Cleveland, OH Office

Alexander Barclay is a financial advisor with Morgan Stanley in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with UBS Financial Services from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models, while generally acting in an advisory capacity rather than providing individual security recommendations.

Noah Rupp is a financial advisor at Morgan Stanley in Cleveland, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at UBS Financial Services and HBKS Wealth Advisors. Outside of finance, he has experience with Erie Beer Company and has been involved with organizations including Kahkwa Club and John Carroll University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved tools and research.

Alishia Hussain is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. She is currently based in Cleveland, OH. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Craig Leone is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, leveraging structured financial planning tools and services without offering individual security recommendations within its standalone planning programs.

Steven Licciardi is a financial advisor with Morgan Stanley in Cleveland, OH, holding a Series 66 designation and possessing 27 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Licciardi serves on the board and finance committee of the Plexus LGBT + Allied Chamber of Commerce, where he is currently president, and he is also involved with the Northeast Ohio Equality Business Association and University Hospitals Health System’s Diamond Advisory Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and secular return estimates.

Patricia Braun is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She worked at Merrill from 1998 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support financial decisions, offering advisory services across retail and institutional markets.

Susan Silverberg is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her prior roles include positions at Merrill for 35 years and Bank of America for 10 years before joining Morgan Stanley in 2021. She serves on the boards of several nonprofit organizations, including Bellefaire/JCB and Partners for the Cleveland Institute of Music, where she is involved in finance and fundraising activities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured planning process.

Cherie Byrd is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 credentials and with 29 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers advisory programs that include tailored financial planning using firm-approved tools and a structured discovery process.

Shannon Kolton is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent eight years with UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, 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 structured planning tools including Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Thomas Johnson is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of advising, he is involved with Urbana Holding, a family holding company that purchases Ohio State football tickets. Morgan Stanley Wealth Management provides a wide range of 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 uses structured discovery conversations and proprietary tools to model outcomes but clients are responsible for implementing and updating their plans.

Mary Podwoski is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2009 to 2022 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and corporate financial planning agreements.

Charles Dudek is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management is a 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 supported by structured discovery processes and firm-approved tools.

Wesley Crowley is a financial advisor with Morgan Stanley Wealth Management in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and leveraging firm-approved tools and methodologies.

Edward Siegler is a financial advisor at Morgan Stanley with 35 years of industry experience. His background includes roles at Merrill and Bank of America, N.A., prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, utilizing structured discovery processes and firm-approved tools.