Corey Couillard is a financial advisor at Morgan Stanley in Boston, MA, with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Bank of America from 2018 to 2020 and has experience working at Deer Creek and Green Meadow Golf Clubs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a wide array of advisory programs.

Lindsay Williams is a financial advisor at Morgan Stanley in Boston, MA, with three years of industry experience. Prior to joining Morgan Stanley in 2026, Williams worked at Merrill for four years and KeyBank for one year. Outside of finance, Williams has experience working in the food service industry with Barnyard Wood Crafted Pizza. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

Justin Monahan is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent 11 years at UBS Financial Services. Monahan serves as a board member and on the investment committee of Golf Fights Cancer, a health and welfare nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach utilizes structured discovery and firm-approved tools, with advisory services that cover various investment and planning needs.

Robert Sanzo is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 license and seven years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2018 and previously spent two years at TD Bank. Outside of his advisory role, he is involved with The TRACK at New Balance, a recreational labor and service enterprise. 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, including tailored financial planning and estate strategies, utilizing structured discovery and firm-approved planning tools without providing individual security recommendations as part of standalone plans.

Kenneth Ndungu is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wells Fargo Clearing, Charles Schwab, Cetera Advisors LLC, and Investors Capital Corporation. Outside of his advisory role, he serves on the finance committee of The Greater Newburyport/Bura Alliance and is treasurer on the executive committee of the Merrimack Valley Branch NAACP. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone plans.

Eric Hamburger is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Keri Arone is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm’s approach includes structured discovery conversations and planning tools that incorporate the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Olivier Deldicque is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with one year of industry experience. His prior work includes a position at Piraeus Bank and Cold Chain Capital. He is also the author of a published book titled "When Every Bite Matters: One Teen's Journey With Food Allergies." 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 large-firm resources with specialized investment and planning services.

John Bonifant is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its process.

Raju Pathak is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he serves on the board and finance committee of Junior Achievement of Greater Boston and is a member of the Town of Milton Airplane Noise Committee. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations.

Robert Peretti is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 63 designation with 28 years of industry experience. He has been with Morgan Stanley since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.

Amy Steigerwald is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in property management as a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Justin Joyal is a Series 66-licensed financial advisor with Morgan Stanley in Boston, MA, with one year of industry experience. His prior roles include positions at KeyBank and campus recreation at the University of Vermont. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by firm-approved planning tools and processes.

Christine Carona is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following eight years at UBS Financial Services. Carona serves on the boards of Syracuse University and Nativity Preparatory School Boston. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with access to extensive investment resources and strategies.

Kenneth Martin Jr. is a financial advisor at Morgan Stanley with 18 years of industry experience and holds the Series 66 designation. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to support financial planning.

Andrew Blackwell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. 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 including tailored financial planning, managing approximately $2.74 trillion in client assets.

Gradon Winn is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets starting in 1995. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

David Price is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank. Price serves as president of the Jewish National Fund - USA, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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 investment research.

Daniel Daglio is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is active as a soccer referee with the U.S. Soccer Federation. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and research-based models to assist clients, generally acting in an advisory capacity.

John Ribortone is a financial advisor at Morgan Stanley in Boston, MA, with 26 years of industry experience. He has held his current position since 2013 and holds Series 63 and Series 66 licenses. 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 utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.