Trey Wilkes is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at Morgan Stanley and the University of North Carolina at Chapel Hill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Alicia Andre is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank since 2015. 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 supported by comprehensive tools and modeling techniques.

Faith Winslow is a Series 66-credentialed financial advisor with Morgan Stanley in Boston, MA, and has four years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Travelers Insurance, Axis Advisors LLC, and Keller Williams Realty. She has also been affiliated with Bryant University since 2018. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Jia Petit is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 license and five years of industry experience. She has worked at Morgan Stanley since 2019 and is also involved with Quick Promotions, Inc., a wholesale and distribution business she has operated since 2018. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored planning supported by firm-approved tools and analysis.

Debra Palmer is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Palmer holds a Series 63 designation and is based in Boston, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning and a range of investment services supported by structured planning tools and a variety of retail and institutional products.

Kevin Lazarus is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with one year of industry experience. He previously worked at RBC Capital Markets, M3 Family Office, Babson College, and Resourcesoft Inc. Outside of finance, he is a part-time manager at Concord Entertainment Inc., overseeing staff scheduling and building maintenance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning. The firm employs a structured planning process using approved tools and does not provide individual security recommendations as part of standalone plans.

John Bankhead is a financial advisor with Morgan Stanley in Boston, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked in education at Providence College and Hingham Public Schools. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Andrew Fotos is a Series 66 licensed financial advisor with Morgan Stanley in Boston, MA, where he has worked since 2013, including eight years at Morgan Stanley Private Bank, N.A. He has 11 years of industry experience. 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 customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.

Steven Freeman is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009. Freeman serves on the advisory board of the Boston Women’s Workforce Council, which works to drive wage equity for women. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Steven Gaziano 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 worked at Morgan Stanley since 2013, including a role with Morgan Stanley Private Bank, National Association since 2015, and previously at Barclays Capital Inc. and Lehman Brothers Inc. He serves as a board member of the Bermuda Captive Network, an insurance-related organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, focusing on tailored strategies without individual security recommendations in standalone plans.

Scott Bobek is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Ryan O'Malley is a financial advisor at Morgan Stanley in Boston, MA, with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals 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 approved tools, with advisory services focused on financial planning rather than individual security recommendations.

John O’Connor is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with approximately one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at Syracuse University and the Department of Conservation and Recreation. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Brian Gormley is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 13 years of industry experience. His prior firms include UBS Financial Services and Morgan Stanley Smith Barney LLC. 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 planning process uses structured discovery and proprietary tools to develop plans, though clients are responsible for implementation and updating.

Kyle Prussing is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and having eight years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory role, he serves as a goalie coach for Legacy Lacrosse. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm’s planning process uses structured discovery conversations and advanced modeling tools, serving a broad client base with a wide range of investment and planning options.

Kerry Bolinder is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA, bringing 25 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Raymond James & Associates. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets through structured planning processes and firm-approved tools.

Jamie Schulman is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 credential and seven years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Schulman worked at UBS Financial Services from 2017 to 2020 and was involved with Phusion Grille from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models.

Brendan Doyle is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Domenic Marinelli is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates, in its advisory process.

Patrick Lospennato is a financial advisor at Morgan Stanley in Boston, MA, with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Citizens Bank, Santander Securities, and Santander Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with customized financial planning and a broad range of advisory services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment committee models to support client financial goals.