Robert Panza is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, as well as UBS Financial Services from 1991 to 2009. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and methodologies, serving clients through a broad range of advisory programs.

Tara O'Connor is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior work includes positions at Goodwin Procter LLP and CDM Smith, as well as roles at Northeastern University and Victoria's Secret & Co. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Aaron Hall is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at UBS Financial Services and JPMorgan Securities. He serves as a board member for the New Canaan Veterans of Foreign War Post 653. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 supported by firm-approved tools.

Derek Slovak is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Michael Wein is a Series 66 licensed financial advisor with Morgan Stanley, based in Westport, CT, and has 21 years of industry experience. He previously worked at Bank of America and Merrill for nine years before joining Morgan Stanley in 2025. Outside of his advisory role, he serves on the board of The Community Synagogue in Westport and leads its social committee, organizing events and fundraising activities. 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 processes.

Louis Herskovitz is a financial advisor at Morgan Stanley in Westport, CT, holding Series 63 and Series 65 credentials. He has four years of industry experience, including roles at Morgan Stanley since 2022 and prior positions in other fields such as acting and yoga instruction. 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 planning that leverages 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.

John Probst is a financial advisor at Morgan Stanley with 4 years of industry experience. His background includes roles at T3 Trading Group, Northwestern Mutual, and A1 Reliable Industries. Prior to his financial services career, he worked in the restaurant industry and education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various investment strategies while serving a broad client base.

Michael Roman Jr. is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. His background includes time at the University of Rhode Island and a role at The 'Port Restaurant. 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 facilitated by 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 market simulations.

Jon Garofalo is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2014, including time with Morgan Stanley Private Bank. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., BNY Investment Center Inc., Banc of America Investment Services, and Quick & Reilly, Inc. Outside of his advisory role, he owns a rental property in Newport, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and portfolio management using structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Wendy Hindman Hauck is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at the Department of State and HomeServices Lending. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and supports clients through both direct and employer-sponsored planning services.

Michael Tiefenthaler is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 license and six years of industry experience. His career includes positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He has also worked in roles outside the financial industry, including at Augusta National Golf Club and Shore and Country Club. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Robert Mueller is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 63 designation and 44 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Outside of his advisory work, he manages a sole proprietorship focused on real estate property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process emphasizes structured discovery and analytical tools, offering tailored advice without individual security recommendations in standalone plans.

Matthew Sargent is a financial advisor at Morgan Stanley in Westport, CT, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017 and 2018, respectively, with brief prior roles at North Elm Capital and periods of unemployment. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services that include broad retail and institutional investment solutions.

Kurt Tiefenthaler is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. 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 firm-approved planning tools.

Juliana Panov is a financial advisor at Morgan Stanley with five years of industry experience. She joined Morgan Stanley in 2020 after working at SIE Exam Prep and CBG Composites GmbH. She holds the Series 66 designation. 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 employs a structured planning process supported by firm-approved tools and market modeling techniques.

Jonathan Goldstein is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range 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 using approved tools and models to assist clients in developing their financial plans.

Scott Panza is a financial advisor with Morgan Stanley who holds a Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley, he spent seven years at Contrarian Capital Management. He is based in Westport, CT. 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 estate planning strategies, managing approximately $2.74 trillion in client assets.

Bruce Sargent is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 57 years of industry experience. His career includes roles at Citigroup Global Markets from 1968 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He serves as president and co-trustee of the Bruce & Janet Sargent Charitable Foundation and is a trustee of Game Conservancy USA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Mary Wargo is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and 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 range of advisory programs, including tailored financial planning supported by firm-approved tools and investment models, managing approximately $2.74 trillion in client assets.

Nicholas Liucci is a financial advisor at Morgan Stanley in Westport, CT, holding a Series 66 credential with six years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Konica Minolta and the University of Connecticut. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 directly and through corporate agreements.