Ithaca Branch Office

Rob has more than 23 years of financial services experience, focusing on a mission to provide every client with targeted, comprehensive financial advice and portfolio management- delivered with the highest possible level of personal service and professional integrity.

With an emphasis on continuing education, Rob earned his CERTIFIED FINANCIAL PLANNER^® practitioner designation from the College of Financial Planning in 2004. This certification is one of the recognized standards of excellence for personal financial planning. Before joining Morgan Stanley in 2016, Rob was the Branch Manager and First Vice President of Wells Fargo Advisors in Ithaca, NY. He was also a Senior Financial Advisor at Merrill Lynch for 11 years. Prior to making a career change to financial services, Rob ran and managed the family owned Ainslie Dairy Farm for over 20 years.

Rob earned his Bachelor of Science degree in Economics and Business Management from Cornell University where he also was a member of the varsity football team. He holds his FINRA Series 7, 66, 9, and 10 licenses, as well as his Life and Health Insurance Licenses.

Rob has served on several community boards, notably as President of the Enfield Community Council and Tompkins Learning Partners. He was elected to the Ithaca City School District Board of Education in 2007, serving as the Board President since 2008. He currently lives in Ithaca with his wife Judy, enjoying boating on Cayuga Lake and all that Ithaca has to offer.

With over 15 years of experience in the financial services industry, Brooke focuses on providing her clients with meticulous financial planning and empathetic financial advice. By focusing on the personal goals of her clients, Brooke builds tailored solutions to serve the specific needs of each of her clients.

Prior to joining Morgan Stanley, she worked in operations at HSBC Securities and as a Registered Client Associate at Merrill Lynch and Wells Fargo Advisors. She holds her FINRA series 7, 63, and 65 licenses, as well as her Life and Health Insurance licenses. She is also Certified Divorce Financial Analyst, earning her designation in 2020. As a CDFA^® professional, Brooke can assist with addressing the unique financial issues that surround divorce with data that can help achieve more equitable settlements.

Brooke earned her Bachelor of Science degree in Management with concentrations in Corporate and Personal Finance from St. John Fisher College, where she was also a member of the softball team.
Brooke currently lives in Tully with her husband Justin and their young sons Kian and Cole. Away from the office, Brooke enjoys spending time with her family and being outdoors.

Jeremy graduated from Cornell University in 2005 with a degree in Applied Economics and Management. He was a Dean’s List member and four-year varsity letterman on Cornell’s nationally ranked hockey team. Upon graduation, Jeremy continued playing hockey professionally both in the United States and Europe, before returning to Ithaca, where he began his off-ice career helping start-up companies grow their businesses. A lifetime interest in capital markets led Jeremy to Morgan Stanley in 2014, where he along with Portfolio Management Director and CERTIFIED FINANCIAL PLANNER™ Beth Prudence, formed The Lenroc Team.

For Jeremy, planning means more than providing clients with investment advice. It means building strong relationships and actively adapting to provide clients the time and means to help pursue what is most important to them.

Jeremy lives in Lansing, NY with his wife Billie and three young boys, Dakota, Dyson, and Declan. Away from the office, he is member of the Cornell Alumni Association of the Ithaca Area, serves on the board of the Suicide Prevention Foundation, and volunteers as a youth hockey and baseball coach. In his spare time, Jeremy enjoys the outdoors, fly-fishing, and chauffeuring his kids to their weekend activities.

Raised west of Rochester, NY, Beth came to Ithaca to attend Cornell University in the fall of 1984. A wide variety of interests motivated Beth to pursue her academics as an independent studies major in the College of Human Ecology, where she could hand-choose the subjects and course-work that both sparked her interest and diversified her educational experience. During her senior year, Beth spent a semester in New York City to experience working in the fashion and design industry. However, it did not take long for Beth to begin craving the pace, space and life-style she had been accustomed to in Upstate New York.

Beth joined Morgan Stanley in 2014 and continues to add to her 25+ year career in personal finance. Presently she is the lead advisor of The Lenroc Team – where she serves as First Vice President, Financial Advisor, Insurance Planning Director, Portfolio Management Director, and Certified Financial Planner Practitioner. In addition she is the past chair of the CENY Women in Wealth employee group at Morgan Stanley and is a board member of the Regional Diversity and Inclusion Council. Beth is proud of how her mixed-racial background has helped shaped her financial perspective and understanding of modern investment plans that meet her clients’ cultural, financial, and social ambitions.
Beth’s board member experiences have included the Tompkins County Public Library Foundation, the Child Development Council, the McGraw House, the Ithaca Montessori School, Cornell’s College of Human Ecology, and President of the Cornell Club of the Ithaca Area (CCIA). She currently is a sustaining member of the President’s Council of Cornell Women (PCCW) at Cornell. Away from her desk Beth enjoys spending time with her children, AJ and Ally, as well as practicing yoga and the occasional round of golf.

