Trevor Davis is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at UBS Financial Services and Fortitude Systems LLC. Outside of advisory work, he has been involved with The Pub and Storage Squad LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by proprietary tools and offers various investment and financial services across retail and institutional markets.

Dennis Lopes is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials with two years of industry experience. Before joining Morgan Stanley in 2025, he worked at JPMorgan Securities and JPMorgan Chase Bank and spent six years at Wells Fargo. Outside of his advisory role, he is a 50 percent owner and partner at Rush Hour Group LLC, a restaurant and nightclub business in Cambridge, Massachusetts. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and firm-approved methodologies in its financial planning process.

Joseph Ferrante is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Michael Cassa is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved in an estate and investment-related business in Boynton Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Kathleen Hurley is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Brown Brothers Harriman and Middlesex Savings Bank, as well as a period working at Providence College. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs focused on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and Secular Return Estimates.

Alphonse Antonitis is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boston, MA. He previously worked at J.P. Morgan Securities and First Republic Securities Company. He is a trustee for the 401(k) and Pension Plan of the Roman Catholic Archdiocese of Boston. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research.

Gerard Lorden is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Lorden serves on the National Defense Industrial Association board and participates on strategic advisory councils related to national security and technology, including roles with OnPoint Technologies and Dynetics, as well as involvement with the MA Anti-Terrorism Advisory Council. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques but does not include individual security recommendations as part of standalone planning.

Chloe Griffiths is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses with seven years of industry experience. Her career includes positions at Northwestern Mutual and several smaller firms before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients by offering comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

John Spooner is a financial advisor with Morgan Stanley in Boston, holding Series 63 and Series 65 credentials and bringing 65 years of industry experience. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association, since 2015. Outside of advising, he contributes as an editor to Boston Magazine and writes books and articles related to investing. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating various modeling techniques, and offers both direct and employer-based financial planning services.

Michael Mazzotta is a financial advisor with Morgan Stanley in Boston, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and its affiliates since 2019 and was previously employed at Financial Engines. 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 supported by firm-approved tools and planning strategies.

Robert Smith is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Goldman Sachs & Co. and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

John Mackey is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA, where he has worked since 2018. He has four years of industry experience, including prior roles at New York Life Insurance and a position with the North Shore Navigators. Outside of finance, he was involved with D&J Refreshments for three years. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations in standalone plans.

Joseph Gemmell III is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Justin Dernoga is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Bank of America, Merrill, and Signet Investment Advisory Group. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad array of advisory programs, emphasizing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Rebecca Bessette is a financial advisor at Morgan Stanley in Boston, MA, with four years of industry experience. She has previously worked at State Street and Navigant Credit Union. Bessette holds a Series 66 designation. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Stephen Giulietti is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Beyond his advisory work, he serves on the board, finance committee, and investment committee of The Boch Center, a nonprofit organization focused on arts and community activities in Boston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning tools without individual security recommendations in its standalone programs.

Alex Blake is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Smith Barney LLC since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Maryann Johnson is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals 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 employs a structured planning process using firm-approved tools and market simulations.

Hugo Rodrigues is a financial advisor with Morgan Stanley in Boston, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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 structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Janet Lanigan is a financial advisor at Morgan Stanley with 41 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved in property rental in Naples, Florida. 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 and estate planning, managing approximately $2.74 trillion in client assets.