Browse all Morgan Stanley Branches, Teams, and Advisors below.

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Branches

Teams

Financial Advisors

  • Joseph Anthony Morandi
    Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director, Financial Wellness Director
  • Brett David Rodriguez
    Senior Vice President, Financial Advisor, Portfolio Management Director, Alternative Investments Director, Certified Investment Management Analyst, Certified Private Wealth Advisor®, Chartered Retirement Planning Counselor, Lending Specialist, Financial Planning Specialist, Workplace Advisor - Equity Compensation
  • Jeffrey S. Gerson
    Managing Director, Wealth Management, Wealth Advisor, Global Sports and Entertainment Director, Family Wealth Director, Senior Portfolio Management Director
  • Michael Kowal
    Vice President, Financial Advisor, Wealth Advisor, Workplace Advisor - Equity Compensation
  • Ashley F. Dour
    Vice President, Wealth Management, Financial Advisor, Portfolio Manager
  • Lily Engelhardt
    Executive Director, Wealth Management, Financial Advisor, Financial Planning Specialist, Senior Investment Management Consultant
  • Paul Kandel
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist
  • Macie A. Stratton
    First Vice President, Wealth Management, Wealth Advisor
  • John Grazioli
    Senior Vice President, Wealth Advisor
  • Kenneth Silva
    Senior Vice President, Financial Advisor, Investment Management Consultant
  • Tate Destefano
    First Vice President, Wealth Management, Financial Advisor, International Client Advisor
  • Margaret M Gannon
    Senior Vice President, Wealth Management, Financial Advisor
  • Howard Fishkind
    Executive Director, Wealth Management, Financial Advisor
  • Garett Engel
    Financial Advisor, Workplace Advisor - Equity Compensation
  • Michael M. Romano
    Financial Advisor, Financial Planning Specialist
  • Eric Cheng
    Senior Vice President, Wealth Management, Financial Advisor, International Client Advisor
  • Rhonda Kaplan
    First Vice President, Financial Advisor, Portfolio Management Director
  • Golan Yehuda
    Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Senior Portfolio Manager, Lending Specialist
  • Joseph L Abuin
    Vice President, Wealth Management, Financial Advisor
  • LiliAnn Stafford
    Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
  • Nathan Hersch
    Associate Vice President, Wealth Management, Financial Advisor
  • Rocco Totino
    First Vice President, Financial Advisor, Portfolio Manager
  • Andrew Wilshinsky
    Managing Director, Wealth Management, Institutional Consulting Director, Corporate Retirement Director, Senior Investment Management Consultant, Senior Portfolio Management Director
  • Charles Dennis
    Senior Vice President, Wealth Advisor, Corporate Client Group Director
  • Joe M. Colasanti
    Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
  • Daniela Branchinelli
    Financial Advisor, Financial Planning Specialist
  • Tariq Evans
    Financial Advisor, CERTIFIED FINANCIAL PLANNER®
  • Nelly Berkovskaya
    First Vice President, Financial Advisor, Family Wealth Director, Executive Financial Services Director, CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor®
  • Renee Siegel
    Managing Director, Wealth Management, Financial Advisor, Senior Investment Management Consultant
  • Seth Hart
    Senior Vice President, Financial Advisor
  • Matthew Morea
    Senior Vice President, Wealth Management, Financial Advisor
  • Brian Chaszar
    Vice President, Financial Advisor
  • Theodore Ice
    Financial Advisor, Workplace Advisor – Equity Compensation, Financial Wellness, Retirement
  • Manny Albuquerque
    Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
  • Jason M. Hochstrasser
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist
  • Glen Macdonald
    Senior Vice President, Wealth Management, Financial Advisor, Institutional Consultant
  • Kevin E Neville
    Senior Vice President, Wealth Management, Financial Advisor
  • Todd Gutkin
    Senior Vice President, Wealth Management, Institutional Consulting Director, Corporate Retirement Director, Financial Wellness Director, Senior Investment Management Consultant, Senior Portfolio Manager, Workplace Advisor - Equity Compensation
  • David Murphy
    Senior Vice President, Financial Advisor, Portfolio Management Director
  • Janice Lynn Alexander
    Vice President, Financial Advisor
  • Robyn Meredith
    Senior Vice President, Wealth Management, Financial Advisor
  • Jesse Eaton
    Managing Director, Wealth Management, Financial Advisor, Corporate Cash Investment Director
  • Matthew Dermer
    Managing Director, Wealth Management, Financial Advisor
  • Christopher Daifotis
    Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director, Global Sports and Entertainment Director
  • James F. Oliveira
    Vice President, Private Wealth Management, Private Wealth Advisor
  • Henry G Stifel III
    Senior Vice President, Private Wealth Advisor, Portfolio Management Director
  • Kimberley Hatchett
    Managing Director, Private Wealth Management, Private Wealth Advisor, Global Sports and Entertainment Director
  • Neil Mitchell
    Managing Director, Private Wealth Management, Private Wealth Advisor, Global Sports and Entertainment Director, Alternative Investments Director
  • Robert Q Fomon
    Managing Director, Private Wealth Management, Private Wealth Advisor
  • Matthew J Tortoso
    Senior Vice President, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director, Portfolio Management Director
  • James Lindsay
    Vice President, Private Wealth Management, Private Wealth Advisor, Family Wealth Director
  • Miguel G. Osio
    Managing Director, Private Wealth Management, Private Wealth Advisor