An experienced Financial Advisor, Bill Currie has provided advice, guidance and personal service to private clients for more than 30 years with the local office of Morgan Stanley. Bill is a registered investment professional, who has earned further distinctions as a Financial Planning Specialist, Investment Management Consultant and has achieved acceptance in the firm’s Portfolio Management program. He also previously served as the Resident Manager of the local office. Bill strives to establish long-term relationships with clients and is committed to serving the individual needs of each client through a disciplined approach developed over years of experience.

Jim Thomforde has more than 13 years of experience in the investment industry. Jim’s Wall Street career began in New York City with Citi Smith Barney in the US Equities Division providing Institutional Equities Research Coverage to high caliber emerging hedge funds in New York and Connecticut. His team also managed discretionary investment accounts for Institutional clients and their families. He continued his career as an Institutional Equities Research Salesperson in New York City with C.E Unterberg Towbin, and as a Director at Cowen and Company, where he covered several of the world’s largest hedge funds. Jim also played professional baseball for the New York Yankees organization and is a graduate of Trinity College, where he earned a BA in Economics, and the University of Edinburgh, where he completed a PhD in historical theology. Jim currently resides in Ithaca, NY with his wife and two children.

Steve Headrick focuses on developing strategies for individuals, families, and businesses to help you meet your financial goals. Steve is a CERTIFIED FINANCIAL PLANNER Professional, he holds a state of NY Insurance License, and is Series 7 and 66 registered. Steve earned a Civil Engineering degree from Virginia Tech and a Master of Business Administration from the Johnson School at Cornell University where he was focused on Finance, Strategy, and Leadership. Prior to his MBA, he served over 10 years on active duty in the United States Navy as an officer and instructor pilot in multiple aircraft. Steve is involved in the local community as the former President of the Downtown Ithaca Alliance, as a member of the Ithaca Lions Club, and as an alumnus of Leadership Tompkins. Steve is married and lives with his family in Ithaca, NY.

Tim Jennings joined The Armory Group at Morgan Stanley in August of 2019 after a five year tenure as the Private Banker for fifteen of Morgan Stanley’s offices throughout Upstate New York. He brings with him a background in capital markets as well a strong proficiency in banking and lending. He began his investment career in 2002 in Boston, MA with FirstCommand Financial Planning, and earned his MBA with a concentration in Finance from Boston University’s Questrom School of Business. Tim has worked with industry leaders such as Bank of America, Merrill Lynch, and Citizens Bank.

As a Financial Advisor, his primary responsibilities include developing client relationships to understand their unique financial planning needs, investment strategies, liability management, coordinating with accountants, estate attorneys and other professionals to help shape clients' full financial lives. He also oversees the team's operational, marketing and strategic planning.

Tim is a native of Lansing, NY, and was happy to return to Central New York in 2014 after spending much of his adult life between Boston/Southern, NH and Rhinebeck, NY. He currently lives in Manlius with his wife Megan and 3 daughters. Tim currently serves on the board and executive committee of the Valley Youth Hockey Association where his three daughters play and Tim coaches. The entire family enjoys staying active whether it be skiing, ice hockey, lacrosse or visiting the many NY state parks.

Born and raised in Watkins Glen, Marissa graduated from Corning Community College (State University of New York) where she received an associate’s degree in both Business Administration and Humanities and Social Sciences. Marissa’s love for numbers motivated her to continue her education even further by attending The College at Brockport to receive a bachelor’s degree in Accounting.

After graduation, Marissa spent the following 18 months close to her alma mater in Rochester, NY working for an independent investment advisory firm. She quickly became both Series 7 and Series 66 licensed and was assigned the role of managing the office.

Ultimately Marissa wanted to be closer to family in Watkins Glen, which led her to Ithaca’s Lenroc Team at Morgan Stanley in August of 2017. Since arriving at Morgan Stanley, Marissa has earned her Financial Planning Specialist designation and become Series 9 and 10 licensed, which gives her the ability to act as a general securities sales supervisor. Marissa’s attention to detail, tireless work ethic and devotion to clients is unmatched. The combination of her background, education and acquired skills made for an easy transition to her role as a Financial Advisor.

Away from the office Marissa enjoys spending time with family and friends, boating and exploring the many attractions and natural landscapes surrounding the Finger lakes. Marissa lives in Watkins Glen with her husband Trevor and their dog Beau.