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 G Kowal
    Vice President, Financial Advisor, Wealth Advisor, Workplace Advisor - Equity Compensation
  • Ashley F. Dour
    Vice President, Wealth Management, Financial Advisor, Portfolio Manager
  • Lily Korine Engelhardt
    Executive Director, Wealth Management, Financial Advisor, Financial Planning Specialist, Senior Investment Management Consultant
  • Jonathan Rynsky
    Senior Vice President, Wealth Management, Financial Advisor, Investment Management Consultant, Senior Portfolio Management Director, Insurance Planning Director
  • 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 C 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 L 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 V 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 L 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 C 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
    Associate 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
    First Vice President, Wealth Management, Financial Advisor, 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
  • Christopher Rice
    Executive Director, Wealth Management, Financial Advisor, Alternative Investments Director, Family Wealth Director
  • Robyn Meredith
    Senior Vice President, Wealth Management, Financial Advisor, Financial Advisor – Wealth Management
  • 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
  • Brendan Johnson, MBA
    Executive Director, Private Wealth Advisor, Portfolio Manager
  • 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
    Private Wealth Advisor, Associate Vice President
  • Blake Davis
    Executive Director, Private Wealth Advisor, Portfolio Manager
  • 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
    Associate Vice President, 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
  • David Rosengarten
    Private Wealth Advisor
  • 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
  • Horace M Barker
    First Vice President, Wealth Management, Financial Advisor
  • R. Michael Walters
    Senior Vice President
  • Mark Howard Lewis
    Managing Director, Private Wealth Management, Family Wealth Director, Private Wealth Advisor, 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 Craig 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
  • Jimmy 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 H Aronoff
    Senior Vice President, 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
    Executive Director, Senior Portfolio Manager, Alternative Investments Director, Financial Advisor
  • Anthony Catalano
    Senior Vice President, Financial Advisor, Portfolio Management Director
  • Allen Liebb
    Senior Vice President, Financial Advisor, Senior Investment Management Consultant, Financial Planning Specialist, Family Wealth Advisor, Senior Portfolio Manager
  • Edward A 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
  • Philippe Crane
    Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
  • 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
    Financial Advisor
  • Mary Pan
    Managing Director, Wealth Management, International Client Advisor, Financial Advisor
  • Jason S Bauman
    Senior Vice President, Wealth Management, Financial Advisor, 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 A Delaguardia
    Senior Vice President, Wealth Management, Financial Advisor, International Client Advisor
  • Lorne Keller
    First Vice President, Financial Advisor, Portfolio Manager
  • Jean-Baptiste Bernard
    Financial Advisor
  • Jordan B 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
  • Ximena Shannon
    Senior Vice President, Financial Advisor, International Client Advisor
  • Richard Stahmer
    Associate Vice President, Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
  • Thomas E Moore III
    Private Wealth Advisor
  • Gary Bronheim
    Senior Vice President, Financial Advisor, Workplace Advisor – Equity Compensation, Portfolio Management Director
  • Joseph D 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
  • Grace King
    Financial Advisor, Executive 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
    First 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
  • 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 A Walla
    First Vice President, Financial Advisor
  • Warren L Teich
    Senior Vice President, Wealth Management, Financial Advisor
  • Gabriel Lee
    Managing Director, Wealth Management, Financial Advisor, International Client Advisor
  • Craig Shapiro
    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
    Associate Vice President, Wealth Management, Financial Advisor, International Client Advisor
  • Sophie Jacobs Klepner
    Financial Advisor
  • Felipe Fernandez
    Financial Advisor
  • Andrey Borodkin
    Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management 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
    Associate Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation, Financial Planning Specialist
  • Philip Gordon
    Financial Advisor, International Client Advisor
  • Ara Talkov
    First 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
  • Brett Cohen
    Senior Vice President, Financial Advisor, Alternative Investments Director
  • 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
  • Paul T 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
  • 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 M Blumenthal
    Senior Vice President, Financial Advisor, Senior Portfolio Management Director
  • Ben Langer
    Financial Advisor, Financial Planning Specialist
  • Scott Zemachson
    Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation
  • Peter A 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 M 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 Fischer
    Financial Advisor
  • Raymond A Abbatepaolo
    First Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
  • Helen M Truax
    Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director
  • Michael John Galanti
    Senior Vice President, Financial Advisor, Portfolio Manager, Lending Specialist
  • Austin Cremins
    Financial Advisor, Financial Planning Specialist, Portfolio Manager
  • Hudson Rogers
    Financial Advisor, Financial Planning Specialist
  • Erick Silva
    Financial Advisor, Financial Planning Specialist
  • Gilbert H 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
  • 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
    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, Portfolio Manager
  • Alexander Kupferberg
    First Vice President, Financial Advisor, International Client Advisor
  • Anthony W. Smith
    Vice President, Financial Advisor
  • Christina Paul
    Executive Director, Wealth Management, 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 M Robards
    Senior Vice President, Wealth Management, Wealth Advisor, International Client Advisor, Portfolio Manager, Alternative Investments Director
  • W. Jonathan Palmer, Jr.
