Hillary Ferrante is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009. Based in Boston, MA, she works within a large institutional firm. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Robert Holzhacker is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at RBC Capital Markets, Brown Brothers Harriman & Co., and Boston University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, leveraging structured financial planning tools and managing approximately $2.74 trillion in client assets.

Mary Kiniklis is a financial advisor at Morgan Stanley Wealth Management with 30 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at 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 serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Kevin Kielt is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. His previous roles include positions at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and comprehensive investment services.

Michael Douvadjian is a financial advisor with Morgan Stanley in Boston, MA, holding the CFP® and ChFC® designations and possessing 39 years of industry experience. His prior experience includes sixteen years at UBS Financial Services before joining Morgan Stanley in 2021. He serves on the boards of several nonprofit organizations focused on education and healthcare equity, including Families United in Education Leadership and the Augustus A White Institute for Healthcare Equity. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, serving clients both directly and through Corporate Financial Planning agreements.

Isabelle Eckel is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association, since 2015. Outside of her advisory work, she is the sole proprietor of a rental property in Brighton, Massachusetts. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Lydia Peterson is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses with two years of industry experience. Before joining Morgan Stanley, she worked at Lake Country Capital and has experience outside finance, including a role at Georgetown Cupcake. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, delivering tailored financial planning supported by firm-approved tools and global investment research, managing approximately $2.74 trillion in client assets.

Devin Condron is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of advisory work, he serves as president of the board of trustees for St. Sebastian’s School Fund, focusing on fundraising, long-range planning, and finance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and research to inform investment outcomes.

Hannah Leggesse is a financial advisor at Morgan Stanley with Series 66 credentials and 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Matthew Taussig is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously at Virtus Investment Partners from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of 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 structured financial planning tools, with a focus on advisory services rather than individual security recommendations.

Justin Fuery is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Patricia Donatiello is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2018 and was previously unemployed from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Andrew Ingham is a financial advisor at Morgan Stanley in Boston, MA, with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2024, he worked at Fidelity Investments and Argent Wealth Management. His background also includes roles outside of finance, such as with Quail Ridge Country Club and Ice Rink Events. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Donald Kornse is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Eaton Vance and Pacer Advisors, as well as experience with the United States Marine Corps. Outside of finance, he has worked in the food service industry at Libby's Bar and Grill and Geppetto's Pizzeria. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools backed by its Global Investment Committee to support tailor-made financial plans.

Louis Ruggeri is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held various roles including positions at Champs Downtown, West Chester Mulch Co, and Kooma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

Joseph Roketenetz III is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 structured planning tools and models to develop financial plans, while clients are responsible for implementing and updating those plans.

Daniel Antoniou is a CFP® with over 21 years of experience in the financial services industry. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved with Superior Builders, where he works part-time as a carpenter. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning utilizing structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through both direct engagements and corporate financial planning agreements.

Natasha Lessard is a financial advisor with Morgan Stanley in Boston, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Lessard serves on the Investment Committee board of Beth Israel Deaconess Medical Center. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

David Chapin is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017, and previously at TD Private Client Wealth and TD Bank from 2015 to 2017. Outside of his advisory role, he serves on the advisory board of the Boston Collegiate Charter School, focusing on governance and oversight. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and offers both direct and employer-based corporate financial planning solutions.

Reza Niazi Sai is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and currently serves at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses and acts as a trustee in several non-investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating proprietary tools and modeling techniques.