David Adler is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, Adler serves as a trustee for a trust in Collegeville, Pennsylvania. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and access to various investment products and strategies.

John Griffin is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, Griffin is involved as an independent TV broadcaster for college basketball games and serves on the boards and committees of several nonprofit organizations, including Independence Health Group and the University City Science Center. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Alexis Starkey is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Smith Barney LLC in 2020. 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 uses structured planning tools alongside proprietary return estimates and simulations to support its financial planning process.

Jennifer Mcglynn is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Jeffrey Mcgrody is a financial advisor at Morgan Stanley with nine years of industry experience. He has previously worked at Vanguard Advisers and The Vanguard Group, Inc. during his career. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Mitchell Welsch is a CFP® professional with 40 years of experience in the financial services industry. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, National Association. Prior to that, he worked at UBS Financial Services. 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 focused on tailored financial planning, employing structured discovery processes and firm-approved planning tools.

Todd Roth is a CFP®-designated financial advisor at Morgan Stanley with 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, utilizing firm-approved tools and processes to support client goals.

Stephanie Gay is a financial advisor with Morgan Stanley Wealth Management in West Conshohocken, PA. She holds Series 63 and Series 65 designations and has 32 years of industry experience. Her tenure at Morgan Stanley Smith Barney LLC spans from 2014 to the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Adam Murray is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2011, including over a decade at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is involved with Fitler Square Partners LLC, a real estate-related business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Brett Mallee is a financial advisor at Morgan Stanley with one year of industry experience. He has previously worked at Fairbridge Asset Management and held roles at Villanova University and Yale University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

William Zeuner is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a partner in Frugal Gastronomy LLC, a retail and online store based in Pennsylvania. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

David Drea is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. He also worked at All Star Baseball Academy during 2019–2020. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery conversations and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Daniel Forman is a financial advisor at Morgan Stanley with 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 14-year tenure at UBS Financial Services. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and investment services, managing approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

Allison Slobodian is a CFP® with 12 years of experience in financial services, currently with Morgan Stanley. She previously worked at Janney Montgomery Scott and Great Scott Financial Services. Allison serves as President of the Young Professionals chapter of the Fox Chase Cancer Center Board of Associates, organizing and leading fundraising efforts. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing 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 supported by firm-approved tools.

Jaime Gold is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Morgan Stanley, Jaime worked at The Vanguard Group and has entrepreneurial experience operating Flying Pig Tavern & Tap. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by structured planning tools and investment modeling techniques.

Eric Gallo is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and was previously employed at Virginia Tech from 2014 to 2018. He holds a Series 66 designation. 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. The firm manages approximately $2.74 trillion in client assets and offers financial planning supported by firm-approved tools and modeling techniques.

Jeffrey Levinsohn is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Levinsohn serves as a board member and on the investment committee of Settlement Music School, a nonprofit focused on children and youth education in the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 structured planning tools and strategies developed by its Global Investment Committee.

Oluseye Efunnuga is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63, Series 65, and Series 66 credentials and 17 years of industry experience. His prior roles include four years at J.P. Morgan Securities before joining Morgan Stanley in 2017. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services under Corporate Financial Planning agreements as well.

Robert Kyle III is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Hyeon Woo Kang is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.