Eric Delagarza is a financial advisor at Morgan Stanley with 20 years of industry experience. He has previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He holds Series 65 and Series 66 licenses. 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 employs structured planning tools, including Global Investment Committee estimates and Monte Carlo simulations, to assist clients.

William Couch is a financial advisor with Morgan Stanley in Watertown, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Before joining Morgan Stanley in 2025, he worked for UBS Financial Services for 12 years. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm‑approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Andrew Parisian is a CFP® with three years of industry experience, currently advising at Morgan Stanley in Watertown, NY. Prior to joining Morgan Stanley, he worked for six years at Canandaigua National Bank & Trust and has held roles in financial services and academia. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs focused on tailored financial planning, utilizing firm-approved tools and methodologies to model potential outcomes.

Gregory Couch is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 12 years. Morgan Stanley Wealth Management provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Brandi Reese is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Blooom and AMC Theatres. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Julian Alteri is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.