The Heritage Group at Morgan Stanley

A graduate of Phillips Academy Andover and Brown University, Noah has been a portfolio manager and financial advisor with Morgan Stanley for 17 years. Noah focuses on delivering tailored investment advice to help define and exceed the goals of his clients. Working with his team, Noah is able to offer a vast array of resources to help clients preserve and grow their wealth. A seasoned and respected investment professional, Noah has been named a Best-In-State Wealth Advisor for Forbes since 2019, to the Morgan Stanley President’s Club, and a Five Star Wealth Manager since 2012.

Noah is proud of his service to the community and charitable organizations, such as the Lawrence General Hospital President’s Fund, the Addison Gallery of American Art, the New England Sports Museum, Roxbury Prep School, Uncommon Schools, and Brown University swimming.

Noah lives in Andover, MA with his wife and two boys where he is a coach in the Andover youth baseball, basketball and soccer leagues.

2019, 2020, 2021, 2022, and 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award- 5/18/11 - 11/6/11
2013 Award - 5/18/12 - 11/6/12
2014 Award - 5/18/13 - 11/6/13
2015 Award - 5/18/14 - 11/6/14
2016 Award - 5/18/15 - 11/6/15
2017 Award - 3/26/16 - 11/23/16
2018 Award - 3/23/17 - 11/10/17
2019 Award - 4/18/18 - 11/6/18
2020 Award - 4/1/19 - 12/13/19
2021 Award - 5/25/20 - 11/30/20
2022 Award - 5/24/21 - 11/19/21
2023 Award - 5/23/22 - 1/6/23
2024 Award - 04/10/23 - 10/31/23

Duke helps clients identify, articulate, and quantify their investment goals, then creates goals-based, comprehensive financial plans to help reach them. He believes in systematic, evidence-based processes and strategies, and seeks to take the emotion out of financial decision-making. Duke has been named one of Forbes’ Best-in-State Wealth Advisors in 2019, 2020, 2021, 2022, 2023, and 2024.

Duke began his career as an investment advisor in 1994 with Smith Barney, a legacy firm of Morgan Stanley. He earned his Certified Financial Planner™ credential in 2007, having completed many hours of classroom work, rigorous testing, and ongoing certification. Duke's educational background, experience and professional credentials have made it clear that intelligent, informed choices give clients their best opportunity for success. His clients agree, which is why they choose him, and also why they stay with him – they share a belief in goal-based, long-term financial planning.

Duke has a B.A. in Economics from Harvard University, having earned his way by cleaning bathrooms. He also played football and hockey.

Duke lives in Needham with his wife Suzanne, and they have a son and two daughters. He is an avid reader, especially non-fiction books on U.S. and World history. Duke is also an active hiker, loves to swim in the ocean, and is a member of the Beverly High School Athletic Hall of Fame.



2019, 2020, 2021, 2022, 2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Tim Awiszus is a Financial Advisor Associate with The Heritage Group at Morgan Stanley. He works closely with our clients to develop a financial plan that acts as their own personal roadmap to achieve their goals and objectives. Tim leads our efforts in retirement planning, and helping clients generate the cash they need in retirement. He holds his Series 7, 63, and 66 licenses.

Tim joined the industry in 2018, following his graduation from Florida Gulf Coast University in Fort Myers, Florida. Prior to joining the Firm, he worked as a retirement consultant, where he assisted employees going through a change of jobs or retirement with their workplace 401(k) plans. Tim has extensive industry knowledge and continues to educate our clients and their families with the latest news and financial developments.

Tim grew up in Andover, Massachusetts, Tim enjoys boating, fishing, golfing, and spending time in Cape Cod during the summer months. He is also a coach in the Andover Little League program.

John was born, raised, and educated in the Boston, Massachusetts area. Having worked for Morgan Stanley for 15 years, John has achieved the title of Wealth Management Associate and Portfolio Associate by consistently offering Morgan Stanley clients unsurpassed client service. John is integral to the team in assisting with strategic planning to ensure that every client’s needs are met to the highest standard. Whether executing trades, delivering option strategies, or streamlining operations, John delivers valuable services to each client. John helps identify practice management opportunities, cultivates client relationships, conducts annual performance reviews with financial advisors, and develops new procedures, products and portfolio enhancements for high net worth clients.

A devoted practitioner of martial arts, John has achieved a fourth degree black belt in Jiu-Jitsu. John Supports the Animal Rescue League of Boston and the Greater Boston Food Bank.

John lives in Swampscott, MA with his wife and daughter.

Devyn Neary is a Client Service Associate for the Heritage Group at Morgan Stanley, where she assists the team and its clients. Prior to joining the Firm in 2024, she served in a similar position for a brokerage Firm in Boston. Devyn graduated from Bentley University with a Bachelor of Science in Business Management. She currently holds her Property and Casualty Insurance license.

A native of Fort Lauderdale, Florida, Devyn currently resides in Reading, Massachusetts, with her family and three dogs. While not in the office, she enjoys traveling and staying active, and is working on becoming a certified spin instructor.

Carol Kuhn began her career at Bank of America in 1985. She joined Smith Barney in 1995, a Morgan Stanley predecessor firm, and continues her career as a Senior Client Service Associate. Carol’s role include all aspects of Client Service where she interacts with and assists clients on a variety of issues. She has been working directly with Duke for 29 years.

She lives in Hyde Park with her husband Jim and her beloved cat. They have two adult children. She enjoys walking, music, spending time with family and friends and doting on her two grandsons.

Hannah Leggesse began her career in Financial Services in 2000. She is a Portfolio Associate whose role encompasses all aspects of client services. She enjoys helping clients every day,

She received her Bachelor’s Degree from the University of Cincinnati with a major in Social Sciences and minor in Business. She has earned the Series 7 and Series 66 License.

She lives in Cambridge and enjoys reading, traveling, walking and fitness.