New York, NY One Penn Plaza Office

Felicia Posil is a Series 66 credentialed financial advisor at Morgan Stanley with eight years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously held positions at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment models to support client strategies.

Liliann Stafford is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. She holds a Series 63 designation and is based in New York, NY. Morgan Stanley Wealth Management serves both 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 structured planning processes supported by firm-approved tools and methodologies.

Lainie Small is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and bringing 35 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following a 13-year tenure at Lazard Asset Management Securities LLC. Morgan Stanley Wealth Management serves 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 structured financial planning tools alongside broad retail and institutional investment services.

Stephen Chan is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at Gilder Gagnon Howe & Co. LLC and Morgan Stanley Smith Barney LLC. His credentials include Series 63 and Series 66 licenses. 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 structured planning tools such as Monte Carlo simulations to support their financial plans.

Fabio La Rosa is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 designation and with 19 years of industry experience. He has been with Morgan Stanley 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 financial planning process that incorporates firm-approved tools and modeling techniques.

Garrett Buckley is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member involved with property management activities in Nashville, Indiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery and advanced modeling tools, serving clients with both direct and corporate financial planning agreements.

Alexander Garry is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Foreide Fund Services, LLC and WisdomTree Asset Management, Inc. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and focuses on advisory services without providing individual security recommendations in standalone planning.

Lily Engelhardt is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and over 45 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in managing rental property investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by structured planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional financial services.

Kevin Amoo Mensah is a financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His prior experience includes roles at Goldman Sachs, BNY Mellon, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering services that include structured planning tools and strategic investment modeling.

Malcolm Pakola is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and three years of industry experience. He has been with Morgan Stanley since 2022 and previously attended the University of Delaware. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques and offers a broad range of retail and institutional financial services.

Charles Dennis is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Sessions Payroll Management Inc., a company in the entertainment and labor/service sector. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Francesca Stefanelli is a Series 66-licensed financial advisor with Morgan Stanley in New York, NY, with one year of industry experience. Her prior experience includes roles at Rutgers University and The Beach Home. 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 using firm-approved tools and methodologies.

Mark Stofko is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes long tenures at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and 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.

James Minck Jr. is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and 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 economic modeling techniques.

Julia Zimm is a financial advisor at Morgan Stanley in New York, NY, with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2020. Her prior experience includes roles at UBS Financial Services and Lenox Advisors Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by firm-approved tools and emphasizes a structured discovery process without providing individual security recommendations as part of its standalone planning services.