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Stephen F

Series 66

Boston, MA

Morgan Stanley

Stephen Foy is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 credential with 26 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the finance and investment committee of the Winslow Lewis Lodge of the Free Masons. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment strategies.

General estate planning guidance
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Arthur M

Series 63

Boston, MA

Morgan Stanley

Arthur Murphy Jr. is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and 36 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. Outside of his advisory role, Murphy serves as a board member and treasurer for Paraclete Academy, an educational organization in South Boston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Joseph M

Series 66

Boston, MA

Morgan Stanley

Joseph Mc Cadden is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Eaton Vance Distributors, Inc. and Eaton Vance Management prior to his current role. Mc Cadden also has experience at Bridgewater State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Jake S

Series 63, Series 65

Boston, MA

Morgan Stanley

Jake Salamida is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Winslow, Evans & Crocker, Inc. and NYLIFE Securities LLC, and has experience with New York Life Insurance Company. Outside of finance, he was involved with Salamida Construction and has worked at Nuance Communications and Salem State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory and financial planning services supported by structured planning tools and investment analysis.

General estate planning guidance
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Jeffrey S

Series 63, Series 65

Boston, MA

Morgan Stanley

Jeffrey Swartz is a financial advisor at Morgan Stanley in Boston, MA, with 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is the sole owner of a boat holding company. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a dedicated Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Kendall B

Series 66

Boston, MA

Morgan Stanley

Kendall Beil is a financial advisor at Morgan Stanley in Boston, holding a Series 66 designation with no prior industry experience. Before joining Morgan Stanley, Kendall attended Georgetown University and was involved with the Middlefork Tennis Club, Loyola Academy, and Sunset Ridge School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate arrangements.

General estate planning guidance
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Bryan M

Series 63, Series 65

Boston, MA

Morgan Stanley

Bryan Marinelli is a financial advisor at Morgan Stanley in Boston, MA. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2026. His prior experience includes roles at Colby College, Pingree, and Shore. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by input from its Global Investment Committee.

General estate planning guidance
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Gabrielle T

Series 66

Boston, MA

Morgan Stanley

Gabrielle Tanzman is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 credential with eight years of industry experience. She previously worked at UBS Financial Services for seven years and has professional experience connected to the Georgia Institute of Technology. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and integrates a range of investment and planning services within a broad retail and institutional platform.

General estate planning guidance
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