Christine Yerganian is a financial advisor at Morgan Stanley in Boston, MA, with 15 years of industry experience. She has been with Morgan Stanley since 2015 and holds a Series 66 designation. 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 supported by structured discovery conversations and firm-approved tools.

Stephanie Roszkowski is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with 10 years of industry experience. She has worked at various Morgan Stanley entities since 2014, including Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary investment models.

Christopher D'ambrosio is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Outside of his advisory work, he rides for Uber as a driver during after-business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients 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 structured planning tools to support its services.

Herbert Floyd is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at The Alpine Gym and E3 Financial Planning. Outside of finance, he has experience in yoga instruction through Chakra Power Yoga. 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 and uses structured financial planning tools supported by firm-approved methodologies.

Patrick Donnelly is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Ying Chen is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022, with prior roles at Bank of America, Merrill, Chico's, and Walgreens. Outside of her advisory role, Chen is involved in a family-owned construction business where she handles invoicing and billing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Michael Chun is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Fidelity Investments from 2023 to 2026 and has academic experience from Clemson University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides 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 planning process supported by proprietary tools and market outlook models.

Carmine Rullo is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. He holds 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 that 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 tools and investment models to support client financial plans.

Deborah Moses is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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, including tailored financial planning and estate planning strategies. 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.

Jessica Rose is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Merrill, Fidelity Investments, Edward Jones, and Starburst Data. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Trevor Byrne is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010, including his current role at Morgan Stanley Private Bank, National Association 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 planning process that incorporates firm-approved tools and market simulations.

Linda Kraunelis is a financial advisor at Morgan Stanley in Boston, MA, with 12 years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Metro Meeting Centers in Boston from 2015 to 2018. She holds the Series 63 and Series 66 licenses. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Anna Clare Smith is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley, she worked at Bain & Company and Goldman Sachs & Co. She attended Northwestern Kellogg School of Management. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and methodologies such as Monte Carlo simulations and Secular Return Estimates in its advisory process.

Charles Brady is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Bank of America and Merrill from 2016 to 2020. Outside of his advisory work, he serves as a youth soccer referee affiliated with the United States Soccer Federation. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, with a broad range of retail and institutional offerings.

Cole Bradley is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various roles including positions at Indiana University and UBS. Outside of finance, he has been involved with Shannon Door Restaurant and Pub and Top Notch Vacations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Lloyd King is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, JP Morgan Securities LLC, and First Republic Investment Management, among other firms. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michael Sherwood is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at UBS Financial Services for 16 years before joining Morgan Stanley in 2025, where he is currently with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC 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 variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to support client objectives.

Mary Doten is a financial advisor at Morgan Stanley Wealth Management in Boston, MA, with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Mary holds a Series 63 designation. 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, utilizing structured discovery processes and firm-approved tools to model financial outcomes.

Marcella Behman is a financial advisor at Morgan Stanley with 36 years of industry experience. She has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Behman holds Series 63 and Series 65 licenses. 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 processes and firm-approved tools.

Miriam Coffey is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets from 1994. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.