Potsdam, NY Market Street Office

Katrina Russell is a Series 66 credentialed financial advisor with Morgan Stanley, based in Potsdam, NY, and has four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2021, she worked in healthcare at St. Lawrence Health System and Claxton Hepburn Hospital and operated Hometown Cafe for six years. 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 that incorporates firm-approved tools and methodologies.

Erin Sweeney is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at Claxton Hepburn Medical Center and Canton Animal Clinic. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory process.

James Theodore is a financial advisor with Morgan Stanley in Potsdam, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets starting in 2000. Outside of his advisory role, he serves as a director and chair of the Strategic Planning Committee for St. Lawrence Health Systems and is a board member involved in business development for the Potsdam Town and Country Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on structured financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

John Vose is a financial advisor at Morgan Stanley with Series 63 and 65 licenses and 46 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 utilizing tools such as Monte Carlo simulations and Secular Return Estimates.

Pamela Doelger is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at KeyBank and Key Investment Services LLC. Outside of advising, she works in customer service for Wal-Mart in Potsdam, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.