Adam J. Murray, CFP®, CPM®
Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director, Lending Specialist
Phone:
(610) 260-7009(610) 260-7009
The Murray Legacy Group at Morgan Stanley
Adam J. Murray, CFP®, CPM®Brian J. Degnan, CFP®Philippa J. Lumsden, CFP®David P. Drea, CFP®Katelyn E. GoodwinSamantha L. StaudtAmara M. MulloyBrett M. MalleeSabine M. de Rujiter
Direct:
(610) 260-7009(610) 260-7009
Industry Award WinnerOur Mission Statement
Earning your trust through open and clear communication, focused and objective advice, a genuine concern for your financial well-being and exceptional client service that exceeds your expectations.
Our Story and Services
At The Murray Legacy Group, we believe great advice begins with great relationships.
Our team was built to serve accomplished individuals and families – from attorneys to corporate executives and business owners to athletes and entertainers – who value clarity, collaboration, and long-term thinking.
With offices in Philadelphia, New York and Newport, we work with clients across the country, providing the valued guidance they can count on. Wherever life takes you, we're here to help you navigate it with confidence.
What sets us apart isn't just our experience or insights. It's how we show up: with clear communication, objective advice, and an unwavering standard for client service. We aim to exceed expectations in every interaction because we want to earn and keep your confidence.
Our approach is personal, thoughtful, and grounded in your goals. We take the time to understand what matters most, then tailor strategy to help you protect what you've built, make confident decisions, and create the legacy you envision.
Explore our services, meet our team, and see how we work. Because financial advice should feel as personal and purposeful as your life.
Services Include
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Retirement PlanningFootnote3
- Professional Portfolio ManagementFootnote4
- Asset Management
- Cash Management and Lending ProductsFootnote5
- 401(k) Rollovers
- Equity Compensation
- Estate Planning StrategiesFootnote6
- Planning for Education FundingFootnote7
- 529 PlansFootnote8
- Trust AccountsFootnote9
- Planning for Individuals with Special Needs
- Life InsuranceFootnote10
- Long-term Care InsuranceFootnote11
- Alternative InvestmentsFootnote12
- Municipal BondsFootnote13
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Full Suite of Offerings - Tailored to You
Whether it’s managing today’s needs or planning for the future, we bring clarity, structure, and purpose to every aspect of your financial life.
Financial Planning
- Net Worth Analysis
- Cash Flow Analysis
- Asset Allocation Analysis
- Saving & Investing Strategies
- Tax Minimization Strategies
- Debt Reduction Strategies
- Cash Flow Analysis
- Asset Allocation Analysis
- Saving & Investing Strategies
- Tax Minimization Strategies
- Debt Reduction Strategies
Retirement Planning
- Retirement Savings Strategies
- Cash Flow Management & Budgeting
- Opportunistic & Tax-Efficient Withdrawal Strategies
- Required Minimum Distributions ("RMDs")
- Roth Conversion Strategies
- "Back-Door" Roth IRA Viability
- Cash Flow Management & Budgeting
- Opportunistic & Tax-Efficient Withdrawal Strategies
- Required Minimum Distributions ("RMDs")
- Roth Conversion Strategies
- "Back-Door" Roth IRA Viability
Investment & Portfolio Management
- Asset Allocation Analysis
- Risk Management
- Traditional Investments
- Alternative Investments
- Sustainable Investments
- Behavioral Counseling
- Risk Management
- Traditional Investments
- Alternative Investments
- Sustainable Investments
- Behavioral Counseling
Risk Management
- Identifying & Understanding Risk
- Portfolio Standard Deviation Analysis
- Portfolio Stress Testing
- Hedging Strategies & Options
- Interest Rate Risk Management
- Inflation Modeling & Monitoring
- Portfolio Standard Deviation Analysis
- Portfolio Stress Testing
- Hedging Strategies & Options
- Interest Rate Risk Management
- Inflation Modeling & Monitoring
Trust & Estate Planning Strategies
- Wealth Transfer Strategies
- Inter-generational Needs
- Multi-generational Planning
- Review of Current Estate Law
- Introduction to Trust Specialists
- Coordination with Estate Attorneys
- Inter-generational Needs
- Multi-generational Planning
- Review of Current Estate Law
