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 Valdivieso is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he is involved in managing a rental property in Miami, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

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.

Tyler Kay is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and three years of industry experience. His background includes positions at Ameriprise and DoorDash, as well as roles related to sports organizations such as USA Hockey and the Metropolitan Golf Association. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

Andrew Pinto is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lacrosse Unlimited and Northwestern Mutual. Outside of his advisory roles, he has teaching experience at Pace University and earlier worked with Cozy Noses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies to support its clients’ financial goals.

Wesley January is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. His work history includes roles at Morgan Stanley since 2021 and prior employment at New York University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing advanced modeling tools.

Radu Palasan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliate firms since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 that uses firm-approved tools and modeling techniques.

Monica Guerra is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Fitch Ratings for four years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and access to various investment strategies.

Andrew Alper is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning tools such as Monte Carlo simulations to model outcomes.

Ryan Golde is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2021, currently serving at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is a partner in The Boys Do Breaks, an art and culture business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery and firm-approved tools, and it offers multiple investment and advisory services alongside broader institutional capabilities.

Angel Herrera 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 Compass and was involved with the Young Mens & Young Womens Hebrew Association. He has a background that includes roles in community organizations and education. Morgan Stanley Wealth Management is a large institution serving both 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 tools supported by its Global Investment Committee.

Theodore Gelb is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank from 2022 to 2024 and attended Syracuse University from 2018 to 2022. He holds the Series 66 and Series 63 designations. 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 using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Matthew Hesse is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Madison Planning Group, Bourbon Street, Northwestern Mutual, and Body Armor. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Ryan Machovec is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bank of America and positions with the Town of Hempstead and SUNY College at Cortland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Meredith Fierro is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 and Series 63 credentials and has worked at Morgan Stanley since 2023. Outside of finance, she has been involved with Blu Ale House since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment analysis.

Logan Gatch is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Candex Solutions and held positions in educational institutions including Northeastern University and The Dwight School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct-to-client and corporate financial planning solutions.

Bradford Fulton Jr. is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the CFA® and Series 66 designations. His prior work includes roles at J.P. Morgan Institutional Investments Inc. and Bankers Healthcare Group. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services 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 serves clients through a variety of investment and advisory offerings.

Alyssa Salvo is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Alyssa holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Joshua Elbaum is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Private Bank and Padell Business Management. Outside of finance, he has worked in educational roles and with the Rising Stars Youth Foundation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and advanced modeling tools to develop planning strategies.

Kyle Robison is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has been with Morgan Stanley since 2021 after completing his education at Pennsylvania State University. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and emphasizes advisory services without providing individual security recommendations as part of standalone plans.