The Carroll Wealth Management Team at Morgan Stanley

For over 30 years Jay has spent his career advising high net worth individuals, families, and institutions. Jay and his team partner with clients who share similar interests, morals and family values which formulates genuine long term multi-generational relationships.

Jay is a nationally recognized industry leader and falls in the top 1% of Morgan Stanley’s 16,000 financial advisors. At Morgan Stanley he is a managing director, senior portfolio management director, alternative investment director, insurance planning director, and lending specialist.

A seasoned and respected investment professional, Jay has been named Best-In-State Wealth Advisor by Forbes in 2020-2024, Barron’s Top 1200 Financial Advisor in 2022-2024, received the Five Star Wealth Manager Award 2021-2024, and since 2021 has been named to Morgan Stanley’s Chairman’s Club, an elite group of the firm’s top financial advisors.

Jay and his team joined Morgan Stanley to take advantage of the firm’s global resources and industry-leading technology. Previously Jay was the founder and managing partner of Colonial Wealth Management, an Investment Advisory firm which was acquired by Banyan Partners and eventually Boston Private Wealth. Jay is a graduate of Boston College, The College of Financial Planning and resides in Wellesley, Massachusetts with his wife and three children.

We believe that working as a team provides clients with our best collective thinking and helps to ensure you benefit from the highest levels of service and execution.
Working with many different types of individuals and families has given Andrew and our team the experience, perspective and skill to help build a promising financial future for you and your family.

As an investment analyst, Andrew is an integral part of the team’s investment and portfolio management process. Andrew works in tandem with Morgan Stanley’s Global Investment Committee to develop and implement custom asset allocation and portfolio construction strategies – while focusing on risk management and tax mitigation.

Andrew joined Morgan Stanley with The Carroll Team from Boston Private where he held a portfolio advisory role on the firm’s investment team. Andrew is a University of Delaware graduate and currently lives in Boston’s North End. He and his family have supported the Fresh Air Fund for 20+ years, a program that partners with underprivileged children from New York City. He is also a proud supporter of Boston’s sports teams and enjoys spending his summers on the beaches of Narragansett, Rhode Island.

As Director of Business Strategy for the Carroll Wealth Management Team at Morgan Stanley, Lisa functions as the team’s chief operating officer with responsibility for managing the business operations of the team. Lisa plays a critical role in maintaining the team’s exceptional client service standards, ensuring that clients and their families feel well cared for, their voices are heard, and that their advisor is guiding them toward well-informed decisions.

Prior to joining Morgan Stanley, Lisa spent 16 years at Wellington Management as a relationship manager to family offices, endowments and foundations. Before Wellington, Lisa was an analyst and portfolio manager at Winslow Management Company and held various positions in equity research and investment banking.

Lisa received a BA from Yale University and an MBA from Harvard University. Lisa and her husband, Rex, live in Brookline, MA, and have two adult children. Outside of the office, Lisa is a trustee of Boston University and of WBUR radio station and serves on the investment committee of Historic New England. She also enjoys running, birding, and spending time in Downeast Maine.

While our team brings complementary skills and perspectives to clients, we also share a commitment to responding to your needs promptly, professionally and thoroughly.
We earn client’s confidence not only through the quality of solutions, but also the excellence with which we deliver them.

As a registered client service associate Chloe is focused on providing concierge service in supporting our clients day-to-day needs. A true client advocate, Chloe ensures that all account services and team operations are handled in a seamless manor. She handles account transfers, rollovers and distributions, banking operations, mortgage loan support, education and charitable fund contributions. Chloe conducts one-on-one meetings to ensure clients understand and utilize the comprehensive suite of online services at Morgan Stanley. She takes pride in client satisfaction and represents the Carroll team’s drive for excellence in all that we do.

Prior to joining the team Chloe was an operations and onboarding specialist at Northwestern Mutual in Nashville after earning a B.S. in Business Marketing and Communications minor from University of Louisville. Chloe is FINRA registered with her Series 7 and Series 66 exams. She currently resides in Canton with her husband and daughter, and will be welcoming a baby boy this summer.

Quality and efficiency of personalized service is the fundamental principle that drives everything we do.

As a client service associate, Kate not only understands how to address each client's concerns, she knows how to anticipate them as well. Kate handles a wide array of administrative and operational services. Her primary responsibilities include onboarding new clients, account opening, transfers, and managing insurance and charitable fund operations.

Kate joined Morgan Stanley in 2021 after earning a B.S. in Finance from Providence College.  She currently resides in Boston's North End, and in her free time she enjoys cooking and spending time with family & friends.