New York, NY East 52nd Street Office

Stephanie Vitti is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Based in New York, NY, she has spent over a decade with the firm in various roles. 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 that incorporates firm-approved tools and market modeling techniques.

Ann Neumann is a financial advisor with Morgan Stanley in Metairie, Louisiana, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is involved in creative pursuits such as painting and drawing. 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 supported by structured discovery and firm-approved tools.

Elizabeth Loughlin is a financial advisor at Morgan Stanley in New York with Series 63 and Series 65 designations and one year of industry experience. Her prior roles include positions at Raymond James & Associates, Brookfield Asset Management, Monarch Title, and Agiliko LLC. She also worked at Fordham University and Georgetown Visitation Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and modeling techniques such as Monte Carlo simulations.

Andrew Atlas is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies, supported by firm-approved tools and modeling techniques but typically acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Julia Brucker is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. Her background includes prior roles at Romney Studios and multiple positions at Tulane University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm employs a structured financial planning process using firm-approved tools and serves approximately $2.74 trillion in client assets.

Manisha Patel is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm emphasizes a structured financial planning process supported by firm-approved tools and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Leon Henderson Jr. is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the managing member and sole proprietor of Seastorm, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without providing individual security recommendations as part of standalone plans.

Stephen Ganpat is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill, Bank of America, and New York Life. Outside of finance, he was involved with Manor Auto Service Center for twelve years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm employs structured planning tools and investment models to support client goals and manages approximately $2.74 trillion in assets.

David Birnbaum is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior work includes positions at Merrill and CITI Private Bank. 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 structured processes. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Kristina Rodriguez is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following her tenure at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages a sizable portfolio of client assets and provides planning services that focus on structured discovery and modeling to assist clients in their financial decision-making.

Arthur Vale is a CFP®-designated financial advisor with 21 years of industry experience, currently working at Morgan Stanley in New York, NY. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he holds a trust and has involvement with rental property management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a comprehensive investment approach.

Gregory Healy is a CFP® and PFS™ credentialed financial advisor with five years of industry experience, currently affiliated with Morgan Stanley in New York, NY. His prior experience includes twelve years at The Glenmede Trust Company and four years at Traust Sollus Wealth Management. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning without individual security recommendations as part of its standalone programs.

Curtis Ter Kuile is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. He also serves as executor for his father's estate, a role involving investment-related duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market projections.

Leann Yee is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2024, she spent eight years at HighTower Securities, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Richard Mcconekey is a Certified Financial Planner (CFP®) with over 30 years of experience in the financial services industry. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is based in New York, NY. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes proprietary tools and modeling techniques.