Newport, RI 286 Bellevue Avenue Office

Jeremy Martin is a financial advisor with Morgan Stanley in Newport, RI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously was with Citigroup Global Markets starting in 2005. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that focus on modeling outcomes rather than specific security recommendations.

Patrick Sweeney is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. He is based in Newport, RI. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 advanced modeling tools.

Timothy Ely is a financial advisor with Morgan Stanley in Newport, RI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2004. Outside of finance, he is co-owner of Newport Flag Company, a custom flag-making business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Derek Steinbrenner is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as chair of the East Greenwich Municipal Land Trust and volunteers on a local government board in East Greenwich, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Katelyn Goodwin is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co LLC for three years. Before entering finance, Goodwin held roles at Complex Media, Sony Music Entertainment, and other companies. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Michael Keating is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Keating serves on the finance committee of the Ida Lewis Yacht Club in Newport, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Gina Riccardi is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is involved as an employee in Riccardi's Restaurant, a restaurant and bar in Fairhaven, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and broad retail and institutional investment options.

Kristen Dalton is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to help clients develop financial plans.

Denise Roberts is a financial advisor with Morgan Stanley in Newport, Rhode Island, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and comprehensive asset management.

Jennifer Vaughn is a financial advisor at Morgan Stanley in Newport, RI, holding a Series 66 designation with five years of industry experience. She previously worked at Merrill for eight years and at Target for two years. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals 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 along with market modeling techniques as part of its advisory services.

Harold Seidler is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is involved with Harbor Lane, LLC, a vacation rental home 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 and financial planning services supported by structured planning tools and investment modeling methodologies.

Dorothy Stanton is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Michael Sullivan is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and 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 that includes firm-approved tools and modeling techniques.

Vivian Couto is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she operates an online business selling jewelry on eBay under the name Pewter Me This. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies.

Christopher Barclay is a financial advisor with Morgan Stanley in Newport, RI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 structured planning tools and modeling techniques to support its advisory process.