Patrick Maloney is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support its advisory services.

Jodie Mamede is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Alana Dubois is a financial advisor at Morgan Stanley in West Hartford, CT, holding a Series 66 designation. She joined Morgan Stanley in 2025 and has prior work experience at TEKsystems, American Eagle Outfitters, Bristol Hospital, and in academic roles at Fairfield University and Florence University of the Arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Emily Page is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2022. 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 with a focus on structured financial planning and manages approximately $2.74 trillion in client assets.

Christopher Perry is a Series 63-registered financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a partner in Perkin Holdings LLC, an entity that receives income from land mineral interests. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but does not include individual security recommendations in standalone plans.

Yaqarah Sage is a financial advisor at Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses with four years of industry experience. Their prior roles include positions at Goldman Sachs, Raymond James Financial Services, and Marinelli Wealth Management. Morgan Stanley Wealth Management offers a wide array of advisory programs for individual and institutional clients, featuring tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Sophie Stevens is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Raymond James Financial Services, Liberty Bank, and Simsbury Bank & Trust Co. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools such as Monte Carlo simulations as part of its advisory services.

Devon Kevetos is a financial advisor at Morgan Stanley with a Series 66 credential and less than one year of industry experience. Prior to joining Morgan Stanley, he has held various roles in retail and service industries, including positions at Marshalls, Target, and Square Peg Pizzeria. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models to support tailored financial planning, with clients responsible for plan implementation and updates.

Emily Derikito is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 license and four years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Janney Montgomery Scott from 2021 to 2025. 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 supported by firm-approved tools and modeling techniques.

Gary Gray is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is the owner of Spartan Sharpshooter, a recreation business based in East Longmeadow, Massachusetts. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and modeling techniques.

Thomas Fruin Jr. is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with the Morgan Stanley Private Bank since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured discovery process and firm-approved planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

Brandon Marinelli is a CFP® professional with 24 years of industry experience, currently affiliated with Morgan Stanley Wealth Management in West Hartford, CT. His prior roles include positions at Raymond James Financial Services and operating his own wealth management practice. Outside of his advisory work, he is listed as an owner of an LLC related to his ski home for estate planning purposes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs with a focus on tailored financial planning and employs structured planning tools and market scenario modeling in its approach.

Thomas Aldrich is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 credential and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Stacy Cortez is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for nine years. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and models to help clients develop financial strategies, primarily providing advisory services without individual security recommendations in standalone plans.

William Forte is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at 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 with a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

Patricia Zak is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Bryce Metzger is a Series 66-licensed financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch. 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, managing approximately $2.74 trillion in client assets.

Glenn Karwic is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of his advisory role, he is involved with Tetra Worldwide LLC, a private company. 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 employs a structured planning process supported by proprietary tools and research.

Pamela Gold is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2009. She holds Series 63 and Series 65 licenses and is based in West Hartford, CT. Outside of her advisory role, she sits on the advisory board of Bryant University’s Center for Women in Finance and Leadership, where she advises on programming to attract more female students to the university. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes incorporating firm-approved tools and global market analyses.

Kyle Egress is a Series 66-registered financial advisor with Morgan Stanley in West Hartford, CT, with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. He serves as a board member and programs committee member of the Estate and Business Planning Council Hartford. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using firm-approved tools and models.

Cammi Huckman is a Series 63-licensed financial advisor with Morgan Stanley, based in West Hartford, CT, and has 32 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer, serving both 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 uses structured planning tools and investment models to support its advisory process.

Richard Sinoradzki is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through direct individual plans as well as corporate financial planning agreements.

Phyllis Long is a financial advisor at Morgan Stanley with 29 years of industry experience. She 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. Long serves as a board member and on the Compassion Committee of Life Church New England. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers diverse investment and advisory solutions alongside its broad retail and institutional offerings.

Lela Begovic is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2009, transitioning to Morgan Stanley Private Bank, N.A. in 2025. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, 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 modeling techniques as part of its financial planning process.

Seth Moran is a financial advisor at Morgan Stanley in West Hartford, CT, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Farmington Valley YMCA and Crowley Ford Lincoln. 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 that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.

Michelle Liegl is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she oversees a property management company for a condominium association in Hartford, CT. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety 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 a structured financial planning process using firm-approved tools and modeling techniques.

Barbara Taylor Hatje is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 26 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves as a Finance Committee Member for St. Pius Roman Catholic Church in Middletown, Connecticut. 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 employs structured planning tools to model potential outcomes for its clients.

Shawn Mccormick is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations as part of standalone planning.

Geoffrey Swanson is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Board Treasurer for Gospel Volunteers Inc., where he oversees organizational finances and assists with the annual audit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals 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 employs a structured planning process supported by firm-approved tools.

Albert Innarelli III is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2017, including a recent role at Morgan Stanley Private Bank, N.A. from 2026. Prior to joining Morgan Stanley, he was employed by Follett Higher Education for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Patrick Willcutts is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president and is a member of the Finance Oversight Committee for Rotary International District in Evanston, IL. 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 through both direct and corporate financial planning agreements.