Susan Koors is a financial advisor with Morgan Stanley in Boston, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She worked at Citigroup Global Markets for 10 years before joining Morgan Stanley Smith Barney in 2009, where she has been for 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and asset management services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment insights to support client objectives.

Gregory Barbeau is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs that include 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 using firm-approved tools and modeling techniques.

Kelly Petherick is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Petherick holds Series 63 and Series 65 licenses and operates out of Boston, MA. 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 utilizes structured discovery conversations and advanced modeling tools.

Joseph Neri is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Fidelity Brokerage Services LLC. Outside of his advisory role, he is the sole proprietor of Shore to Summit Adventures LLC, an automotive and transportation business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through various advisory and brokerage services.

Kathryn Hay is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley divisions since 2007. Outside of her advisory role, she is involved in sales and marketing for Scout & Cellar, a retail and online store based in Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 utilizes structured planning tools and modeling techniques to support its financial planning process.

Michael Alvarez is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors and Boston College Campus Bookstore. Outside of his advisory role, he manages a seafood business and has experience in property management. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its service approach.

John Williams III is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Based in Boston, MA, he has worked exclusively within the Morgan Stanley organization throughout his career. 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 with a structured financial planning process that includes tools such as Monte Carlo simulations and Secular Return Estimates, managing approximately $2.74 trillion in client assets.

J Michael Powell is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. 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 and financial planning services supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jonathan Smith is a financial advisor at Morgan Stanley with 56 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses approved tools and modeling techniques to assist clients.

Christine Eagan is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley Smith Barney LLC since 2011, including a current role at Morgan Stanley Private Bank, N.A. in Boston, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Asaf Sitton is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Tamir Fisman, C Value, Financial Advanteges, and A Online. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 supported by firm-approved tools and market analysis.

Kurtis Volk is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 27 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2008 and previously worked at J.P. Morgan Securities from 2004 to 2008. Outside of his advisory role, he serves as a trustee for a trust based in Lexington, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a 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 financial planning process supported by firm-approved tools and market modeling techniques.

Catherine Albright is a Series 66 licensed financial advisor at Morgan Stanley in Boston, MA, with three years of industry experience. She has been with Morgan Stanley since 2023 and previously worked at Boston University and Sportime. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements with employers.

Matthew Freilino is a Series 66-licensed advisor with Morgan Stanley in Boston, MA, with five years of industry experience. His prior roles include positions at Park Hudson, Park Avenue Securities, Guardian Life Insurance Company of America, and a brief tenure at Amazon. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and investment insights from the Global Investment Committee.

Daniel Jones is a financial advisor at Morgan Stanley in Boston, MA, with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning process supported by firm-approved tools and economic modeling.

Donald Stanton is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and bringing 56 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. Stanton serves on the board of the DeCordova Museum and Sculpture Park, participating in its Investment and Collections Committees. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured financial planning process and a range of investment offerings.

Michael Young is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation. He has over a decade of experience in the financial services industry, including roles at Enterprise Bank and Trust and Rockland Trust. Since 2025, he has been affiliated with Morgan Stanley and its Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Christopher Orluk is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2015, including seven years at Morgan Stanley Private Bank, N.A. 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 featuring tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Hannah Shahrooz is a financial advisor at Morgan Stanley based in Boston, MA, with two years of industry experience. She holds a Series 66 designation and previously worked at Bentley University and Newton North High School. Outside of her advisory role, she is involved with the YMCA, providing leadership to youth, and works in customer service for Vineyard Vines. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 model simulations to assist clients.

Jack Maguire is a financial advisor at Morgan Stanley in Boston, MA, with two years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. His background includes roles in education and business prior to entering the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.