Rutland, VT Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

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 financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including six years at Morgan Stanley Private Bank, N.A. Prior to that, she worked at Citigroup Global Markets for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

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 26 years of industry experience and holds the Series 66 designation. He has worked at various Morgan Stanley entities since 2005, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Prior to joining Morgan Stanley, he was with Beaumont Financial Partners LLC. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm employs a structured planning process supported by firm-approved tools and offers extensive resources, including access to its Global Investment Committee’s analyses.

General estate planning guidance
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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
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