The Alpine Legacy Group at Morgan Stanley

With a business career spanning nearly four decades, Dean is a seasoned professional who uses real-life knowledge and experience to assist clients in building and maintaining wealth and managing their finances. He advises clients on virtually all aspects of wealth planning, portfolio management, cash management and legacy planning.

Dean believes the client relationship is at the heart of a successful wealth management strategy. He enjoys many long term and multigenerational relationships with clients, helping them to identify their financial goals and create an ever-evolving financial plan and investment strategy striving to achieve those goals.

Dean earned his B.A. in Business Administration from St. Michael’s College and has been a financial advisor with Smith Barney and Morgan Stanley for more than 20 years. He is FINRA licensed with the Series 7 and Series 66, and maintains licenses for Life and Health Insurance.

As an active member of his community, he serves on the Franklin County Industrial Development (FCIDC) board of directors. He is also a current member and past president of the Rotary Club of St. Albans and a former member of the Development Review Board for the City of St. Albans.
When not in the office, Dean enjoys spending time with his family and participating in a variety of outdoor activities including downhill skiing, hockey, biking, hiking and boating.

Danielle is a Vice President, Financial Advisor, and Retirement Income Certified Professional. She has over 30 years of industry experience, all with Morgan Stanley.

Her practice is focused on servicing the needs of families, pensions, foundations, and individuals. The primary goal is to deliver a broad range of wealth management solutions, uniquely designed to help preserve and grow their wealth.

Danielle strives to develop personal connections, and is dedicated to deeply understanding her clients’ financial position and objectives. She takes pride in building long standing relationships, and many have grown to cover multi-generations. Danielle has provided support and advice to her clients through all of life’s stages; from planning for new additions to the passing of loved ones.

A comprehensive wealth management process is utilized to develop actionable plans tailored to individual situations. Her extensive experience combined with Morgan Stanley’s vast resources enable Danielle to assist her clients with almost every facet of financial services including investment management, retirement planning, insurance, cash management, legacy, philanthropy, and education planning.

Danielle takes pride in structuring thoughtful plans where her clients are well-positioned for the future. She often coordinates with her clients’ attorneys and accountants. Plans are vigilantly monitored and meetings are scheduled to appraise goals and progress.

Danielle lives with her husband Terry in Shelburne, and has two grown children. She is an avid beekeeper, gardener and skier.

She is a former board member and volunteer for Cancer Patient Support Foundation. A non-profit organization that serves Vermont cancer patients and their families by providing financial assistance and support during diagnosis, treatment and recovery.

Steve Gentile has been with Morgan Stanley for 24 years.

Steve grew up as a child and young boy in Queens, New York. He moved up to Vermont to attend university and graduated from Champlain College in 1978. His passion for helping others has made for a successful career as a Financial Advisor and former Branch Manager.

For Steve, retirement planning means more than simply providing clients with investment advice. It means helping folks maintain the financial independence they’ve worked their whole lives to achieve by understanding individuals’ goals, values, and circumstances to develop and implement a tailored strategy, keeping in mind unforeseen expenses and income demands that may arise during retirement.

Not only is Steve a spectacular addition to the Alpine Legacy Group, but he is also very active in the local community. Well-recognized as the long tenured University of Vermont Men & Women’s Basketball Announcer, an ambassador for Feeding Chittenden, a member of the Burlington Sunrise Rotary, a Dragon Boat Festival Volunteer, Director of Trotting of the Turkeys Hunger Event, and Trustee Emeriti for Champlain College. Steve lives in South Burlington, VT, and enjoys spending his free time cooking Italian food with his daughter.

With over 30 years of investment experience, Alysia offers a depth of knowledge. Prior to joining Morgan Stanley and its predecessor firms in 2001, she a was a Vice President in the Fixed Income Group at Fleet Bank in Boston where she worked with Institutional and Corporate clients.

Originally from Connecticut, Alysia graduated from Loomis Chaffee and went on to graduate from Union College with a degree in Economics. While working on the trading desk and years of late classes and MBTA rides, she received an MBA from Boston University.

In 2001, Alysia and her husband, Ellery, a UVM alumni, made the decision to relocate to Vermont. They live in South Burlington with their son, Ethan, a 2022 graduate of South Burlington High School and current student at Villanova University. Alysia is active in her community and enjoys spending time with family on Lake Champlain and in Naples, Florida.

With a focus on the financial planning and asset allocation needs of business owners, multi-generational families, retirees and women, Alysia seeks to establish herself as a trusted advisor taking a strategic approach to helping individuals achieve their goals.

Lucy Halvorson joined Morgan Stanley in 2020 and spent over three years as a Registered Client Service Associate on the team before transitioning to the Financial Advisor role with the Alpine Legacy Group.

After graduating from the University of Vermont in 2014 with a BS in Business Administration, Lucy relocated to Boston, MA. She worked as the Guest Relations Manager for The Colonnade Hotel- a boutique hotel in Boston’s Back Bay- and subsequently as a Senior Sales Specialist for Audley Travel, designing custom, private trips to China, Russia, and Japan. This prior career path paved a foundation of top-notch client service and detailed planning- translating nicely to the wealth management and financial planning space.

Lucy is passionate about educating and empowering investors with knowledge in an effort to make smart financial decisions. As part of the next generation of Financial Advisors, she enthusiastically delivers modern solutions to financial puzzles, and works closely with people to create trustworthy, long-lasting relationships. She brings a strong work ethic to everything she does and utilizes the firm’s digital platform to deliver cutting edge service.

Lucy lives in Charlotte, VT with her longtime boyfriend, Can, and cat, Oslo. In her free time, she serves on the board of Hunger Free Vermont, spends time with family, and enjoys traveling, gardening, and hiking the mountains of Vermont.

Kari Lopes is a Senior Registered Client Service Associate with Morgan Stanley in Colchester, VT. She began her career in 1990 with Shearson Lehman Hutton in South Burlington, VT. Kari has remained a dedicated employee in our branch for 30 years and throughout several mergers. With three decades of experience in the financial services industry, Kari is an integral part of the client service experience.

Kari’s responsibilities include the administrative, operational, and account maintenance needs for clients, utilizing hard work and creativity to tackle special situations.

Born and raised in Vermont, she has deep ties to the community she calls home. Kari lives in Burlington with her husband and two wonderful children. Outside of the office, Kari enjoys spending time with her family and close friends.

Erin Carroll is a Portfolio Associate with over 20 years of experience building client relationships and providing seamless client service. She has built a reputation for providing personalized, high touch service and goes above and beyond for clients. Erin ensures clients receive the first-class level of service they expect and deserve from Morgan Stanley and she is the first point of contact in resolving all client-related needs. Erin started her career at Merrill Lynch in 2000 and joined Morgan Stanley in 2012.

Erin is a Coach for the Northern States Market, participating in onboarding and training of new Support Professionals and continuing education opportunities for her peers. She previously served on The New England Regional Diversity & Inclusion Council at Morgan Stanley where she worked to create and implement innovative diversity programs and initiatives. She currently participates in the Northern States Diversity & Inclusion Council and Women in Wealth. As a former board chair for both the Women’s Rape Crisis Center (HOPE Works) and for the Pride Center of VT, Erin is passionate about ending violence against Women, LGBTQ rights, and about giving back to the community.

Erin lives in Hinesburg with her wife Nathalie, their cat Cocoa, dog Nilla and puppy Piglet.