James Olson is a Series 66-licensed financial advisor with Morgan Stanley, based in Portland, ME, and has 18 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has previous experience with Citigroup Global Markets dating back to 2007. 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 employs a structured planning process that utilizes firm-approved tools and models to support client outcomes.

Steven Marsanskis is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he owns a rental property in Falmouth, ME. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services through a national network of advisors.

Heather Levasseur is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Advisors, CUNA Mutual Group, and Prudential Insurance Company of America. Outside of her advisory role, Levasseur serves as an election worker for the City of Saco, Maine. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, utilizing structured planning tools and committee-driven investment models.

Matthew Homich 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. Prior to his financial services career, his work history includes roles in the restaurant industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory programs. The firm employs a structured planning process and offers a broad range of investment services, managing approximately $2.74 trillion in client assets.

Geoffrey Butts is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and three years of industry experience. His prior roles include positions at RBC Capital Markets and T. Rowe Price. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning programs.

Lily Marcu is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation and with five years of industry experience. Her prior roles include positions at Hightower Advisors and RM Financial Services, LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with tools like Monte Carlo simulations and offers a broad range of investment and advisory services.

Andrew Thomas is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside his advisory role, he is involved in real estate ownership in Gorham, Maine. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning solutions through its Financial Advisors and Estate Planning Strategies Group.

Colleen Howard is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, she was with MFS Fund Distributors, Inc. for six years. Outside of her advisory role, she is involved with Orange Theory Fitness. Morgan Stanley Wealth Management serves 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 employs a structured planning process using firm-approved tools and modeling techniques.

William Engelberger is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. 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 uses a structured financial planning process supported by proprietary tools and models to assist clients.

Kris Rosado is a Certified Financial Planner (CFP®) with over 31 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses and is based in Portland, Maine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jeremiah Burns Jr. is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with various Morgan Stanley entities since 2008 and currently serves at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is president of Skye Realty, LLC, a real estate business. 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 and financial planning services supported by structured processes and extensive resources.

Lenroy Shaw is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 credential with 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Global Investment Committee’s analyses to support client financial plans.

Tammy Weston is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Portland, ME. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she acts as an executor and trustee for personal estates and trusts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning approach that incorporates firm-approved tools and market scenario modeling.

Kristoffer Noble is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, following prior experience with Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 models as part of its advisory services.

Brian Mchugh is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves as Board Chair for Big Brothers Big Sisters of Southern Maine. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firms’ structured tools and strategies.

Julia Curran is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation. She has been with Morgan Stanley since 2024 and has prior experience with Salem Advisory Group, LLC, as well as roles in education at Bentley University, Waynflete School, and St. Brigid School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Eric Worthen is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Morgan Stanley in Portland, ME, where he has been since 2022. Prior to joining Morgan Stanley, he worked at Wells Fargo Clearing Services LLC for three years and First Clearing, LLC for eleven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market simulations.

Eric Blakeman is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that was with Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements and access to a broad suite of retail and institutional investment options.

Gary Bergeron is a financial advisor with Morgan Stanley in Portland, Maine, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Bergeron serves on the investment committee of Gould Academy in Bethel, Maine, and acts as an executor for an estate in Westbrook, Maine. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers a wide range of retail and institutional investment offerings.

Iain Eldredge is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. He is based in Portland, ME. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and investment modeling as part of its service offerings.

Stephen Roop is a financial advisor at Morgan Stanley in Portland, ME, holding Series 63 and Series 65 designations with 13 years of industry experience. He has worked with Morgan Stanley since 2012 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers services that include but are not limited to estate planning strategies and investment advisory programs.

Jay Cross is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets during his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

Tanner Howard is a financial advisor at Morgan Stanley with a Series 66 designation and over a decade of experience in the financial industry, including 11 years at Envestnet. He currently works in Portland, ME, focusing on wealth management services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning that incorporates advanced modeling techniques without offering individual security recommendations.

Frederick Caswell is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and holds Series 63, 65, and 66 licenses. Caswell serves as a trustee and co-trustee involved in estate administration in South Freeport, Maine. 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 utilizes structured planning tools and economic modeling while generally acting in an advisory capacity for client financial plans.

Griffin Gribbel is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and affiliated entities since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jane Stevens is a financial advisor with Morgan Stanley in Portland, Maine, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her prior career includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of her advisory work, she is involved as a partner in JCS Legacy Group, LLC, a retail and online business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning based on firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored agreements.

Deanna Harnett 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 and Morgan Stanley Private Bank since 2018. Prior to joining Morgan Stanley, she was with Education Pioneers for five years. Outside of her advisory role, Harnett serves as a director and secretary on the board of PanAtlantic Exchanges, a high school exchange program, and is the treasurer of the YMCA of Southern Maine. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by firm-approved tools and investment modeling, serving clients through a range of programs including employer-sponsored corporate financial plans.

William Smith is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade, as well as at Citigroup Global Markets since 2006. 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, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Tricia Maschke is a financial advisor at Morgan Stanley in Portland, Maine, holding a Series 66 designation with 12 years at the firm and 2 years of industry experience. Outside of her advisory role, she sells homemade crafts locally. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad array of investment programs.

Alisa Sprowl is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation with 17 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that use structured discovery processes and firm-approved planning tools.

Nicholas Shute is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hightower Advisors, JP Morgan Chase, Merrill, and earlier work at Morgan Stanley. Outside of his advisory career, he occasionally performs food delivery services with Uber in his free time. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved tools as part of its planning process.

Steven Koskinen is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves as a vestry member at Saint Peter’s Episcopal Church in Portland, Maine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research.

Joyce Pike is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Lauren Stone is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2007. 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 supported by structured discovery processes and advanced modeling tools.

Mark Madden is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and UBS Financial Services. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves 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 supported by firm-approved tools and research.

Cameron Shorey is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation with eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as previous positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Theresa Coburn is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009. 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 financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating analyses such as Secular Return Estimates and Monte Carlo simulations.

Catherine Cleale is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of her advisory role, Cleale serves on the finance committee of the Falmouth Public Library in Maine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Robert Emple is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, Emple is a solo singer and guitarist performing in local venues and has served as treasurer of the Falmouth Memorial Library. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including employer-sponsored financial planning agreements.

Brian Mavor is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range 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 tools such as Monte Carlo simulations and Secular Return Estimates.

Michael Melo is a Certified Financial Planner® (CFP®) with 14 years of experience in the financial industry. He has been with Morgan Stanley in Portland, ME since 2016. Outside of his advisory role, he is involved with A Place for Rover, Inc., a community recreation organization based in Olympia, Washington. Morgan Stanley Wealth Management provides a range of 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 financial planning process and offers a broad spectrum of investment and advisory solutions.

Christopher Copeland is a financial advisor with Morgan Stanley in Portland, Maine. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Modern Health and several technology firms. Outside of his advisory role, he owns a business related to the cannabis industry. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

David Atallah is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves on the board and investment committee of the National Braille Press in Boston. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services incorporating firm-approved planning tools and models for outcome projections.

Richard Rosu Myles is a financial advisor with Morgan Stanley in Portland, Maine, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the board and finance committee of the Cape Elizabeth Land Trust, where he is involved in fundraising and governance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and tools, managing approximately $2.74 trillion in client assets.

Eric Kolben is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2023. Outside of his advisory role, he serves on the Strategic Gift Committee of the Gulf of Maine Research Institute, an environmental nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and investment services supported by advanced planning tools and comprehensive asset management.