Private Wealth Advisors - West Conshohocken Branch Office

Katie Flaherty is a Managing Director and the Market Executive for the Greater Philadelphia Complex. The Complex includes 9 Wealth Management Offices, as well as a Private Wealth Management Office; Blue Bell, Berwyn, Doylestown, Marlton, Mount Laurel. Newtown Square, Philadelphia, West Conshohocken, and Yardley. The 300 Financial Advisors and Private Wealth Advisors in the Complex manage over $60 billion in assets for our clients.

Katie joined the Greater Philadelphia Complex in 2018. Previously, she had been with Merrill Lynch Wealth Management for 12 years, most recently as the Market Executive for the Stamford, CT market. She started her career at Wells Fargo Private Client Services in 1998, where she held various positions including Financial Advisor, Administrative Manager and Regional Sales Manager.

Katie earned her Bachelor of Science degree in Applied Economics from the University of Minnesota in 1998, and a MBA from Regis University, Denver, Colorado in 2010.

Katie resides in Devon, PA with her family. She enjoys being involved with community organizations such as the Barnes Foundation in Philadelphia, the Bruce Museum in Greenwich, CT, and the CT Challenge in Southport, CT.

Andrew Werkheiser is the Business Development Manager for the Greater Philadelphia Complex. He has over 10 years of financial services industry experience. Andrew assists Morgan Stanley advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

Prior to joining Morgan Stanley in 2022, Andrew worked as a Investment Advisory Specialist at Merrill Lynch, supporting advisors in building dynamic practices and solving complex investment challenges.

Andrew earned his B.A. from Temple University. He obtained his CHARTERED RETIREMENT PLANNING COUNSELOR™ (CRPC^®) designation in 2014. Andrew also holds his FINRA Series 66 and 7 Licenses.

In his free time, Andrew enjoys golfing, travel, and spending time with his wife, Cara, and their twin boys, Liam and Shane. Andrew currently lives in Yardley, PA.

David Corcoran is the Senior Risk Officer for the Greater Philadelphia Complex. He has 24 years of industry experience and has been with Morgan Stanley since 2010.

David began his career in finance with Prudential Securities in Boston as a Financial Advisor. After 7 years with Prudential, he moved to Wells Fargo where he held a number of roles including Market Administrative Manager for New York City. In 2010, he joined Morgan Stanley in Greenwich, CT, supporting the Morgan Stanley and Smith Barney Greenwich, CT branches.

David attended Boston University and graduated with a BA in Economics. He is an avid Boston sports fan and enjoys spending time with his family including his three nephews and one niece.

Katie Pruess is the Market Business Service Officer for the Greater Philadelphia Complex. She has 15 years of industry experience and has been with Morgan Stanley since 2013.

Katie began her career in finance at Legg Mason where she started as an Intern while attending college. Katie later moved to a small boutique firm, BGFS and became their Senior Operations Manager. In 2013, she joined Morgan Stanley. She has held a number of roles including Complex Business Service Officer role for Northern Virginia.

Katie grew up outside of Denver, Colorado. She graduated from the University of Redlands in Southern California with a degree in Financial Economics.

Outside of work, Katie loves spending time with her many pets: Curley, Gabriel, Simon, Daisy, Liesl Von Kitty, Bob and George. She also enjoys open water swimming and rock climbing.

Lewis Harrison is a Private Banker serving Morgan Stanley’s Wealth Management offices in the Greater Philadelphia complex. Lewis began his career in financial services in 2006, and joined Morgan Stanley in 2014 as an Associate Private Banker. Prior to joining the firm, he was an Internal Banking Specialist at Bank of America/ Merrill Lynch, as well as an Investment Service Advisor with the Merrill Lynch Financial Advisory Center. Lewis received a Bachelor of Science in Communications and Economics from the University of Kansas. He resides in Ambler, Pennsylvania. While at the University of Kansas, Lewis played guard on the school’s basketball team. Outside of the office, he supports all Kansas City teams, and enjoys spending time with family and friends.

Jennifer G. Micale is a PWM Business Service Officer in the Greater Philadelphia Market.

She began her career as a Financial Advisor at Ameriprise Financial and went on to hold various roles in sales, relationship management, trust administration and supervision at Fidelity Investments and Merrill Lynch. Jennifer joined Morgan Stanley in 2022 as a PWM Business Service Officer where she is responsible for leading and mentoring both Graystone and PWM Support Professionals across three branches.

Jennifer holds a Bachelor of Arts in Music Therapy from Montclair State University where she studied the violin and has a Master’s Degree in Taxation with a concentration in Estate Planning from Villanova University. She has her FINRA 7, 66 and 9/10 licenses and is a CERTIFIED FINANCIAL PLANNER™.

Jennifer resides in South Jersey with her two children. In her spare time enjoys running, DIY home projects, music, and spending time with her large extended family.

Amy P. Esposito is the Complex Risk Officer for our Private Wealth Advisors and their teams in the PWM Conshohocken branch. She has been in the industry for 25 years and has been at Morgan Stanley her entire career.

Amy started her tenure as an analyst in Global Compliance New York. In 1998, she joined Private Wealth Management and has taken on various roles within the NY, Conshohocken and San Francisco PWM offices including management analyst, Branch Administrative Manager and Senior Complex Risk Officer.

Amy holds her Series 7, 66, 9 and 10. She received her undergraduate degree from Dickinson College and her MBA from Lehigh University. In her spare time, Amy likes swimming, travelling, art, and is a huge football fan (both NFL and collegiate).