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Donna B
Series 66
Purchase, NY
Morgan Stanley
Donna Binda is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Bank of America, and Regions Bank. Outside of her advisory role, she serves as a board member for The Women's Small Business Accelerator, a community organization focused on business development and fundraising, and works as an independent beauty consultant for Mary Kay. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supported by the Global Investment Committee’s market estimates and modeling techniques.
Oluwaferanmi A
Series 63, Series 66
Purchase, NY
Morgan Stanley
Oluwaferanmi Adewunmi is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and no prior industry experience. Before joining Morgan Stanley in 2025, Adewunmi held positions outside the financial industry, including roles at SAS Institute and Chapel Hill Country Club, and spent four years attending the University of North Carolina at Chapel Hill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.
Michael P
Series 63, Series 66
Purchase, NY
Morgan Stanley
Michael Pinho is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at HSBC Securities, HSBC Bank USA, Citizens Bank, and Citizens Securities before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Jehan M
Series 66
Purchase, NY
Morgan Stanley
Jehan Muhi Aldain is a financial advisor at Morgan Stanley with Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley, he held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles in the financial sector and at Syracuse University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process utilizing firm-approved tools and models outcomes with inputs from the Global Investment Committee.
Aashi T
Series 66
Purchase, NY
Morgan Stanley
Aashi Tailor is a financial advisor at Morgan Stanley with Series 66 credentials and is in the early stage of their career, having joined the firm in 2024 after graduating from the University of Southern California. Prior to Morgan Stanley, their experience includes teaching roles at Morris County School of Technology and Jefferson Township Middle School. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.
David A
Series 63, Series 65
Purchase, NY
Morgan Stanley
David Aiello is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sei, Florida Financial Advisors, and held roles in education at Ithaca College and John F Kennedy Highschool. Morgan Stanley Wealth Management delivers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through multiple channels, including Corporate Financial Planning agreements.
Michael J
Series 63
Purchase, NY
Morgan Stanley
Michael Jabara is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63 designation. Outside of his advisory role, he is a partner in ownership of a commercial building in Ridgefield, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process using firm-approved tools and market-based modeling techniques.
Ebakoliane O
Series 66
Purchase, NY
Morgan Stanley
Ebakoliane Obiomon is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Obiomon served in various roles at the Department of Defense and attended the United States Military Academy. Outside of advisory work, Obiomon is a sole proprietor involved in real estate investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.
Hope G
Series 63, Series 65
Purchase, NY
Morgan Stanley
Hope Galusha is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. Hope has recently entered the industry, previously attending Yale University and working at Oppenheimer & Co. before joining Morgan Stanley. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on structured financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.
Youngji K
Series 66
Purchase, NY
Morgan Stanley
Youngji Kim 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 Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Outside of her advisory role, she operates an online retail business as a seller on Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.
Christopher O
Series 63, Series 65
Purchase, NY
Morgan Stanley
Christopher Owens is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials. He has been with Morgan Stanley since 2025 and has prior experience at KPMG and Edgewater Federal Solutions. Owens completed his studies at the University of Michigan from 2022 to 2026. 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 utilizes structured planning tools and models to support its advisory services.
Adam R
Series 66
Purchase, NY
Morgan Stanley
Adam Riegelhaupt is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he is involved as a director and CFO of APE Wear LLC, a t-shirt printing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with 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 involving firm-approved tools and scenario modeling.
Rosalie F
Series 66
Purchase, NY
Morgan Stanley
Rosalie Froom is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, with a one-year break between 2021 and 2022. Prior to her advisory career, she was affiliated with Barnard College of Columbia University for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and approved planning tools, managing approximately $2.74 trillion in client assets.
Jomarie P
Series 66
Purchase, NY
Morgan Stanley
Jomarie Padilla is a financial advisor with Morgan Stanley, holding a Series 66 designation and eleven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. 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.
Kelvin T
Series 63, Series 65
Purchase, NY
Morgan Stanley
Kelvin Tsui is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Fuel.Club Inc. and Zhongsheng Yulin Forestry Development, as well as time at Stony Brook University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to develop financial plans.
Janice P
Series 66
Purchase, NY
Morgan Stanley
Janice Preko is a Series 66-credentialed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked in education roles at Ghana International School and SOS Hermann Gmeiner International College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured discovery processes and firm-approved planning tools.
Colleen C
Series 63, Series 65
Purchase, NY
Morgan Stanley
Colleen Cawley is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Morgan Stanley in 2025, she worked for five years at Goldman Sachs. Outside of finance, she has experience working in the restaurant industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.
Peter S
Series 63, Series 65
Purchase, NY
Morgan Stanley
Peter Santiago is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent 21 years with Prudential Insurance Company of America and PRUCO Securities, LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.
Robert V
Series 66
Purchase, NY
Morgan Stanley
Robert Valdivieso is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley since 2016, with previous positions at UBS Financial Services, UBS International Inc., and Merrill. Outside of his advisory role, he is a sole proprietor of a rental property business in Miami, Florida. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning, with approximately $2.74 trillion in client assets under management. The firm employs a structured financial planning process supported by firm-approved tools and utilizes proprietary modeling techniques to support client decision-making.
Mark E
Series 66
Purchase, NY
Morgan Stanley
Mark Ellis is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Citi. Outside of his advisory role, Ellis serves as an arbitrator in investment and finance matters. 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’s financial planning process leverages structured tools and modeling techniques, offering advisory services without individual security recommendations as part of standalone plans.
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