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Paul H

CFP®, ChFC®, Series 63, Series 65

Short Hills, NJ

Morgan Stanley

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.

General estate planning guidance
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Philip D

Series 63

Short Hills, NJ

Morgan Stanley

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.

General estate planning guidance
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Christopher P

Series 66

Short Hills, NJ

Morgan Stanley

Christopher Provel is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has previously worked at MML Investors Services, MassMutual Life Insurance Co, and Fiserv. Morgan Stanley Wealth Management provides advisory programs to both individual 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 delivers a broad range of investment and planning services.

General estate planning guidance
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Georgia A

Series 63, Series 65

Short Hills, NJ

Morgan Stanley

Georgia Alexis is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she owns and operates an online dating site, FallForAGreek.com. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and investment models to support its financial planning process.

General estate planning guidance
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Renee G

Series 63

Short Hills, NJ

Morgan Stanley

Renee Golush is a financial advisor at Morgan Stanley with 36 years of industry experience. She has held positions at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Golush holds a Series 63 license and serves as a trustee or co-trustee in trust-related activities outside of her primary advisory role. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

General estate planning guidance
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Lewis L

Series 63

Short Hills, NJ

Morgan Stanley

Lewis Levine is a financial advisor with Morgan Stanley in Short Hills, NJ, holding a Series 63 designation and 38 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2017 and was previously with Merrill from 2009 to 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and offers a range of investment and financial services across retail and institutional clients.

General estate planning guidance
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Peter M

Series 66

Short Hills, NJ

Morgan Stanley

Peter Mikail is a financial advisor with Morgan Stanley in Short Hills, NJ, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley since 2015 and at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and firm-approved tools but generally acts in an advisory capacity without providing individual security recommendations within standalone planning.

General estate planning guidance
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Jeffrey S

Series 66

Short Hills, NJ

Morgan Stanley

Jeffrey Smulevitz is a financial advisor with Morgan Stanley in Short Hills, NJ, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously at Merrill from 2014 to 2017. Outside of his advisory role, he is a partner in Victoria Bell LLC, a consulting business based in Springfield, NJ. Morgan Stanley Wealth Management is an SEC-registered 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 modeling techniques.

General estate planning guidance
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Jonathan F

Series 63

Short Hills, NJ

Morgan Stanley

Jonathan Fetner is a financial advisor with Morgan Stanley in Short Hills, NJ, holding a Series 63 designation and 36 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously worked at Merrill from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of financial planning tools and services without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Jeffrey P

Series 66

Short Hills, NJ

Morgan Stanley

Jeffrey Peyser is a Series 66-licensed financial advisor with Morgan Stanley, based in Short Hills, NJ, and has 23 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Alberto Z

Series 66

Short Hills, NJ

Morgan Stanley

Alberto Zabalaga is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2017, following a brief tenure at AXA Advisors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

General estate planning guidance
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Eric H

Series 63, Series 65

Short Hills, NJ

Morgan Stanley

Eric Hado is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial planning and estate 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.

General estate planning guidance
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Philip P

CFP®, Series 66

Short Hills, NJ

Morgan Stanley

Philip Palazzolo is a Certified Financial Planner (CFP®) with 25 years of experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and investment management.

General estate planning guidance
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Harvey B

Series 63, Series 65

Short Hills, NJ

Morgan Stanley

Harvey Bell is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Bell serves on the boards of the Lawfare Project, a charitable private foundation, and the Friars Club, a fraternal organization focused on business development. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Paula E

Series 63, Series 65

Short Hills, NJ

Morgan Stanley

Paula Epstein is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been associated with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she owns Fotoplex LLC, a photography business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and market-based modeling techniques.

General estate planning guidance
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Mario D

Series 65, Series 63

Short Hills, NJ

Morgan Stanley

Mario Digesaro is a financial advisor at Morgan Stanley in Short Hills, NJ, with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized offerings such as private funds and commodity pool operations.

General estate planning guidance
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Heather R

Series 63, Series 65

Short Hills, NJ

Morgan Stanley

Heather Richelson Hopkins is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is a published author of a fiction book. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 combines broad retail and institutional offerings with additional investment company and private fund activities.

General estate planning guidance
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Robert M

Series 63, Series 65

Short Hills, NJ

Morgan Stanley

Robert Maguire Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques such as Monte Carlo simulations as part of its advisory services.

General estate planning guidance
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Dahlia P

Series 63, Series 65

Short Hills, NJ

Morgan Stanley

Dahlia Peyser is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank division since 2009. 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, providing tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored agreements.

General estate planning guidance
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