Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Daniel B
Series 63, Series 65
Purchase, NY
Morgan Stanley
Daniel Baez Fernandez is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2022. His prior work experience includes roles at EY Parker Logistics, J. Crew, and Forte Capital Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm’s planning process uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.
Elizabeth A
Series 66
Purchase, NY
Morgan Stanley
Elizabeth Abikaram is a financial advisor with Morgan Stanley, holding a Series 66 designation and ten years of industry experience. Her prior work includes positions at JPMorgan Chase Bank, JPMorgan Securities, and Merrill. 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 supported by firm-approved tools and analysis from its Global Investment Committee.
Gillian M
Series 66
Purchase, NY
Morgan Stanley
Gillian Mc Connell is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 credential and four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at EY from 2019 to 2022 and spent four years in full-time education. 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 customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory services.
Chrissy P
Series 66
Purchase, NY
Morgan Stanley
Chrissy Pecora is a financial advisor with Morgan Stanley, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Aon and The Law Offices of Michael Borrelli. Outside of finance, she is involved with Villa Maria Pizza as a social media manager. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through tailored planning and modeling tools.
Kendall S
Series 63, Series 65
Purchase, NY
Morgan Stanley
Kendall Steer is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. Steer has been with Morgan Stanley since 2025 and previously worked at D.F. Dent in 2024. He completed his education at Georgetown University from 2022 to 2026. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.
Christopher S
Series 66
Purchase, NY
Morgan Stanley
Christopher Siracusa is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2017. Prior to that, he was with JPMorgan Chase Bank and J.P. Morgan Securities from 2013 to 2017. Morgan Stanley Wealth Management provides 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 offers a range of services including estate planning and various investment programs.
Colin G
Series 66, Series 63
Purchase, NY
Morgan Stanley
Colin Gleason is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Forest Hills Financial Group, The Wealth Alliance, and Grassi & Co. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured planning tools and investment research.
William F
Series 66, Series 63
Purchase, NY
Morgan Stanley
William Folks is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at OSAIC and Merrill, as well as positions outside the financial industry including at FT Construction and Sayville Inn. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes, focusing on advisory services rather than individual security recommendations.
Roman H
Series 66
Purchase, NY
Morgan Stanley
Roman Hamilton is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2022. Prior to his current role, he had brief engagements including with North River Yacht Club - Troon. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Kevin D
CFA®, Series 63
Purchase, NY
Morgan Stanley
Kevin Demers is a CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. He has been with Morgan Stanley and its predecessor firm since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, using structured discovery processes and firm-approved tools to assist clients with their financial goals.
Ryan K
Series 66
Purchase, NY
Morgan Stanley
Ryan Klein is a financial advisor at Morgan Stanley in Purchase, NY, holding a Series 66 designation. He began his career at Morgan Stanley in 2023 and has prior experience in education, having worked at Paul D. Schreiber High School and Weber Middle School. 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 and financial planning services supported by structured tools and methodologies, managing approximately $2.74 trillion in client assets.
Julia D
Series 63, Series 65
Purchase, NY
Morgan Stanley
Julia D'arecca is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, with prior roles including positions at PricewaterhouseCoopers and Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 structured planning tools alongside broad retail and institutional offerings.
Brad C
Series 66
Purchase, NY
Morgan Stanley
Brad Currao is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Park Avenue Securities, Big League Talent Ace's, and Guardian Life Insurance Company. 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.
James C
Series 66, Series 63
Purchase, NY
Morgan Stanley
James Corcoran is a financial advisor at Morgan Stanley with Series 66 and Series 63 registrations and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Kaseya and the Herbert Wellness Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by proprietary tools and offers services including tailored financial and estate planning.
Penelope V
Series 63, Series 65
Purchase, NY
Morgan Stanley
Penelope Villada is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses. She has experience working at Morgan Stanley since 2025, along with prior roles at Weatherford, Hampshire Regional High School, and the University of Georgia. Outside of finance, she was involved with La Vera Cruza Mexican Restaurant from 2020 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including financial planning, investment solutions, and estate planning strategies.
Ahkiel W
Series 66
Purchase, NY
Morgan Stanley
Ahkiel White is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016, including a period at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is involved in an art and culture venture called The Interlude, where he works as an author. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.
Robert M
Series 66
Purchase, NY
Morgan Stanley
Robert Murray is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. He has worked with multiple Morgan Stanley entities since 2012, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Murray also serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.
Michael R
Series 66
Purchase, NY
Morgan Stanley
Michael Ragusa is a financial advisor at Morgan Stanley with six years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at the University of Connecticut and RCM Builders Group. Ragusa holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools to develop personalized financial plans.
Tyler W
Series 66
Purchase, NY
Morgan Stanley
Tyler Witt is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2021. Prior to his advisory role, he was affiliated with Indiana University and Great Neck South High School. Morgan Stanley Wealth Management serves 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 uses structured planning tools supported by its Global Investment Committee to guide financial strategies.
Joseph P
Series 63, Series 65
Purchase, NY
Morgan Stanley
Joseph Piacitelli is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2022, he worked at Userve from 2019 to 2021 and had periods of unemployment between 2012 and 2019 and again from 2021 to 2022. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters