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs supported by structured planning tools and proprietary market analysis.

General estate planning guidance
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Matthew N

Series 66

Purchase, NY

Morgan Stanley

Matthew Nash is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. He has worked at various Morgan Stanley entities since 2010, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

General estate planning guidance
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Corey L

Series 66

Purchase, NY

Morgan Stanley

Corey Lopez is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved planning tools and models. The firm manages trillions in client assets and offers services through Financial Advisors as well as Corporate Financial Planning agreements.

General estate planning guidance
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Isabella J

Series 63, Series 65

Purchase, NY

Morgan Stanley

Isabella Ji is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and less than one year of industry experience. Her prior roles include working at DL1961 and internships during her time at New York University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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