Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Laura G
Series 66
Providence, RI
Morgan Stanley
Laura Giarrusso is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates, Weston Securities Corporation, and Bank Rhode Island. Outside of her advisory role, she is involved with Bella Vita Nutrition, a restaurant and bar in Warwick, Rhode Island. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, as part of its advisory process.
Aaron O
Series 63, Series 65
Providence, RI
Morgan Stanley
Aaron Osei is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at KeyBank, Citizens Bank, Fidelity Investments, and Santander Securities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, incorporating structured financial planning and utilizing firm-approved tools and models for outcome projections.
Mark C
Series 63, Series 66
Providence, RI
Morgan Stanley
Mark Caprio is a financial advisor at Morgan Stanley with 11 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated for eight years before joining Morgan Stanley in 2022. Caprio holds Series 63 and Series 66 credentials. 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’s planning process involves structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations in standalone planning.
Alexandria H
Series 63, Series 66
Providence, RI
Morgan Stanley
Alexandria Hutchinson is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2012. 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 planning process supported by firm-approved tools and resources.
Matthew D
Series 63, Series 65
Providence, RI
Morgan Stanley
Matthew D'ambra is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he coaches the basketball team at Bishop Hendricken High School. 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 employs a structured planning process using firm-approved tools and offers a range of investment and financial services beyond typical wealth management.
Adithiya S
Series 63, Series 65
Providence, RI
Morgan Stanley
Adithiya Singh is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024, following six years at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. Singh also owns Mercury Investments Inc., his sole proprietorship established in 2010. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.
Katelynn L
Series 66
Providence, RI
Morgan Stanley
Katelynn Lynch is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Prior to that, she was with Merrill from 2016 to 2018 and Ladder 133 Inc. from 2013 to 2016. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.
Jennifer T
Series 66
Providence, RI
Morgan Stanley
Jennifer Thorpe is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, following a 21-year tenure at Merrill. Thorpe also serves as a trustee and co-trustee for a trust in East Greenwich, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured tools and investment research, managing approximately $2.74 trillion in client assets.
Marisa P
Series 63, Series 65
Providence, RI
Morgan Stanley
Marisa Pollard is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to her current role, she worked at Oppenheimer & Co for eight years. She also serves as a trustee and co-trustee in a trust-related capacity outside of her advisory work. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.
Daniel L
Series 66
Providence, RI
Morgan Stanley
Daniel Lima is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Prior to his career in finance, he worked as a high school math teacher with the Providence Public Schools and serves as Vice-Chair of the Teach For America Regional Advisory Board in Providence. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Global Investment Committee estimates and Monte Carlo simulations, as part of its advisory process.
David R
Series 66
Providence, RI
Morgan Stanley
David Redmond is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.
Daniel C
Series 66
Providence, RI
Morgan Stanley
Daniel Carlson is a financial advisor at Morgan Stanley based in Providence, RI. He holds a Series 66 designation and has entered the industry in 2025. Prior to joining Morgan Stanley, he worked at Procyon Partners, Total Mortgage Services, Bryant University, and Amity Regional High School. 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 supported by structured discovery and firm-approved tools.
Daniel S
Series 63, Series 66
Providence, RI
Morgan Stanley
Daniel Sullivan is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following a 13-year tenure at Rosenthal Global Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and Global Investment Committee return estimates.
Brendan M
Series 66
Providence, RI
Morgan Stanley
Brendan Mc Isaac is a financial advisor with Morgan Stanley in Providence, RI. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Providence College from 2014 to 2018. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client financial goals.
Val C
Series 66
Providence, RI
Morgan Stanley
Val Colasanto is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 license and 19 years of industry experience. He has been with Morgan Stanley since 2009, including a 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 that incorporates firm-approved tools and market outlook models. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated Financial Advisors and specialized planning groups.
Kyra M
Series 66, Series 63
Providence, RI
Morgan Stanley
Kyra Mattera is a financial advisor with Morgan Stanley in Providence, RI, holding Series 66 and Series 63 licenses and two years of industry experience. She previously worked at Fidelity Investments and Ess. Outside of finance, she has been involved with Point Judith Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services to both individual clients and employers under corporate financial planning agreements.
Russell G
Series 66
Providence, RI
Morgan Stanley
Russell Gentner is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. He is based in Providence, RI. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.
Thomas M
Series 66
Providence, RI
Morgan Stanley
Thomas Mc Ginn is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he spent ten years at Alarm.com and two years at Leyton. Outside of his advisory role, he owns Frantic Antic Motorsports LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a broad range of investment advisory programs. The firm emphasizes a structured planning process supported by firm‑approved tools and manages approximately $2.74 trillion in client assets.
Kimberly C
Series 63, Series 65
Providence, RI
Morgan Stanley
Kimberly Caggiano is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.
Evan P
Series 63, Series 65
Providence, RI
Morgan Stanley
Evan Patterson is a financial advisor at Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters