Newtown Square, PA West Chester Pike Office

David Schaeffer is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and firm-approved processes, focusing on advisory services without providing individual security recommendations as part of standalone planning.

Timothy Trexler is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Alain Boletta is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He is currently with Morgan Stanley, having joined the firm in 2025 after roles at Lincoln Investment and The Vanguard Group. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through financial advisors and estate planning specialists.

David Bentley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning through Financial Advisors and specialized groups such as Estate Planning Strategies.

Brett Wallace is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. He is also involved with Maplezone, a business he has been associated with since 2008. 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 that utilize structured discovery conversations and firm-approved tools to assist clients in developing tailored financial plans.

John Mc Quarrie is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Wells Fargo Clearing and a brief period of unemployment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment models.

Christopher Grandieri is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is a partner in C2J Investments, LLC, a company involved in the hospital and healthcare sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analysis methods.

Sarah Buonocore is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Matt Rifkin is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked for Global Atlantic Financial Group and Global Atlantic Distributors, LLC. Rifkin is based in Newtown Square, PA. Morgan Stanley Wealth Management serves individuals and institutional clients by providing 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 a structured planning process supported by proprietary tools and committee-reviewed investment return estimates.

Matthew Mc Kenzie is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held roles at Morgan Stanley Private Bank since 2018 and previously worked at PNC Bank NA from 2001 to 2018. Mc Kenzie holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Joseph Digregorio is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services that incorporate structured discovery processes and firm-approved tools to model investment outcomes. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.

Denise Wine is a Series 66-licensed financial advisor with Morgan Stanley, based in Newtown Square, PA, with 16 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, and previously was with Wells Fargo Clearing from 2016 to 2020. Outside of her advisory role, she serves as power of attorney for her father. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Krista Finegan is a financial advisor with Morgan Stanley in Newtown Square, PA, holding Series 63, 65, and 66 licenses and possessing 15 years of industry experience. She has been with Morgan Stanley and its affiliated private bank since 2014. Outside of her advisory role, Finegan is the founder of 100 Women Downingtown, a community group based in Downingtown, PA. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in assets and employs structured planning tools to support client financial goals.

Paul Failla is a financial advisor with Morgan Stanley in Newtown Square, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Jeffrey Merten 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 since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and modeling techniques to support its financial planning process.