Poughkeepsie, NY Office

Rita Gaffney Labarge is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Monte Carlo simulations and Global Investment Committee insights.

Kimberly Koenig is a financial advisor with Morgan Stanley in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she serves on the finance committee of the United States Aikido Federation and has maintained a notary commission for over thirty years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Robert Robustelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Key Investment Services LLC and KeyBank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Lambert is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning, investment management, and connections with private funds and other financial products.

Francis Venezia is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and previously at Citigroup Global Markets starting in 1993. Outside of his advisory role, he is involved with Good Shepherd Church in Rhinebeck, New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that cover both direct and employer-sponsored financial planning arrangements.

Antonio Coppola is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Outside of his advisory role, he is involved in several activities including serving as a board member for a charitable organization and working in education at Marist College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

James Walker Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the Morgan Stanley organization since 2009, currently affiliated with Morgan Stanley Private Bank. Outside of his advisory role, he owns a tailor-made clothing business in Fishkill, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that employs structured discovery processes and advanced modeling tools.

Christopher Coppola is a financial advisor with Morgan Stanley in Poughkeepsie, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at TEG Federal Credit Union, Rhinebeck Bank, The Culinary Institute of America, and operated Coppola's on 9 Restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides a wide range of services including estate planning and corporate financial planning agreements.

Sarah Cuozzo is a financial advisor with Morgan Stanley in Poughkeepsie, NY, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, with prior experience at LPL Financial and National Planning Corporation. 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 manages approximately $2.74 trillion in client assets, utilizing structured discovery processes and firm-approved tools such as Monte Carlo simulations to model financial outcomes.

Randall Gerardes is a financial advisor at Morgan Stanley with nine years of industry experience. His prior roles include positions at Wells Fargo Securities, Assured Guaranty, and a period as a self-employed professional. Beyond advisory work, he is involved in real estate through ownership and partnership in several entities in Fishkill, New York. Morgan Stanley Wealth Management provides advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes to support client financial goals but generally does not provide individual security recommendations as part of its standalone planning services.