Knetia Herrera is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 credentials. Her prior experience includes roles at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and Capital One Bank. 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 supported by structured discovery conversations and firm-approved tools.

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 a Series 66 designation and has previously worked at UBS Financial Services, Pruco Securities LLC, and held roles in the entertainment and consulting sectors. Outside of financial advising, he operates Navesink NJ Consulting, a landscaping and bookkeeping service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and asset management services. The firm employs a structured planning process supported by proprietary tools and offers a broad range of advisory programs.

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 at Morgan Stanley with 22 years of industry experience. He has held positions at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Langworthy holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients with a focus on tailored financial planning and a comprehensive suite of investment services. The firm manages approximately $2.74 trillion in assets and uses structured planning processes supported by advanced analytical tools.

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 three years of industry experience and holds a Series 66 designation. His prior roles include positions at RFG LLC, Northwestern Mutual, Merrill, and Bank of America. Outside of finance, he operates a football training business in West Caldwell, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and a wide range of investment products.

Brett Diorio is a Series 66-licensed financial advisor with Morgan Stanley in Short Hills, NJ, where he has worked since 2013. He has 16 years of industry experience. Outside of his advisory role, Diorio serves as an arbitrator on a FINRA panel, making judgments on claims. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Tasha Garcia is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at Cetera Advisor Networks LLC and Alliant before joining Morgan Stanley in 2018. Outside of her advisory role, she is the sole proprietor of a retail business called The House by the Side of the Road and has served as a program facilitator for the nonprofit organization Children’s Village. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, using structured financial planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services including customized financial plans and diverse investment solutions.

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 with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs that include tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ryan Mc Enery is a financial advisor at Morgan Stanley in Short Hills, NJ, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at benefEx benefit consulting and New York Life. He has also been involved in educational and martial arts institutions, including Ramapo College of New Jersey and the Hawthorne Institute of Martial Arts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools but generally does not provide individual security recommendations within standalone plans.

Joseph Mchugh is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing and Advisors LLC. He is based in Short Hills, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

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.