Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Rashawn P
Series 63, Series 65
Purchase, NY
Morgan Stanley
Rashawn Perry Diop is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, with prior roles at Capital One Advisors, Capital One Investing, and UBS. Outside of his advisory work, he owns a childcare business called Precious Little Angel. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of 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 planning services through its Financial Advisors and Estate Planning Strategies Group.
Michael F
Series 66
Purchase, NY
Morgan Stanley
Michael Foley is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and modeling techniques in its financial planning process.
Mary H
Series 63, Series 65
Purchase, NY
Morgan Stanley
Mary Hahn is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.
Victor D
Series 66
Purchase, NY
Morgan Stanley
Victor Diune is a financial advisor with Morgan Stanley and holds a Series 66 designation. He has 20 years of industry experience, including 19 years at Merrill Lynch Trust Company before joining Morgan Stanley in 2025. Outside of his advisory role, he is involved as a manager and partner at KKRH, LLC, a property management company. Morgan Stanley Wealth Management provides tailored financial planning and investment advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a broad range of programs but does not provide individual security recommendations as part of its standalone financial planning.
Connor M
Series 65, Series 63
Purchase, NY
Morgan Stanley
Connor Mc Grath is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has worked at Morgan Stanley Smith Barney LLC since 2025 and has prior experience in investment-related roles at Rice University and Crossmark Global Investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning services that utilize firm-approved tools and models to assist clients in developing tailored plans.
Elisha C
Series 66
Purchase, NY
Morgan Stanley
Elisha Clinton is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following roles at City Bay Capital, Hiltzik Strategies, and NBCUniversal. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.
Megan M
Series 66, Series 63
Purchase, NY
Morgan Stanley
Megan Mc Gurk is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including WisdomTree Asset Management, Foreside Fund Services, and SEI Investments Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.
Katharine B
Series 65, Series 63
Purchase, NY
Morgan Stanley
Katharine Bolick is a financial advisor at Morgan Stanley with Series 65 and Series 63 designations and less than one year of industry experience. Her prior work includes roles at Gould Killian CPA and the Triangle Sports Commission. 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 supported by firm-approved tools and methodologies.
Benjamin G
Series 66
Purchase, NY
Morgan Stanley
Benjamin Getchell is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside firm-approved methodologies to support its clients’ financial goals.
Max K
Series 63
Purchase, NY
Morgan Stanley
Max Klein is a financial advisor at Morgan Stanley with 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 63 designation. 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 personalized financial planning supported by structured discovery and firm-approved tools.
Matthew G
Series 63, Series 65
Purchase, NY
Morgan Stanley
Matthew Genovese is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Morgan Stanley since 2020 and previously worked at Maxim Group. Morgan Stanley Wealth Management provides a wide 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, supporting clients in developing tailored financial strategies.
Ryan C
Series 66
Purchase, NY
Morgan Stanley
Ryan Coombes is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Pruco Securities LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and Corporate Financial Planning agreements.
India B
Series 63, Series 66
Purchase, NY
Morgan Stanley
India Bowser is a financial advisor at Morgan Stanley with seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer Corporate Financial Planning agreements.
Isaiah M
Series 63, Series 66
Purchase, NY
Morgan Stanley
Isaiah Massa is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked at Garnet Health Medical Center and has also been involved with City Winery since 2020. Morgan Stanley Wealth Management provides 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 approved tools but does not include individual security recommendations as part of its standalone planning offerings.
Alissa C
Series 66
Purchase, NY
Morgan Stanley
Alissa Crawford is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning tools and a range of retail and institutional investment options.
Daryl H
Series 63
Purchase, NY
Morgan Stanley
Daryl Helsing is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.
Anastasija M
Series 66, Series 63
Purchase, NY
Morgan Stanley
Anastasija Majauskas is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 63 and Series 66 licenses. Her prior experience includes work at Cognizant Softvision and iMG Development LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its clients’ financial plans.
Scott L
Series 66
Purchase, NY
Morgan Stanley
Scott Lanz is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.
Carleigh M
Series 63, Series 65
Purchase, NY
Morgan Stanley
Carleigh Mahoney is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 65 licenses and previously attended Northwestern University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.
Mary G
Series 66, Series 63
Purchase, NY
Morgan Stanley
Mary Grygier is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked primarily with Morgan Stanley since 2023. Prior to her advisory role, she has experience at Colgate University and Ridgewood Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies without individual security recommendations as part of standalone plans.
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