Ithaca, NY Office

Marissa Carey is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2023. She also has prior experience with LPL Financial LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that utilize firm-approved tools and market-return modeling.

David Cumming is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored wealth management solutions through its Financial Advisors and Estate Planning Strategies Group.

William Currie is a financial advisor with Morgan Stanley in Ithaca, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Currie serves as a trustee and is a board member of the Estate Planning Council of Tompkins County. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Steven Headrick is a financial advisor with Morgan Stanley in Ithaca, NY, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the investment committee of the nonprofit Discovery Trail. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process incorporates firm-approved tools and modeling techniques, with an emphasis on advisory services without individual security recommendations in standalone plans.

Robert Ainslie is a CFP® professional with 26 years of industry experience, currently serving at Morgan Stanley in Ithaca, NY. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016 and previously worked at Wells Fargo Clearing from 2011 to 2016. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Jeremy Downs is a Series 66-licensed financial advisor with Morgan Stanley, based in Ithaca, NY, and has 10 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through direct client relationships and corporate financial planning agreements.

Brooke Reilly is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and applies structured discovery processes alongside firm-approved planning tools in its advisory services.

Crista Gee is a financial advisor with Morgan Stanley in Ithaca, NY, holding a Series 63 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 using firm-approved tools and modeling techniques.