New York, NY Park Avenue Office

Carlina Rios is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she maintains a food blog where she creates and shares culinary content. 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 research, with approximately $2.74 trillion in client assets under management.

Larry Rhea Jr. is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently serving as an advisor at Morgan Stanley in New York. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services utilizing firm-approved tools and methodologies.

Michael Darling is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is associated with RUN JH LLC, a running gym based in New York. Morgan Stanley Wealth Management serves 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 employs a structured planning process using firm-approved tools and models.

James Mestl is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 2005. His outside activities include ownership and partnership roles in multiple investment-related entities focused on alternative investments and real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Diego Gutierrez is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Mioym Equities, Rockstar Energy, and the University at Albany. Morgan Stanley Wealth Management provides advisory programs to both individual 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 a broad range of investment services.

Gabriel Lee is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Lee serves as a board member of the Buenas Obras Foundation, a nonprofit focused on religious, civic, and humanitarian efforts for children and youth. 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 delivers services through both direct individual engagements and corporate financial planning agreements.

Jack Liu is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Roxann Romano is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, National Association since 2015. Romano serves as a board member for Angels on the Bay, a nonprofit focused on fundraising for children. Morgan Stanley Wealth Management provides 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 utilizes structured discovery and approved tools, with a broad range of retail and institutional investment services.

Martin Berishaj is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Equitable Advisors, LLC. and has a background including roles at Hudson Interxchange, Douglas Elliman, and Syracuse University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 a structured planning process using firm-approved tools and modeling techniques.

Liping Tan is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Columbia University, University of California, San Diego, Bank of America, Pasadena City College, and Rosemead College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process uses firm‑approved tools and scenario modeling, with clients responsible for plan implementation and updates.

Karen Reid is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved as a travel advisor through her travel agency, FORA TRAVEL. Morgan Stanley Wealth Management provides a wide 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 financial planning process uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Christopher Devlin Jr. is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, JPMorgan Chase Bank, and AXA Advisors. 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 research from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services that include corporate financial planning agreements and other institutional offerings.

Nicholas Nappi is a financial advisor at Morgan Stanley in New York, NY, with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Prior to his advisory roles, he was affiliated with Hofstra University from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and employs a structured financial planning process supported by firm-approved tools and methodologies.

Engels Mendez is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 16 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked for J.P. Morgan Securities Inc. and JPMorgan Chase Bank from 2010 to 2019. He is the sole proprietor of ECM2 Holdings LLC, a personal holding company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range 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 both direct and corporate financial planning services.

Brian Tobin is a financial advisor at Morgan Stanley in New York, NY, with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank since 2018. Outside of his advisory work, Tobin serves on the finance committee of the Hebrew Public Charter School in Brooklyn. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and the Global Investment Committee’s research.