Theodora Portelos is a financial advisor with Morgan Stanley in Warren, NJ, holding a Series 66 designation and over 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. Portelos serves on the board of the Greek Orthodox Metropolis of New Jersey Philoptochos, a charitable nonprofit organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across various investment and planning services.

Denise Li Brizzi is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her career includes tenures at Merrill and Bank of America before joining Morgan Stanley in 2021. She is involved in a family-held business, Libbys Kids LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Goutam Ghosh is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Carmela D'anna is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and 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 structured planning tools and modeling techniques as part of its financial planning process.

Peter Desnoyers is a CFP® with over 40 years of industry experience, currently advising clients at Morgan Stanley in Amelia Island, FL. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2014. His other professional activities include serving as a trustee and successor trustee for multiple trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial advisors.

Eric Pressman is a financial advisor with Morgan Stanley in Warren, New Jersey, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of his advisory role, he operates a golf instruction business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and delivers services including tailored financial planning and estate strategies.

Eileen Monahan is a Series 66-licensed financial advisor with Morgan Stanley in Warren, NJ, with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is the sole proprietor of a family real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by advanced modeling tools and serves clients through multiple financial planning and investment strategies.

Sebastian Balve is a financial advisor at Morgan Stanley in Warren, NJ, with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2022, he worked at Equitable Advisors, AXA Advisors, FourFront Group, MML Investors Services, and MassMutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its advisors and specialized groups.

Carmela Carfora is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer partnerships.

Samantha Kucevic is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Balance Face and Body and Fairleigh Dickinson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools to support client decision-making.

Thomas Smedley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in property rental in Manville, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment models.

Alan Jacobson is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is involved in managing a seasonal weekly rental property in Holgate, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Kishor Kumar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 financial planning process relies on structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.

Alan Tangreti is a CFP® professional affiliated with Morgan Stanley, with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and methodologies such as Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

Gregory Pace is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at LPL Financial, NYLife Securities LLC, Keller North America, and New York Life Insurance Company. He also spent 22 years with Local 825 Operating Engineers. 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 focused on tailored financial planning using structured discovery and firm-approved tools.

Barry Guariglia is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Brinia Garcia is a financial advisor with Morgan Stanley in Warren, NJ, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide array of advisory programs for individuals and institutional clients, including 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 using firm-approved tools and modeling techniques.

James Schubert is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and advisory services through its expansive platform.

Christopher Mazza is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS and Oppenheimer & Co. Prior to his financial advisory career, he was involved in managing Griff's Place Sports Bar for seven years. Morgan Stanley Wealth Management provides advisory programs to both individual 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 structured planning tools including Monte Carlo simulations to model financial outcomes.

John Blum is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Shearson dating back to 1987. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory process.

Richard Schwartz is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets Inc from 2007. 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 as part of its financial planning process.