The Lineage Group at Morgan Stanley

A Financial Advisor for over three decades, Robin S. Grace has successfully helped individuals, families, non-profits, business owners, and businesses focus on comprehensive wealth planning in order to manage risk and invest with purpose. Over the course of her career, Robin has come to believe that one must first establish goals before putting together an actionable wealth plan, and this is a philosophy that she has built into all aspects of her practice.

Robin’s career in financial advisory began after graduating from Trinity College in 1990 with a degree in Psychology. Beginning at Shearson Lehman Brothers, which through a series of acquisitions eventually became Morgan Stanley, she has worked with a diverse group of clients over the years to help articulate what their goals are and determine the best course of action to meet those goals. This has included working with attorneys, accountants, and especially the children and grandchildren of clients who, in many cases, have become clients themselves and are the inspiration for the name, The Lineage Group.

Robin has also been committed to expanding her knowledge in order to better her clients. This led her to earn her Chartered Retirement Planning Counselor certification which seeks to define a “road map to retirement,” enabling financial advisors to focus on clients’ pre- and post-retirement needs, as well as issues related to asset management, long term care challenges and estate planning. This commitment to clients has not gone without recognition, as Robin has been named both a Top Woman Wealth Advisor in 2020-2024 and Best-In-State Wealth Advisor by Forbes Magazine for 2020-2024. She is particularly proud of her team’s honor that they’ve received in 2022-2025 as one of Forbes’ Best-In-State Management Teams.

Outside of work, Robin is very committed to volunteering for a number of non-profits including YMCA Camp Woodstock, Invest it Forward, which provides youth education on financial markets and literacy, and she is also an active alumna volunteer for Trinity College and for the Miracle League of MA. She lives in Concord, MA with her husband, Bill, and their two sons, Ryan and Ben. She enjoys playing golf, squash, paddle tennis and tennis.

Disclosure

2020-2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2020-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

2022-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

As a Financial Advisor since 2013, Robin Seidman has worked with clients and their families to define what they would like their financial future to look like, and what steps need to be taken to get there. Through his experience in managing the unique needs of each and every client, Robin has come to view the preservation of wealth, as opposed to just growth, while managing risk to be the cornerstone of any successful financial plan.

Robin began his career after graduating from Brandeis University with both an undergraduate degree and MBA. Working in college athletics, he was the Assistant Athletic Director at his alma mater for 11 years, as well as its Assistant Soccer Coach from 2002 to 2006. Robin would then move on to become the Athletic Director at Daniel Webster College before transitioning to financial advisory in 2013. His emphasis on goal setting, organization, relationship building, and service were all instilled in him during the early part of his career. These are qualities that he continues to bring to bear as he seeks to service the needs of his clients and help them make difficult financial decisions with ease.

Outside of work, Robin serves as a member of the Board of Directors of Catie’s Closet, which provides clothes and toiletries for homeless and disadvantaged youth in Massachusetts. He also enjoys coaching his daughters’ youth soccer and basketball teams. Robin lives in Acton, MA, with his wife, Meghan, and three daughters, Eliza Jane, Campbell, and Phoebe. .

David holds a CERTIFIED FINANCIAL PLANNER™ certification and has been committed to to providing clients with exceptional investment guidance as Financial Advisor since 1999. David started his career at Morgan Stanley in 1999 and transitioned to Wells Fargo Advisors in 2009. David rejoined Morgan Stanley in 2021 and has been a CERTIFIED FINANCIAL PLANNER™ since 2004.

David holds a Bachelor's degree from State University of New York College at Oswego. Away from the office , David enjoys golfing, skiing, fishing and hiking. He lives with his wife, Nan, in Wrentham, Massachusetts.

David holds a CERTIFIED FINANCIAL PLANNER™ designation where he is dedicated to helping clients reach their long-term goals through every stage in life. Whether you are a young family just starting to put together an investment plan for the first time, or you are looking to transition your wealth to the next generation, we are here to put together a plan help you get to where you want to be. Prior to joining Morgan Stanley David was a Financial Advisor with Wells Fargo Advisors where worked with his father.

David holds a Bachelor's Degree from Syracuse University and enjoys playing basketball, going for long runs, and cooking gourmet meals for his family. He and wife live in Franklin, MA.

NMLS ID 2395132

Kacie Lang is the Portfolio Associate for The Lineage Group at Morgan Stanley and she handles all operations related to client outreach and service. From opening client accounts and money movement, to scheduling and aiding in the client’s adoption of the firm’s digital tools, Kacie seeks to handle every client's concern with care. 

Kacie is a graduate of Daniel Webster College with a degree in Sports Management and Marketing. She also holds a Master of Science in Organizational Management with a concentration in Sports and Recreation from Wayne State University. Prior to joining Morgan Stanley in 2019, Kacie spent seven years as a college basketball coach at Peru State College, the University of New England, where her team was Conference Champion in 2015-16, and Washington and Lee University. Her focus on organization, effective communication, goal orientation, and positivity while coaching are now all skills that she sees as invaluable to her current position, as she seeks to understand client concerns and deliver solutions with speed and accuracy.

Having been an athlete in college, Kacie is a fan of both watching and playing sports outside of work. She regularly competes in different recreational soccer and basketball leagues in Boston. In addition, she enjoys hiking, craft beer, and spending time with her family. Originally from New Hampshire, she now lives in Waltham, MA.

Caitlin Pickul is a Client Service Associate for The Lineage Group at Morgan Stanley, where she leverages her organizational experience, communication skills, and goal-oriented mindset to provide exceptional service to clients. She is passionate about understanding client concerns and delivering tailored solutions with efficiency and accuracy.

Caitlin holds a Bachelor of Science in Marketing from Providence College and an MBA with a Sport Management Concentration from Loyola University Chicago. Before transitioning to the financial services industry, she spent 15 years as a collegiate soccer coach, holding leadership roles at Salem State University, Wellesley College, College of the Holy Cross, and Nichols College.

As Head Coach at both Wellesley College and Nichols College, Caitlin fostered successful programs while mentoring student-athletes. During her time at Holy Cross, she helped the team achieve a program record setting 2nd place finish in the 2019 season as well as personally earning Patriot League Staff of the Year honors. Caitlin also served as Assistant Director of Strength & Conditioning at Wellesley College, holding her CSCS (Certified Strength and Conditioning Specialist) certification.

A former collegiate soccer player at Providence College, Caitlin remains active in the sport by coaching youth teams. She also enjoys running, having completed several half marathons, and spending time outdoors with family and friends. Originally from North Andover, Massachusetts, Caitlin cherishes trips to Maine and is always ready for new adventures.