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Michael M

Series 63, Series 65

Worcester, MA

Morgan Stanley

Michael Mazeika is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Mazeika manages multifamily rental properties as a sole proprietor. 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 and tailored financial planning services supported by structured planning tools and market modeling techniques.

General estate planning guidance
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Nancy O

Series 63

Worcester, MA

Morgan Stanley

Nancy Oldakowski is a financial advisor at Morgan Stanley in Worcester, MA, with 27 years of industry experience. She holds a Series 63 designation and has been with 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. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kevin S

Series 63, Series 65, Series 66

Worcester, MA

Morgan Stanley

Kevin Seabury is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Opus Investment Management and Symmetry Partners, LLC. He is also involved with the Vermont Captive Insurance Association, serving on the Member Engagement Committee of this nonprofit trade association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.

General estate planning guidance
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Hannah G

Series 66

Worcester, MA

Morgan Stanley

Hannah Goode is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at The Baupost Group from 2011 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client goals.

General estate planning guidance
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Patrick P

Series 66

Worcester, MA

Morgan Stanley

Patrick Power is a financial advisor at Morgan Stanley in Worcester, MA, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked in the restaurant and service industry and was involved with UMass Football. Power is also a proprietor of Vintage Grille, a restaurant and bar in Worcester. Morgan Stanley Wealth Management provides a 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 both direct and employer-sponsored financial planning arrangements.

General estate planning guidance
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James K

Series 66

Worcester, MA

Morgan Stanley

James Kenary IV is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. 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 and financial planning services that utilize structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Pierce L

Series 66

Worcester, MA

Morgan Stanley

Pierce Leasca is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

General estate planning guidance
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Emily K

Series 66

Worcester, MA

Morgan Stanley

Emily Kenary is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 discovery processes and proprietary planning tools in its services.

General estate planning guidance
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George J

Series 63, Series 65

Worcester, MA

Morgan Stanley

George Joseph is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of his advisory work, he is involved in music as a bass guitar player and sole proprietor. 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 customized financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Kathleen J

Series 66

Worcester, MA

Morgan Stanley

Kathleen Jones is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 1998 to 2023. She is based in Worcester, MA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including wrap programs and specialized financial planning through various advisory agreements.

General estate planning guidance
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Emily D

Series 66

Worcester, MA

Morgan Stanley

Emily Domash is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and eight years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, she spent one year at the Insurance Center of New England. 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 employs a structured planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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Mark C

Series 63, Series 65

Worcester, MA

Morgan Stanley

Mark Cote is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm uses structured planning tools and modeling techniques to support its advisory services while clients remain responsible for plan implementation and updates.

General estate planning guidance
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James C

Series 63, Series 65

Worcester, MA

Morgan Stanley

James Cellucci is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 certifications and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following 11 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm emphasizes a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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George L

Series 63, Series 65

Worcester, MA

Morgan Stanley

George Leasca is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves as a board member of the Alpha Omega Council, an organization involved in art, culture, education, and sports. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment approach.

General estate planning guidance
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Jordan C

Series 66

Worcester, MA

Morgan Stanley

Jordan Cellucci is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Worcester Credit Union and held various roles in public and nonprofit sectors. Outside of his advisory role, he sells collectibles through the online marketplace Mercari. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques to create tailored financial plans.

General estate planning guidance
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Samuel K

Series 66

Worcester, MA

Morgan Stanley

Samuel Kenary is a Series 66 licensed financial advisor with Morgan Stanley in Worcester, MA, with 16 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney, Inc. since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

General estate planning guidance
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Lynette F

Series 66

Worcester, MA

Morgan Stanley

Lynette Forder is a financial advisor at Morgan Stanley in Worcester, MA, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Grafton Schools and Hordern Wealth Management, as well as periods focused on homemaking and extended travel. 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 investment research.

General estate planning guidance
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Sheila B

Series 66

Worcester, MA

Morgan Stanley

Sheila Bulak is a financial advisor with Morgan Stanley, holding a Series 66 designation and 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

General estate planning guidance
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Francis N

Series 63

Worcester, MA

Morgan Stanley

Francis Novak is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and Wells Fargo in various advisory capacities since 2015. Novak is based in Worcester, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad 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 market outlook models.

General estate planning guidance
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