Michael Laporta Jr. is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Ron Mentel is a financial advisor with Morgan Stanley in West Conshohocken, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Mutual of America and Hamilton Lane. Outside of his advisory work, Mentel is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Jaclyn Drobny is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the CFP® and Series 66 designations. Her career includes roles at Merrill, UBS Financial Services, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supplements its broad offerings with specialized investment and planning resources.

Jennifer Hartline is a Series 66-licensed financial advisor with Morgan Stanley in West Conshohocken, PA, with 10 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, 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 agreements.

Philip Plotnick is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Jeffery Kennerly is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, National Association since 2017. Prior to joining Morgan Stanley, he worked at Robert Half Management Resources for three years. Outside of his advisory work, Kennerly serves on the boards of several nonprofit organizations, including Step Afrika!, Bowie State University’s College of Business advisory board, and The Westtown School’s Board of Trustees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm employs a structured financial planning process supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Kara Schrank is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with the Global Investment Committee’s models to support client outcomes.

Samantha Staudt is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2022. Prior to this, she was with The Vanguard Group and Envestnet. Outside the financial industry, she was involved with the Eric MacCluen Golf Academy from 2017 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning using firm-approved tools and investment models, providing advisory services without individual security recommendations in standalone plans.

Peter Sabatini is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2011, with a brief period at J.P. Morgan Securities and time as self-employed. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services.

Nicholas Cissone is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. 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 advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Steven Stinson is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 financial planning process using firm-approved tools and modeling techniques.

Brody Gregory is a financial advisor with Morgan Stanley in West Conshohocken, PA. He holds a Series 66 designation and has two years of industry experience, with prior roles at McAdam Financial and West Capital Management. 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 utilizes structured planning tools and investment models in its financial planning process.

Danilo Petrovic is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes a role at Sei and completing his education at Lycoming College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a variety of advisory programs.

Stephen Topley is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Casey Dearth is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015. 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 processes and advanced modeling tools.

Francis Berry is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Morgan Stanley and has previously worked at FS Investments and FS Investment Solutions. Outside of his advisory role, he is involved in property management as a sole proprietor contractor. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and financial planning arrangements.

Lisa Dimter is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Nordwand Advisors and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and conducts planning under a primarily advisory capacity.

David Betman is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored agreements.

Amara Mulloy is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has worked at several firms including CBiz and Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Scott Holland is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2015. He holds the Series 63 license and co-manages family investment LLCs created for estate planning purposes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients. The firm provides tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.