Manchester, NH Elm Street Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

40

Of 23,178 advisors across 1,024 offices

Location

1155 Elm Street, 6th Floor

Manchester NH 03101

Advisors at this office

40

Advisors at this office

Thomas D

Series 66

Manchester, NH

Morgan Stanley

Thomas DeCourcy is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2020. He previously worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2015. In his role, Thomas partners with clients to build relationships grounded in knowledge, candor, and respect, focusing on creating holistic wealth plans. His goal is to help clients feel confident in their financial decisions and support their families in managing life's uncertainties. Thomas holds insurance licenses in Arkansas and California.

Wealth management
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Joseph C

Series 66

Manchester, NH

Morgan Stanley

Joseph Cartier is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he works as a ski instructor at Wachusett Mountain Ski Area. Morgan Stanley Wealth Management provides advisory services to individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory process.

General estate planning guidance
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Seth M

Series 66

Manchester, NH

Morgan Stanley

Seth Mcnally is a financial advisor at Morgan Stanley in Manchester, NH, with 19 years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial, LLC from 2015 to 2019. Outside of his advisory role, Mcnally serves on several public advisory committees and nonprofit boards, including the Hampton Harbor Bridge Public Advisory Committee and the New Hampshire Seacoast Greenway Alliance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and firm-approved methodologies.

General estate planning guidance
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Harrison S

Series 66

Manchester, NH

Morgan Stanley

Harrison Smith is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC before joining Morgan Stanley and its Private Bank in 2017. 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 firm-approved tools and market simulations.

General estate planning guidance
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Laura E

Series 66

Manchester, NH

Morgan Stanley

Laura Ellum is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Hodges Development Corporation for eleven years. She serves as a board member of the Portsmouth Maritime Folk Festival, participating in committees focused on art, culture, and education. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, serving clients through a wide range of financial programs.

General estate planning guidance
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Patricia C

Series 66

Manchester, NH

Morgan Stanley

Patricia Clark is a Series 66-licensed financial advisor with Morgan Stanley in Manchester, NH, with 10 years of industry experience. She has worked 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 supported by structured discovery and firm-approved tools.

General estate planning guidance
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Rhonda M

Series 66

Manchester, NH

Morgan Stanley

Rhonda Manning is a financial advisor with Morgan Stanley Smith Barney LLC in Manchester, NH, holding a Series 66 designation and having 4 years of industry experience. She has been with Morgan Stanley since 2008. Outside of her advisory role, she serves as president of the Stonegate IV Condo Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Ileana I

Series 66

Manchester, NH

Morgan Stanley

Ileana Ille is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2019. Outside of her advisory role, she is the lead singer of a music band called The Company Stores. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process, providing clients with a broad range of investment and financial solutions.

General estate planning guidance
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Tonya L

Series 66

Manchester, NH

Morgan Stanley

Tonya Lessard is a Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent 19 years at UBS Painewebber Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

General estate planning guidance
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Elizabeth B

Series 63, Series 65

Manchester, NH

Morgan Stanley

Elizabeth Bowen is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials. She has 40 years of industry experience and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Bowen also serves as a trustee and co-trustee for investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Melissa H

Series 63

Manchester, NH

Morgan Stanley

Melissa Harrington is a Series 63-licensed financial advisor with Morgan Stanley in Manchester, NH, holding 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. 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 and financial planning services supported by a structured planning process and various analytical tools.

General estate planning guidance
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George T

Series 63, Series 65

Manchester, NH

Morgan Stanley

George Tzimas is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, employing structured financial planning processes and a broad selection of investment offerings.

General estate planning guidance
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Kevin M

Series 63, Series 66

Manchester, NH

Morgan Stanley

Kevin Mccann is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 66 designations, and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as president of a local condominium association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery methods and firm-approved tools.

General estate planning guidance
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David T

Series 66

Manchester, NH

Morgan Stanley

David Tierney is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 credential and possessing 11 years of industry experience. His prior work includes ten years at Purshe Kaplan Sterling Investments and McAdam LLC. Outside of advising, he has passive ownership in a construction 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 focused on tailored financial planning, utilizing structured planning tools and scenario modeling to support client goals.

General estate planning guidance
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Daniel H

Series 66

Manchester, NH

Morgan Stanley

Daniel Hartford is a Series 66-registered financial advisor with Morgan Stanley in Manchester, NH, bringing six years of industry experience. He previously worked at Wellington Management Company for six years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and investment research.

General estate planning guidance
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