Scott Coles is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 designations and offering 28 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes.

Jaime Skiff is a financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2018, he worked at Hiscock Legal Aid Society and Exceptional Family Resources. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools such as Monte Carlo simulations to model outcomes.

Nancy Sheftic is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Bank of America, UBS Financial Services, and Wellcare before joining Morgan Stanley in 2019. 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, managing approximately $2.74 trillion in client assets.

John Bergan is a Series 66-licensed financial advisor with Morgan Stanley, based in Syracuse, NY, and has four years of industry experience. Before joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC for three years. Outside of his advisory role, he is involved in property management of a multi-family home. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Paul Torrisi Jr. is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at Morgan Stanley in Syracuse, NY. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and employer-sponsored financial planning agreements.

Gary Rossi is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, also having a tenure at Citigroup Global Markets starting in 2006. 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 customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee to model financial outcomes.

Elizabeth Butler is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where she has worked since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jeffrey Barnard is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services supported by firm‑approved tools and an emphasis on structured planning processes.

Joshua Janack is a financial advisor with Morgan Stanley in Syracuse, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Le Moyne College and Burnt Hills-Ballston Lake High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools.

Caitlin Campbell is a financial advisor at Morgan Stanley in Syracuse, NY, with 11 years of industry experience. She has been with Morgan Stanley since 2018 and holds Series 63 and Series 66 licenses. Prior to returning to the industry, she spent six years as a stay-at-home parent. 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 proprietary tools and models, and manages approximately $2.74 trillion in client assets.

Linda O'Connell is a financial advisor at Morgan Stanley in Syracuse, NY, with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Scott Johnston is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Johnston serves as the treasurer for the Syracuse Executives Association private foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured tools and modeling techniques.

Herbert Hooley Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with 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 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 modeling techniques.

Jack Aronson is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and in various other roles outside the financial sector. Aronson’s background includes involvement with the SFC Winchester Soccer Club and entrepreneurial activities such as Spruce Ridge Landscape & Gardening. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling to support client strategies, acting primarily in an advisory capacity.

Dean Wallace is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. 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 financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Elisa Jones is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Wells Fargo Clearing for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and investment modeling.

James Harris is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 63 designation and 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee and co-trustee for an investment-related trust in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market outlook models.

Gabriella Cahl is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. She previously worked at Pinnacle Investments, LLC, Gaylord Archival, and JPMorgan Chase. Outside of her advisory roles, she has been involved with Onondaga Community College since 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory services.

Katherine Miller is a financial advisor at Morgan Stanley with 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 2006. She holds the Series 63 designation and is based in Syracuse, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and analyses to support client financial plans.

Christian Lord is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lord serves on the board and multiple committees of the McMahon Ryan Child Advocacy Center in Syracuse, including acting as race director for their 5k event. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models, serving clients in both advisory and brokerage capacities.

Matthew Reilley is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63, 65, and 66 licenses and 9 years of industry experience. His work history includes multiple roles at Morgan Stanley and its Private Bank, as well as Robinhood Financial. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering 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 through both direct client relationships and corporate agreements.

Iris Monarch is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm’s financial planning approach incorporates structured discovery conversations and firm-approved tools to develop tailored plans, serving a broad client base with approximately $2.74 trillion in assets under management.

Sarah Munger is a Series 66-licensed financial advisor with 10 years of industry experience. She has worked at UBS Financial Services, Inc. for 11 years before joining Morgan Stanley in 2025. Based in Syracuse, NY, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Patricia Black is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of her advisory role, she serves on the investment committee for the Syracuse Diocesan Investment Fund and on the board and pension and compliance subcommittees for Crouse Health Systems. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services across retail and institutional sectors.

Tracie Mc Carthy is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2017, following a one-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that leverages firm-approved tools and scenario modeling.

Maureen Novak is a CFP® with 27 years of experience, currently serving at Morgan Stanley in Syracuse, NY. She has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she is a partner in a real estate business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutions. The firm manages trillions in client assets and employs structured planning tools without offering individual security recommendations in standalone planning.

Jean Judge is a Series 63 licensed financial advisor with Morgan Stanley in Syracuse, NY, where she has worked since 2009. She has 24 years of industry experience. 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 firm-approved tools and modeling techniques.

Eric Brown is a CFP® professional with 28 years of experience in financial services, currently serving at Morgan Stanley. He has been with various Morgan Stanley entities since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Brown serves on the boards of Crouse Community Center and Elmcrest Children’s Center, contributing to their finance and investment committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and delivers services through a large network of financial advisors.

Cole Henderson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1993. 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 a structured planning process supported by proprietary tools and committee-based investment estimates.

Edward Rulison is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2009 and 2015, respectively. 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. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Nichole Moles is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 provides services through a combination of advisory and brokerage arrangements.

Matthew Frechette is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a partner at MFME Development LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Deborah Fix is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Brian Grooms is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63, 65, and 66 licenses and having 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. 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 that utilizes structured discovery processes and advanced modeling techniques.

Timothy Jennings is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2014. Morgan Stanley Wealth Management provides a 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 involves structured discovery conversations and utilizes firm-approved tools, including Secular Return Estimates and Monte Carlo simulations, while clients implement and update their plans independently.

Maxwell Moore is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist with financial outcomes.

Sandra Brigandi is a financial advisor with Morgan Stanley in Syracuse, NY, holding a Series 63 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 utilizes structured planning tools and models to support its financial planning process.

Scott Mackenzie is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. 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.

Michael Rulison is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and with 53 years of industry 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 is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning process.