    Vice President, Financial Advisor
  • James Kennedy
    Senior Vice President, Financial Advisor, Senior Portfolio Manager, Portfolio Management Director
  • Arthur Vale
    Executive Director, 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
  • 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
    Financial Advisor, Financial Planning Specialist
  • Robert M Moscovitz
    Vice President, Wealth Management, Financial Advisor
  • Eric F Hernandez
    Managing Director, Wealth Management, Senior Portfolio Management Director, Family Wealth Director, Lending 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
    Senior Vice President, Wealth Management, Financial Advisor
  • Susan Igel Candia
    Senior Vice President, Financial Advisor, Senior Portfolio Management Director, Financial Planning Specialist
  • Anne A Rutherford
    Vice President, Financial Advisor
  • Maria Ross
    Senior Vice President, Financial Advisor, Senior Portfolio Manager, Insurance Planning Director, Workplace Advisor - Equity Compensation, Lending Specialist
  • Robert Chen
    Managing Director, Private Wealth Management, Financial Advisor, Executive Financial Services Director, Senior Portfolio Management Director, Family Wealth Advisor, Alternative Investments Director, Workplace Advisor – Equity Compensation, Lending Specialist
  • Casey Ennis
    Senior Vice President, Financial Advisor, Portfolio Manager
  • Conor MacCourtney
    Senior Vice President, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Portfolio Manager, Financial Planning Specialist, Qualified Plan Financial Consultant, Workplace Advisor - Equity Compensation
  • Bruce M Tanis
    First Vice President, Wealth Management, Financial Advisor
  • Robert Bronfman
    Financial Advisor
  • Jeremy Cohen
    Financial Advisor, Financial Planning Specialist
  • Brian Rabasca
    Financial Advisor
  • Paul Spada
    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
  • R. Samuel McGuire
    Senior Vice President, Wealth Management, Financial Advisor
  • Thomas J. Carey
    First Vice President, Financial Advisor, Portfolio Management Director
  • Michael Chong
    Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, 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
    Associate Vice President, Wealth Management, Financial Advisor
  • David Livingston
    First Vice President, Financial Advisor, Senior Portfolio Manager, Chartered Financial Analyst, Alternative Investments Director
  • Vik Parmar
    Vice President, Wealth Management, 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 R Suero
    Senior Vice President, 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
  • 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
    Senior Vice President, Private Wealth Advisor, Senior Portfolio Management Director, Family Wealth Director
  • Nicholas Dufeu
    Financial Advisor, Financial Planning Specialist
  • 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
    Financial Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation
  • John S Pyne
    Executive Director, Wealth Management, Financial Advisor
  • Michael Scotto
    Financial Advisor
  • Diane Finnerty
    Senior Vice President, Wealth Advisor, Senior Portfolio Management Director, Lending Specialist
  • John L 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 D Hartmann
    Managing Director, Wealth Management, Financial Advisor, Senior Institutional Consultant, Family Wealth Director, Workplace Advisor – Equity Compensation
  • Jeremy Puma
    Associate Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist, Alternative Investments Director, Portfolio Manager
  • Christopher Bentley
    Financial Advisor
  • Ian M. 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
    First 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 J Fixell
    Senior Vice President, 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 E Shapiro
    Vice President, Wealth Management, Financial Advisor, Financial Planning Analyst
  • William Cheung
    Vice President, Private Wealth Management, Wealth Advisor
  • Andrew Lask, MBA
    First Vice President, Wealth Management, 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
  • Curtis Lucas
    Financial Advisor – Wealth Management
  • Thomas Strackhouse
    First Vice President, Wealth Management, Financial Advisor
  • Steven Post
    Senior Vice President, Financial Advisor, Portfolio Manager
  • Shawn A Rubin
    Managing Director, Private Wealth Management, Private Wealth Advisor
  • Peter A Weiss
    Executive Director, Wealth Management, Financial Planning Specialist, Senior Portfolio Management Director, Lending Specialist
