Scott Notargiacomo is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 34 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. He serves on the finance committee of NEADS - Dogs for Deaf and Disabled Americans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Paul Matthews is a financial advisor with Morgan Stanley Wealth Management in Boston, MA, holding a CFA® designation along with Series 63 and 66 licenses. He has eight years of industry experience, including prior roles at J.P. Morgan Securities and J.P. Morgan Chase bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process using approved tools and manages approximately $2.74 trillion in client assets.

Van Liao is a financial advisor at Morgan Stanley based in Boston, MA, holding Series 63 and Series 65 designations with 16 years of industry experience. His prior work includes roles at Citizens Securities, Inc., LPL Financial, and Calibre Advisory Services Inc. In addition to his advisory work, he manages a rental property as a sole proprietor. Morgan Stanley Wealth Management offers comprehensive financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and proprietary investment modeling in its process.

Sinead O'Connor is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA, where she has worked since 2019. She has six years of industry experience, including prior roles outside finance at the Ministère de l'Educational nationale and The Pancake Man. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Mackenzie Rettman is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has prior work experience at Kohl’s Inc. and in healthcare administration. Rettman was also involved in entrepreneurial activity through Mack's Auto Detailing LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Justin Kaplan is a Series 66 licensed financial advisor with seven years of industry experience. He currently works at Morgan Stanley and previously spent six years at Eaton Vance Management and Eaton Vance Distributors, Inc. His background also includes roles at Babson College, Fidelity, and Micro Tech Staffing. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and investment research in its process and manages approximately $2.74 trillion in client assets.

Joseph Emma is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 license with six years of industry experience. His prior roles include positions at State Street and UBS Financial Services. Outside of his advisory work, he has involvement in property management related to rental real estate. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured discovery processes and firm-approved tools to develop financial plans, serving a broad range of retail and institutional investors.

Jeffrey Palmer is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process includes structured discovery conversations and utilizes firm-approved planning tools, offering tailored plans without individual security recommendations as part of standalone financial planning.

Timothy Mackinnon is a financial advisor with Morgan Stanley in Boston, holding a Series 66 designation and 20 years of industry experience. He has worked with 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 utilizes firm-approved planning tools and models developed by its Global Investment Committee.

Kevin Rahill is a financial advisor with Morgan Stanley in Boston, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, also having experience at Citigroup Global Markets dating back to 2001. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

David Charton is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including 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 supported by firm-approved tools and modeling techniques.

Aradhana Kuhn is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2018. 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 provides tailored financial planning supported by structured discovery conversations and analysis tools, managing approximately $2.74 trillion in client assets.

Kevin Pellegrine is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2019, with a brief period at Power Crunch and prior experience at Right at Home. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools.

Brett Dietzold is a financial advisor with Morgan Stanley in Boston, holding a Series 66 license and eight years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent four years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm’s approach involves structured discovery and firm‑approved tools, managing approximately $2.74 trillion in client assets.

Sukru Uluoglu is a financial advisor at Morgan Stanley in Boston, MA, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Mark Cohen is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process utilizes firm-approved tools and modeling techniques, serving clients in both direct and corporate financial planning relationships.

Brianna Abramo is a financial advisor at Morgan Stanley in Boston, holding a Series 66 designation with 10 years of experience at the firm since 2016. 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, managing approximately $2.74 trillion in client assets. Its planning process uses structured discovery conversations and firm-approved tools, and clients are responsible for implementing and updating their financial plans.

Richard Dotolo is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns and manages rental property investments in Massachusetts and Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market scenario modeling.

Gabrielle O'Connor is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with six years of industry experience. Her work history includes multiple roles at Morgan Stanley and Eaton Vance, as well as positions at Pennsylvania State University and involvement with Bagel Crust and Fiddelhead. 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 processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Samuel Gilbert is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, Gilbert is involved in a dog sitting business through Rover.com. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and the Global Investment Committee’s research.