Deirdre Hall is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2019, following five years at Boston Private Wealth LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and integrates research such as Secular Return Estimates and Monte Carlo simulations into its planning process.

Shaylyn Sullivan is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both 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 involves structured discovery and modeling tools but does not include individual security recommendations as part of standalone plans.

Lisa Northrup is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Northrup serves as a board member for Saint Michael School in Lowell, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis to guide clients.

Sangwook Won is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill and Tresics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured tools and proprietary modeling techniques.

Robert Ripp is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with 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 uses structured planning processes supported by proprietary tools and investment models.

Austin Masel is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he was associated with the University of Richmond and involved in baseball-related coaching roles. 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 integrates both retail and institutional services alongside specialized investment and trading activities.

Kayla Anderson is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 credential with 12 years of industry experience. She has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 investment modeling in its financial planning process.

Ryan Leclair is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA, bringing four years of industry experience. His prior roles include positions at Fidelity Investments, Cigna HealthCare, and Strategy Leaders Inc. He has also worked in education within the Southwick School District. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through employer agreements.

Taylor Mc Manama is a financial advisor at Morgan Stanley in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019, previously spending four years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Robert Keane III is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank. His prior experience includes roles at Citizens Securities, Citizens Bank, and Eastern Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Matthew Pozzi is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA, where he has worked since 2022. He has three years of industry experience, including prior roles at Boston College Carroll School of Management and PNC Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer corporate financial planning agreements.

Madeleine Nolan is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, she worked at Merrill and has a diverse background including roles at Hill Sports Performance, Landry's, Inc., Toast, Pegasystems, Nuance Communications, and academic positions at the College of the Holy Cross and New York University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support client financial goals.

Garret Russell is a financial advisor at Morgan Stanley in Boston, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at Quinnipiac University and Fresh Salt Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Ryan Connolly is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 18 years of industry experience. He has been with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney divisions. Connolly serves on the Finance Committee of the Catholic Schools Foundation in Boston. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with additional activities such as private funds and structured-product operations.

Kenneth Johnson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, N.A. He is also a co-trustee for a family trust established in 1952, a role he has held since 1988. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic modeling as part of its financial planning process.

Bradley Scioletti is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Walker is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Stifel from 2016 to 2019. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes firm-approved tools and models to help clients plan their financial futures.

Elijah Brown is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 credential and three years of industry experience. He has been with Morgan Stanley since 2022 and serves on the Nichols College Board of Advisors, focusing on education and youth sports initiatives. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by proprietary firm tools and a range of investment services.

Seth Libert is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is a partner in JETS Fitness Development, LLC and serves on the Woburn Public Library Board of Trustees. 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 services and manages approximately $2.74 trillion in client assets.

Mark Grande is a CFA® charterholder based in Boston, MA, with 12 years of industry experience. He currently serves as a financial advisor at Morgan Stanley, having previously worked at J.P. Morgan Securities and First Republic Investment Management. Morgan Stanley Wealth Management is a large institutional firm offering a range of advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning tools and research-driven methodologies while providing both direct and employer-sponsored plans.