Steven Freiman is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Dong Ha Kim is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. His prior work includes a role at Doma Korean Kitchen. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and methodologies.

Lauren Grant is a financial advisor with Morgan Stanley based in Washington, DC, holding a Series 66 designation and having two years of industry experience. She has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Todd Hutchinson is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools, though clients are responsible for implementing and updating their plans.

Donald Caron Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

James Mercer is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Mercer is a sole proprietor and trustee of rental property entities. Morgan Stanley Wealth Management serves individual 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 financial planning process supported by firm-approved tools and models.

Joshua Rivera is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, bringing eight years of industry experience. He has been with Morgan Stanley since 2016 and worked concurrently at the University of Maryland from 2015 to 2017. Outside of his advisory role, he is involved in a vending machine business. 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 models to support client goals while primarily acting in an advisory capacity.

Edmund Zimmerman is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2022 to 2025, as well as TD Ameritrade from 2021 to 2022. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s market estimates.

Timothy Moore is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63, 65, and 66 designations and with 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Goldman Sachs for 12 years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not provide individual security recommendations as part of standalone plans.

Rafael Gonzalez Tosca is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and bringing 12 years of industry experience. He worked at Merrill from 2013 to 2025 before joining Morgan Stanley. 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 and manages approximately $2.74 trillion in client assets.

James Tarr Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Stacy Snyder is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2006. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its investment committee's return estimates and simulations to support its clients’ financial plans.

Alfred Bozzo Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models to support client outcomes.

Isabella Scarpinato is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at MassMutual and JSA Flooring, as well as employment in education and hospitality. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Daniel Williams is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 license and having 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Outside of his advisory role, he owns and manages rental property. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and utilizing structured discovery and firm-approved tools to develop client plans.

Robert Taylor is a financial advisor with Morgan Stanley who holds Series 66 and Series 63 licenses and has 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. 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. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Eric Armas is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015. Based in Washington, DC, his current role focuses on wealth management services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by advanced tools such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Nona Avetisyan is a CFP® with 10 years of industry experience, currently affiliated with Morgan Stanley in Washington, DC. Her prior experience includes roles at Charles Schwab, Morgan Stanley Smith Barney, and UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by firm-approved tools and methodologies.

John Mc Lister is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 credential with three years of industry experience. Prior to joining Morgan Stanley in 2023, he served in the US Army from 2019 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual 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.

Margaret Meagher is a Series 66 licensed financial advisor with nine years of industry experience, currently practicing at Morgan Stanley. She has previously worked at UBS Financial Services for seven years before joining Morgan Stanley in 2023. Outside of her advisory role, she serves on the investment committee for Together We Bake, a civic organization focused on economic and hardship assistance. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.