Portland, ME Office

James Olson is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed at Citigroup Global Markets from 2007 to 2009. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Steven Marsanskis is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he owns a rental property in Falmouth, ME. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services through a national network of advisors.

Heather Levasseur is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Wells Fargo Clearing, and CUNA Mutual Group. Outside of her advisory role, she serves as an election worker for the City of Saco, Maine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm offers a range of tailored financial planning programs supported by structured discovery processes and approved planning tools.

Matthew Homich is a Series 66 licensed advisor at Morgan Stanley with five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to his financial advisory role, he held various positions in the restaurant industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory programs, employing firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services.

Geoffrey Butts is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and four years of industry experience. He previously worked at RBC Capital Markets and T. Rowe Price, with a combined seven years of experience prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

Lily Marcu is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation and with five years of industry experience. Her prior roles include positions at Hightower Advisors and RM Financial Services, LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with tools like Monte Carlo simulations and offers a broad range of investment and advisory services.

Andrew Thomas is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following nine years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Colleen Howard is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at MFS Fund Distributors, Inc. and has been involved with Orange Theory Fitness since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and investment programs supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

William Engelberger is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. 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 a structured financial planning process supported by proprietary tools and models to assist clients.

Kris Rosado is a Certified Financial Planner (CFP®) with over 31 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses and is based in Portland, Maine. 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, and manages approximately $2.74 trillion in client assets.

Jeremiah Burns Jr. is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with various Morgan Stanley entities since 2008 and currently serves at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is president of Skye Realty, LLC, a real estate business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured processes and extensive resources.

Lenroy Shaw is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 credential with 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Global Investment Committee’s analyses to support client financial plans.

Tammy Weston is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Portland, ME. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she acts as an executor and trustee for personal estates and trusts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning approach that incorporates firm-approved tools and market scenario modeling.

Kristoffer Noble is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent nine years at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Brian Mchugh 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 Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves as Board Chair for Big Brothers Big Sisters of Southern Maine. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firms’ structured tools and strategies.