  • S. Brandon Buchmayr
    Executive Director, Private Wealth Management, Private Wealth Advisor
  • Mark Gonzalez
    Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director, International Client Advisor, Portfolio Manager
  • Paul Reardon
    Senior Vice President, Private Wealth Advisor
  • Janine Millensifer
    Vice President, Private Wealth Management, Private Wealth Advisor, Portfolio Manager
  • Cillian O'Bradaigh
    Executive Director, Private Wealth Advisor, International Client Advisor, Family Wealth Director
  • Robert Cator
    Private Wealth Advisor, Portfolio Manager
  • Christopher Rice
    Managing Director, Wealth Management, Financial Advisor, Alternative Investments Director, Family Wealth Director
  • David Rosengarten
    Private Wealth Advisor, Workplace Advisor - Equity Compensation
  • Nadine Wong
    Executive Director, Private Wealth Management, Private Wealth Advisor, Portfolio Management Director, Alternative Investments Director, Family Wealth Director, Global Sports and Entertainment Director, Lending Specialist
  • Robert Schnell
    First Vice President, Wealth Management, Financial Advisor, Senior Investment Management Consultant, CHARTERED RETIREMENT PLANS SPECIALIST, Qualified Plan Financial Consultant, Financial Planning Specialist, Insurance Planning Director, Portfolio Management Director, Workplace Advisor - Equity Compensation
  • Horace M Barker
    Vice President, Wealth Management, Financial Advisor
  • R. Michael Walters
    Senior Vice President
  • Mark Howard Lewis
    Managing Director, Private Wealth Advisor, Family Wealth Director, Founders Specialist, Workplace Advisor - Equity Compensation, Lending Specialist, Global Sports and Entertainment Director
  • Cyro Averbach
    Managing Director, Financial Advisor
  • Carmen B Torruella
    Financial Advisor, Wealth Advisor
  • Mark J McCooey
    Vice President, Wealth Management, Financial Advisor
  • R Barnes
    Second Vice President, Financial Advisor, Financial Planning Specialist
  • Kevin Carroll
    Managing Director, Private Wealth Management, Managing Director, Private Wealth Management
  • Sofia Michelle Ward
    Managing Director, Wealth Management, International Client Advisor, Family Wealth Director
  • David Knafo
    Financial Advisor
  • Martin Rosengarten
    Second Vice President, Senior Investment Management Consultant, Financial Planning Specialist
  • James Janeczek
    Vice President, Financial Advisor, Lending Specialist, Workplace Advisor - Equity Compensation
  • Jill Schildkraut-Katz
    Managing Director, Family Wealth Director, Private Wealth Advisor, Alternative Investments Director, Workplace Advisor – Equity Compensation
  • Philip Aronoff
    Executive Director, Financial Advisor, Senior Portfolio Management Director, Alternative Investments Director, Financial Planning Specialist, Lending Specialist
  • Michael L Schwartz
    First Vice President, Wealth Management, Investment Consultant, Financial Planning Specialist
  • Conner McGee
    Managing Director, Portfolio Management Director, Alternative Investments Director, Insurance Planning Director, Financial Advisor
  • Jason Wang
    Executive Director, Private Wealth Management, Private Wealth Advisor, International Client Advisor, Senior Portfolio Manager, Alternative Investments Director
  • Noah Ennis
    Managing Director, Senior Portfolio Manager, Alternative Investments Director, Financial Advisor
  • Anthony Catalano
    Senior Vice President, Financial Advisor, Portfolio Management Director
  • James Polyak
    First Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, CHARTERED RETIREMENT PLANS SPECIALIST, Financial Planning Specialist, Insurance Planning Director
  • Allen Liebb
    Senior Vice President, Financial Advisor, Senior Investment Management Consultant, Financial Planning Specialist, Family Wealth Advisor, Senior Portfolio Manager
  • Edward Glenn
    Senior Vice President, Portfolio Management Director
  • Roz M O'Connor
    Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Lending Specialist, Alternative Investments Director, Founders Specialist
  • Frederick Pazmino
    First Vice President, Private Wealth Management, Financial Advisor, International Client Advisor
  • Carolina Silva
    Financial Advisor, Workplace Advisor - Equity Compensation
  • Lei Bely-Cheng
    Financial Advisor
  • Jeff Shi
    Senior Vice President, Financial Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation
  • Jonathan Schaechter
    Senior Vice President, Financial Advisor
  • Edwina Early Annicelli
    Vice President, Private Wealth Management, Financial Advisor, Senior Portfolio Manager
  • Michael Kitlinski
    Financial Advisor
  • Edward Yu
    Vice President, Wealth Management, Financial Advisor
  • Mary Pan
    Managing Director, Wealth Management, International Client Advisor, Financial Advisor
  • Jason Bauman
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, Alternative Investments Director, International Client Advisor
  • Sandra Stein
    Senior Vice President, Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager
  • John B. Coyne
    Senior Vice President, Financial Advisor
  • Raul Delaguardia
    Senior Vice President, Wealth Management, Financial Advisor, International Client Advisor
  • Lorne Keller
    First Vice President, Financial Advisor, Portfolio Manager
  • Jordan Eisenberg
    Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, International Client Advisor, Corporate Cash Investment Director
  • Alvaro Ramirez
    Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
  • Patricia Glass
    Senior Vice President, Financial Advisor, Portfolio Management Director, Workplace Advisor - Equity Compensation
