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

Sarah L

Series 66

Providence, RI

Morgan Stanley

Sarah Lavigne is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 credential and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of financial services, she was involved with Lavigne Manufacturing, a manufacturing business in Rhode Island. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
user avatar
firm logo

Jason H

Series 65, Series 66

Providence, RI

Morgan Stanley

Jason Hantman is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 65 and Series 66 licenses and previously spent 18 years at Bank of America, N.A. Outside of his advisory role, Hantman serves as a board member of the Country Club of New Bedford in Massachusetts. 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 delivers both direct individual plans and Corporate Financial Planning agreements.

General estate planning guidance
user avatar
firm logo

Scott S

Series 66

Providence, RI

Morgan Stanley

Scott Sapolsky is a financial advisor at Morgan Stanley with a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Wayfair. His background also includes roles outside the financial industry, such as positions at Northeastern University and the Rhode Island Country Club. 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 and offering a range of investment and planning solutions.

General estate planning guidance
user avatar
firm logo

Anne S

Series 65, Series 63

Providence, RI

Morgan Stanley

Anne Swiader is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 65 and Series 63 designations. 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 including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to develop client plans.

General estate planning guidance
user avatar
firm logo

Robert H

Series 63, Series 65

Providence, RI

Morgan Stanley

Robert Hovan is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2009, having previously worked at Citigroup Global Markets for 10 years. Outside of his advisory work, he serves as a notary public. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering comprehensive financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in assets and delivers both direct client services and corporate financial planning solutions.

General estate planning guidance
user avatar
firm logo

Tyler G

Series 66

Providence, RI

Morgan Stanley

Tyler Grandchamp is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 credential with one year of industry experience. His prior work history includes roles at LPL Enterprise LLC and several non-financial positions during his college years. Outside of his advisory role, he has been involved with a non-variable insurance agency. 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 uses structured discovery conversations and proprietary tools, offering a range of investment and financial planning solutions.

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”)