Wilfredo Rodriguez is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2018 and previously held roles at Bank of America, Merrill, Citizens Securities, and Citizens Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Its planning process uses firm-approved tools and modeling techniques to develop tailored plans, while clients are responsible for implementing and updating those plans.

Stephanie Stathos is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and with 12 years of industry experience. She has been with Morgan Stanley and its Private Bank affiliate since 2013. Outside of her financial career, she is an active freelance flutist and flute teacher, performing with the Cape Ann Symphony and the Lexington Symphony in Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with various advisory programs and tailored financial planning services.

Elena Muller is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses with two years of industry experience. She previously worked at Fidelity Investments and TIFIN Wealth, and has a background that includes roles in public relations and nonprofit work. 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 supported by structured tools and firm-approved methodologies.

Michael McGowan is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 13 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Savanah Miles is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2018, following roles at Andersen Tax, TD Securities, Merrill Lynch, and Bryant University. Outside of finance, she is a fitness coach at Orangetheory Fitness in Belmont, Massachusetts. 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.

Charles Farrington Jr. is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a broad range of investment offerings.

Matthew Sullivan is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Morgan Stanley, Taunton Public Schools, TJX Companies, and Rockland Trust Company. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support client financial plans.

Evan Kisty is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and tailored financial planning services to both individual and institutional clients, utilizing structured planning tools and market modeling to support its advisory process.

Mark Lamson is a financial advisor at Morgan Stanley in Boston, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Smith Barney LLC in 2026. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and analyses.

Brent Crouch is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, Crouch serves as an arbitrator and is active in nonprofit work, including a technology role at Nonprofitly and serving as Treasurer on the Executive Committee of the Joe Andruzzi Foundation, which helps cancer patients. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Saba Alelishvili is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Morgan Stanley in 2019, Alelishvili worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Robert Kelley is a financial advisor at Morgan Stanley in Boston, MA, with 39 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Kelley holds the Series 63 designation. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured discovery processes and firm-approved planning tools.

James Geraghty is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its clients’ financial goals.

Ryan Heald is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, National Association since 2017. Prior to joining Morgan Stanley, he was employed at Wells Fargo Clearing and RBC Capital Markets. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning services.

Micah Kurtz is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC 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 that utilizes structured discovery conversations and firm-approved tools to model potential outcomes.

Michael Auler is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Auler serves on the investment committee for the Town of Medway, providing periodic reviews of investment strategies related to the town’s stabilization fund. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, utilizing structured financial planning and various investment solutions supported by the firm’s Global Investment Committee.

Marissa Beney is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to her advisory role, she worked at Veeva Systems for seven years and has experience at Coldwell Banker and as a student at the College of the Holy Cross. 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 firm-approved tools and methodologies.

Hannah Touchette is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Charles Schwab Bank, Charles Schwab, The Heidelberg, and Central Bank of Boone County, as well as periods focused on full-time education. 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’s financial planning emphasizes a structured discovery process and the use of firm-approved tools, delivering tailored solutions but generally acting in an advisory capacity rather than as a fiduciary for retirement accounts.

Jake Sherman is a financial advisor at Morgan Stanley in Boston, MA, with one year of industry experience. He holds the Series 66 designation and previously worked in advertising and community support roles, including with the Massachusetts Military Support Foundation. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and a range of investment services.

Leah Stalker is a financial advisor at Morgan Stanley in Boston, holding a Series 66 license. She has experience at firms including CliftonLarsonAllen and Gallagher, as well as roles at Bentley University and Wilmington Public Schools. Outside of finance, she has experience working in the retail and food service industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.