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.

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.

Daniel Garelick is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Morgan Stanley since 2021 and is a partner in King of the Kourt LLC, a recreational enterprise. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

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.

Conrad Bartenstein is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior work including a role at Kestra Financial and service in the United States Army. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning and estate strategies through a structured process supported by firm-approved tools and modeling techniques.

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.