- Introduction to Trust Specialists
- Coordination with Estate Attorneys
Cash Management & Lending
- Direct Deposit & Check Writing
- Credit Cards & Online Bill Pay
- Residential & Commercial Financing
- Securities Based Lending Options
- Estimated Tax Payment Assistance
- Home Renovation Financing
- Credit Cards & Online Bill Pay
- Residential & Commercial Financing
- Securities Based Lending Options
- Estimated Tax Payment Assistance
- Home Renovation Financing
Insurance Services & Solutions
- Term Life Insurance
- Permanent Life Insurance
- Long-Term Care Insurance
- Disability Insurance
- Corporate Executive Protection Strategies
- Annuities
- Permanent Life Insurance
- Long-Term Care Insurance
- Disability Insurance
- Corporate Executive Protection Strategies
- Annuities
Philanthropy & Legacy Planning
- Charitable Lead Trusts
- Family Foundations
- Donor-advised Funds
- Charitable Giving & Required Minimum Distributions
- Coordination with Estate & Tax Professionals
- Education for Family Members & Next Generation
- Family Foundations
- Donor-advised Funds
- Charitable Giving & Required Minimum Distributions
- Coordination with Estate & Tax Professionals
- Education for Family Members & Next Generation
Our Commitment to You
Our clients choose to work with us because they recognize that we have a genuine interest in their success. Each of the items below are considered pillars of our client service experience. They are non-negotiable. Keeping the client and their experience at the center of everything we do builds meaningful and long-lasting relationships, often spanning multiple generations and introductions to family and friends.
Fiduciary Advice
While many advisors operate under the "suitability" standard, we serve - at all times - as fiduciaries to our clients. This enhanced level of care requires us to ALWAYS put our clients and their interests first.
Communication in Good Markets & Bad
Communication under any circumstance is a critical element of a successful financial advisory relationship. Whether it be a bull or bear market, we are always available to our clients.
Available & Responsive
We take great pride in always being available and responsive to our clients. Whether via email, phone or in-person, we promise to promptly address your most pressing needs.
Education
The world of investing can be confusing and difficult to navigate, especially alone. We strive to provide sound investment education and advice – in plain English – that is easy to understand, implement and monitor.
Objective Advice
We always give our clients our true, professional opinion (even if it’s not the answer they want to hear). Tough conversations – while infrequent – are necessary and appreciated by clients.
Behavioral Counseling
It is essential for us to help our clients understand and manage the impulses of emotional buying and selling that can derail even the soundest of plans.
Transparent
An open and honest discussion and a full understanding of the costs of working with us is essential to evaluating the effectiveness of any product or service that you may consider.
Relentless Pursuit of Excellence
Whether it be through attaining industry designations and certifications, staying abreast of developments impacting the markets or analyzing investment opportunities, we constantly strive to be the most educated, credentialed and well versed resource for our clients.
Your Personalized Financial Plan
We are dedicated to delivering highly responsive and individualized solutions to our clients, using a focused, objective financial planning process.
Step 1: Initial Conversation & Data Gathering
The purpose of this meeting is twofold: (i) to gather all of the essential background information about you that will be needed to prepare a comprehensive Financial Plan and (ii) to establish the specific goals and objectives that you hope to achieve. Before this meeting, you will be asked to gather all pertinent information on investments, liabilities, insurance, and cash flow.
Step 2: Plan Preparation
After the data gathering meeting, we review your situation and prepare a comprehensive, written Financial Plan that is designed to help you achieve your personal goals. Your Financial Plan will include analyses regarding cash flow, investments, debt management, retirement planning, education funding, tax efficiency, lending, insurance, and estate planning.
