Stowe, VT Office

Omar Graddock is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 54 years of industry experience. He has been working with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Based in Stowe, VT, Graddock's career spans several decades within the same firm group. 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 utilizes structured planning processes that incorporate tools such as Monte Carlo simulations and Secular Return Estimates.

Derek Graddock is a financial advisor with Morgan Stanley in Colchester, VT, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2009, including within Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he serves on the Board of Directors for the Vermont Ski & Snowboard Museum. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally does not provide individual security recommendations as part of standalone plans.