Chantal Mabie is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with five years of industry experience. Her prior experience includes roles at Raymond James & Associates and Merrill, as well as academic positions at the University of Miami and the University at Buffalo. 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 and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Moody is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Barton Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

James Miller is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to his advisory role, he worked for Vineyard Vines and has experience in roles at Stonehill College and Garden City Country Club. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs that include tailored financial planning and a range of investment services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and risk modeling as part of its financial planning process.

Thomas Donovan is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 designations with three years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Gradifi (a First Republic Company), and Wells Fargo. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jed Gilfoy is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory work, he is involved as a co-trustee in several trusts located in Sherborn and Boston, Massachusetts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Lindsay Pazdan is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2015. Her prior experience includes roles at SVB Wealth, Banyan Partners, Silver Bridge, and Lehman Brothers. Pazdan serves on the finance committee of the 3PointFoundation, a nonprofit focused on children and youth in Boston. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs for individuals and institutions, including tailored financial planning services supported by firm-approved tools and research.

Hannah Porter is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and currently works at Morgan Stanley Private Bank, N.A. in Boston, MA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Brian Schulz is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1998. He serves as a board member of the NASPP Boston Chapter, a professional organization focused on stock plan administration. Morgan Stanley Wealth Management provides a 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 utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Ying Yang is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019 and previously spent twelve years at Wellington Management. She took a year for extended travel in 2019. 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, and manages approximately $2.74 trillion in client assets.

Gabriel C. Grossman is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Since 2021, he has been affiliated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in Boston, MA. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, including tailored financial planning and investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support client financial goals.

Carol Hunt is a financial advisor at Morgan Stanley in Boston, MA, with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes five years at Hilltop Securities Inc. before joining Morgan Stanley in 2019. 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 manages approximately $2.74 trillion in client assets.

Suzanne Case Pouliot is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 66 credential and has been with Morgan Stanley since 2016. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured, tool-based financial planning process.

Francesca Anselmo is a financial advisor at Morgan Stanley in Boston, MA, holding Series 65 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at Bain Capital and Twin Focus Capital Partners, and also spent four years at the University of New Hampshire. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides its services through both direct client relationships and corporate agreements.

Stephanie Sciortino is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1990. Outside of her advisory role, she is connected to a family rental property which supports her mother. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by advanced modeling tools and a range of investment services.

Ilan Segev is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012, with prior experience at Credit Suisse Securities (USA) LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct and employer-sponsored plans.

Brianna Hurley is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses with eight years of industry experience. She has worked at Morgan Stanley since 2019 and previously held positions at Santander Securities, Santander Bank, Middlesex Savings Bank, and the University of New Hampshire. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and advanced modeling tools.

Robert Malenfant is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an adjunct professor at Brandeis University, where he teaches a semester course as a guest lecturer. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass broad retail and institutional investment offerings.

Christopher Trim is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, while serving clients through both individual and corporate financial planning arrangements.

Ryan Sullivan is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at LPL Financial, OSAIC Wealth Inc, and Imperia Wealth Management, as well as work outside finance at Stonehill College and Shaw's Supermarkets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Caroline Wasel is a financial advisor at Morgan Stanley in Boston, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has been with Morgan Stanley since 2013. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.