Step 3: Plan Presentation
Once your personal Financial Plan is complete, we will reach out to schedule a "plan presentation" meeting. During this presentation, the written Financial Plan is covered in detail with you so that you may more fully understand what it is that we are proposing. Any questions that you may have or any concern that was not addressed in the Financial Plan can be covered at this meeting, as well.
Step 4: Plan Implementation
Upon delivery of your Financial Plan, we discuss the steps necessary to implement our recommendation. The true value of the Financial Planning process, of course, lies in the implementation and, because of our industry leading resources and experience, we can, in most cases, assist in the effective and efficient implementation of your personal Financial Plan.
Step 5: Ongoing Monitoring
We help you periodically track your progress and make adjustments to your Financial Plan and investment portfolio as necessary.
Why Us?
We help you make smart decisions today that build the future - and legacy - you envision tomorrow, supported by a team recognized for its experience and backed by the comprehensive resources of Morgan Stanley.
If you are looking for a more connected, intentional approach to managing your wealth, we'd welcome the opportunity to start that conversation.
"Well Advised" Newsletter | Attorneys
Issue #1: Why Planning Early - and Often - Matters (August 2025)"Well Advised" Newsletter | Corporate Executives
Issue #1: Why Planning Early - and Often - Matters (August 2025)
Experience that Matters
Whether you're an attorney, corporate executive or business owner, athlete or entertainer, or retiree, our team brings deep experience across a wide range of financial complexities.
We help attorneys navigate the unique financial landscape of legal careers. This includes managing student debt and variable income early on, optimizing benefits, tax strategies, and long-term planning as their careers evolve. We help attorneys prepare for and understand the intricacies of the partner promotion process, and we support those exploring a move to an in-house or government role in making the transition with confidence and conviction.
We help corporate executives make the most of their compensation packages. We provide guidance on equity awards, deferred compensation, stock option strategies, and tax-efficient planning for concentrated holdings.
We help business owners plan for growth and exit. This includes liquidity events, succession strategies, entity structuring, and personal wealth integration before and after a sale.
We help athletes and entertainers manage sudden wealth, build long-term financial security, and plan for life after the spotlight. Our work focuses on budgeting, tax planning, and sustainable lifestyle design.
We help retirees transition into retirement with clarity, confidence, and a plan built to last. We address income distribution, healthcare planning, and legacy goals.
We advise families on estate planning strategies, charitable giving, and the complexities of multi-generational wealth with care and intention.
We help the next generation prepare to take the reins. Our approach includes financial education, values-based planning, and mentorship that meets them where they are.
Our experience runs deep, and our approach stays personal. We're here to guide you with clarity, consistency, and a plan built around your life.
Demonstrated Success
Our team has earned industry recognition for the caliber of our work and the impact we've made on behalf of our clients. We take pride in these accomplishments, which reflect the discipline, care, and consistency we bring to every relationship. They also speak to the high standard we hold ourselves to and the long-term outcomes we strive to deliver.
Awards:
Team: Forbes Best in State Wealth Management Team | 2023, 2024, 2025
Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12- month period concluding in March of the year the award was issued.
Adam: Forbes America's Top Wealth Advisors | 2019, 2021, 2022, 2023, 2024, 2025
Source: Forbes.com (Awarded 2019, 2021 - 2025). Data compiled by SHOOK Research LLC based on 12- month time period concluding in March of the year the award was issued.
Adam: Philadelphia Magazine Five-Star Wealth Manager Award | 2013-2024
Source: fivestarprofessional.com (Awarded 2013-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods: 2013 Award - 03/5/2013 - 09/9/2013; 2014 Award - 03/5/2013 - 09/9/2013; 2015 Award - 03/5/2015 - 09/9/2015; 2016 Award - 03/5/2016 - 10/7/2016; 2017 Award - 01/20/2017 - 09/8/2017; 2018 Award - 02/20/2018 - 09/19/2018; 2019 Award - 02/11/2019 - 09/20/2019; 2020 Award - 02/10/2020 - 09/11/2020; 2021 Award - 01/18/2021 - 09/03/2021; 2022 Award - 02/21/2022 - 08/19/2022; 2023 Award - 02/13/2023 - 08/31/2023; 2024 Award - 02/13/2024 - 08/30/2024.
