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Maria L
Series 63, Series 66
New Haven, CT
Morgan Stanley
Maria Laviola is a financial advisor at Morgan Stanley in New Haven, CT, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves individual 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 utilizes structured planning tools and models such as Monte Carlo simulations in its financial planning process.
Brian E
Series 63, Series 65
New Haven, CT
Morgan Stanley
Brian Elliott is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several Morgan Stanley entities since 1998. Elliott serves as a board member of the West Haven Rotary Club. 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. Their approach includes structured planning tools and firm-approved methodologies, offering both direct client plans and corporate arrangements.
Martin W
Series 66
New Haven, CT
Morgan Stanley
Martin Wollack is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of experience. He has worked at several firms, including Principle Wealth Partners LLC, Essex Financial Services, Inc., Della Porta Financial Advisors, and Bbva Compass. He is based in New Haven, CT. 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 firm-approved planning tools and modeling techniques as part of its financial planning process.
Joseph H
Series 66
New Haven, CT
Morgan Stanley
Joseph Hudson is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021 and Morgan Stanley Private Bank, N.A. since 2025. Prior to entering the financial industry, he was employed at The Boxoffice Company for five years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm utilizes structured planning tools and scenario modeling to develop financial plans, while clients remain responsible for implementation and updates.
Cedric H
Series 66
New Haven, CT
Morgan Stanley
Cedric Hankerson is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to this, he worked at Boston University for five years. 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 financial and estate planning. The firm employs a structured financial planning process using proprietary tools and offers a broad range of investment services.
Matthew C
Series 66
New Haven, CT
Morgan Stanley
Matthew Cooper is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2016. Outside of his advisory role, Cooper is involved with the Town of Wethersfield Parks and Recreation as a recreation specialist running an elementary school ski club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide 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 proprietary tools and methodologies.
Ernest A
Series 63, Series 65
New Haven, CT
Morgan Stanley
Ernest Asprelli Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank since 2015, having previously worked at Citigroup Global Markets from 1996 to 2009. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and methodologies, including Monte Carlo simulations, to support its planning processes.
Paul K
Series 63, Series 65
New Haven, CT
Morgan Stanley
Paul Keating is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at BOFA Securities, Inc. and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services that incorporate firm-approved tools and modeling techniques while maintaining a broad range of retail and institutional investment solutions.
Mark M
Series 66
New Haven, CT
Morgan Stanley
Mark Meotti is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to his current role, he took a one-year break for extended travel. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.
Stacy C
Series 66
New Haven, CT
Morgan Stanley
Stacy Capobianco is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 11 years of industry experience. She previously worked at Janney Montgomery Scott from 2007 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of financial advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
David S
Series 63, Series 65
New Haven, CT
Morgan Stanley
David Snetro is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2011. He is based in New Haven, CT. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without providing individual security recommendations as part of standalone plans.
Frederick B
Series 63, Series 65
New Haven, CT
Morgan Stanley
Frederick Booth III is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and also spent six years at Citigroup Global Markets. He serves as a board member of the Wallingford Country Club in Connecticut. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of advisory programs.
Lisa C
Series 63, Series 65
New Haven, CT
Morgan Stanley
Lisa Capobianco is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of advising, she serves as Secretary and Treasurer of WHITECAP Technologies, Inc., a telecommunications sales company. 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 using structured discovery and firm-approved tools.
Anthony P
Series 63, Series 65
New Haven, CT
Morgan Stanley
Anthony Passarello is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009, as well as Citigroup Global Markets from 1993 to 2009. He is based in New Haven, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 and proprietary investment modeling in its advisory services.
Wendy W
Series 63, Series 65
New Haven, CT
Morgan Stanley
Wendy Wheeler is a financial advisor at Morgan Stanley with 48 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, previously serving with Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-supported planning process focused on advisory services rather than individual security recommendations.
Robert D
Series 63
New Haven, CT
Morgan Stanley
Robert Donnelly III is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and 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 range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Nicholas D
Series 66
New Haven, CT
Morgan Stanley
Nicholas De Brizzi is a financial advisor at Morgan Stanley in New Haven, CT, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside finance such as at Pawn Haven, Golds Gym Burlington, At&T, New Haven Country Club, and educational positions from 2015 to 2023. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.
Charles L
Series 63, Series 65
New Haven, CT
Morgan Stanley
Charles Lombardi Jr. is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member of the Orange Board of Finance and chairs the Orange Republican Town Committee, both in Orange, Connecticut. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including customized financial planning supported by advanced analytical tools and investment research.
Michael L
Series 66
New Haven, CT
Morgan Stanley
Michael Linder is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in New Haven, CT, having previously worked at Citigroup, JP Morgan Securities, and ACI Catering Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by proprietary planning tools and a broad range of investment services.
Sean R
Series 66
New Haven, CT
Morgan Stanley
Sean Reilly is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Tide Line Customs LLC, and Thimble Island Brewing Company LLC. Outside of his advisory role, he is the sole proprietor of New England Oyster Farm LLC and is involved in recreational fishing through Sea Sprite Sport Fishing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and extensive resources.
Matthew L
Series 63, Series 65
New Haven, CT
Morgan Stanley
Matthew Lubanko is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and investment services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.
Megan K
Series 66
New Haven, CT
Morgan Stanley
Megan Kelly Luginsland is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Northeast Wealth Solutions (VOYA Financial), Austin McGuire Company, Sacred Heart University, and Albertus Magnus College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates structured discovery conversations and firm-approved tools to develop tailored plans.
Adelio G
Series 63
New Haven, CT
Morgan Stanley
Adelio Gallucci is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. He holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured tools and modeling techniques.
Kirk K
CFP®, Series 63, Series 65
New Haven, CT
Morgan Stanley
Kirk Knudsen is a CFP®-credentialed financial advisor with 38 years of industry experience. He is currently with Morgan Stanley in New Haven, CT, having joined the firm in 2026 following a 21-year tenure at UBS Financial Services. Outside of his advisory work, Knudsen serves on the finance committee of the New Haven Rowing Club, contributing to the organization’s community rowing initiatives. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of investment offerings, serving clients through various advisory and brokerage services.
Charles K
Series 63, Series 65
New Haven, CT
Morgan Stanley
Charles Kaywood is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials 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 serves on the Finance and Investment Committee of Trinity Church, where he assists with operational and financial matters. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and offers a broad range of financial products and services.
Aidan M
Series 66
New Haven, CT
Morgan Stanley
Aidan Medvecky is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Guilford Savings Bank and held various roles in education and local recreation. Morgan Stanley Wealth Management serves individual and institutional clients offering comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and does not provide individual security recommendations as part of its standalone planning service.
Celeste H
Series 63, Series 65
New Haven, CT
Morgan Stanley
Celeste Hamler is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial and estate planning. The firm employs a structured planning process using approved tools and models to help clients develop tailored financial plans.
Jonathan S
Series 66
New Haven, CT
Morgan Stanley
Jonathan Snyder is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he spent three years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 emphasizes a structured planning process supported by firm-approved tools and analytics.
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