Jericho, NY Two Jericho Plaza Office

Keith Nubel is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021, following prior roles at UBS Financial Services and Scottrade, Inc. 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 supported by structured discovery conversations and firm-approved planning tools.

Jonathan Ostrow is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at RBC Capital Markets for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisory services.

Bradley Schatz is a financial advisor at Morgan Stanley with 16 years of industry experience. He has held roles at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

John Quinn is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, National Association since 2015. He previously worked at Merrill in 2013-2014. Quinn serves on the board of directors for the Gardiners Bay Country Club, a golf club where he is also a member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Paul Annunziato is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and associated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president of Sooner or Latte, a concierge and marketing coffee service, and is a member of the Zoning Board of Appeals for the Village of Mill Neck, NY. 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 delivers services that include both direct client plans and corporate financial planning arrangements.

Elana Gofman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in creating tailored, risk-managed investment strategies that align with clients’ personal preferences and market conditions. Elana focuses on various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Elana began her career with roles at Morgan Stanley and Alliance Bernstein before joining Merrill Lynch in 2015. She holds a Bachelor’s degree in Finance from Indiana University’s Kelley School of Business and has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Elana emphasizes a collaborative approach with clients and their families, focusing on defining unique priorities and goals to develop comprehensive financial plans reviewed regularly. Outside of her professional work, Elana resides on Long Island with her husband and four children. Her personal interests include cooking, dancing, reading, skiing, tennis, traveling, and spending time with family. She is also active in volunteering and fundraising for various charities.

Akira Kido is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He serves as a board member for the Tokyo Christian University Foundation, Inc., a charitable organization supporting the university's mission. Morgan Stanley Wealth Management provides a 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 uses structured planning tools and market modeling techniques as part of its advisory services.

Wayne Lee is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Morgan Stanley in Jericho, NY, where he has worked since 2021. His prior experience includes roles at Bank of America and Merrill. 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 investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jeffrey Muchnick is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Justin Maniscalco is a financial advisor at Morgan Stanley with 11 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2022, Morgan Stanley Smith Barney LLC since 2019, and Fidelity Brokerage Services LLC from 2014 to 2019. He holds the Series 63 and Series 65 licenses and is based in Jericho, NY. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating firm-approved tools and Global Investment Committee inputs.

Leonard Baldassare is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with his clients' individual goals. Leonard focuses on areas such as education planning, executive and equity compensation services, institutional and corporate benefits, legacy planning, retirement planning, investment strategy, tax minimization, and retirement income. With a background that includes 20 years at a Fortune 100 company, Leonard transitioned to financial advising to pursue his passion for helping clients develop and achieve their financial goals. He holds a Bachelor's Degree from Hofstra University and is a Personal Investment Advisor (PIA). Leonard follows Merrill’s tradition of community involvement and dedicates time to volunteering with Rotary International. Outside of work, he enjoys biking, boating, cooking, dancing, football, traveling, and spending time with his family.

Jenna Muscarella is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank since 2022, following five years at Equitable Advisors and Axa Advisors. She serves as a board member of the Garden City Chamber of Commerce, participating in community events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools.

Erik Wolf is a Financial Advisor with Merrill Lynch Wealth Management, where he has been providing clients with personalized financial guidance since 2016. In his role, Erik delivers comprehensive wealth management services, leveraging access to a wide range of specialists and resources within Merrill Lynch and Bank of America. His approach focuses on understanding clients’ individual goals and life priorities to create tailored investment strategies that address asset management, estate planning, retirement strategies, and risk management. Erik’s expertise spans corporate executive services, executive compensation, equity compensation, institutional and corporate benefit services, philanthropic planning, and portfolio management. He emphasizes a client-centric, goals-based approach, working closely with clients and their families to navigate the complexities of their financial lives and evolving needs. His professional designation is Personal Investment Advisor (PIA), and he holds a Bachelor's degree from Dowling College. Outside of his professional work, Erik is involved in community organizations including the March of Dimes, Surfrider Foundation, and serves as a volunteer soccer coach for the West Islip Soccer Club. His personal interests include antiquing, fishing, photography, soccer, surfing, and yoga.

Lisa Puntillo is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, following a two-year tenure at UBS Financial Services. Puntillo also serves as an executor and trustee in estate administration and trust roles. 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 involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Brian Darian is a CFP® and Series 66-registered financial advisor with Morgan Stanley in Jericho, NY, where he has worked since 2009, totaling 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC throughout his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced modeling tools in its financial planning approach.