Philippa: Philadelphia Magazine Five-Star Wealth Manager Award | 2024
Source: fivestarprofessional.com (Awarded 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods: 02/13/2024 - 08/30/2024.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Advanced Credentials
Credentials matter — especially when your financial life is complex. Our team includes four CERTIFIED FINANCIAL PLANNER® professionals and a Certified Portfolio Manager®, reflecting the depth of our technical knowledge and our commitment to providing an exceptional client service experience.
We also hold advanced internal designations from Morgan Stanley in areas such as financial planning, discretionary portfolio management, estate planning strategies, lending solutions, and executive compensation.
These credentials aren't just letters. They reflect the time, energy, and commitment we invest in our craft. They speak to how seriously we take our responsibility to clients, and our ongoing pursuit of knowledge, excellence, and professional growth. Collectively, they give our clients access to a team that is not only credentialed, but collaborative, thoughtful, and relentlessly prepared.
(You can find each team member's title, credentials, designations, and experience in their individual bio.)
Why Work with a Financial Advisor?
Working with us isn't just about investments. It's about having a dedicated team who can bring structure, perspective, and thoughtful guidance to your financial life.
Beyond the numbers, we can help you avoid costly mistakes, stay aligned with your goals, and free up time to focus on what truly matters: your family, your career, and the legacy you're building.
We strive to bring clarity during periods of uncertainty, reduce the stress of complex financial decisions, and offer perspective when the path forward isn't always clear.
Just as you rely on a doctor for your health or an accountant for your taxes, having a Financial Advisor in your corner can offer a similar sense of direction and stability.
Advice adds value. Not just in performance, but in helping you move forward with purpose and confidence.
Comprehensive Resources
Our clients benefit first and foremost from the insight, experience, and personal attention of our team. What sets us apart is our ability to pair that high-touch, personalized approach with the extensive resources of one of the world's leading financial institutions.
Through our relationship with Morgan Stanley, we have access to institutional-grade investment research, comprehensive financial planning tools, a full suite of cash management and lending solutions, trust and estate planning support, and specialized teams across capital markets, philanthropy, and executive services. We also leverage innovative technology to help deliver a seamless client experience — from dynamic financial modeling to secure, real-time reporting.
These capabilities enhance the advice we strive to deliver and help us serve clients with precision, creativity, and confidence — whether you're building wealth, preserving it, or planning your legacy.
These resources are not just available – they are thoughtfully applied. Our role is to help you access the right tools at the right time, and to help integrate them into a cohesive strategy built around your goals. It's how we turn a wide range of capabilities into advice that feels personal, relevant, and actionable.
Clearly Defined Process
Managing wealth shouldn't feel uncertain. That's why we follow a disciplined, deliberate process designed to bring clarity and confidence to your financial life.
We begin by listening – understanding your goals, values, and what success looks like to you. From there, we build a personalized financial plan and investment strategy that's comprehensive, diversified, and aligned with what matters most to you.
But it doesn't stop there. We revisit and refine your plan regularly, making adjustments as your life evolves, markets shift, and new opportunities emerge. Through it all, you'll always know where you stand – and why.
This proactive approach helps you stay focused on what matters most, make informed decisions at key moments, and avoid the costly mistakes that come from reactive thinking or short-sighted choices. It's not just about having a plan – it's about having the right plan, backed by ongoing guidance you can depend on.
(You can find more detail on our approach under the "Our Process" tab.)
