Allen Margolin is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, N.A. There are no notable outside business activities reported. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory process.

Alana Margolin is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63, 65, and 66 credentials and has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, supporting clients with investment planning and advisory services.