Upper St. Clair, PA Office

Kaitlyn Shogry is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at Leadership League LLC and Traveler's Service Company. 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 supported by structured discovery processes and firm-approved tools, with approximately $2.74 trillion in client assets under management.

Mason George 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 since 2019, following a brief tenure at UBS and Northwestern Mutual. Outside of his advisory role, he serves as the head coach for a youth soccer team with the Beadling Soccer Club and is involved in business development for Aiden Ross Golf. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved planning tools and research.

Barbara Virany is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools without providing individual security recommendations as part of standalone planning.

Joseph Molinero is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007. Molinero serves as a board member of the Pittsburgh Stock and Bond Association and holds a secretary position at the Three Rivers Labor Management Committee, a nonprofit organization focused on fostering labor-management relations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning arrangements.

Kavitha Ramlal is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Chase Bank and Northwest Bank. Outside of her advisory role, she manages rental property accounting and bookkeeping activities. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to develop financial plans, emphasizing an advisory role without individual security recommendations in standalone planning.

Patrick Wiethorn is a financial advisor with Morgan Stanley in Upper St. Clair, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has held positions at Morgan Stanley Private Bank, Bank of America, Merrill, and PNC over his career. Outside of his advisory work, he serves on the advisory board and finance committee for the Sisters of St. Joseph, a nonprofit organization focused on community and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside estate planning and corporate financial planning services.

Kaitlyn Leap is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 registrations and four years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at PNC Investments and PNC Bank from 2015 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its financial planning process.

Derek Brown is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning tools and a broad range of investment offerings.

Mark Rutkowski is a financial advisor at Morgan Stanley with a Series 66 credential. He has less than one year of industry experience. Prior to joining Morgan Stanley, he worked at Field Environmental, UFC Gym, and PNC, and was a student for nearly two decades. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of its standalone planning.

Darren Savikas is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in fundraising for the Seton La-Salle Alumni Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Amanda Swick is a Series 66-licensed financial advisor with four years of industry experience. She currently works at Morgan Stanley and previously held roles at Raymond James & Associates, Merrill, and TIAA. 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 such as Monte Carlo simulations and Secular Return Estimates.

Paul Kurelko II is a financial advisor at Morgan Stanley with a Series 66 designation and experience working across financial and healthcare sectors including UPMC and PNC. He joined Morgan Stanley in 2024 and has a diverse background spanning roles in consulting, retail, and healthcare before entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.