Patricia Brodsky is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves as a board member of the Red Pines Condo Association and owns a pet sitting business in Colchester, Vermont. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools to support financial decisions.

Adam Macaluso is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at TD Private Client Wealth, J.P. Morgan Securities LLC, JP Morgan Chase Bank, N.A., and Bank of America, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services both directly and through Corporate Financial Planning agreements.

Melissa Long is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Ameriprise Financial from 2013 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm uses structured planning tools and models to support clients, managing approximately $2.74 trillion in client assets.

Alice Rudd is a financial advisor at Morgan Stanley with 38 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 licenses. Rudd serves on the Planned Giving Committee for the Visiting Nurse Association. 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 employs a structured planning process that incorporates tools such as Secular Return Estimates and Monte Carlo simulations.

Mason Graddock is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked with The Essex Agency and the Army West Point Athletic Association. Outside of advisory work, he is an officer of CSEHL, LLC, a recreation-related business in Vermont. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and strategies.

Damon Kinzie is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in real estate property management in Vermont. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Whitney Durivage is a financial advisor at Morgan Stanley with a Series 66 designation and no prior financial industry experience. Before joining Morgan Stanley in 2024, Whitney worked for 15 years at Burlington Emergency & Veterinary Specialists. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Erin Carroll is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Sean Grattan is a financial advisor at Morgan Stanley with 22 years of industry experience. He previously worked at LPL Financial and N B T Bank, N.A. for 15 years. Outside of his advisory role, he manages a home-based LLC involving real estate recordkeeping. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

David Wilkins is a financial advisor with Morgan Stanley based in Colchester, VT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individual 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 a structured planning process supported by firm-approved tools and modeling techniques.

Anna Strout is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated private bank since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and corporate financial planning agreements.

Travis Brown is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has prior work experience at Citizens Bank and Creed Ice. Outside of advisory work, he operates a personal eBay business focused on sales and marketing. 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 employs structured discovery and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone planning.

Stephanie Tonra is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held positions at UBS Financial Services and Wells Fargo Clearing before joining Morgan Stanley. Tonra holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in assets and utilizes structured planning tools and proprietary modeling techniques as part of its investment approach.

Dean Pelkey is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to Morgan Stanley, he was associated with Citigroup Global Markets beginning in 2000. Outside of his advisory role, he serves on the Development and Loan Committees of the Franklin County Industrial Development Corporation in Vermont. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services that incorporate structured discovery conversations and firm-approved tools, serving approximately $2.74 trillion in client assets.

Joseph Pugliese is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley since 2020 and previously at Merrill from 2007 to 2020. 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 financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Economou is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. He holds Series 65 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm employs structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Laura Stotz is a financial advisor at Morgan Stanley with nine years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley since 2017 and was previously with The Fieldstone Companies, Inc. from 2011 to 2017. She 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Argie Economou is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides various investment solutions through its broad network of Financial Advisors and specialized planning groups.

Christopher Quintin is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His background includes 16 years at NBT Bank and LPL Financial. He is involved in the marketing and sales of fixed life, disability, long-term care, health, and annuity products through NBT Insurance Agency, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Global Investment Committee’s insights to support tailored financial strategies.

Robert Shea is a financial advisor with Morgan Stanley in Colchester, VT, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management 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 utilizes structured planning tools and modeling techniques as part of its process.