Saratoga Springs Branch Office

Dean was born and raised in Philadelphia and the surrounding suburbs. After graduating with a Bachelor of Science in Business Finance from the University of Delaware, he moved to Hawaii. There, Dean joined a startup retail watersports equipment company, initially tasked with expanding its footprint. Over eight years, he opened 10 new locations and eventually became the General Manager. Dean later returned to Philadelphia to start a career in financial services as a Financial Advisor with Smith Barney, where he achieved Blue Chip Council status in his first four years.

In 2000, Dean transitioned into management, opening a satellite office in Wilmington, Delaware, and later returned to Philadelphia as a Sales Manager. After two years, he was promoted to the position of Branch Manager in Syracuse, NY. He eventually became the Complex Manager for the Central Eastern New York Complex after the Morgan Stanley joint venture in 2009. Dean is the Market Executive in Central Eastern NY, overseeing 14 branches with 135 Financial Advisors managing $32 billion in assets as of December 2025.

Outside of work, Dean lives in Syracuse with his wife, Heather. They have two grown children living in Washington, DC, and Pittsburgh, PA, whom he regards as his greatest and proudest achievements (although he says his wife deserves most of the credit). Dean enjoys recreational fitness, golf, skiing, surfing, reading, traveling, and spending time with his family. He is also involved with several charitable organizations, including the Food Bank of Central NY, The Rescue Mission, and the Jim and Juli Boeheim Foundation.

Julia McCurdy embarked on her career in the financial services industry with First Albany Corporation in 1998, where she excelled as an Operations Liaison, delivering customized financial solutions to a diverse clientele. In March 2009, she joined Morgan Stanley in Saratoga Springs, NY, where her career trajectory has been marked by significant achievements and leadership roles.

Julia's dedication and experience led to her promotion to Portfolio Associate, followed by her role as Senior Field Trainer. In April 2020, she became a pivotal member of the Central Eastern New York Market Management team as a Business Development Manager. Her exemplary performance and strategic vision earned her the position of Associate Market Manager in October 2022.

In her current role, Julia is committed to empowering Financial Advisors and their teams by ensuring they have access to Morgan Stanley's comprehensive suite of products, resources, and services. Her passion for enhancing productivity and fostering growth is evident in her collaborative work with the management teams across the 14 branches within the market.

Born in Lake Forest, IL, and having spent much of her childhood in England, Julia brings a global perspective to her work. She currently resides in Saratoga Springs, NY, and enjoys traveling to Europe and California to connect with her family.

Erica began her career in 2005 as a Service Associate. Between March 2007 and May 2008 she earned her Series 7, 63, 9 and 10 licenses, strengthening her knowledge in the financial service industry. In 2014, she was selected for the Leadership Readiness Program and went on to obtain her Series 65 license.

Erica joined the management team in 2015 as a BSO and currently oversees the Glens Falls, Saratoga Springs, Oneonta and Poughkeepsie offices. She is known for her commitment to operational excellence, leadership development, and fostering a strong culture of service across her teams.

Erica holds a college degree in Business Administration from SUNY Adirondack. Outside of work, Erica is dedicated to animal welfare and actively volunteers with a local cat and kitten rescue fostering cats and kittens throughout the year.