Victoria Lowell is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Empowered Worth and UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Carlos Lowell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Lowell serves on the finance, investment, audit, and other advisory committees for Baptist Health South Florida. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment options to deliver customized financial strategies.

Mark Weston is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2020. He is also a partner in an investment and finance-related business based in Windermere, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.