Robert Panza is a financial advisor at Morgan Stanley with 43 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2015. He holds Series 63 and Series 65 credentials and is based in Westport, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 with Morgan Stanley in Westport, CT, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides 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 offers services through both direct and corporate financial planning agreements.

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 65 and Series 63 licenses. He has four years of industry experience, including roles at SwifTest and work as an actor under the name Lev Harvey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients through both direct and corporate agreements.

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 with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets and employing firm‑approved tools such as Secular Return Estimates and Monte Carlo simulations in its planning process.

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 possessing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent time at Citigroup Global Markets beginning in 2003. Outside of his advisory role, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and the Global Investment Committee’s research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct agreements and employer-sponsored financial planning services.

Matthew Sargent is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and eight years of industry experience. He has been employed at Morgan Stanley Private Bank, N.A. since 2018 and has been with Morgan Stanley since 2017, with prior experience at North Elm Capital and Marvel Assets Holdings. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, combining tailored financial planning and investment services supported by firm-approved tools and methodologies.

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 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1968. He serves as president, co-trustee, and director of the Bruce & Janet Sargent Charitable Foundation and is a trustee of Game Conservancy USA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that incorporates firm-approved tools and offers a range of retail and institutional investment services.

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.