George Mutrie III is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools like Monte Carlo simulations as part of its financial planning process.

Erica Smith is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA, and has three years of industry experience. Prior to joining Morgan Stanley, she worked at State Street Corporation and held roles in diverse sectors including education, aviation, and media. She also spent five years at Northeastern University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and advanced modeling techniques.

Brian Wilder is a financial advisor at Morgan Stanley in Boston, MA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its process.

Jeffrey Goodstein is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs focused on tailored financial planning supported by proprietary tools and investment modeling.

Joshua Davis is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process backed by firm-approved tools and modeling techniques.

Oliver Wolcott III is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment modeling techniques.

Lucas Ragusa is a financial advisor at Morgan Stanley in Boston, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Commonwealth Financial Network and was involved in several entrepreneurial ventures including Can't Stop Moving and Ragusa Companies LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients via both direct relationships and corporate agreements.

Silvio Kauffmann is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at HSBC Securities and HSBC Bank USA for 10 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Sylvia Han is a CFP® and Series 66 licensed financial advisor with Morgan Stanley in Boston, MA, bringing 15 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of her advisory work, she serves on the corporate board committee of The Boston Club, co-chairing an affinity group for board seat aspirants, and holds leadership roles with the President’s Council of Cornell Women and the Cary Memorial Library Foundation. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines traditional wealth management with additional financial product and principal trading activities.

James Fucigna is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as an executor for an estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment insights from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Judith Reed is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been associated with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she works as a Pilates instructor at a fitness studio. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including personalized financial planning tools and strategies supported by the firm’s Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Andrew Marks is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and previously worked at Boston Private from 2015 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Jamie Racine Hollenbeck is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she has worked as an independent contractor and instructor in investment-related subjects. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and corporate financial planning agreements.

Cole Abdinoor is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior experience includes positions at Fidelity Investments and various roles at Union College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach involves structured planning processes and utilizes tools such as Monte Carlo simulations, while clients maintain responsibility for plan implementation.

Gregory Markel is a CFA® charterholder and financial advisor with Morgan Stanley in Boston, MA, holding the Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles at Strategy Asset Managers, LLC, Holly Street Wealth Advisors, and A.R. Schmeidler & Co., Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Anne Mclister is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She worked at Merrill from 1994 to 2023 before joining Morgan Stanley Smith Barney LLC, where she has been since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Caitlin Killeen is a financial advisor at Morgan Stanley in Boston, MA, with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citigroup and Fidelity Investments. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and a Global Investment Committee’s economic outlook to model outcomes.

Joseph Jorgenson is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Mass Mutual Investors Services, Northwestern Mutual Investment Management, and 4 Leaf Lacrosse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Frank Hill III is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he serves as Vice President of the Finance Committee, Head of the Investment Committee, and a Board Member at the Emerson Umbrella Center for the Arts, and is also a board member of the Massachusetts Board of Bar Overseers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process utilizes structured discovery and firm-approved tools, with advisory services that do not include individual security recommendations as part of standalone plans.

Andrew Abelleira is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, Scottrade, Inc., and Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using firm-approved tools and models, managing approximately $2.74 trillion in client assets.