Kingston, NY Office

Christopher Pena is a financial advisor with Morgan Stanley, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory work, he serves on the Finance Committee of The Arc of the Mid-Hudson, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and comprehensive investment and estate planning services.

Jonathan Meier is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and economic modeling techniques.

John Higbee Jr. is a CFP®-designated financial advisor with Morgan Stanley, based in Kingston, NY, with 43 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including time at Morgan Stanley Private Bank. Outside of his advisory work, he is involved in a vacation home rental business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Mitchell Zapka is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at ThinkEquity LLC, Wallkill Valley Federal Savings and Loan, and SUNY Oswego. Outside of finance, he has experience working in hospitality and retail through positions at Carry Out Kings and The Station. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

Christina Paul is a CFP® with over 32 years of experience in the financial services industry. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client implementation while generally acting in an advisory capacity.

Arthur Stern is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has also worked with Morgan Stanley Smith Barney and Citigroup Global Markets. He 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 variety 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 firm-approved tools and market simulations.

Michelle Reihbandt is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a position at Morgan Stanley Private Bank, N.A. She serves as a board member of the Kingston Cal Ripken organization, a recreational group in Kingston, New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Christopher De Forest is a financial advisor with Morgan Stanley in Kingston, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously was with National Securities Corp. De Forest is also involved with Defo LLC, which he has been affiliated with since 2011. 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’s financial planning process uses structured discovery and firm-approved tools, supporting comprehensive planning without providing individual security recommendations as part of standalone programs.