Boston, MA State Street 26th Office

John Armstrong is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. from 2018 to 2020. Armstrong also has a background connected to Quinnipiac University and a family business, Armstrong Fence Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize investment estimate models and simulations without making individual security recommendations as part of standalone plans.

David Stellati is a Series 63–licensed financial advisor with Morgan Stanley, based in Boston, MA, and has 42 years of industry experience. He has worked in various capacities within Morgan Stanley since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is the owner of Bud Stellati Distributors, a business specializing in snowmobile sales and parts. Morgan Stanley Wealth Management is a large SEC-registered firm serving both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Ameen Amin is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he serves as a course associate at Columbia University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Julie Hall is a financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012 and holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 advanced modeling tools.

Nancy Falco is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Anne Tamayo is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including two years at Morgan Stanley Services Group Inc. Outside of her advisory role, she owns and operates Anne's Chic Boutique LLC, a retail business focused on art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods.

Nicole Deasy is a financial advisor at Morgan Stanley in Boston, MA, with eight years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2018. Prior to joining Morgan Stanley, she worked in the restaurant industry at La Cucina Sul Mare and Melt Restaurant. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes advanced modeling tools.

John Seeto is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. His prior roles include positions at Mass Mutual Life Insurance Company and Barnum Financial Group. 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 conversations and firm-approved planning tools.

Peter Princi is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009. He is based in Boston, MA. Morgan Stanley Wealth Management provides a range of advisory programs to both individual 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 offers services that utilize structured planning tools and investment modeling techniques.

Stefan Bodnaruk is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2010, including the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, focusing on advisory services without offering individual security recommendations within standalone planning programs.

Geoffrey Burns is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Outside of finance, he serves as president of SynergySound Entertainment, a music production and management company. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, utilizing structured financial planning tools and investment strategies guided by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers integrated planning services supported by an extensive platform of retail and institutional solutions.

Edward Moore Jr. is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2016, including his current role at Morgan Stanley Private Bank, N.A., where he has worked since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with 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 a structured financial planning process that leverages firm-approved tools and modeling techniques.

Glen Donovan is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and previously worked at John Hancock Investment Management for three years. He is currently based in Boston, MA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment insights. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Daniel Hurley is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously worked at Weston Securities Corporation for 19 years before joining Morgan Stanley Smith Barney LLC in 2019. He is based in Boston, MA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Robyn Redfield is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and its Private Bank since 2009. Outside of her advisory work, she is involved with the Hollyheath Condo Trust. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs firm-approved planning tools and a structured discovery process to develop plans, managing approximately $2.74 trillion in client assets.