  • Yuji Fujii
    First Vice President, Financial Advisor, CHARTERED RETIREMENT PLANS SPECIALIST, Senior Portfolio Manager, Professional Alliance Group Director, CERTIFIED FINANCIAL PLANNER®, Workplace Advisor – Equity Compensation
  • Rouby Souraty
    Vice President, Financial Advisor, International Client Advisor
  • Frank Laezza
    Executive Director, Financial Advisor, Workplace Advisor - Equity Compensation
  • Ximena Shannon
    Senior Vice President, Financial Advisor, International Client Advisor
  • Richard Stahmer
    Vice President, Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
  • Thomas E Moore III
    Private Wealth Advisor
  • Joseph Catalano
    Senior Vice President, Financial Advisor, International Client Advisor
  • Evelyn Garcia
    Senior Vice President, Wealth Management, Financial Advisor, International Client Advisor
  • Adam Crown
    Senior Vice President, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director, Lending Specialist
  • Luciana Carmelino
    Financial Advisor
  • Grace King
    Financial Advisor, Managing Director, Wealth Management
  • Claudio Duboy
    Managing Director, Wealth Management, Financial Advisor, International Client Advisor
  • Marcelo Takieddine
    Managing Director, Financial Advisor, Global Sports and Entertainment Director, International Client Advisor
  • Dimitri Drouillard, MBA
    Senior Vice President, Financial Advisor, Financial Planning Specialist, Portfolio Manager
  • Mark I Miller
    Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Alternative Investments Director, Family Wealth Director, Lending Specialist, Workplace Advisor - Equity Compensation, Founders Specialist
  • Krishnan Ramachandran
    Executive Director, Wealth Management, Financial Advisor, International Client Advisor
  • Edmund Debler
    Senior Vice President, International Client Advisor, Senior Portfolio Manager
  • Raymond Burns
    Senior Vice President, Financial Advisor, Financial Planning Specialist, Global Sports and Entertainment Director
  • Rodrigo Artigas Abucham
    Managing Director, Financial Advisor, Portfolio Manager, Futures Specialist, Alternative Investments Director
  • Paul Comas
    First Vice President, Financial Advisor, International Client Advisor
  • John Walla
    First Vice President, Financial Advisor
  • Warren Teich
    Senior Vice President, Wealth Management, Financial Advisor
  • Gabriel Lee
    Managing Director, Wealth Management, Financial Advisor, International Client Advisor
  • Craig Shapiro
    First Vice President, Financial Advisor
  • Andrea Czarniak
    Financial Advisor
  • Francesco Balducci
    First Vice President, Financial Advisor
  • Thiago Finoti
    Senior Vice President, International Client Advisor, Financial Advisor
  • Jack Liu
    Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Alternative Investments Director, International Client Advisor
  • Seth Bronheim
    Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Workplace Advisor – Equity Compensation
  • Randa El-Sayed Haffar
    Private Wealth Advisor, International Client Advisor
  • Melissa Ruttner
    Financial Advisor
  • Michael A. Silver
    Senior Vice President, Financial Advisor, Portfolio Management Director, Alternative Investments Director, Lending Specialist
  • Barbara A Fox
    Senior Vice President, Financial Advisor
  • Silene Barnes
    Vice President, Wealth Management, Financial Advisor, International Client Advisor
  • Sophie Jacobs Klepner
    Financial Advisor, Global Sports and Entertainment Associate Director, Workplace Advisor - Equity Compensation
  • Felipe Fernandez
    Financial Advisor
  • Andrey Borodkin
    Executive Director, Wealth Management, Financial Advisor, Portfolio Management Director, Alternative Investments Director
  • James Coleman
    Financial Advisor, Financial Planning Specialist
  • Matthew Reinhart
    Vice President, Financial Advisor, Corporate Retirement Director
  • Chelsea Bernstein
    Senior Vice President, Financial Advisor, Global Sports and Entertainment Director, CERTIFIED FINANCIAL PLANNER®
  • Jack Patrina
    Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation, Financial Planning Specialist
  • Philip Gordon
    Financial Advisor, International Client Advisor
  • Ara Talkov
    Senior Vice President, Financial Advisor, Executive Financial Services Director, Global Sports and Entertainment Director, Workplace Advisor - Equity Compensation, Alternative Investments Director, Lending Specialist, Financial Planning Specialist
  • Sana Bao (包薩娜)
    International Client Advisor, Financial Advisor
  • Aldi Tafani
    Executive Director, Financial Advisor
  • Aleksandr Guzenfeld
    Managing Director, Wealth Management, Financial Advisor, International Client Advisor
  • Adam J. Darrow
    Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
  • Stephen Gadze
    Financial Advisor, Financial Planning Specialist, Global Sports and Entertainment Associate Director, Workplace Advisor - Equity Compensation
  • Christian N. Arriz
    Senior Vice President, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director, Lending Specialist
  • Daniel Sharkey
    Senior Vice President, Financial Advisor
  • Galit Ben-Joseph
    Managing Director, Private Wealth Advisor
  • Marcus Kline
    Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation
  • Michael John Galanti
    Executive Director, Financial Advisor, Portfolio Manager, Lending Specialist
  • Paul Azzaretto
    Managing Director, Wealth Management, Wealth Advisor, Senior Portfolio Management Director, Family Wealth Director
  • Irene Liu (劉艾玲)
    Financial Advisor, Portfolio Manager, International Client Advisor, Alternative Investments Director
  • W. Jonathan Palmer, Jr.
