Buffalo, NY Fountain Plaza Office

William Saperston is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 modeling techniques as part of its advisory services.

Ian Deluke is a CFP® professional with 16 years of industry experience. He is currently affiliated with Morgan Stanley in Buffalo, NY, having previously worked at UBS Financial Services from 2012 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Ryan Miller is a financial advisor with Morgan Stanley in Buffalo, NY, holding a Series 66 designation and bringing one year of industry experience. His prior roles include positions at Culain Capital Management LLC, Johnson & Ghirsig Wealth Advisors, and Morlock & Company LLC. Outside of his advisory work, he serves on the finance committee of EPIC, a youth-focused organization, where he reviews financial statements and endowment performance. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Zachary Kneeland is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he has coached soccer and instructed camps for the Clarence Soccer Club since 2003. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines extensive retail and institutional services with additional activities such as private fund relationships and principal trading.

Lisa Griffin is a CFP®-certified financial advisor with 16 years of industry experience, currently with Morgan Stanley in Buffalo, NY. Her career includes roles at Morgan Stanley Private Bank, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing 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 services both directly and through corporate financial planning agreements.

Kay Harrington is a financial advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and estate planning strategies.

Katherine Mohney is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Mohney serves on the finance committees of Episcopal Church Home & Affiliates, Inc. and Canterbury Woods, a residential continuous care facility in New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and extensive investment services supported by firm-approved planning tools and strategies.

Laura Hall is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Jessica Roach is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Roach serves on the finance committee of The Center for Hope, a nonprofit organization in Buffalo, New York. 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 strategies. The firm manages approximately $2.74 trillion in client assets and services clients through both direct and corporate financial planning agreements.

Jonathan Rossi is a financial advisor with Morgan Stanley based in Buffalo, NY, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Morgan Stanley since 2012, including four years with Morgan Stanley Private Bank, NA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools to assist clients in developing and managing their financial plans.

Salpi Doering is a financial advisor with Morgan Stanley in Buffalo, NY, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016, as well as positions at Bank of America and Merrill from 2014 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and firm-approved methodologies to support clients, managing approximately $2.74 trillion in client assets.

Teri Syracuse is a financial advisor with Morgan Stanley in Buffalo, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Julie Fritz is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2015. Outside of her advisory role, she serves as Secretary and Board Member for the Tri-County Racing Club, a volunteer-run social club for micro sprint racing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, 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 planning process using firm-approved tools and investment models.

Allison Griffin is a financial advisor with Morgan Stanley in Buffalo, NY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She has been with Morgan Stanley since 2010. Outside of her advisory role, she serves on the advisory board of the Westminster Early Childhood Program, a nonprofit education organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, employing structured financial planning tools and managing approximately $2.74 trillion in client assets.

J Rauch is a financial advisor with Morgan Stanley in Buffalo, NY, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he manages several rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.