New York, NY 1585 Broadway Office

John Mirsepahi is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Aislinn Mcmahon is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Fidelity Investments and a variety of positions associated with Connecticut College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and investment committee resources.

Tommy Mclaughlin is a financial advisor with Morgan Stanley in New York, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2006, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and emphasizes advisory services across a broad spectrum of retail and institutional offerings.

Anthony Di Benedetto is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Julia Oakley is a Series 66-credentialed financial advisor with Morgan Stanley, where she has worked since 2024. Prior to joining Morgan Stanley, she was employed at Goldman Sachs in 2023. She has experience with the Yale University Alumni Fund and served roles at Yale University and local schools in earlier years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and comprehensive investment resources.

Patrick Schwarz is a CFP® with 34 years of experience in financial services, currently serving at Morgan Stanley in New York. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves on the advisory board of the Catalytic Impact Foundation, a health and welfare nonprofit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Tyrus Hilliard is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at Morgan Stanley in New York, NY. He has worked at Morgan Stanley since 2018 and previously spent eight years at Scottrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jubi Gauchan is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to Morgan Stanley, Gauchan worked at JP Morgan Chase and BlackRock. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines a wide range of retail and institutional investment services.

Maddox Underwood is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he worked in educational roles at institutions including Lehigh University and Southern Methodist University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and a broad selection of investment offerings.

Christine Daifotis is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation. She joined Morgan Stanley in 2024 and previously worked at Ernst & Young from 2018 to 2024. Daifotis has a background that includes roles at the University of Chicago Booth School of Business and the University of Richmond. 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 services. 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.

Isabella Brown is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Bacardi Limited and Tulane University. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and analysis methods.

Michael Rufino is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes positions at Cerberus Capital Management and experience in educational roles at the College of the Holy Cross and Pleasantville Middle & High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 firm-approved planning tools and models to support structured financial planning conversations.

William Boffa is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Audax Private Equity and Protocol Capital Management. Prior to his finance career, he spent time at Dartmouth College and St. Paul's School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 firm-approved tools and economic modeling techniques.

Harrison Greenberg is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017, including a period at Morgan Stanley Private Bank, N.A. from 2017 to 2020 and again beginning in 2025. Prior to joining Morgan Stanley, he was employed by the University of Montana from 2012 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.