Dorene Soscia is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Morgan Stanley since 2009 across two consecutive periods totaling 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling, providing advisory services without making individual security recommendations as part of standalone planning.

Caitlyn Beauregard is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously worked for Bank of America Private Bank from 2012 to 2024. Beauregard serves as Secretary on the Board of Directors for the Estate Planning Council of Rhode Island, a nonprofit organization focused on estate planning networking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides a range of investment products and services.

Adam Pennacchio is a Series 66-licensed financial advisor with Morgan Stanley, based in Providence, RI, and has 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

David Mcandrew is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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. Its financial planning process involves structured discovery conversations and firm-approved planning tools, with services that typically do not include individual security recommendations.

Jamie Mcmanus is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market return estimates in its process.

Christopher Goulart is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he has been president of Franlart Nurseries Inc., an agricultural business, since 2016. 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, utilizing structured discovery processes and firm-approved tools.

Ryan Lepage is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and strategies developed by its Global Investment Committee.

Evan Dion is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at South County Juniors, Coastal1 Credit Union, and Meritage, as well as teaching at the University of Rhode Island and local schools. He has also been involved with Blu on the Water since 2021. Morgan Stanley Wealth Management is an SEC-registered 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 employs a structured planning process that incorporates firm-approved tools and market outlook models.

Derek Botelho is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process based on structured discovery and firm-approved tools.

Kristen Springer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked previously at E3 Financial Planning, Commonwealth Financial, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning arrangements.

Richard Carriere is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is the owner of The Holy Spirit Center, LLC, a non-investment-related business, and serves on the advisory board at Bryant University, where he is involved in exploring the feasibility of an Insurance Risk Management major. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and supports clients with a variety of investment and planning strategies across retail and institutional markets.

Caryn Hodges is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and 14 years of industry experience. She previously worked at Merrill from 2000 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, Hodges is involved as a bartender with the Knights of Columbus #4190 in Mattapoisett, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations in standalone plans.

Matthew Marcantonio is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Nichols College and in web development. Outside of advisory work, he is involved in property management as the owner of rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

William Locke is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. He also serves as a 2nd Lieutenant Engineer Officer in the Massachusetts Army National Guard, where he is involved in mission planning, risk management, and logistics planning. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning and investment services supported by structured planning tools and extensive asset management capabilities.

Michael Richard is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 65 designations and is based in Providence, RI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and analytical tools.

Ronald Capraro Jr. is a financial advisor at Morgan Stanley with 27 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 Inc. since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.

Adriane Medeiros is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its advisors and estate planning specialists. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Andrew Shuster is a Series 66–licensed financial advisor at Morgan Stanley with 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Merrill from 2014 to 2023. Outside of his advisory role, he operates a sole proprietorship focused on aerial drone photography in Rhode Island. Morgan Stanley Wealth Management serves both 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 employs a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Daniel Kuhn is a CFP®-designated financial advisor with Morgan Stanley in Providence, RI, and has 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank since 2015. Kuhn also serves in the United States Marine Corps Reserve, a role he has held since 2002. 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 financial planning process uses structured discovery and firm-approved tools, offering a range of investment and advisory services across retail and institutional markets.

Sarah Lavigne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has five years of industry experience. Her background includes roles at Morgan Stanley Private Bank, Merrill Lynch, and experience in manufacturing through Lavigne Manufacturing. She has also worked in public service at the Rhode Island Senate Fiscal Office. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.