Binghamton, NY Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,206

Across 1,016 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

50 Front Street

Binghamton NY 13905

Advisors at this office

11

Advisors at this office

user avatar

Austin S

Series 66

Binghamton, NY

Morgan Stanley

Austin Simon is a financial advisor with Morgan Stanley in Binghamton, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he was associated with firms including LPL Enterprise and The Prudential Insurance Company of America. He has also worked in other sectors such as insurance and sports management. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, without providing individual security recommendations as part of standalone planning.

General estate planning guidance
user avatar

Michael C

Series 66

Binghamton, NY

Morgan Stanley

Michael Costantino is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. He is based in Binghamton, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes with firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Donald E

Series 63, Series 65

Binghamton, NY

Morgan Stanley

Donald Eurillo II is a financial advisor with Morgan Stanley in Binghamton, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Eurillo serves on the board and finance committee of the Animal Care Sanctuary, a nonprofit based in Milan, Pennsylvania. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and uses firm-approved tools and modeling techniques to help clients develop financial plans.

General estate planning guidance
user avatar

Loretta M

Series 63, Series 65

Binghamton, NY

Morgan Stanley

Loretta Macgargle is a financial advisor at Morgan Stanley with 34 years of industry experience. She has held roles at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and approved planning tools.

General estate planning guidance
user avatar

Payton V

Series 66

Binghamton, NY

Morgan Stanley

Payton Villecco is a financial advisor at Morgan Stanley in Binghamton, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Payton worked at Equitable Advisors and has experience in customer service at DoubleTree by Hilton Binghamton. Morgan Stanley Wealth Management provides advisory programs to individuals 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 serves clients through direct and corporate financial planning agreements.

General estate planning guidance
user avatar

Diane L

Series 63, Series 66

Binghamton, NY

Morgan Stanley

Diane Leard is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm uses structured planning tools and modeling techniques to support its advisory services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Lisa P

Series 63, Series 66

Binghamton, NY

Morgan Stanley

Lisa Phillips is a financial advisor at Morgan Stanley in Binghamton, NY, with 25 years of industry experience. She has been with Morgan Stanley since 2013 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is the sole owner of a gas lease property in New Milford, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured discovery and firm-approved planning tools as part of its advisory process.

General estate planning guidance
user avatar

Kathleen N

Series 66

Binghamton, NY

Morgan Stanley

Kathleen Neil is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 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.

General estate planning guidance
user avatar

Eric C

Series 66

Binghamton, NY

Morgan Stanley

Eric Creveling is a financial advisor at Morgan Stanley in Binghamton, NY, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Morgan Stanley Private Bank, N.A., and sfcu. 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.

General estate planning guidance
user avatar

Troy S

Series 63, Series 65

Binghamton, NY

Morgan Stanley

Troy Sebeck is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 designations and is based in Binghamton, NY. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

D. Mark M

Series 63

Binghamton, NY

Morgan Stanley

D. Mark Macgargle is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following prior work at Morgan Stanley Smith Barney starting in 2009. He is based in Binghamton, NY. 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, employing structured discovery conversations and firm-approved tools to develop tailored plans.

General estate planning guidance
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