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Lauren S
Series 63, Series 66
Boston, MA
Morgan Stanley
Lauren Seler is a financial advisor at Morgan Stanley with seven years of industry experience. She has held roles at Morgan Stanley Smith Barney LLC since 2019 and previously worked at Standard Life Investments from 2014 to 2018. Lauren holds the Series 63 and Series 66 designations and is based in Boston, MA. 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 that incorporates structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.
Denise D
Series 66
Boston, MA
Morgan Stanley
Denise De La Chapelle is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016, currently working at Morgan Stanley Private Bank, N.A. In addition to her advisory role, she owns Whiskey and Petals Photography, a photography business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and financial planning services.
Anne S
Series 63, Series 66
Boston, MA
Morgan Stanley
Anne Sheehy is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Millstone at 74 Main and Fidelity Investments. She also has experience outside of finance, including work with Little Brother Burger Co. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.
Tyler D
Series 66
Boston, MA
Morgan Stanley
Tyler Desmond is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at UBS Financial Services Inc. from 2015 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.
Robert W
Series 63, Series 65
Boston, MA
Morgan Stanley
Robert Wheatley is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at MFS Fund Distributors, Inc. for seven years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range 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 as part of its investment advisory process.
Russell S
Series 66
Boston, MA
Morgan Stanley
Russell Sully is a financial advisor at Morgan Stanley in Boston, MA, with four years of industry experience. He holds a Series 66 designation and has prior experience at firms including Victory Capital Services, Amundi Distributor US, Bank of America, Merrill, and The Fenway Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques.
Madison C
Series 66
Boston, MA
Morgan Stanley
Madison Connors is a financial advisor at Morgan Stanley in Boston, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Madison worked at Guidepoint and Arcesium, as well as several other firms and educational institutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning using firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its network of financial advisors.
Abigail M
Series 63, Series 66
Boston, MA
Morgan Stanley
Abigail Mc Lean is a financial advisor at Morgan Stanley in Boston, MA, with five years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Foreside Financial Service, LLC and Diffractive Managers Group, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.
Phillip G
Series 66
Boston, MA
Morgan Stanley
Phillip Garrett is a financial advisor at Morgan Stanley in Boston, MA, with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, he owns a personal fishing business, Browser Fishing, and manages Old Salt House Marina LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Danene C
Series 66
Boston, MA
Morgan Stanley
Danene Cronin is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory role, she serves on Villanova University’s Finance Advisory Council, advising on wealth management career paths and mentoring students. 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 broad range of advisory programs, managing approximately $2.74 trillion in client assets.
Connor S
Series 66
Boston, MA
Morgan Stanley
Connor Strachan is a Series 66–licensed financial advisor with Morgan Stanley, based in Boston, MA, and has six years of industry experience. His prior roles include positions with the XFL, Bevi, and the Jacksonville Jaguars, as well as experience at Morgan Stanley Private Bank, N.A. He also worked at Boston College Carroll School of Management. 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, utilizing structured discovery processes and advanced modeling tools.
Brian G
Series 63
Boston, MA
Morgan Stanley
Brian Gossman is a financial advisor at Morgan Stanley in Boston, MA, with 20 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for a trust based in Milton, Massachusetts. 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. The firm emphasizes tailored financial planning supported by structured discovery processes and approved planning tools.
Owen M
Series 63, Series 65
Boston, MA
Morgan Stanley
Owen Murray is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill Lynch, and MFS Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.
Christopher Q
Series 63, Series 65
Boston, MA
Morgan Stanley
Christopher Quaye is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and MORGAN STANLEY SMITH BARNEY LLC since 2015. Outside of his advisory role, he is involved in real estate investing through sole ownership of Gold Coast RE Holdings LLC, focusing on renovating discounted properties for resale. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.
Bridget G
Series 63, Series 66
Boston, MA
Morgan Stanley
Bridget Gates is a financial advisor at Morgan Stanley in Boston, MA, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following earlier roles at Massachusetts Mutual Life Insurance Company and MML Distributors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm integrates structured planning tools and analytical models, managing approximately $2.74 trillion in client assets.
Alexandra C
Series 66
Boston, MA
Morgan Stanley
Alexandra Corsetti is a financial advisor at Morgan Stanley based in Boston, MA, holding a Series 66 designation and with seven years of industry experience. Her career includes prior roles at UBS Financial Services and Union College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and strategies developed by its Global Investment Committee.
Eric E
Series 66
Boston, MA
Morgan Stanley
Eric Enners is a Series 66-credentialed financial advisor at Morgan Stanley in Boston, with 11 years of industry experience. He worked at Merrill Lynch for 17 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, 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 modeling techniques in its financial planning process.
Stephen C
Series 63, Series 65
Boston, MA
Morgan Stanley
Stephen Cahill is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at State Street Global Advisors and its affiliated entities from 2014 to 2019. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.
Kevin S
Series 63, Series 65
Boston, MA
Morgan Stanley
Kevin Schaeffer is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Putnam Investments. He is based in Boston, MA. 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 manages approximately $2.74 trillion in client assets through a variety of advisory programs.
James H
Series 63, Series 66
Boston, MA
Morgan Stanley
James Hunter IV is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked with Morgan Stanley since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and models developed by its Global Investment Committee, serving clients through direct and corporate agreements.
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