Stephen Comiskey is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 license and over 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007 and is also a co-owner and managing partner of Comiskey & Hunt Law Firm, where he has practiced law since 1983. Additionally, he serves on the boards of the U.S. Naval Academy Council of Class Presidents and the U.S. Naval Academy Alumni Association. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, including customized financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers various investment solutions encompassing retail and institutional offerings.

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. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, 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 engagements and corporate financial planning agreements.

Timothy Moore is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63, 65, and 66 licenses with 25 years of industry experience. His prior work includes roles at Goldman Sachs and Banc of America Investment Services. Outside of his advisory work, he is a sole proprietor of a rental property business in Hendersonville, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Rafael Gonzalez Tosca is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 12 years before joining Morgan Stanley in 2025. 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, 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 advanced modeling techniques.

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 29 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009, preceded by roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Snyder holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves individual and institutional clients with a 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 modeling techniques.

Alfred Bozzo Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, previously spending 16 years at Citigroup Global Markets. Based in Washington, DC, he 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 range of advisory programs, including tailored financial planning using structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

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 at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisory services.

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.