Greenwich, CT One Fawcett Place Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

One Fawcett Place, 3rd Floor

Greenwich CT 06830

Advisors at this office

97

Advisors at this office

user avatar

Brett R

Series 63, Series 65

Greenwich, CT

Morgan Stanley

Brett Rosen is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., and Goldman Sachs & Co. since 2016. Morgan Stanley Wealth Management serves 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 approved tools and modeling techniques.

General estate planning guidance
user avatar

Paul S

Series 66

Greenwich, CT

Morgan Stanley

Paul Selinger is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 credential and 16 years of industry experience. He previously worked at Merrill Lynch from 2009 to 2017 before joining Morgan Stanley, where he has been since 2017 and at the Morgan Stanley Private Bank since 2019. Outside of his advisory role, he is involved as a sole proprietor in a rental property business. 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 services, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Keishara C

Series 66

Greenwich, CT

Morgan Stanley

Keishara Colby is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is involved in animal care as a dog and cat sitter through Rover and also works with Uber in a transportation capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
user avatar

John F

Series 63, Series 65

Greenwich, CT

Morgan Stanley

John Friedman is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved with a GoFundMe initiative supporting the Kuna Indian Tribe by helping to replace their basketball court and provide sneakers for local children. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

General estate planning guidance
user avatar

Brooke T

Series 66

Greenwich, CT

Morgan Stanley

Brooke Thalacker is a financial advisor at Morgan Stanley in Greenwich, CT, holding a Series 66 designation. Brooke joined Morgan Stanley in 2025 after prior experience at the University of Oregon and New Canaan Public Schools. 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 planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

General estate planning guidance
user avatar

Andrew C

Series 63, Series 65

Greenwich, CT

Morgan Stanley

Andrew Cushman is a financial advisor based in Greenwich, CT, affiliated with Morgan Stanley. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Cushman has been 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 serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Patricia M

Series 63, Series 65

Greenwich, CT

Morgan Stanley

Patricia Mcginley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning solutions.

General estate planning guidance
user avatar

Pamela C

Series 63, Series 65

Greenwich, CT

Morgan Stanley

Pamela Chasin is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following seven years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate various modeling techniques without recommending individual securities.

General estate planning guidance
user avatar

Jason W

Series 66

Greenwich, CT

Morgan Stanley

Jason Wolter is a financial advisor with Morgan Stanley in Greenwich, CT, holding a Series 66 designation and over 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously at J.P. Morgan Securities from 2015 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
user avatar

Christine H

Series 63, Series 66

Greenwich, CT

Morgan Stanley

Christine Harsaghy is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2005. Outside of her advisory role, she is involved as a proprietor in a fitness gym, assisting her husband. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Michael P

CFP®, Series 63, Series 65

Greenwich, CT

Morgan Stanley

Michael Petrizzo is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a CFP® designation as well as Series 63 and 65 licenses. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory services and brokerage through a broad range of programs for individuals and institutional clients, offering structured financial planning and wealth management solutions.

General estate planning guidance
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Marcelo I

Series 63, Series 65

Greenwich, CT

Morgan Stanley

Marcelo Ippoliti is a financial advisor with Morgan Stanley in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes 15 years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Outside of his advisory role, he serves as president of South Highland Properties, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analyses.

General estate planning guidance
user avatar

Dora S

Series 66

Greenwich, CT

Morgan Stanley

Dora Sung is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2015. She has 11 years of industry experience and is based in Greenwich, CT. Outside of her advisory role, she is involved with Calibre Capital LLC, a real estate-related business. Morgan Stanley Wealth Management offers a variety of advisory programs for individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored financial planning agreements.

General estate planning guidance
user avatar

Danielle R

Series 66

Greenwich, CT

Morgan Stanley

Danielle Renzo is a Series 66-licensed financial advisor with Morgan Stanley, based in Greenwich, CT, and has 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2004. 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 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 supported by firm-approved tools and methodologies.

General estate planning guidance
user avatar

Joseph M

Series 63, Series 66

Greenwich, CT

Morgan Stanley

Joseph Milano is a financial advisor at Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses with 17 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at KeyBank and Key Investment Services LLC from 2016 to 2019. Morgan Stanley Wealth Management provides 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 planning tools and modeling techniques in its financial planning process.

General estate planning guidance
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