    Vice President, Financial Advisor
  • Shang Wen Huang
    Senior Vice President, Financial Advisor
  • Elena Benussi
    Associate Vice President, Wealth Management, Financial Advisor, Portfolio Manager
  • Mona Andrikian
    Senior Vice President, Wealth Management, Financial Advisor, Certified Portfolio Manager, Alternative Investments Director, Global Sports and Entertainment Director
  • Riza Dekidjiev Jr.
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Alternative Investments Director
  • Jeffrey Blumenthal
    Senior Vice President, Financial Advisor, Senior Portfolio Management Director
  • Ben Langer
    Financial Advisor, Portfolio Manager, Financial Planning Specialist
  • Scott Zemachson
    Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation
  • Peter Dreyfuss
    Vice President, Financial Advisor
  • Luke Everett Denigris
    Financial Advisor, Financial Planning Specialist, Alternative Investments Director, Portfolio Manager
  • Raymond Beyda
    Vice President, Financial Advisor, Financial Planning Specialist
  • Annamarie L Priolo
    Senior Vice President, Financial Advisor, Financial Planning Associate
  • Brian Cumberland
    Financial Advisor, Alternative Investments Director
  • Denis Sepulveda
    Senior Vice President, Financial Advisor, Financial Planning Specialist
  • David Mash
    Financial Advisor, Associate Vice President
  • Frank Boni
    Financial Advisor, Financial Planning Specialist
  • Terence Byrne
    First Vice President, Wealth Management, Financial Advisor, Portfolio Manager
  • Todd Richman
    Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Global Sports and Entertainment Director, Workplace Advisor - Equity Compensation
  • Brian C O'Donnell
    Financial Advisor, Alternative Investments Director, Workplace Advisor – Equity Compensation
  • Matt Howard
    Financial Advisor, Financial Planning Specialist
  • Robert M. Fischer
    Financial Advisor
  • Raymond A Abbatepaolo
    First Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
  • Helen Truax
    Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director
  • Austin Cremins
    Vice President, Financial Advisor, Financial Planning Specialist, Portfolio Manager
  • Hudson Rogers
    Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
  • Erick Silva
    Financial Advisor, Financial Planning Specialist
  • Gilbert Levine
    Senior Vice President, Wealth Management, Financial Advisor, Senior Investment Management Consultant, Senior Portfolio Manager
  • Frank Delli Carpini
    Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor – Equity Compensation, Lending Specialist, Founders Specialist
  • Taylor J. Coates
    Financial Advisor, Financial Planning Specialist
  • Michael Malone
    Vice President, Financial Advisor
  • Matthew J. Schuster
    First Vice President, Wealth Management, Wealth Advisor, Portfolio Manager, Alternative Investments Director
  • Sam McCormick
    Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, Workplace Advisor - Equity Compensation
  • Corey S Fleisher
    Senior Vice President, Wealth Management, Financial Advisor, Vice President
  • Thomas Bencosme
    Senior Vice President, Financial Advisor
  • Seth Marcus
    Executive Director, Financial Advisor
  • Elizabeth Harrigan
    Institutional Consultant
  • Maria Brisbane
    Managing Director, Private Wealth Management, Private Wealth Advisor
  • Alex Zachary
    Vice President, Private Wealth Advisor
  • David Chong
    Financial Advisor, First Vice President, Wealth Management
  • David Sgorbati
    First Vice President, Financial Advisor, Portfolio Manager
  • James Ferrante
    Senior Vice President, Financial Advisor, Alternative Investments Director, Lending Specialist
  • Sandra Gabay
    First Vice President, Wealth Management, Financial Advisor
  • Joseph Longobardi
    Executive Director, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Insurance Planning Director, Alternative Investments Director, Senior Portfolio Management Director, Family Wealth Director
  • Alexander Kupferberg
    First Vice President, Financial Advisor, International Client Advisor
  • Anthony W. Smith
    Vice President, Financial Advisor
  • Christina Paul
    Managing Director, Financial Advisor, Family Wealth Director, Lending Specialist
  • David Hsu
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director, Financial Planning Specialist, Workplace Advisor - Equity Compensation
  • John Robards
    Senior Vice President, Wealth Management, Wealth Advisor, International Client Advisor, Portfolio Manager, Alternative Investments Director
  • James Kennedy
    Senior Vice President, Financial Advisor, Portfolio Management Director
  • Arthur Vale
    Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director
  • Karen Craddock
    Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist
  • Susan L Kingsolver
    Managing Director, Private Wealth Advisor, Private Wealth Advisor, Alternative Investments Director, Senior Investment Management Consultant
  • Casey Kriedman
    Managing Director, Private Wealth Management, Wealth Advisor
  • Brian Herbets
    Senior Vice President, Financial Advisor, Portfolio Manager, Alternative Investments Director, Workplace Advisor - Equity Compensation
  • James Marner
    Financial Advisor
  • Mark Levande
    Vice President, Wealth Management, Financial Advisor, Alternative Investments Director
  • John Beriau
    Senior Vice President, Private Wealth Advisor
  • Kaitlyn Hogue Mellini
    Financial Advisor, Financial Planning Specialist
  • Alex Zamoyski
    Senior Vice President, Financial Advisor
  • Gary Kenajian
    Senior Vice President, Wealth Management, Financial Advisor
  • Reuben Askowitz
    First Vice President, Wealth Management, Financial Advisor
  • Derek Sean Finnell
    First Vice President, Financial Advisor, Senior Portfolio Manager
  • Nicholas Vertucci
    Vice President, Wealth Management, Financial Advisor
  • Kyle Young
    Senior Vice President, Financial Advisor, Workplace Advisor - Equity Compensation
  • Gwen Parks
    Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
