Rutland, VT Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

6

Of 23,178 advisors across 1,024 offices

Location

90 Merchants Row

Rutland VT 05702

Advisors at this office

6

Advisors at this office

user avatar

Christine C

Series 66

Rutland, VT

Morgan Stanley

Christine Corbin is a Series 66-credentialed financial advisor with Morgan Stanley, based in Rutland, VT, and has 18 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

General estate planning guidance
user avatar

George S

Series 63, Series 65

Rutland, VT

Morgan Stanley

George Smith Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

General estate planning guidance
user avatar

Kenneth S

Series 66

Rutland, VT

Morgan Stanley

Kenneth Sexter is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and methodologies such as Monte Carlo simulations to support its financial planning services.

General estate planning guidance
user avatar

Jenna H

Series 66

Rutland, VT

Morgan Stanley

Jenna Hall is a Series 66-licensed financial advisor with Morgan Stanley in Rutland, Vermont, where she has worked since 2020. She has seven years of industry experience, including prior roles at UBS Financial Services and Peoples United Bank. Outside of her financial career, she serves on the board and family selection committee of Habitat for Humanity of Rutland County. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

General estate planning guidance
user avatar

Robert S

Series 66

Rutland, VT

Morgan Stanley

Robert Stedman is a Series 66-licensed financial advisor with Morgan Stanley, based in Rutland, VT, and has 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Heidi C

Series 63, Series 65

Rutland, VT

Morgan Stanley

Heidi Chamberlain is a financial advisor at Morgan Stanley with 30 years of industry experience. She previously worked at Stifel for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Chamberlain serves as a board member of the Town of Manchester VT Select Board, where she is involved in administrative and planning activities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")