Bradley Baskir is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley and its affiliates since 2020 and previously spent six years at PwC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

Hillel Jaffe is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and having 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to support financial plans, while clients are responsible for plan implementation and updates.

Huntington Simmons is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2012. Prior to his current role, he worked at Morgan Stanley Private Bank, National Association starting in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 market analysis.

Suzanne Weiser is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, following her earlier work at Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process based on structured discovery conversations and firm-approved tools.

Paul Greatsinger is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he serves on the board and finance committee of the National Exchange Club in Toledo, Ohio, and is a board member of the Connecticut Veteran's Legal Center. 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 services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and research.

Christopher Sherwood is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 scenario modeling to support its advisory services.

J. Shepard is a financial advisor with Morgan Stanley in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association 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 variety of advisory programs, including tailored financial planning utilizing structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.