Stuart, FL South West Federal Highway Office

Joseph Kennelly is a CFP®-certified financial advisor with Morgan Stanley, based in Stuart, FL, and has 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Samantha Sylvester is a Series 66 licensed financial advisor with 20 years of industry experience. She has worked at Merrill for 21 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Laura Schneider is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but requires clients to implement and maintain their plans.

Dana Mainenti is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2026, Dana worked at Raymond James & Associates, Fidelity Lending, Guaranteed Rate, Geneva Financial, Gateway Mortgage Group, and Wells Fargo Home Mortgage. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary planning tools to model financial outcomes.

Joseph Serra is a financial advisor with Morgan Stanley in Stuart, Florida, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he also serves as a trustee or co-trustee for a trust in Palm City, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jessica Deakins is a financial advisor at Morgan Stanley with 17 years of industry experience. She has held her position at Morgan Stanley Smith Barney since 2010 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Albert Lucci is a Series 63 credentialed financial advisor with 39 years of industry experience. He currently works at Morgan Stanley, having previously spent 15 years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Sally Silk is a financial advisor at Morgan Stanley with 55 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Joseph Bosco is a financial advisor with Morgan Stanley in Stuart, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of finance, he owns a watchmaking business in Palm City, Florida. 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 through its Financial Advisors and Estate Planning Strategies Group.

Robert Correll Jr. is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured discovery conversations and firm-approved tools, serving clients directly and via employer-sponsored programs.

Linda Montefusco is a financial advisor with Morgan Stanley Wealth Management in Stuart, FL, holding a Series 63 designation and 45 years of industry experience. She has worked at Morgan Stanley since 2016 and previously spent 16 years with UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Kevin Cerulli is a financial advisor with Morgan Stanley in Stuart, FL, holding a Series 66 designation and having 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

James Stern is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at Citigroup Global Markets for 15 years and various divisions of Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory and financial planning services, utilizing structured discovery processes and advanced modeling tools to support clients' planning needs.

Sandra Bailey is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Deutsche Bank AG in London and Deutsche Bank Securities Inc. She is involved outside of finance as an officer for Southern Marine Clothing and serves on the board of Fort Pierce Medical Center Inc., as well as an advisory board member for Big Brothers Big Sisters of Martin County. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and planning tools, including modeling techniques like Monte Carlo simulations, to support its financial planning process.

Rosemary Phillips is a financial advisor with Morgan Stanley in Stuart, FL, holding a Series 63 designation and 30 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group while managing approximately $2.74 trillion in client assets.