Keith Kahaly is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he worked at Coca-Cola North East and Universal Automation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Peter Motta is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools and market simulations to assist clients in developing their financial plans.

Eric Carpenter is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. 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 that incorporates firm-approved tools and modeling techniques.

Clay Felice is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at UBS Financial Services and Raymond James Financial Services. Morgan Stanley Wealth Management provides a range of 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 both directly and through corporate financial planning agreements.

Dominic Marrochello is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials. He has experience working at Fidelity Investments, UBS Hingham Street Partners, and Team Impact. 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 a structured discovery process.

Deirdre Mullowney is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA. She has held roles at Fidelity Investments and The CM Group, and her experience includes positions outside the financial industry, such as work at Boston College and Deerfield Academy. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, delivering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Stephen Tordone is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Christopher O'Connor is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at The Harborview Hotel, KAMP Radio, and the Department of Conservation and Recreation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

Gray Humphrey is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. before joining Morgan Stanley. His background also includes roles in diverse industries prior to entering finance. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques to support client financial goals.

Michele O'Connor is a financial advisor at Morgan Stanley with 34 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

Suzanne Priebatsch is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1990. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to support clients’ financial goals.

Owen Dugan is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services for 14 years. He is currently based in Boston, MA. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured processes and quantitative modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and corporate agreements.

John Cowdrick is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation. He joined Morgan Stanley in 2026 and has experience at several other firms, including Yusen Logistics, Dane Street, and LifeTime Fitness. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Elizabeth Jones 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 in 2022, she worked at Oracle Corporation from 2019 to 2022 and held positions at several other firms including TimePayment and 99 Restaurants. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a variety of advisory programs supported by firm-approved planning tools and a structured discovery process.

Matthew Thornhill is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2012. Outside of his advisory role, Thornhill serves as a board member managing condominium funds for the 232 Beacon Condominium Trust. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Kerstin Gordon is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at Goldman Sachs and JPMorgan Chase & Co., and has held roles at Morgan Stanley Private Bank since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

David Natola is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley since 2009 and holds a Series 63 designation. Outside of his advisory role, Natola operates a business as a disc jockey, providing music for private events like birthdays and weddings. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and investment models.

Andrew Hunter is a financial advisor at Morgan Stanley with 20 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

John Lenehan is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 license with 12 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he manages a rental property as a sole proprietor. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, combining financial planning and investment management supported by firm-approved tools and strategies.

Adrianna Sacco is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, her career includes roles at Northwestern Mutual Investment Services LLC and Eaton Vance Distributors, Inc. She has also worked at the University of Miami in various capacities. 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 utilizes structured planning tools without providing individual security recommendations in its standalone programs.