Nerisa Elias is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at JPMorgan Chase Bank and JPMorgan Securities. 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 investment research.

Molly Mc Keogh is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding a Series 66 designation and six years of industry experience. Her career includes multiple roles at Morgan Stanley and a year spent at Georgetown University. Outside of her advisory work, she owns and manages a property management business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Matthew Carroll is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, with earlier experience at Volvo Cars of Fort Washington and the Atlanta Braves Baseball Club. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Matthew Lang is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following seven years at UBS Financial Services. Outside of his advisory role, he serves as president of EPI Philadelphia, where he manages event planning efforts for the local chapter of the Exit Planning Institute. Morgan Stanley Wealth Management provides 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 delivers services that include both individual and employer-sponsored financial planning arrangements.

Frank Coulson III is a Series 66 licensed financial advisor with Morgan Stanley, where he has worked since 2014. He has 24 years of industry experience and is based in West Conshohocken, PA. Outside of his advisory role, he holds a 25% ownership in a family farm and is the sole owner of an LLC for boat ownership. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by advanced modeling tools and acts primarily in an advisory capacity for retirement planning unless otherwise engaged.

Lori Pierre Louis is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 1998. 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 supported by firm-approved tools and a structured discovery process.

Melissa Moyer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work includes positions at Rockefeller Financial LLC, Bank of America, Merrill, and Janney Montgomery Scott LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Rebecca Li Huang is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, and HSBC in prior roles. Outside of her advisory work, she is an author with published memoirs including a work on her experience as a first-generation Chinese American. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Hugh Odonnell is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Morgan Stanley since 2015 and currently works at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 provides planning services that emphasize advisory roles without individual security recommendations unless specifically engaged.

James Pfizenmayer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management 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 uses a structured financial planning process supported by firm-approved tools and analyses.

Shanny So is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Before joining Morgan Stanley in 2022, Shanny spent 20 years at HSBC Bank USA. Outside of advisory work, Shanny volunteers as a tax return preparer with the Tzu Chi Buddhist Foundation’s Volunteer Income Tax Assistance (VITA) program, assisting low-income community members during tax season. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and firm-approved methodologies to support financial planning engagements.

Mary Chiavaroli is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2014 to 2022. 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 and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and advanced modeling tools, serving clients through both direct and employer-based agreements.

Blair Kurtz is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes multiple tenures at Morgan Stanley as well as a year at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 planning process supported by firm-approved tools and modeling techniques.

Hector Genao 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 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and economic modeling techniques.

William Hottenstein is a CFA® charterholder with 24 years of industry experience, currently serving at Morgan Stanley since 2015. He holds the Series 63 designation and operates out of West Conshohocken, PA. Outside of his advisory role, he owns a rental property business in Brooklyn, NY. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory programs to both individual and institutional clients. The firm focuses on structured financial planning using proprietary tools and serves a broad client base with a range of investment and advisory services.

Rocco Vernisi Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 licenses and has 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he coaches football at Malvern Prep School in Malvern, PA. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Jaekwan Kim is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013 and currently serves as an advisory board member for the Equity Advisory Council, where he advises on community trends and events related to diversity and equity. 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 structured financial planning supported by firm-approved tools and market simulations.

John Giapoutzis is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Giapoutzis holds a COMEX options membership permit as an investment, though he is not actively trading. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm combines structured planning tools and investment research to support client goals while offering various retail and institutional investment services.

Patrick Sawyer is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Janney Montgomery Scott, and Coventry First. 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 and financial planning services that utilize structured discovery conversations and firm-approved planning tools to develop tailored plans.

David Eisen is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 25 years before joining Morgan Stanley in 2020. Outside of his advisory role, he serves on the Finance Committee of the Indian Creek Foundation and founded the Eisen Charitable Foundation, which supports nonprofit grantmaking. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and offering services through its Financial Advisors and Estate Planning Strategies Group.