Canfield, OH Office

Lisa O’Bryant is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 12 years of industry experience. She previously worked at Bank of America and Merrill from 2014 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory role, she is involved as an assistant cook at Studio Oxygen Yoga in Canfield, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools and the Global Investment Committee’s research.

Karen Sciortino is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 36 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. She has been with Morgan Stanley Smith Barney LLC since 2020. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market simulations.

Kristen Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Scott Zoldan is a financial advisor with Morgan Stanley in Canfield, Ohio, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliates since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Ronald Murray is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Murray holds the Series 63 and Series 65 designations. 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, including tailored financial planning that utilizes firm-approved tools and methodologies to assist clients in managing approximately $2.74 trillion in assets.

Amanda Wood is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Citigroup Global Markets from 2007 to 2009. Outside of her advisory work, she is a partner in a landscaping business based in Hermitage, Pennsylvania. Morgan Stanley Wealth Management serves individual and institutional clients, offering customized financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.

David Bulkley is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Morgan Stanley Wealth Management serves individuals and institutional clients, providing 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 uses a structured financial planning process supported by firm-approved tools and models.

Russell Spitz Jr. is a financial advisor with Morgan Stanley in Canfield, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank since 2015, and Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

John Chahine is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, and previously was affiliated with Bank of America and Merrill. Outside of his advisory role, he serves on the advisory board of St. Maron Catholic Church in Youngstown, Ohio. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Megan Schmucker is a financial advisor with Morgan Stanley in Canfield, Ohio, holding a Series 66 designation and three years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Progressive Casualty Insurance Company, First National Bank, Schroedel Scullin & Bestic LLC, and Youngstown State University. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Kurt Hurdley is a financial advisor with Morgan Stanley in Canfield, Ohio, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and MassMutual, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs and tailored financial planning services supported by structured tools and modeling techniques.

Diane Spagnola is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 credential and bringing 24 years of industry experience. She worked at Merrill Lynch for 21 years before joining Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory work, she serves as an officer for the Fraternal Order of Eagles, a nonprofit organization involved in marketing and fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs 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 models to support client financial plans, acting primarily in an advisory capacity.

Madeleine Stevens is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Moors & Cabot Inc. Stevens is also a partner in a rental property business with her spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and 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.

Jeffrey Barone is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.