Location
100 Front Street
Suite 600
West Conshohocken, PA 19428
US
Direct:
(610) 260-7009(610) 260-7009
55 East 52nd Street
7th Floor
New York, NY 10055
US
Direct:
(610) 260-7044(610) 260-7044
Meet The Murray Legacy Group
Brian J. Degnan, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(610) 260-7011(610) 260-7011
Philippa J. Lumsden, CFP®
Financial Advisor, Financial Planning Specialist
Phone:
(610) 260-7044(610) 260-7044
Phone:
(610) 260-7013(610) 260-7013
Katelyn E. Goodwin
Financial Advisor, Financial Planning Specialist
Phone:
(401) 845-3514(401) 845-3514
Samantha L. Staudt
Business Development Associate
Phone:
(610) 260-7045(610) 260-7045
Amara M. Mulloy
Client Service Associate
Phone:
(610) 260-7348(610) 260-7348
Brett M. Mallee
Client Service Associate
Phone:
(610) 940-5017(610) 940-5017
Sabine M. de Rujiter
Client Relationship Analyst
Phone:
(610) 940-5002(610) 940-5002
About Adam J. Murray
In addition to his leadership and management responsibilities for the group, Adam oversees the team’s Legal Industry practice that focuses exclusively on working with some of America's most prominent law firms and attorneys. As a result, he has experience working with attorneys throughout the various stages of their careers. Adam is well-versed with regard to attorney compensation, savings programs and benefits distinctive to legal professionals and is a frequent guest speaker at law firm conferences and events.
Adam helps develop and implement wealth management strategies for his clients by concentrating on financial planning, portfolio construction, risk management and behavioral counseling. He is dedicated to delivering highly responsive and individualized solutions to his clients, using a focused, objective planning process. Adam is firmly committed to building lasting relationships by delivering goal-oriented results and exceptional client service.
Adam was named one of the top Wealth Advisors in America by Forbes Magazine in 2019, 2021, 2022, 2023, 2024 and 2025. Additionally, he has been recognized as a Five-Star Wealth Manager by Philadelphia Magazine each year since 2013 (2013-2024) and, in 2020, was named one of the most talented up and coming leaders in the Greater Philadelphia area by the Philadelphia Business Journal in their 30th Anniversary 40 Under 40 list. In 2021, Adam was named to the Philadelphia Business Journal’s Influencers Collection, which recognized the most influential business leaders in the Greater Philadelphia area.
Adam has earned Morgan Stanley's Family Wealth Director designation which is given to those advisors who have extensive experience working with ultra-high net worth families, and who have undergone specialized training. As a result, Adam has direct access to a range of resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth.
He has been awarded the designation of Senior Portfolio Management Director at Morgan Stanley which is the highest internal designation for Financial Advisors at the firm who manage client assets on a discretionary basis.
Adam sits on Morgan Stanley's Financial Advisor Advisory Council (FAAC) and serves as a liaison between his colleagues and Senior Management, creating an open two-way communication channel to discuss and provide feedback and insight on key initiatives and enhancements within the organization. Through this collaboration Adam works to create innovative approaches for continued success for Morgan Stanley clients and the Firm, as well as growth opportunities for Financial Advisors.
Adam holds the CERTIFIED FINANCIAL PLANNER® and Certified Portfolio Manager (CPM®) designations, as well as Series 7, 31, 63, 66 and Insurance licenses. Adam received his Certified Portfolio Manager (CPM®) designation through Columbia University and completed the Certified Private Wealth Advisor (CPWA®) certificate program at Yale University. He received his undergraduate degree from Duke University, where he was a four-year starter and three-year captain on Duke's Division I baseball team.
Adam joined Morgan Stanley after an investment banking career in both New York and Philadelphia, where he provided merger and acquisition and corporate finance advisory services to emerging growth and public and private companies.
Adam is a member of The Union League of Philadelphia, The Merion Cricket Club and The Avalon Yacht Club. He is an active alumnus of The Episcopal Academy (EA), and, in 2011, was the youngest member ever inducted into EA’s Athletic Hall of Fame. He currently serves as a member of EA's Board of Trustees and Athletic Hall of Fame Committee.
Email: Adam.Murray@morganstanley.com
Phone: (610) 260-7009
The awards/ratings listed above are based on quantitative and qualitative criteria. The awards/ratings may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee in exchange for the awards/ratings.