  • Robert Moscovitz
    Vice President, Wealth Management, Financial Advisor
  • Rachael A. Christiano (Rohrig)
    Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Portfolio Management Director, Financial Planning Specialist
  • Eric F Hernandez
    Managing Director, Wealth Management, Senior Portfolio Management Director, Family Wealth Director, Lending Specialist
  • Jane Rav
    Financial Advisor, Financial Planning Specialist
  • Ann Neumann
    First Vice President, Financial Advisor, Portfolio Manager, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist
  • Gregory Macko
    Vice President, Financial Advisor
  • Keith Petrus
    Senior Vice President, Financial Advisor
  • Kyle Medeiros
    Executive Director, Wealth Management, Financial Advisor, Portfolio Manager, Financial Planning Specialist
  • Susan Igel Candia
    Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Financial Planning Specialist
  • Anne Rutherford
    Vice President, Financial Advisor
  • Maria Ross
    Executive Director, Financial Advisor, Senior Portfolio Manager, Insurance Planning Director, Workplace Advisor - Equity Compensation, Lending Specialist
  • Robert Chen
    Managing Director, Private Wealth Advisor, Executive Financial Services Director, Senior Portfolio Management Director, Family Wealth Advisor, Alternative Investments Director, Workplace Advisor – Equity Compensation, Lending Specialist
  • Casey Ennis
    Executive Director, Financial Advisor, Portfolio Manager
  • Conor MacCourtney
    Senior Vice President, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Senior Portfolio Management Director, Financial Planning Specialist, Qualified Plan Financial Consultant, Workplace Advisor - Equity Compensation
  • Bruce Tanis
    First Vice President, Wealth Management, Financial Advisor
  • Jeremy Cohen
    Financial Advisor, Financial Planning Specialist
  • Brian Rabasca
    Vice President, Financial Advisor
  • Scott M. Lazarus
    Vice President, Financial Advisor, Senior Portfolio Manager
  • Jonathan Torop
    Managing Director, Wealth Management, Financial Advisor
  • Russell S Loesch
    Managing Director, Wealth Advisor
  • J. Scott Quinto
    First Vice President, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Senior Portfolio Manager, Alternative Investments Director, Financial Planning Specialist
  • R. Samuel McGuire
    Senior Vice President, Wealth Management, Financial Advisor
  • Thomas J. Carey
    Senior Vice President, Financial Advisor, Portfolio Management Director
  • Michael Chong
    Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, Portfolio Manager
  • Brendan Johnson, MBA
    Executive Director, Private Wealth Advisor, Portfolio Manager
  • Michael Burker
    Senior Vice President, Financial Advisor
  • Francesca Zavolta
    Senior Vice President, International Client Advisor, Senior Portfolio Manager, Private Wealth Advisor
  • Steve Beck
    Financial Advisor, Alternative Investments Director
  • Christopher Grizzetti
    Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
  • Jose Delmedico
    Senior Vice President, Financial Advisor, International Client Advisor
  • Thomas G Poteat
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
  • Michael J. Kelley
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
  • Richard Frank
    Senior Vice President, Wealth Management, Financial Advisor
  • David Livingston
    First Vice President, Financial Advisor, Senior Portfolio Manager, Chartered Financial Analyst, Alternative Investments Director
  • Vikramjit Parmar
    First Vice President, Financial Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation
  • Seth Gallagher
    Financial Advisor, Alternative Investments Director
  • Brian Driscoll
    Senior Vice President, Financial Advisor, Corporate Retirement Director, Financial Wellness Director, Accredited Investment Fiduciary
  • Alexander Suero
    Executive Director, Financial Advisor, Senior Portfolio Management Director, Family Wealth Director
  • Judith Tuller
    First Vice President, Financial Planning Specialist
  • Jordan Black
    Senior Vice President, Wealth Management, Senior Portfolio Management Director
  • Laura X. Chen
    Senior Vice President, Financial Advisor, Executive Financial Services Director, Alternative Investments Director
  • Michael Mauro
    Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Global Sports and Entertainment Director, Senior Portfolio Management Director, Financial Planning Specialist, Qualified Plan Financial Consultant, Workplace Advisor - Equity Compensation
  • Brandon Sumner
    Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Workplace Advisor - Equity Compensation, Financial Planning Specialist
  • James H Bais
    Executive Director, Financial Advisor, Senior Portfolio Management Director
  • Michael R Guarnaccia
    Senior Vice President, Financial Advisor, Financial Planning Specialist, Portfolio Management Director
  • Joel Kamor
    Vice President, Financial Advisor, Financial Planning Specialist, Chartered Financial Analyst, Global Sports and Entertainment Associate Director
  • Louise Shim
    Executive Director, Private Wealth Advisor, Senior Portfolio Management Director, Family Wealth Director
  • Nicholas Dufeu
    Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
  • Ron Cestra
    Financial Advisor
  • Nicholas Duarte
    Vice President, Financial Advisor
  • Christopher C. Gates
    Managing Director, Private Wealth Management, Private Wealth Advisor
  • Andrew R. Damato
    Financial Advisor, Senior Vice President, Portfolio Management Director, Global Sports and Entertainment Director
  • Joseph Duarte
    Managing Director, Private Wealth Management, Private Wealth Advisor, Global Sports and Entertainment Director, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation, Alternative Investments Director
  • Adam Zipper
    Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Corporate Cash Investment Director, Alternative Investments Director, Founders Specialist
  • Andrew DiMaggio Gates
    Financial Advisor, Financial Planning Specialist
  • Leon Henderson, Jr.
