Kurt Schwartz is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Schwartz serves as an arbitrator for both the National Association of Securities Dealers and the National Futures Association and holds minority management roles in family investment entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory services to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Hugh Mclaughlin III is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Morgan Stanley and its affiliates since 1995. His current roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning tools and research-driven investment insights.

Carl Wojcik is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in property maintenance for a sole proprietorship related to real estate in Wayland, MA. 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 supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Kenec Elvir Corrales is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Thrivent Financial, Thrivent Investment Management, and Pruco Securities LLC. Outside of his advisory role, he is involved as a youth soccer coach with Vienna Youth Soccer. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

Ian Ross is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021. Ross serves as Vice President and board member of The Beta Theta Pi Club of Michigan, a fraternal social and recreational organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Fredrick Jones is a financial advisor at Morgan Stanley with nine years of industry experience, including 14 years at Merrill before joining Morgan Stanley in 2025. He holds the Series 66 designation. Outside of finance, Jones is a freelance musician who receives royalties from sync licensing placements for music used in television and advertisements. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Adam Brinkley is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2024. Outside of his advisory role, he serves as power of attorney for his mother through a family trust arrangement. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm employs structured planning tools and investment models to assist clients and manages approximately $2.74 trillion in client assets.

David Clark is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including E*TRADE Capital Management LLC, Hornor Townsend & Kent Inc, and AXA Advisors 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers planning services directly and through Corporate Financial Planning agreements.

Daniel Quigley is a financial advisor with Morgan Stanley based in Washington, DC, holding Series 63 and Series 65 designations and possessing 48 years of industry experience. 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 investment adviser and broker-dealer that offers a wide range of advisory programs to individual 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.

Syrinda Paige is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is the owner of a rental property business in Falls Church, Virginia. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, and offers both direct and corporate financial planning arrangements.

Maria Montanez is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Mary Latta Chapman is a financial advisor at Morgan Stanley with 37 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she co-manages Chapman Warehouse LLC, a storage and workspace facility inherited from her father, where she performs secretarial duties. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 a combination of advisory and brokerage arrangements.

Percy Clark is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and research.

Matthew Offen is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 23 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning approach involves structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone planning.

Myah Bales is a Series 66 licensed financial advisor with Morgan Stanley in Washington, DC, and has two years of industry experience. Prior to joining Morgan Stanley, she held roles at Costar Group, Keller Williams, and Greenfield Companies. She is also a partner in Myah Bales Properties LLC, a real estate property management business. 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 solutions. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Janette Goudy is a Series 66 licensed financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2019 and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Bank of the West. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios to model outcomes and offers various investment and advisory services through its broad platform.

Sue Van Der Linden is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is the author of the book *Financial Custody: You Your Money, and Divorce*. 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 supported by firm-approved tools and modeling techniques.

Janet Otersen is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Theodore Hart is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and its affiliates since 1997, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to this, he spent two years at Citigroup Global Markets. 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 employs a structured financial planning approach supported by firm-approved tools and modeling techniques.

Shannon O'Sullivan is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with eight years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she has performed with the American Ballet Theater as an independent contractor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.