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Victoria M

Series 66, Series 63

Purchase, NY

Morgan Stanley

Victoria Matus is a financial advisor at Morgan Stanley with seven years of industry experience. Her prior roles include positions at E*Trade Securities, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Charles Schwab. She holds the Series 66 and Series 63 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 analyses.

General estate planning guidance
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Paul G

Series 66, Series 63

Purchase, NY

Morgan Stanley

Paul Ginley is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at US Tech Solutions and Forte Capital Group, as well as experience outside finance at Mahwah Warehouse and Delivery and in full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and analysis.

General estate planning guidance
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Kevin L

Series 63, Series 66

Purchase, NY

Morgan Stanley

Kevin Lowry is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and having 18 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2014 to 2022. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Mitchell L

Series 63, Series 65

Purchase, NY

Morgan Stanley

Mitchell Lee is a financial advisor at Morgan Stanley with five years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, TD Bank, N.A., and New York Life Insurance Company. Outside of his advisory work, he is a landlord managing rental properties in Philadelphia and East Brunswick, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

General estate planning guidance
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Tyler K

Series 66

Purchase, NY

Morgan Stanley

Tyler Kopac is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at KPMG and UBS. Kopac has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and market models.

General estate planning guidance
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Caroline K

Series 66

Purchase, NY

Morgan Stanley

Caroline Kahn is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2017. Prior to that, she held positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and other firms dating back to 2008. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and a broad range of investment services.

General estate planning guidance
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Leonard C

Series 66

Purchase, NY

Morgan Stanley

Leonard Corallo is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using proprietary tools and serves clients through both direct and employer-sponsored agreements.

General estate planning guidance
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Daniel G

Series 63, Series 65

Purchase, NY

Morgan Stanley

Daniel Garelick is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2021, his background includes roles in collegiate productions, tour services, and campus dining. He is also a partner in King of the Kourt LLC, a recreational business based in White Plains, NY. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs supported by extensive resources and research.

General estate planning guidance
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Alicia B

Series 66, Series 63

Purchase, NY

Morgan Stanley

Alicia Buffa is a financial advisor with Morgan Stanley in Purchase, NY. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at Nexus Capital LP and Eastern Union Funding. Alicia also has experience teaching at the college level. 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Ryan T

Series 63, Series 66

Purchase, NY

Morgan Stanley

Ryan Tobin is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior work includes multiple roles at Marist College and positions at Henry Schein Inc., Consolidated Edison, and the Queens District Attorney’s office. 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 that incorporate structured discovery conversations and firm-approved tools to model outcomes, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Keller C

Series 63, Series 66

Purchase, NY

Morgan Stanley

Keller Casey is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley, he worked at Heritage Trust Company and has experience in multiple roles across various firms and education institutions. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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