Robin Burton is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at City National Securities and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Matthew O'Neill is a financial advisor at Morgan Stanley with eight years of industry experience. He has held positions at Morgan Stanley since 2020 and previously worked at UBS Financial Services Inc. from 2017 to 2020. He holds the Series 66 designation. 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 modeling techniques as part of its financial planning process.

Craig Hall is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2016, following four years at Deutsche Bank Securities Inc. in Washington, DC. Morgan Stanley Wealth Management serves 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 uses structured planning tools and analysis to support client financial goals.

Andre Lynch is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with nine years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory role, Lynch is a sole proprietor managing rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through various programs without directly recommending individual securities in standalone planning.

Francesca Zelachowski is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Goldman, Sachs & Co. from 2014 to 2017. Outside of her advisory role, she serves as a board member of Beia LLC, a retail and online store based in New York. Morgan Stanley Wealth Management provides advisory programs to individuals 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 combines broad retail and institutional services with specialized investment and trading activities.

Andrew Lowrie is a Series 66–licensed financial advisor with Morgan Stanley in Washington, DC, where he has worked since 2021. He has four years of industry experience and previously taught at the University of Georgia and Landon School. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to help clients model financial outcomes.

Jeffrey Brill is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and possessing 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 modeling techniques as part of its financial planning process.

Dariush Youssefiani is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with four years of industry experience. His background includes roles at Morgan Stanley Private Bank, N.A., and the United States House of Representatives. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Faben Mesfen is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Morgan Stanley in 2019, Mesfen worked at UBS Financial Services and had roles at the Natural Resources Defense Council and Oakland Montessori School. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and offers both direct and corporate financial planning services.

Deborah Denooy is a Certified Financial Planner (CFP®) with 39 years of industry experience, currently affiliated with Morgan Stanley in Washington, DC. She has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive investment modeling.

Catherine Joyce is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she is a sole proprietor involved in a real estate business in Easton, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

David Gray is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Gray serves on the board of directors for a post-secondary education company and is a vice president of a tax planning association. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and the Global Investment Committee’s methodologies to support tailored client strategies.

Mekdes Hailemichael is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2022, following positions at Wells Fargo Clearing, Wells Fargo Bank, TD Bank, Zerin Business Consulting, and Ideagen Global. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on 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 planning process that incorporates firm-approved tools and models to help clients develop personalized financial plans.

Patrick Williams is a financial advisor with Morgan Stanley based in Washington, DC. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions across multiple Morgan Stanley affiliates and Eaton Vance Distributors, Inc. 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 structured discovery and firm-approved planning tools.

Nicholas Harding is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at City National Securities for nine years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 a structured planning process that utilizes firm-approved tools and models to help clients develop financial plans.

Joseph Mclister is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s analyses.

Meghan French is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, bringing six years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2019, and previously worked at WMS Partners and the University of Richmond. 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 structured planning tools that incorporate the Global Investment Committee’s return estimates and Monte Carlo simulations.

Kaitlin Brancaccio is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs & Co LLC and Merrill Lynch. Kaitlin is based in Washington, DC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs without providing individual security recommendations as part of standalone plans.

Sean Dries is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Merrill for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Elizabeth Breaux is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Hyatt Regency Baltimore Inner Harbor for nine years. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.