Carrie Provenzano is a Series 66-registered financial advisor at Morgan Stanley with two years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Ameriprise Financial's QuantumView Wealth Management. She also worked at St. Gregory the Great Preschool for six years before entering the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning that uses firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Paul Fitzsimmons is a financial advisor at Morgan Stanley with 25 years of industry experience and holds a Series 66 credential. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured discovery processes and firm-approved tools in its planning approach.

Sarah Bagley is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and with four years of industry experience. She previously worked at Merrill from 2017 to 2019 and has an educational background from St. Michael's College. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Susan Sheinhaus is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Darden Livesay Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities since 2006, following an 18-year tenure at Merrill. Morgan Stanley Wealth Management provides a broad range of 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 utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, in its financial planning process.

Christopher Walters is a financial advisor with Morgan Stanley in Stamford, CT. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and First Republic Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured methodologies and firm-approved tools.

James Patrick is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as an elected official in the Representative Town Meeting (RTM) of Darien, CT. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm that provides financial planning and investment services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers planning based on structured discovery and firm-approved tools.

Katherine Khouri is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and methodologies.

Nicholas Crocitto is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously spent 14 years with Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored 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 market simulations.

Tyler Park is a financial advisor at Morgan Stanley in Stamford, CT, holding a Series 66 credential with two years of industry experience. His prior roles include various positions at Quinnipiac University and corporate experience at Wawa Corporation and Target Corporation. 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, including tailored financial planning that utilizes firm-approved tools and models to support client outcomes.

Joseph Dunn is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley since 2015 and also works with Morgan Stanley Private Bank, N.A. Outside of his advisory work, Dunn serves on the finance committee of the BlackRock Yacht Club and is involved with the Certified Financial Planner Board of Standards, Inc. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include comprehensive financial planning and estate strategies.

Paul O'Beirne is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America Merrill Lynch and SS&C Technologies. He has been with Morgan Stanley since 2020, currently serving at their Private Bank in Stamford, CT. Morgan Stanley Wealth Management provides 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 utilizes structured planning tools and scenarios developed by its Global Investment Committee as part of its financial planning process.

Taher Ted Koly is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Koly serves as an adjunct professor at Quinnipiac University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and scenario modeling.

Maya Eydelman is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes firm-approved tools and modeling techniques.

Ryan Gildersleeve is a financial advisor at Morgan Stanley with 28 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to Morgan Stanley, he held positions at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including 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.

Allan Jay III is a financial advisor at Morgan Stanley in Stamford, CT, with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as Treasurer and Notary Public for the Old Timers Athletic Association of Greenwich, supports local youth sports and scholarships, and holds board positions related to finance and budgeting with St. Clement Church and the Old Greenwich Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anders Hurst is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019 and was previously employed at Mizuho Securities USA Inc. from 2015 to 2018. Outside of his advisory role, he serves as a Successor Trustee in Middletown, Rhode Island. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and proprietary modeling techniques as part of its financial planning process.

Richard Jacoby is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at UBS Financial Services, Citigroup Global Markets, and Morgan Stanley Smith Barney. He has worked within Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and the Global Investment Committee’s analyses.

Nisha Chisena is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, following eight years at Merrill. Outside of her financial career, she is the lead singer and social media manager for Karma Klash, a performance rock band. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery process to develop financial plans, while offering a broad range of retail and institutional investment services.

Thomas Markey is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 licenses with 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2007, as well as a period at Citigroup Global Markets Inc. He serves on the Board of Trustees for New England College, advising on capital improvements to enhance the campus. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced analytical tools.