  • David Birnbaum
    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
  • William J. Knowles
    Senior Vice President, Wealth Management, Financial Advisor
  • Patrick Errico
    Vice President, Wealth Management, Financial Advisor
  • Brian D Langer
    Financial Advisor, Financial Planning Specialist
  • Moira Garvey
    Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
  • Nicholas Tardy
    Associate 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 L Schulman
    Senior Vice President, Financial Advisor, Senior Portfolio Management Director, Lending Specialist
  • Joseph Stewart
    Vice President, Alternative Investments Director, Financial Advisor
  • Wing Chin
    Senior Vice President, Wealth Management, Financial Advisor
  • Ann M McNulty
    Financial Advisor, Financial Planning Specialist
  • Michael Lombardi
    Senior Vice President, Financial Advisor
  • Elizabeth A Roth
    Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
  • Christina Schatz
    Senior Vice President, Financial Advisor, Senior Portfolio Manager, Global Sports and Entertainment Director
  • Jacob G Shapira
    Senior Vice President, Wealth Management, Financial Advisor, International Client Advisor, Senior Portfolio Manager, Alternative Investments Director
  • Daniel Ritter
    First Vice President, Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager
  • 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
    Executive Director, Wealth Management, Financial 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, Vice President
  • Michael Jawien
    Senior Vice President, Financial Advisor
  • Paul Indig
    Vice President, Wealth Management, Financial Advisor
  • Michael D'Onofrio
    Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation, 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
    First 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
  • Stephen Wentz
    Vice President, Financial Advisor
  • Nathaniel Kukurudz
    Financial Advisor
  • David Blumenthal
    Vice President, Financial Advisor
  • James Pace
    Financial Advisor
  • Emily Sax Bender
    Executive Director, Wealth Management, Financial Advisor, Portfolio Management Director
  • Neil Stern
    First Vice President, Wealth Management, Financial Advisor, Portfolio Manager
  • Benton Christian
    Executive Director, Private Wealth Management, Financial Advisor, International Client Advisor
  • Edward Marx
    Senior Vice President, Portfolio Manager, Certified Investment Management Analyst
  • Mitchell Tordjman
    Senior Vice President, Financial Advisor
  • Michael Marra
    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, Senior Portfolio Management Director, Family Wealth Director, Certified Exit Planning Advisor™ (CEPA), Certified Divorce Financial Analyst
  • Eliot Bu 夫相薰
    Financial Advisor, First Vice President, Wealth Management
  • Dillon Walker
    Financial Advisor
  • Erez Avidan
    First 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
  • William McKee
    Executive 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
  • Zach Shillingford
    Senior Vice President, Financial Advisor, Portfolio Management Director
  • 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 Taylor 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
    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
  • David B. Tyree
    Vice President, Financial Advisor, Portfolio Manager
  • Katsuo Takeda
    Vice President, Wealth Management, Financial Advisor, Insurance Planning Director
  • Joseph Parisi
    Executive Director, Financial Advisor, Senior Portfolio Manager
  • Nancy D. Glassman, CFP®
    First Vice President, Wealth Advisor, Senior Portfolio Manager
  • Simone G. Vinocour
    Financial Advisor, Insurance Planning Director, Financial Planning Specialist
  • Seth Hurwitz
    First 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
  • Lora Cooperman
    Executive Director, Private Wealth Management, 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 Wilkey
    Senior Vice President, Financial Advisor
  • Barry A 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 R 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
  • Arthur Sherman
    Senior Vice President, Financial Advisor, International Client Advisor, Senior Portfolio Manager, Alternative Investments Director
  • 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
    Senior Vice President, Financial Advisor, Portfolio Management Director
  • Bryan Fowlkes
    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