About Kristi Lucero
Kristi R Lucero is an Executive Director at Morgan Stanley and serves as the Branch Manager for the Philadelphia Branch. Beginning her career in 1997 as a receptionist at Dean Witter she has spent over two decades growing within Morgan Stanley, taking on increasingly senior roles across a variety of business functions.
Prior to her current position, Kristi was the Associate Market Manager for the Houston Post Oak Market. Throughout her career, she has held roles in Service, Risk, Sales and Management, gaining broad experience and a holistic view of the organization.
As Branch Manager, Kristi is committed to advancing the branch culture and success. She is passionate about developing talent and actively coaches Financial Advisors and the broader team, helping drive strategic growth across the Philadelphia market. She partners closely with senior leadership to ensure alignment with Morgan Stanley’s core values while attracting and developing top-tier talent.
Kristi hold FINRA Series 3,7,9,10,63, 53 and 66 licenses.
Kristi and her husband Chris have embraced Philadelphia as their new home, city and community. As proud “empty-nesters” and even prouder grandparents of two girls and a boy, they enjoy cycling, CrossFit, traveling and exploring everything that Philadelphia has to offer. Kristi is also a former member of Morgan Stanley’s Diversity and Inclusion Council.