Port Jefferson, NY Office

Julie Murphy is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the CFA® designation and the Series 63 license. Her prior roles include positions at JPMorgan Chase Bank NA and JPMORGAN Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm uses structured planning tools and firm-approved methodologies to support clients in financial decision-making, managing approximately $2.74 trillion in assets.

Stephen Anglim is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 66 licenses and with 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. 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 that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Jose Rosario is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee estimates in its process.

Richard Bucaro is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes tenure at Wells Fargo Clearing and multiple Morgan Stanley affiliated entities dating back to 2002. He serves as a board member of the St George Golf and Country Club, a nonprofit organization in East Setauket, New York. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kevin Anglim is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and 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 broad array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and investment modeling techniques.

Justin Culhane is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, also working with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its planning process.

Julia Weitz is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she was involved in creative and production ventures, including Julia Jewel Productions LLC and Bertoni Weitz Productions LLC. 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 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-based modeling.

Benjamin Campbell is a financial advisor with Morgan Stanley in Port Jefferson, NY. He holds a Series 66 designation and has one year of industry experience. His prior experience includes four years at Bryant University and roles at Shelter Island Yacht Club, South Ferry, and Ross School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Hanna Hildreth is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010 and holds Series 63 and Series 66 licenses. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.