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Eileen R
Series 63, Series 66
Shrewsbury, NJ
Morgan Stanley
Eileen Russo is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 31 years of industry experience. She has held positions at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously worked at Credit Suisse Securities for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.
Walter H
Series 66
Shrewsbury, NJ
Morgan Stanley
Walter Henry is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation and having 22 years of industry experience. He worked at UBS Financial Services and UBS Bank USA from 1999 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and offers a broad selection of retail and institutional investment services.
Brandon W
Series 66
Shrewsbury, NJ
Morgan Stanley
Brandon Wilson is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation. He joined Morgan Stanley in 2024 and has experience working in both the firm's broader operations and its Private Bank. Outside of finance, he is involved as a partner in InfluenceTee, a retail and online business. Morgan Stanley Wealth Management serves individual and institutional clients with comprehensive advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of investment and advisory solutions.
Keith K
Series 63, Series 65
Shrewsbury, NJ
Morgan Stanley
Keith Knoop is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. 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 structured discovery conversations and firm-approved planning tools.
James D
Series 63, Series 66
Shrewsbury, NJ
Morgan Stanley
James Dolan is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and offering access to diverse investment and retirement planning resources.
Anna J
Series 66
Shrewsbury, NJ
Morgan Stanley
Anna Jasicki is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011, following a brief tenure at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market-based modeling techniques.
Stephen S
Series 63, Series 65
Shrewsbury, NJ
Morgan Stanley
Stephen Scanapicco is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience with Citigroup Global Markets and Wells Fargo Clearing. Outside of his advisory work, he is involved with Jellie Belle Holdings LLC, a company engaged in movie productions. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning and broad retail and institutional investment solutions.
Vicki P
Series 63, Series 66
Shrewsbury, NJ
Morgan Stanley
Vicki Pace is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2018, with prior experience at Janney Montgomery Scott. Outside of her advisory role, she is involved with Pronto Gift Baskets, a retail and online store in West Chester, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.
Anthony V
Series 63, Series 65
Shrewsbury, NJ
Morgan Stanley
Anthony Valente is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he is the sole proprietor of Valente Motorsports LLC, involved in the automotive and transportation sector. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and comprehensive investment insights.
Andrew S
Series 66
Shrewsbury, NJ
Morgan Stanley
Andrew Scott is a financial advisor at Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and previously worked at Life Time Fitness and ADP LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through structured discovery conversations without offering individual security recommendations in standalone planning.
Sarah R
Series 63, Series 65
Shrewsbury, NJ
Morgan Stanley
Sarah Ratty is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses. She has six years of industry experience and has been with Morgan Stanley and its Private Bank division since 2017. Prior to her advisory role, she worked at Middlesex County College from 2014 to 2017. 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 uses structured planning tools and modeling techniques as part of its financial planning process.
Christopher K
Series 66
Shrewsbury, NJ
Morgan Stanley
Christopher King is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2010. 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.
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