William Boynton is a financial advisor with Morgan Stanley in Boston, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His career includes tenures at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that utilizes firm-approved tools and analytics to help clients develop tailored plans.

Kevin Joos is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials with three years of industry experience. His prior work includes roles at John Hancock Distributors LLC, Bear Hill Health Care LLC, and United Parcel Service. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured planning process.

Erin Carr is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including ALPS Distributors, Inc, and DDJ Capital Management, LLC. Outside of finance, her background includes roles at Bentley University and Gann Academy. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models in its advisory process.

Maria Staffiere is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She worked at Weston Financial Group, Inc. and Weston Securities Corporation for 34 years before joining Morgan Stanley Private Bank and Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and use of firm-approved planning tools.

Connor Hanley is a Series 66-credentialed financial advisor at Morgan Stanley in Boston, MA, with seven years of industry experience. He previously worked at UBS and Camden National Bank and was employed at Bentley University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and planning methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Brian Miller is a financial advisor at Morgan Stanley with Series 63 and Series 66 designations and 39 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

John Lechner IV is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Jessica Birkins is a financial advisor with Morgan Stanley in Boston, MA, holding CFP® certification along with Series 63 and Series 66 licenses. She has 15 years of industry experience, including roles at Eaton Vance Management and Morgan Stanley Private Bank. Birkins has been with Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Paul Kirby is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Kirby serves on the advisory board of the Cape Cod Foundation, a local charitable organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, with a financial planning process that includes firm-approved tools and modeling techniques.

James Geraghty Jr. is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on Maura Healey's Finance Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services through structured planning processes and diverse investment offerings.

Derek Lally is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior background includes roles at Quinnipiac University and Boston Harbor Marine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Michael Landers is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, A.G. Edwards & Sons, and Putnam Investment Management. He serves on the investment committee for Lexington Christian Academy, reviewing the school's endowment investment policy and holdings. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Graham Chevry is a financial advisor with Morgan Stanley in Boston, MA, holding Series 65 and Series 66 licenses and 27 years of industry experience. He previously worked at Coburn & Meredith Inc. for 16 years before joining Morgan Stanley Smith Barney LLC in 2020 and Morgan Stanley Private Bank, N.A. in 2021. Outside of his advisory role, Chevry serves as treasurer for NEADS, a service dog organization based in Princeton, MA, volunteering approximately one hour per week without compensation. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning services that utilize firm-approved tools like Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Jonathan Sullivan is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017 and has prior experience at Lincoln Financial Distributors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates advanced modeling tools but does not provide individual security recommendations within standalone plans.

Christine Koenig is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 11 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2016 and at Morgan Stanley Private Bank, N.A. since 2022. Outside of her advisory work, she serves as a trustee for a trust in Plymouth, Massachusetts, and is involved in property ownership as the proprietor of a condominium unit in Boston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

David Tobias is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Jessica Downing is a financial advisor at Morgan Stanley Wealth Management in Boston, MA, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2012. Outside of her advisory role, she operates an online retail business on Etsy.com. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Robert Bachelder is a financial advisor at Morgan Stanley in Boston, MA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

John Morency is a financial advisor at Morgan Stanley in Boston, MA, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and Mass Mutual Life Insurance Company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and models but does not include individual security recommendations as part of standalone plans.

Michael Hession IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015, both in Boston, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.