Easton, MD Marlboro Avenue Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

20

Of 23,178 advisors across 1,024 offices

Location

28601 Marlboro Avenue, Suite 201

Easton MD 21601

Advisors at this office

20

Advisors at this office

user avatar

Thomas H

Series 63

Easton, MD

Morgan Stanley

Thomas Hill is a financial advisor at Morgan Stanley with 56 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of advising, he is a general partner in Good News LLC, which owns private alternative investments. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines a range of retail and institutional services with access to private funds and structured products.

General estate planning guidance
user avatar

John E

Series 66

Easton, MD

Morgan Stanley

John Elmes III is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and RSM US LLP, among other roles. Prior to his finance career, he was employed at Annapolis Boat Sales and Golf Galaxy. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process uses structured discovery and firm-approved tools, offering a broad range of financial products and services.

General estate planning guidance
user avatar

Kate K

Series 66

Easton, MD

Morgan Stanley

Kate Kraus is a financial advisor with Morgan Stanley in Easton, MD, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley since 2010 and at Morgan Stanley Private Bank since 2021. Outside of her advisory roles, she has been involved with The Masthead At Pier St. since 2005. 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 emphasizes a structured planning process using proprietary tools and serves clients through a range of investment and planning strategies.

General estate planning guidance
user avatar

Lisa H

Series 66

Easton, MD

Morgan Stanley

Lisa Hunter is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Penny F

Series 66

Easton, MD

Morgan Stanley

Penny Fontana is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 1999. 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 that utilizes structured discovery conversations and planning tools to model potential outcomes.

General estate planning guidance
user avatar

Caroline A

Series 66

Easton, MD

Morgan Stanley

Caroline Adorni Willems is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Merrill from 2022 to 2024 and has a background that includes time at Hospital das Clinicas de Sao Paulo. She holds the Series 66 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools to model outcomes, focusing on advisory services without offering individual security recommendations as part of standalone plans.

General estate planning guidance
user avatar

Gray B

Series 66

Easton, MD

Morgan Stanley

Gray Boutte is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Advisors over his career. 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. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.

General estate planning guidance
user avatar

Raymond S

Series 66

Easton, MD

Morgan Stanley

Raymond Sutch III is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2010. Outside of his advisory work, he serves as a baseball coach at Queen Anne's County High School. Morgan Stanley Wealth Management offers a wide range of advisory programs to both 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 uses structured planning tools and modeling techniques to support its financial planning process.

General estate planning guidance
user avatar

Deborah E

Series 63, Series 65

Easton, MD

Morgan Stanley

Deborah Elmes is a financial advisor with Morgan Stanley in Easton, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of finance, she owns Chestnut Manor Farms, where she is paid for hunting rights. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm‑approved planning tools and the Global Investment Committee’s models. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning solutions.

General estate planning guidance
user avatar

Kathryn P

Series 63, Series 66

Easton, MD

Morgan Stanley

Kathryn Pratt is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

General estate planning guidance
user avatar

Semene G

CFP®, ChFC®, Series 63, Series 66

Easton, MD

Morgan Stanley

Semene Gilden is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Bank of America, Merrill, and BB&T. Gilden serves as a board member of the Centreville Rotary in Maryland. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and proprietary tools to develop financial plans, while generally acting in an advisory capacity.

General estate planning guidance
user avatar

James M

Series 66

Easton, MD

Morgan Stanley

James Malena is a financial advisor with Morgan Stanley, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management offers 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 provides both direct and employer-based financial planning services.

General estate planning guidance
user avatar

Bradley H

Series 63, Series 65

Easton, MD

Morgan Stanley

Bradley Hill is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Hill is also involved as a manager in several private investment entities in Bethany Beach, Delaware. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates multiple investment strategies, including private funds and structured products, within its offerings.

General estate planning guidance
user avatar

William Q

CFA®, Series 63, Series 65

Easton, MD

Morgan Stanley

William Quick is a CFA® charterholder with 40 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a board member of the Denton Town Planning Commission in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
user avatar

Theresa D

Series 66

Easton, MD

Morgan Stanley

Theresa Durnbaugh is a financial advisor with Morgan Stanley Wealth Management in Easton, MD, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a partner in the Burgett Farm Partnership, which is involved in agriculture in Bowie, Maryland. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved planning tools.

General estate planning guidance
View complete list of advisors at this office
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")