Colchester, VT West View Road Office

Seamus Byrne is a CFP® and holds a Series 66 license with three years of industry experience. He is currently a financial advisor at Morgan Stanley, having previously worked at Edward Jones and Financial Designs, Ltd. 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 supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Randy Lamberti is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 employs a structured planning process using proprietary tools and analytical models without offering individual security recommendations in standalone plans.

Meg Pelkey is a financial advisor at Morgan Stanley with 8 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley since 2014 and is currently part of Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Steven Gentile is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he announces college basketball games for the University of Vermont and serves as chairman of the investment committee for the Vermont Catholic Diocese. 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 managed through a structured discovery process.

Jodi Lavallee is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, she worked in various roles within healthcare and education sectors, including positions at Champlain Valley School District and Green Mountain Surgery Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market modeling techniques.

Nicholas Fukuda is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, he held roles at MML Investors Services, MassMutual, and other firms. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques, offering advisory services without providing individual security recommendations as part of standalone plans.

Julie Braun is a financial advisor with Morgan Stanley in Colchester, Vermont, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she owns an agricultural business involving the care and management of horses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional services.

Suzanne Shepard is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a 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 offers planning services that utilize structured discovery processes and analytical tools such as Monte Carlo simulations.

Andrea Fisher is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2015. 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 estate strategies, managing approximately $2.74 trillion in client assets.

Danielle Hogan is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets before joining Morgan Stanley in 2009. Hogan is based in Colchester, Vermont. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to support client goals.

Gail Whitehouse is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is an active musician and singer who performs with various community musical groups, both professionally and voluntarily. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Thomas Sequist is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of finance, he is president and co-owner of a manufacturing business for a horse grooming tool and works as a ski instructor at Stowe Mountain Resort. 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 research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Danielle Bower is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 14 years before joining Morgan Stanley in 2017, where she has been with the firm and its private bank division since. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

M. Elizabeth Fluhr Kay is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct relationships and corporate agreements.

Matthew Smith is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley since 2009, including time with the Private Bank, and previously spent nine years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to broader investment products. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.