    Managing Director, Private Wealth Management, Private Wealth Advisor
  • Adam Shayo
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation
  • John Pyne
    Executive Director, Wealth Management, Financial Advisor
  • Michael Scotto
    Executive Director, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
  • Diane Finnerty
    Senior Vice President, Wealth Advisor, Senior Portfolio Management Director, Lending Specialist
  • John Vessa
    Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Senior Investment Management Consultant
  • Richard L Schneider
    Senior Vice President, Financial Advisor
  • Susan Feitelberg
    Senior Vice President, Financial Advisor, Family Wealth Advisor, Global Sports and Entertainment Director
  • Jennifer Hartmann
    Managing Director, Wealth Management, Financial Advisor, Senior Institutional Consultant, Family Wealth Director, Workplace Advisor – Equity Compensation
  • Jeremy Puma
    Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist, Alternative Investments Director, Portfolio Manager
  • Christopher Bentley
    Financial Advisor
  • Ian Rowan
    Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
  • David Bieber
    Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director, Global Sports and Entertainment Associate Director, Executive Financial Services Director, International Client Advisor, Portfolio Manager
  • R Arioch Griffiths
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Lending Specialist
  • Matthew DeCrosta
    Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Portfolio Management Director, Workplace Advisor – Equity Compensation
  • Gengsheng Lu
    Managing Director, Private Wealth Management, Private Wealth Advisor, International Client Advisor, Alternative Investments Director
  • Anne Izzillo
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Family Wealth Advisor, Financial Planning Specialist, Lending Specialist
  • Daniel Fixell
    Executive Director, Financial Advisor, Financial Planning Specialist
  • Jessica LaBarbera
    Financial Advisor, Financial Planning Specialist
  • John Coleman
    Financial Advisor, Portfolio Manager, Alternative Investments Director
  • Chad Levy
    Vice President, Wealth Management, Financial Advisor
  • Brian M Biegen
    Senior Vice President, Financial Advisor, Financial Planning Specialist
  • Steven Benvin
    Vice President, Financial Advisor
  • Valerie Shapiro
    Vice President, Wealth Management, Financial Advisor, Financial Planning Analyst
  • William Cheung
    Vice President, Private Wealth Management, Wealth Advisor
  • Andrew Lask, MBA
    Senior Vice President, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director, Workplace Advisor - Equity Compensation
  • Terry Osborn
    First Vice President, Financial Advisor, International Client Advisor
  • Carter Smith
    Financial Advisor, Senior Portfolio Management Director
  • Jim Mercurio
    Senior Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation, CERTIFIED FINANCIAL PLANNER®, Portfolio Manager, Alternative Investments Director
  • Anthony C. Stone
    Financial Advisor, Alternative Investments Director
  • Curtis Lucas
    Financial Advisor – Wealth Management
  • Thomas Strackhouse
    Senior Vice President, Wealth Management, Financial Advisor, Global Sports and Entertainment Associate Director
  • Steven Post
    Senior Vice President, Financial Advisor, Portfolio Manager
  • Shawn Rubin
    Managing Director, Private Wealth Management, Private Wealth Advisor
  • Peter Weiss
    Executive Director, Wealth Management, Financial Planning Specialist, Senior Portfolio Management Director, Lending Specialist
  • David Birnbaum
    Vice President, Wealth Management, Financial Advisor, Alternative Investments Director, Global Sports and Entertainment Associate
  • Laura Saver
    First Vice President, Wealth Management, Financial Advisor, International Client Advisor
  • Michael Ventura
    Senior Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director
  • Patrick Errico
    Vice President, Wealth Management, Financial Advisor
  • Brian D Langer
    Senior Vice President, Financial Advisor, Financial Planning Specialist
  • Moira Garvey
    Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
  • Nicholas Tardy
    Vice President, Financial Advisor, Government Entity Specialist, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER®, Workplace Advisor – Equity Compensation, Financial Wellness, Retirement, CHARTERED RETIREMENT PLANS SPECIALIST
  • Sueanne Schulman
    Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Lending Specialist
  • Joseph Stewart
    Vice President, Alternative Investments Director, Financial Advisor
  • Kamesh Nagarajan
    Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, International Client Advisor
  • Wing Chin
    Senior Vice President, Wealth Management, Financial Advisor
  • Ann McNulty
    Financial Advisor, Financial Planning Specialist
  • Michael Lombardi
    Senior Vice President, Financial Advisor
  • Elizabeth Roth
    Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
  • Christina Schatz
