Chicago, IL S. Riverside Plaza Office

Robert Gates Jr. is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Morgan Stanley, he worked at LPL Enterprise, Prudential Insurance, and New York Life Insurance Company. He has also been involved in non-variable insurance activities with Prudential. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm‑approved planning tools.

Justin Seery is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Arbor Financial Services LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including 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.

Mohannad Alrashed is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with six years of industry experience. His career includes roles at Morgan Stanley, E*TRADE Securities LLC, J.P. Morgan Securities, and the Saudi Arabian Monetary Authority. Outside of advisory work, he is the sole proprietor of AlwaysOnTheMo LLC, a content creation and digital media enterprise. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and comprehensive financial planning supported by firm-approved tools and methodologies.

Elijah Ballen is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Tipler Transfer and has been involved with organizations including the Verona Soccer Club and The Double U. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Adam Chin is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, with two years of industry experience. His background includes roles at E*Trade Securities and entrepreneurial activities in the food service and landscaping sectors. 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 that utilizes firm-approved tools and modeling techniques.

Nicolas Mossotti is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he was with Fidelity Investments and has experience in various roles including work with Indiana University School of Medicine and Purdue University. Outside of his advisory work, he has worked as an independent contractor delivering food for DoorDash. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and proprietary tools, supporting a range of investment and estate planning needs.

Alexander Dougherty is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 credentials and having one year of industry experience. Prior to joining Morgan Stanley, his background includes roles in the fitness and real estate sectors as well as periods of full-time education. Outside of his advisory role, he serves on the finance committee of the Sigma Chi Beta Mu Housing Corporation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured planning tools and broad investment offerings, serving clients through customized financial plans and various institutional relationships.

Aliaksei Hapeyeu is a financial advisor at Morgan Stanley based in Chicago, IL, holding Series 63 and Series 66 credentials with two years of industry experience. His prior work includes roles at E*Trade Securities and various academic positions. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Charles Speiser is a financial advisor at Morgan Stanley in Chicago, with 36 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and modeling techniques.

John Dahle is a financial advisor at Morgan Stanley with 24 years of industry experience. His prior roles include positions at Ascensus and Newport Group entities, where he worked for several years before joining Morgan Stanley in 2024. He holds Series 63 and Series 65 licenses. 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 firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

Laura Catalano is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior roles include positions at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Robert Chapdelaine is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. His career includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Options House. Morgan Stanley Wealth Management is an SEC-registered 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 utilizes structured planning tools and models as part of its financial planning process.

Matthew Kiely is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at E*Trade Securities, Bakkt LLC, and OptionsHouse. Outside of his advisory work, he is a non-operating partner in HOTWORX, a health and wellness franchise. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Jorge Carranza is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at AT&T and Wolverine Trading LLC. He is also a partner in Echo Trades LLC, a retail and online business based in Chicago. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone financial plans.

Nathan Gilmour is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles in education, healthcare, and service industries. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, with planning outcomes modeled through methodologies like Monte Carlo simulations.