Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Tyler T

Series 63, Series 65

Middleton, MA

Morgan Stanley

Tyler Thomas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, he worked at Citizens Securities, Inc. and Citizens Bank. His work history also includes roles outside finance, such as at Blackhawk Pizza and Timmins Construction Company. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

General estate planning guidance
user avatar
firm logo

Philip P

Series 63, Series 65

Middleton, MA

Morgan Stanley

Philip Pascucci Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. 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 utilizes structured discovery conversations and firm-approved tools to model client outcomes.

General estate planning guidance
user avatar
firm logo

Matthew A

Series 65, Series 63

Middleton, MA

Morgan Stanley

Matthew Anthony is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2023. Outside of his advisory role, he serves as a trustee associate board member at St. John's Prep. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, including scenario modeling, and provides services in an advisory capacity without individual security recommendations as part of standalone programs.

General estate planning guidance
user avatar
firm logo

Samuel Y

Series 63, Series 65

Middleton, MA

Morgan Stanley

Samuel Yonce Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by proprietary tools and research from its Global Investment Committee.

General estate planning guidance
user avatar
firm logo

Adrienne T

Series 63, Series 65

Middleton, MA

Morgan Stanley

Adrienne Tubridy is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, following prior roles at Raymond James & Associates and a brief period outside the industry. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

General estate planning guidance
user avatar
firm logo

Janis L

Series 66

Middleton, MA

Morgan Stanley

Janis Larsen is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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.

General estate planning guidance
user avatar
firm logo

Inga B

Series 65, Series 63

Middleton, MA

Morgan Stanley

Inga Baneviciene is a financial advisor at Morgan Stanley in Middleton, MA, holding Series 65 and Series 63 licenses with 12 years of industry experience. She previously worked at Citizens Securities, Inc. for six years before joining Morgan Stanley Smith Barney LLC, where she has been since 2022. Outside of her advisory work, she has served as a Notary Public since 2007. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages trillions in client assets and employs a structured planning process using firm-approved tools and models, focusing on advisory roles without providing individual security recommendations in standalone planning.

General estate planning guidance
user avatar
firm logo

Jacob F

Series 66

Middleton, MA

Morgan Stanley

Jacob Fudge is a Series 66-licensed financial advisor with Morgan Stanley, based in Middleton, MA, with six years of industry experience. He has worked with Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. from 2022 to present. Prior to his financial services career, he was employed at the Golf Club at Turner Hill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm employs a structured planning process that utilizes proprietary tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Gregory T

Series 63, Series 65

Middleton, MA

Morgan Stanley

Gregory Tanzer is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Republic Securities and JP Morgan Chase. He serves on the finance committee of Jewish Big Brother Big Sister in Waltham, Massachusetts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenario modeling as part of its financial planning process.

General estate planning guidance
user avatar
firm logo

Eliud P

Series 63, Series 65

Middleton, MA

Morgan Stanley

Eliud Parada is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Citizens Securities, Santander Securities, and Uber Technologies. He is also a commissioned Notary Public. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and investment advisory.

General estate planning guidance
user avatar
firm logo

Jeffrey I

Series 65, Series 63, Series 66

Middleton, MA

Morgan Stanley

Jeffrey Ihrig is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He previously worked at First Republic Securities Company and First Republic Bank for over a decade, followed by roles at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering comprehensive financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers customized planning solutions through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
user avatar
firm logo

Domenic S

Series 66

Middleton, MA

Morgan Stanley

Domenic Setaro is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has previously worked in various roles at Fordham University and the Italian Language Foundation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

General estate planning guidance
user avatar
firm logo

James H

Series 63, Series 65

Middleton, MA

Morgan Stanley

James Henry is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Morgan Stanley since 2022, including a position at Morgan Stanley Private Bank, N.A., and previously held roles at UBS and United Health Group. Outside of his advisory work, he is also active as a musician. 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 a variety of investment and planning services through its extensive advisor network.

General estate planning guidance
user avatar
firm logo

Joseph M

Series 63, Series 65

Middleton, MA

Morgan Stanley

Joseph Malarney is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating firm-approved tools and modeling techniques.

General estate planning guidance
user avatar
firm logo

Henry P

CFP®, Series 66

Middleton, MA

Morgan Stanley

Henry Perazzelli is a CFP®-certified financial advisor with 13 years of industry experience, currently with Morgan Stanley. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA for nine years. He serves as a board member of the Firehouse Center for the Arts in Newburyport, Massachusetts. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, combining advisory and investment management capabilities.

General estate planning guidance
user avatar
firm logo

Emily J

Series 66

Middleton, MA

Morgan Stanley

Emily Jann is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2018, following previous roles at Newday USA and Morgan Stanley Services Group, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes.

General estate planning guidance
user avatar
firm logo

Alexander B

Series 66

Middleton, MA

Morgan Stanley

Alexander Ball Brauns is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. Before joining Morgan Stanley in 2026, he worked at Merrill, Trillium, and held various roles including Chief of Staff LLC and positions in public and retail sectors. He has been involved with the Larz Andersen - Jack Kirrane Skating Rink and worked in community-oriented and service roles prior to his financial career. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved planning tools.

General estate planning guidance
user avatar
firm logo

Stephen C

Series 63, Series 65

Middleton, MA

Morgan Stanley

Stephen Calderara is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, AllianceBernstein L.P., and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and the Global Investment Committee’s analytical resources.

General estate planning guidance
user avatar
firm logo

Kathryn A

Series 63, Series 65

Middleton, MA

Morgan Stanley

Kathryn Avallone is a financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company for over a decade before joining J.P. Morgan Securities and later Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a broad array of advisory programs.

General estate planning guidance
user avatar
firm logo

Aaron S

Series 66

Middleton, MA

Morgan Stanley

Aaron Sousa is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at TD Bank and TD Private Client Wealth. Outside of finance, Sousa is involved with Attitash Mountain Resort in New Hampshire. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting a wide range of investment and financial strategies.

General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)