John Asuncion 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, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to his advisory roles, he held various positions including roles at Kenyon College and Maverick Health Policy. 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 process supported by firm-approved tools and modeling techniques.

Kayla Cardoza is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and previously worked at Robert Baird & Co. for eight years before joining Morgan Stanley in 2020. 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 and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Amanda Kojis is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with eight years of industry experience. Her prior work includes roles at Edward Jones and Amica Mutual Insurance Company. She has been with Morgan Stanley and its Private Bank since 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Timothy Moriarty is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he operates Orange Hat Publishing, producing fiction content for publication. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Maiti Quill is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Merrill, Stifel, and UMB Fund Services. 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 supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning services.

James Stefl Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked in educational roles at the University of Alabama, Arrowhead High School, and North Shore Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in assets and offers services through various platforms, including direct individual plans and Corporate Financial Planning agreements.

Rafaella Seifert is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and The Northern Trust Company. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Derek Jelinski is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Harbour Investments, Inc., LPL Financial, and The Advisors Group, Inc., prior to joining Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

James Marlin is a financial advisor with Morgan Stanley in Waukesha, Wisconsin, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through employer-sponsored financial planning agreements.

Erin McGrath is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and its predecessor firms since 2007. 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 and financial planning services supported by structured discovery conversations and analytical tools.

Debra Stefl is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is a 50% owner of Equipmentfax, a business tool for tracking liens on off-highway equipment. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Dawn Panas is a financial advisor at Morgan Stanley in Waukesha, WI, with 37 years of industry experience. She has held her current position at Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients with various investment strategies, managing approximately $2.74 trillion in assets.

Wende Wozny is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Michael Schiek is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its Private Bank division since 2014. He is based in Waukesha, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and access to various investment platforms.

Colleen Lamb is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes proprietary planning tools alongside its Financial Advisors and specialized groups.

Chad Gruett is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in Salsa Verde, LLC, an investment-related business based in Midland, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and investment committee insights to support their advisory services.

Daniel Geigler is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and currently serves in the Morgan Stanley Private Bank, National Association. Outside of his advisory role, Geigler is an adjunct instructor teaching risk management at Marquette University and the Milwaukee School of Engineering, and he serves on the Finance Committee of the Ronald McDonald House Charities of Eastern Wisconsin. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and sophisticated investment strategies.

Daniel Doyle is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and is currently with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides 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 employs a structured planning process using firm-approved tools and market-based financial models.

Daniel Krause is a financial advisor at Morgan Stanley with 48 years of industry experience. He has held positions at Citigroup Global Markets and Morgan Stanley Smith Barney prior to his current role at Morgan Stanley Private Bank, N.A. He holds Series 63 and Series 65 designations. Krause is involved in lending activities outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Steven Fischer is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 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 provides 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 employs a structured planning process using firm-approved tools and modeling techniques.