Knetia Herrera is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank and Capital One Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Roopesh Amin is a financial advisor with Morgan Stanley in Short Hills, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2016. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

Joseph Sforza is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Pruco Securities LLC, and several talent and media agencies. Outside of his advisory role, he operates Navesink NJ Consulting, a landscaping and bookkeeping business. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Thomas Morrissey Jr. is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of his advisory role, he operates a furniture business and works as a greeter at Whiteface Mountain in New York, providing information to skiers about conditions. 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 that includes use of firm-approved tools and market simulations.

Murray Bell is a financial advisor with Morgan Stanley Wealth Management in Short Hills, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide 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 financial planning process that incorporates proprietary tools and market outcome simulations.

Keith Langworthy is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers comprehensive advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

George Batelli Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a 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 services that integrate both advisory and brokerage capabilities.

Stuart Margulis is a financial advisor with Morgan Stanley Wealth Management based in Short Hills, NJ, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a drummer for a local classic rock band, The Mountain Jam Band. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models to support tailored financial plans, serving clients both directly and through corporate financial planning agreements.

Devlin Formey is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Northwestern Mutual and RFG LLC. Outside of his advisory role, he is engaged in football training as a self-employed athletic trainer. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery processes and firm-approved planning tools.

Tasha Garcia is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held roles at Cetera Advisor Networks LLC and Alliant. Outside of advisory work, she is the sole proprietor of a retail and online store called The House by the Side of the Road and has served as a one-time program facilitator for Children's Village, a community organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides services through a combination of advisory and brokerage activities.

Richard Garretson is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. in 2026. Outside of finance, he has been involved with Country Roads Day Camp and has teaching experience at Fairleigh Dickinson University and Manalapan High School. 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 supported by firm-approved tools and research.

Miles Shifar is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at LPL Enterprise LLC, Prudential Financial, and academic positions at Rutgers University and William Paterson University. Outside of finance, he has been involved with 3 Chicas, a business he has participated in since 2018. 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 using firm-approved tools and economic modeling techniques.

Jayme Lee Kyritz is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and affiliated firms since 2011. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides its services both directly and through corporate financial planning agreements.

Ronald Bohrer is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 51 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide 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 through both direct client engagements and corporate financial planning agreements.

Caleb Zektzer is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

David Brown is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 16 years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and later Morgan Stanley Private Bank, National Association in 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 provides financial planning services focused on structured discovery and modeling, without providing individual security recommendations as part of standalone plans.

Joseph Mchugh is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Morgan Stanley entities since 2002, with prior experience at Citigroup Global Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by approved tools and emphasizes its advisory role, without offering individual security recommendations in standalone planning programs.

Claudia Diaz is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, NYLife Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as executor/co-executor for an estate. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, featuring tailored financial planning and access to extensive resources, including specialized planning tools and investment strategies developed by its Global Investment Committee.

Paul Hansen is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in instruction and maintains an interest in dog-related recreational activities. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize a structured discovery process without delivering individual security recommendations as part of standalone plans.

Philip Decarlo is a financial advisor at Morgan Stanley with 58 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He 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 tailored financial planning that utilizes firm-approved tools and models to assist clients and employers in managing assets totaling approximately $2.74 trillion.