Awards Disclosure
2019, 2021, 2022, 2023, 2024 & 2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2019, 2021, 2022, 2023, 2024 & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2013-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2023). These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods: 2013 Award - 03/5/2013 - 09/9/2013 2014 Award - 03/5/2013 - 9/9/2013; 2015 Award - 03/5/2015 - 09/9/2015; 2016 Award - 03/5/2016 - 10/7/2016; 2017 Award - 01/20/2017 - 09/8/2017; 2018 Award - 02/20/2018 - 09/19/2018; 2019 Award - 02/11/2019 - 09/20/2019; 2020 Award - 02/10/2020 - 09/11/2020; 2021 Award - 01/18/2021 - 09/03/2021; 2022 Award - 02/21/2022 - 08/19/2022; 2023 Award - 02/13/2023 - 08/31/2023; 2024 Award - 02/13/2024 - 08/13/2024.
2020 Philadelphia Business Journal 40 Under 40 Award
Source: bizjournals.com/philadelphia (Awarded 2020). Of those nominated, Philadelphia Business Journal bases its rankings on quantitative and qualitative criteria that distinguishes the candidate in their companies, their communities and their industries, all before their 40th birthday.
2021 Philadelphia Business Journal Influencer’s Collection
Source: bizjournals.com/philadelphia (Awarded 2021). Of those nominated, Philadelphia Business Journal bases its rankings on quantitative and qualitative criteria to recognize the best and brightest in business throughout Greater Philadelphia.
https://www.morganstanley.com/disclosures/awards-disclosure.html
CRC #6424206
Adam helps develop and implement wealth management strategies for his clients by concentrating on financial planning, portfolio construction, risk management and behavioral counseling. He is dedicated to delivering highly responsive and individualized solutions to his clients, using a focused, objective planning process. Adam is firmly committed to building lasting relationships by delivering goal-oriented results and exceptional client service.
Adam was named one of the top Wealth Advisors in America by Forbes Magazine in 2019, 2021, 2022, 2023, 2024 and 2025. Additionally, he has been recognized as a Five-Star Wealth Manager by Philadelphia Magazine each year since 2013 (2013-2024) and, in 2020, was named one of the most talented up and coming leaders in the Greater Philadelphia area by the Philadelphia Business Journal in their 30th Anniversary 40 Under 40 list. In 2021, Adam was named to the Philadelphia Business Journal’s Influencers Collection, which recognized the most influential business leaders in the Greater Philadelphia area.
Adam has earned Morgan Stanley's Family Wealth Director designation which is given to those advisors who have extensive experience working with ultra-high net worth families, and who have undergone specialized training. As a result, Adam has direct access to a range of resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth.
He has been awarded the designation of Senior Portfolio Management Director at Morgan Stanley which is the highest internal designation for Financial Advisors at the firm who manage client assets on a discretionary basis.
Adam sits on Morgan Stanley's Financial Advisor Advisory Council (FAAC) and serves as a liaison between his colleagues and Senior Management, creating an open two-way communication channel to discuss and provide feedback and insight on key initiatives and enhancements within the organization. Through this collaboration Adam works to create innovative approaches for continued success for Morgan Stanley clients and the Firm, as well as growth opportunities for Financial Advisors.
Adam holds the CERTIFIED FINANCIAL PLANNER® and Certified Portfolio Manager (CPM®) designations, as well as Series 7, 31, 63, 66 and Insurance licenses. Adam received his Certified Portfolio Manager (CPM®) designation through Columbia University and completed the Certified Private Wealth Advisor (CPWA®) certificate program at Yale University. He received his undergraduate degree from Duke University, where he was a four-year starter and three-year captain on Duke's Division I baseball team.
Adam joined Morgan Stanley after an investment banking career in both New York and Philadelphia, where he provided merger and acquisition and corporate finance advisory services to emerging growth and public and private companies.