    Executive Director, Financial Advisor, Senior Portfolio Manager, Global Sports and Entertainment Director
  • Jacob Shapira
    Senior Vice President, Wealth Management, Financial Advisor, International Client Advisor, Senior Portfolio Manager, Alternative Investments Director
  • Blake Davis
    Executive Director, Private Wealth Advisor, Portfolio Manager
  • Daniel Ritter
    Senior Vice President, Financial Advisor, Financial Planning Specialist, Portfolio Management Director
  • Jerry Colletti
    First Vice President, Financial Advisor
  • Kimberly Greenberg
    Vice President, Financial Advisor
  • Ethan Li
    Financial Advisor, Alternative Investments Director
  • Bradford Cushman
    Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director, International Client Advisor, Lending Specialist, Alternative Investments Director
  • Michael Rosenthal
    Senior Vice President, Financial Advisor
  • Ramy Assaf
    Senior Vice President, Wealth Management, Financial Advisor
  • Tracy L Bird
    Executive Director, Wealth Management, Financial Advisor, Portfolio Management Director, Family Wealth Director
  • David L. Sherman
    Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
  • Daniel J Sherman
    Executive Director, Financial Advisor, Family Wealth Director, Alternative Investments Director, Senior Portfolio Management Director, Financial Planning Specialist
  • Lisa Santo
    Managing Director, Wealth Management, Wealth Advisor, Family Wealth Director, Portfolio Management Director, Lending Specialist
  • Curtis ter Kuile
    Managing Director, Wealth Management, Senior Portfolio Management Director
  • Abbas Baqueri
    Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager
  • Jeffrey T Di Napoli
    Managing Director, Private Wealth Management, Private Wealth Advisor, International Client Advisor
  • Joshua Berman
    Financial Advisor, Portfolio Manager, Chartered Retirement Plans Specialist, Chartered Retirement Planning Counselor, Corporate Retirement Director, Qualified Plan Financial Consultant
  • Robert Myers
    Executive Director
  • Fitzroy Whyte
    Financial Advisor, Financial Planning Specialist
  • Drew Poffel
    Vice President, Wealth Management, Financial Advisor
  • Kraig J. Correll
    Senior Vice President, Financial Advisor
  • Sam Lewis
    Vice President, Wealth Management, Financial Advisor, Portfolio Manager
  • Wojciech Domagala
    Financial Advisor, First Vice President
  • Michael Jawien
    Senior Vice President, Financial Advisor
  • Paul Indig
    Vice President, Wealth Management, Financial Advisor
  • Michael D'Onofrio
    Senior Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation, Senior Portfolio Manager
  • Gregory Pidgeon
    Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
  • Philip Carter
    Vice President, Wealth Management, Financial Advisor, Alternative Investments Director
  • Stephane Ventilato
    Associate Vice President, Wealth Management, Financial Advisor
  • Jose M. Martinez
    Financial Advisor, Alternative Investments Director
  • Libby Miller
    Senior Vice President, Financial Advisor, Financial Planning Specialist, Certified Divorce Financial Analyst
  • David B Glickstein
    Managing Director, Wealth Management, Financial Advisor, Portfolio Management Director
  • Craig Pastolove
    Managing Director, Private Wealth Management, Financial Advisor, Alternative Investments Director, Institutional Consultant
  • Stephen Wentz
    Vice President, Financial Advisor
  • Nathaniel Kukurudz
    Financial Advisor
  • David Blumenthal
    Vice President, Financial Advisor
  • James Pace
    Financial Advisor, CERTIFIED FINANCIAL PLANNER®
  • Emily Bender
    Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation
  • Neil Stern
    First Vice President, Wealth Management, Financial Advisor, Portfolio Manager
  • Benton Christian
    Managing Director, Wealth Management, Financial Advisor, International Client Advisor
  • Edward Marx
    Senior Vice President, Portfolio Manager, Certified Investment Management Analyst
  • Mitchell Tordjman
    Executive Director, Financial Advisor
  • Michael Marra
    Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Plans Specialist, Senior Portfolio Manager
  • Eric A. DiNapoli
    Executive Director, Financial Advisor, Senior Portfolio Management Director, Chartered Retirement Plans Specialist
  • Gregory L. Chaskin
    Executive Director, Wealth Management, Wealth Advisor, Founders Specialist, Senior Portfolio Management Director, Family Wealth Director, Certified Exit Planning Advisor™ (CEPA), Certified Divorce Financial Analyst
  • Eliot Bu 夫相薰
    Senior Vice President, Wealth Management, Financial Advisor
  • Dillon Walker
    Associate Vice President, Wealth Management, Financial Advisor
  • Erez Avidan
    Senior Vice President, Wealth Management, Financial Advisor
  • Dennis Lee
    Senior Vice President, Wealth Management, Financial Advisor
  • Jesse Friedman
    Executive Director, Wealth Management, Financial Advisor
  • Olga Pereira
    Financial Advisor
  • Anthony Giliberto
    Financial Advisor, Associate Vice President
  • William McKee
    Managing Director, Wealth Management, Financial Advisor, Lending Specialist, Family Wealth Director, Portfolio Management Director
