Richard Grande is a financial advisor at Morgan Stanley with 51 years of industry experience. He holds a Series 63 designation and has previously worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management. Outside of his advisory role, he consults on asset allocation and participates in manager selection for Quincy Point Congregational Church Homes, a senior citizen housing facility. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and market analyses.

Jesse Finn is a financial advisor at Morgan Stanley in Boston, holding a Series 66 designation. He has one year of industry experience, with prior roles at TD Bank, Fidelity Investments, and B. Riley Financial, among others. 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 access to extensive investment resources and tools.

Kathryn Walsh is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at State Street Bank, Ferris Capital, and Trinity College. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Eumene Lee is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lee worked at NEPC, LLC and Mercer Investment Management. Lee holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Felicia Distasio is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 4 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Samuel Bachelder is a financial advisor at Morgan Stanley in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas from 2014 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning services supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Susan Cohan is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at UBS Financial Services and Nordstrom. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm‑approved planning tools.

Sadie O’Neil is a financial advisor with Morgan Stanley in Boston, holding a Series 66 designation and approximately one year of industry experience. Before joining Morgan Stanley, she worked at New Balance and held positions at Bates College and Concord Carlisle Regional High School. Outside of her advisory role, she coaches youth sports with Bay State Bullets in Acton, Massachusetts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, serving clients through both direct and employer-based arrangements.

Suzanne Brown is a financial advisor at Morgan Stanley in Boston, MA, with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Adele Financial Services and Raymond James Financial Services. Outside of finance, she is involved in the food service industry, including roles waitressing at Nantasket Flatts and The Jetty, and as sole proprietor of XO Provisions, an online retail store. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various channels including corporate financial planning agreements.

Bruno Mazzotta is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1992. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Michael Clark is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers both direct and corporate financial planning services.

William Connolly is a financial advisor at Morgan Stanley in Boston, MA, with nine years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including UBS Financial Services, Goldman Sachs, and Merrill, as well as the Tuck School of Business at Dartmouth. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Terrence Waldron is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Shelli Vandemark is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to that, she was employed at Tcs and BridgePoint Group. Vandemark serves as a board member and Leadership Council representative for the National Association of Plan Advisors (NAPA). Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by firm-approved tools and methodologies.

Deana Deluca is a Series 66 licensed financial advisor with Morgan Stanley in Boston, MA, bringing 14 years of industry experience. She has been with Morgan Stanley since 2011 and has worked specifically with Morgan Stanley Private Bank, N.A. since 2015. Outside of advisory work, she owns and operates an event planning business based in Wakefield, Massachusetts. 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 utilizes structured planning tools and investment models, managing approximately $2.74 trillion in client assets.

Laura Ferguson is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at TIAA and TIAA-CREF, as well as diverse work experience outside finance with companies such as Red Bull and involvement in educational settings at Washington University. 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 structured discovery processes.

Theresa Eisnor is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2008. Based in Boston, MA, she has extensive experience working within one of the largest firms in the financial services industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual 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 modeling techniques.

Keith McGowan is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and possessing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. 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 a structured financial planning process using firm‑approved tools and modeling techniques.

James Mc Clarey is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments and South Shore Health, as well as service in the United States Marine Corps Reserve. Morgan Stanley Wealth Management offers a wide 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 services through its Financial Advisors and Estate Planning Strategies Group.

Justin Langway is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 license with one year of industry experience. Before joining Morgan Stanley in 2024, he worked at Bank of America Private Bank and has a background that includes roles in commercial real estate and education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.