George R. Smith, QPFC®
Senior Vice President, Resident Manager, Financial Planning Specialist, Insurance Planning Director, Financial Advisor
Phone:
(802) 772-3013(802) 772-3013
Morgan Stanley
Rutland Branch Office
You define success, we help you achieve it
90 Merchants Row
Rutland, VT 05702
US
Branch:
(802) 775-4371(802) 775-4371
Toll-Free:
(800) 628-2132(800) 628-2132
Branch Manager
George R. SmithPhone:
(802) 772-3013(802) 772-3013
About Morgan Stanley Rutland Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Legacy PlanningFootnote2
- Cash Management SolutionsFootnote3
- Traditional Investments
- Lending SolutionsFootnote4
- Saving for CollegeFootnote5
- Philanthropic GoalsFootnote6
- Insurance ServicesFootnote7
- Long-term Care InsuranceFootnote8
- Investing with ImpactFootnote9
- Succession PlanningFootnote10
- Alternative InvestmentsFootnote11
Our Team at Morgan Stanley Rutland Branch
Gail Whitehouse
Vice President, Business Service Officer
Phone:
(802) 652-6052(802) 652-6052
Lisa Cooper
Risk Officer
Phone:
(603) 422-8922(603) 422-8922
Seamus Byrne, CFP®
Vice President, Financial Planning Director
Phone:
(802) 863-7765(802) 863-7765
About George R. Smith
George has been with Morgan Stanley for over 19 years and has over 31 years’ experience in the industry advising clients. George is the Resident Manager of the Rutland VT office, Financial Advisor, Financial Planning Specialist, lead advisor and founder of the Smith Corbin Group. After graduating with a bachelor’s degree in economics, George started to explore the world of finance working on Wall Street in New York with Shearson Lehman Brothers. It was there that he found one of his true passions in life, helping clients navigate the vast and complex world of capital markets. George grew up in Cape May New Jersey, and presently lives in Rutland Vermont. He spends time away from the office enjoying many of the outdoor activities available in Vermont and New England. Lake George has become one of his favorite summer retreats where he spends time with his four children and family.
CA Insurance License #: OM82135
About Lisa Cooper
Lisa Cooper is a Vice President and Risk Officer for Morgan Stanley's Northern States Market, where she is responsible for a wide variety of supervisory, compliance, and risk-related functions. With 28 years of experience in the financial services industry, Lisa has dedicated 21 years to Morgan Stanley, currently overseeing four branches across New Hampshire and Vermont. She holds a Master's in Finance from Southern New Hampshire University, which complements her extensive experience in collaborating with Financial Advisors, Branch Managers, Risk & Service Teams, and support professionals to uphold the firm's commitment to risk management and client service excellence.
Originally from Alaska, Lisa has made New Hampshire her home for over 30 years, where she lives with her two children. In her spare time, Lisa enjoys DIY projects, baking, nature walks, and live music.
Originally from Alaska, Lisa has made New Hampshire her home for over 30 years, where she lives with her two children. In her spare time, Lisa enjoys DIY projects, baking, nature walks, and live music.
About Seamus Byrne
Seamus Byrne is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in northern New England. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Seamus began his career in financial services in 2015 and joined Morgan Stanley in 2025. Prior to his current position, he worked at Edward Jones growing the firm’s investment and financial planning offerings. Throughout his career, he has demonstrated expertise in retirement planning, investment strategy, estate planning, income/asset protection, and tax strategies. He is passionate about helping clients achieve their personal and financial goals.
Seamus earned a B.S. from the University of Vermont, an MBA from the University of Colorado with a specialization in Finance and holds the Certified Financial Planner® designation. He lives in Burlington, Vermont with his wife, Sally, and enjoys skiing and mountain biking in his free time.
Seamus began his career in financial services in 2015 and joined Morgan Stanley in 2025. Prior to his current position, he worked at Edward Jones growing the firm’s investment and financial planning offerings. Throughout his career, he has demonstrated expertise in retirement planning, investment strategy, estate planning, income/asset protection, and tax strategies. He is passionate about helping clients achieve their personal and financial goals.
Seamus earned a B.S. from the University of Vermont, an MBA from the University of Colorado with a specialization in Finance and holds the Certified Financial Planner® designation. He lives in Burlington, Vermont with his wife, Sally, and enjoys skiing and mountain biking in his free time.
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Francesca Scuadroni
Associate Private Banker
About Francesca Scuadroni
Francesca Scuadroni is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts, Vermont, Maine, and New
Hampshire.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash
management and lending solutions.
Francesca began her career in financial services with Morgan Stanley in 2021. Prior to her current role, she was an Associate on the Cash Management Solutions Desk.
Francesca is a graduate of Colgate University, where she received a Bachelor of Arts in English Literature. She lives in Boston, Massachusetts. Outside of the office, Francesca enjoys exploring Boston and the
surrounding New England area. She also enjoys being active and appreciates hiking the scenic state parks in her native area, the Hudson Valley, New York. Francesca is actively involved with the Colgate Rugby Alliance,
which is a volunteer group for Colgate University’s Rugby Program.
Hampshire.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash
management and lending solutions.
Francesca began her career in financial services with Morgan Stanley in 2021. Prior to her current role, she was an Associate on the Cash Management Solutions Desk.
Francesca is a graduate of Colgate University, where she received a Bachelor of Arts in English Literature. She lives in Boston, Massachusetts. Outside of the office, Francesca enjoys exploring Boston and the
surrounding New England area. She also enjoys being active and appreciates hiking the scenic state parks in her native area, the Hudson Valley, New York. Francesca is actively involved with the Colgate Rugby Alliance,
which is a volunteer group for Colgate University’s Rugby Program.
NMLS#: 2496634
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Branch Address
90 Merchants Row
Rutland, VT 05702
US
Branch:
(802) 775-4371(802) 775-4371
Toll-Free:
(800) 628-2132(800) 628-2132
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
11Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
11Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025), 4763067 (9/2025)