  • M. Isabel Torres- Ullauri
    Senior Vice President, Financial Advisor, International Client Advisor
  • John Shillingford
    Executive Director, Financial Advisor, International Client Advisor
  • Danny Harris
    Financial Advisor, Financial Planning Specialist
  • Morris Krimolovsky
    Senior Vice President, Financial Advisor
  • Lauren Santo
    Financial Advisor, Financial Planning Specialist
  • Eric M Schaffer
    Senior Vice President, Financial Advisor
  • Joseph Guerrero
    Financial Advisor
  • Paul Litman, MBA
    Senior Vice President, Wealth Management, Financial Advisor, International Client Advisor
  • Peter Gelwarg
    Managing Director, Wealth Management, Financial Advisor, Workplace Advisor – Equity Compensation, Global Sports and Entertainment Director
  • Jolie Ann Calella
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
  • Casey Weyand
    Managing Director, Private Wealth Management, Portfolio Management Director, Alternative Investments Director
  • Jeff Winters
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Alternative Investments Director
  • John Vigh
    Associate Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
  • Nitin Gupta
    Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director, Workplace Advisor – Equity Compensation
  • Harold Moran
    Financial Advisor
  • Samuel Reilly
    First Vice President, Financial Advisor, Alternative Investments Director
  • Judy Chen
    First Vice President, Financial Advisor, International Client Advisor
  • Katsuo Takeda
    Vice President, Wealth Management, Financial Advisor, Insurance Planning Director
  • Joseph Parisi
    Executive Director, Financial Advisor, Senior Portfolio Manager
  • Nancy D. Glassman, CFP®
    Senior Vice President, Wealth Management, Wealth Advisor, Senior Portfolio Manager
  • Simone Vinocour McKeever
    Financial Advisor, Insurance Planning Director, Financial Planning Specialist
  • Seth Hurwitz
    Senior Vice President, Financial Advisor, Portfolio Management Director, Lending Specialist
  • Chelsea Brogan
    Associate Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Portfolio Manager, Workplace Advisor - Equity Compensation
  • James P. Dolan
    Senior Vice President, Financial Advisor
  • Evan Malik
    Senior Vice President, Private Wealth Advisor
  • Scott Litner
    Executive Director, Private Wealth Management, Financial Advisor, Global Sports and Entertainment Director
  • Edward Pagano
    Financial Advisor, Financial Planning Specialist
  • Mac Coughlin
    Financial Advisor
  • Jenny Yu
    Financial Advisor, Financial Planning Specialist
  • Olumide (Miday) Wilkey
    Senior Vice President, Financial Advisor
  • Brian Riccardi
    Senior Vice President, Financial Advisor, Corporate Retirement Director
  • Tom Dwyer
    First Vice President, Financial Advisor, Corporate Retirement Director
  • Barry Siegel
    Senior Vice President, Financial Advisor
  • Nathaniel Bier
    Senior Vice President, Wealth Management, Financial Advisor, Wealth Advisor
  • John Marchak
    Senior Vice President, Financial Advisor, Senior Portfolio Manager, Lending Specialist
  • Daniel Kahn
    Vice President, Financial Advisor, Senior Portfolio Manager
  • Cindy M Ng
    Financial Advisor, Financial Planning Specialist
  • Ron Vinder
    Managing Director, Private Wealth Management, Private Wealth Advisor
  • David Menoni
    Senior Vice President, Financial Advisor, Chartered Retirement Planning Counselor, Senior Portfolio Manager
  • Katie DeMarco
    Senior Vice President, Wealth Management, International Client Advisor
  • Richard Juracka
    Senior Vice President, Financial Advisor
  • Christopher Tisi
    Managing Director, Wealth Management, Senior Portfolio Management Director, Alternative Investments Director, Lending Specialist
  • Michael J. Brathwaite
    First Vice President, Wealth Management, Financial Advisor
  • Catherine Guidera
    First Vice President, Wealth Management, Financial Advisor
  • Jonathan Bernstein
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
  • D. Spencer Gillen
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
  • Richard Winkler
    Senior Vice President, Portfolio Manager
  • Matthew Gershon
    First Vice President, Financial Advisor
  • Albert Dishner
    Financial Advisor
  • Richard Yuen
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
  • Bayard DeMallie
    Senior Vice President, Wealth Management, International Client Advisor, Portfolio Management Director, Alternative Investments Director
  • Greg Waldman
    Senior Vice President, Financial Advisor, Alternative Investments Director
  • Chris Chung
    Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Lending Specialist
  • Bryan Fowlkes
    First Vice President, Financial Advisor, Portfolio Manager
  • Anthony Rinella IV
    Senior Vice President, Wealth Management, Financial Advisor, Estate Planning Consultant, Family Wealth Director
  • David H. Graham
    Portfolio Management Director, Senior Vice President, Financial Advisor
  • Parker Gaglione
    Vice President, Wealth Management, Financial Advisor