Benjamin Giglio is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 license and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he has experience with Beat the Streets Providence, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Lisa Lewis is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Outside of her advisory role, she serves on the executive committee and acts as treasurer for the Norfolk Hunt Club, where she is involved in horseback riding and drag hunt activities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning tools and a variety of investment offerings through its broad platform.

John Brooks is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with nine years of industry experience. He has worked at Morgan Stanley since 2016 and has been affiliated with Valkyrie Partners LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Jillian Mackinnon is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Morgan Stanley in various capacities since 2010, including the Morgan Stanley Private Bank since 2017. 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 employs a planning process that utilizes firm-approved tools and modeling techniques to support client financial goals.

Victor Livingstone is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with 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 wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools within its advisory services.

Jamie Goodwin is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 designations and having five years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, 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 incorporating firm-approved tools and modeling techniques.

Linda Magee is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has a prior career at Citigroup Global Markets beginning in 1987. 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 supported by structured planning tools and models, managing approximately $2.74 trillion in client assets.

Arthur Tzouganatos 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 since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a board member for Night Nurse, Nurse Triage After Hours. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing 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 and modeling techniques as part of its planning process.

John Alekna is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a sole proprietor involved in investment-related maintenance activities in Boston. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services supported by structured tools and investment research.

Nasser Eljamal is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022, following a brief tenure at UBS Financial Services and earlier roles in education. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without offering individual security recommendations as part of standalone plans.

Guy Heald IV is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing and RBC Capital Markets. 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 planning process uses structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Matthew Lapaglia is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Anthony Ullo is a CFP® professional with 15 years of industry experience, currently with Morgan Stanley in Boston, MA. His prior experience includes roles at Bank of America and Merrill from 2012 to 2023. Outside of his advisory work, he is involved in condominium trust administration, overseeing the maintenance and governance of a community property in Acton, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Katherine Hargrave is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and having just over one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at BNY Mellon for several years and has experience outside finance through her work at Saltbox Kitchen. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

Steven Principe is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley affiliates since 2007. Principe serves on the board of the Concord Country Club and is on the advisory board for Horizons for Homeless Children. 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 methodologies.

Sarah Porter is a financial advisor at Morgan Stanley with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved with Cockaigne Holdings LLC, an investment-related business focusing on real estate. 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 employs structured planning tools and advisory strategies but generally does not offer individual security recommendations as part of standalone financial plans.

Jonathan Hyett is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 credential and 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools.

Joseph Varga is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Santander Bank, Santander Securities, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. He is based in Boston, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Stephen Howlett is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and 48 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating tools like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Brian Znoj is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Morgan Stanley since 2009 and currently works with Morgan Stanley Private Bank, N.A. since 2025. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.