Oneonta, NY Office

Lara Leonard is a financial advisor with Morgan Stanley in Oneonta, NY, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously spent time with Hill Country Eye Center and Kerbey Lane Cafe. Leonard serves as president of the Kappa Phi chapter of the Beta Sigma Phi sorority in Kansas City, Missouri. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and approved planning tools to deliver its services.

Lori Cudney is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2024, with prior experience at Citigroup Global Markets dating back to 1998. Outside of finance, she is involved with Sunrise Specialty Catering as an event supervisor and participates in the Oneonta Dollars for Scholars program. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Christopher Rollo is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His previous roles include positions at Allied Financial Partners and Mostert, Manzanero & Scott, LLP. Outside of his advisory work, he serves as a board member and finance committee member of the Catskill Symphony Orchestra, a nonprofit arts organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research.