The Andre Pazdan Group at Morgan Stanley

About Alicia Andre
Alicia Andre, CFA^®
Financial Advisor, Executive Director, Family Wealth Director

Alicia founded The Andre Group at Morgan Stanley to offer objective customized financial advice to individuals and families. Combining a macroeconomic perspective with the latest research and wealth management practices, Alicia’s experience and steady hand help clients grow, preserve and transition their wealth. She believes in simplicity and outstanding service and has a deep commitment to building long-term relationships to help clients achieve their goals with confidence.

After starting her career in private equity, Alicia became a financial advisor and portfolio manager at Boston Safe Deposit and Trust (now BNY Mellon). She then spent two decades within WilmerHale at Silver Bridge Advisors as an advisor to individuals and families and served on the firm’s investment committee. Alicia joined Morgan Stanley in 2015 to take advantage of the firm’s global resources and industry-leading technology.

In 2019 Alicia earned Morgan Stanley’s Family Wealth Director Designation. This program based on extensive experience working with ultra-high net worth families and provides specialized training and enables her to offer direct access to the advanced resources needed to help affluent families address the complex, multigenerational challenges of managing significant wealth. This includes knowledge and experience in wealth transfer, family dynamics, philanthropy, asset allocation, manager selection and other important areas of concern.

Alicia earned both a B.S. in Business Administration and Management and an M.B.A. in Finance at the Rochester Institute of Technology. Her Chartered Financial Analyst^® designation underscores her experience, knowledge and professional integrity.

Alicia and her husband reside in Concord, MA. They have two grown children. Alicia enjoys reading, surfing, sailing and spending time with family and friends.

2014-2024 Five Star Wealth Manager Award. Source: fivestarprofessional.com (Awarded 2014-2020). The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

2019-2025 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (Awarded 2019-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Securities Agent: ME, CT, TX, PA, NM, TN, NJ, NC, MT, MO, LA, WY, MI, VT, OH, FL, DC, CA, VA, NV, MD, AK, WI, MA, GA, DE, AZ, RI, OR, NH, MN, IL, CO, SC, NY; General Securities

Representative; Investment Advisor Representative
NMLS#: 1489623

Lindsay Pazdan, CFP^®
Senior Vice President, Family Wealth Director, Financial Advisor

Lindsay Pazdan is a founding member of The Andre Pazdan Group at Morgan Stanley and works closely with clients to help them build, manage, and preserve wealth through all stages of life. From active accumulation to thoughtful retirement planning and beyond, Lindsay is focused on delivering highly personalized strategies. She helps clients navigate significant financial milestones with clarity and confidence whether planning for retirement, managing liquidity events, or establishing legacy and philanthropic goals.

With a clear, client-centered approach, Lindsay also engages the next generation, fostering financial literacy and guiding emerging investors through critical financial decisions. While laying the foundation for long-term financial confidence she works to prepare the next generation to approach wealth with intention, purpose, and a sense of responsibility.

Known for her disciplined investment approach and practical, informed guidance, Lindsay brings clarity to a fast-moving and often complex global financial landscape. Her clients value not only her expertise, but her thoughtful communication, responsiveness, and long-term perspective.

Before joining Morgan Stanley, Lindsay was with Silver Bridge Advisors, , an affiliate of WilmerHale, where she focused on domestic equity trading, contributed to the investment team, and served on the firm’s Asset Allocation Committee. She began her career at Lehman Brothers as a Senior Client Associate, an experience that established her strong commitment to client service and operational excellence.

Lindsay holds the prestigious Family Wealth Director designation, awarded to a select group of advisors with extensive experience working with ultra-high-net-worth families. This distinction allows her to deliver tailored strategies in areas such as intergenerational wealth transfer, family governance, philanthropic planning, investment architecture, asset allocation, and manager selection.

Lindsay earned a B.S. in Finance from Fairfield University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation, widely recognized as the gold standard in comprehensive financial planning.

She lives in Dover, Massachusetts, with her husband and two children. Outside of work, Lindsay enjoys skiing, playing tennis, and spending time outdoors with her family.

Stephanie Roszkowski joined The Andre Pazdan Group in July 2017 as a Registered Client Service Associate and currently serves as a Wealth Management Associate, overseeing all operational functions of the team. In this role, Stephanie leads the team’s service model, ensuring seamless execution of all administrative and operational responsibilities—including money movement, account administration, and workflow management.

In addition to maintaining client relationships, Stephanie works closely with top-tier clients, providing high-touch service and guidance through complex transactions. Known for her attention to detail and client-first approach, she ensures that even the most intricate requests are handled smoothly and confidently.

Stephanie began her career at Morgan Stanley in August 2014 as a Branch Manager Assistant, playing a key role on the management team. Before that, she launched her financial services career at Hilltop Securities as a Municipal Advisory Assistant, supporting a team of advisors in the issuance and management of short-term municipal bonds.

She is a graduate of Suffolk University in Boston, where she earned a Bachelor of Science in Business Administration with a concentration in Finance. Stephanie holds the Series 7 and Series 66 licenses, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation—the industry’s premier credential for comprehensive financial planning.

Stephanie lives in the North End of Boston and enjoys golf, cooking, traveling, and spending time with friends and family.

Corey Couillard is a Registered Client Service Associate with The Andre Pazdan Group, where he plays a central role in supporting client relationships through consistent communication, personalized guidance, and hands-on day-to-day service. Known for being approachable, Corey ensures clients feel informed, comfortable, and well-cared-for at every stage of their financial journey.

Since joining Morgan Stanley in April 2020—and The Andre Pazdan Group in February 2022—Corey has become a trusted point of contact for both onboarding new clients and maintaining ongoing relationships. His operational expertise includes money movement, account administration, account openings, and performance reporting.

Corey holds Series 7 and Series 66 licenses and has earned the CRPC^® (Chartered Retirement Planning Counselor) designation, reflecting his commitment to comprehensive retirement planning and long-term financial wellness.

Prior to his career in financial services, Corey worked as a golf professional in Deerfield Beach, Florida. He entered the industry in 2018 at Bank of America as a Relationship Banker, where he provided clients with tailored financial solutions to help improve their overall financial lives.

Corey currently resides in Peabody, Massachusetts, and enjoys golfing, hiking with his rescue dogs Ellie and Nyla, and spending time with friends and family.