Adam is a member of The Union League of Philadelphia, The Merion Cricket Club and The Avalon Yacht Club. He is an active alumnus of The Episcopal Academy (EA), and, in 2011, was the youngest member ever inducted into EA’s Athletic Hall of Fame. He currently serves as a member of EA's Board of Trustees and Athletic Hall of Fame Committee.
Email: Adam.Murray@morganstanley.com
Phone: (610) 260-7009
The awards/ratings listed above are based on quantitative and qualitative criteria. The awards/ratings may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee in exchange for the awards/ratings.
Awards Disclosure
2019, 2021, 2022, 2023, 2024 & 2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2019, 2021, 2022, 2023, 2024 & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2013-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2023). These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods: 2013 Award - 03/5/2013 - 09/9/2013 2014 Award - 03/5/2013 - 9/9/2013; 2015 Award - 03/5/2015 - 09/9/2015; 2016 Award - 03/5/2016 - 10/7/2016; 2017 Award - 01/20/2017 - 09/8/2017; 2018 Award - 02/20/2018 - 09/19/2018; 2019 Award - 02/11/2019 - 09/20/2019; 2020 Award - 02/10/2020 - 09/11/2020; 2021 Award - 01/18/2021 - 09/03/2021; 2022 Award - 02/21/2022 - 08/19/2022; 2023 Award - 02/13/2023 - 08/31/2023; 2024 Award - 02/13/2024 - 08/13/2024.
2020 Philadelphia Business Journal 40 Under 40 Award
Source: bizjournals.com/philadelphia (Awarded 2020). Of those nominated, Philadelphia Business Journal bases its rankings on quantitative and qualitative criteria that distinguishes the candidate in their companies, their communities and their industries, all before their 40th birthday.
2021 Philadelphia Business Journal Influencer’s Collection
Source: bizjournals.com/philadelphia (Awarded 2021). Of those nominated, Philadelphia Business Journal bases its rankings on quantitative and qualitative criteria to recognize the best and brightest in business throughout Greater Philadelphia.
https://www.morganstanley.com/disclosures/awards-disclosure.html
CRC #6424206
Securities Agent: MI, CT, UT, TX, TN, PA, MA, AZ, VT, OH, FL, NH, WA, RI, DE, NY, NJ, MO, MN, IL, DC, MT, ME, LA, IN, WY, WI, NV, SC, NC, MD, KY, CO, GA, CA, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279200
NMLS#: 1279200
About Brian J. Degnan
Brian joined The Murray Legacy Group at Morgan Stanley in August 2020 and oversees the team’s Corporate Executive practice. As a result, he has experience working with corporate executives throughout the various stages of their careers. Brian is well-versed with regard to executive compensation including equity incentives, restricted stock awards/units, stock appreciation rights, performance shares and employee stock purchase plans. He also has significant familiarity with retirement savings programs and benefits distinctive to corporate executive professionals, specifically those in the defense, utilities, and pharmaceutical industries.
Brian holds the CERTIFIED FINANCIAL PLANNER® designation, as well as Series 7, 31, 66 and Insurance licenses. He earned a bachelor’s degree in Mechanical Engineering from the United States Naval Academy, where he also was a member of the varsity golf team. Prior to joining Morgan Stanley in 2003, Brian served as a Nuclear Surface Warfare Officer in the United States Navy.
An avid golfer, Brian is a member of the Rolling Green Golf Club, the Golf Association of Philadelphia and routinely appears in local tournaments. He is a member of the United States Naval Academy Alumni of Philadelphia where he has previously held leadership positions as treasurer and secretary. Brian lives in the Philadelphia suburbs with his wife and two children. He enjoys coaching youth basketball and softball, running a craft beer club, traveling and following Philadelphia sports teams.
Email: Brian.Degnan@morganstanley.com
Phone: (610) 260-7011
Brian holds the CERTIFIED FINANCIAL PLANNER® designation, as well as Series 7, 31, 66 and Insurance licenses. He earned a bachelor’s degree in Mechanical Engineering from the United States Naval Academy, where he also was a member of the varsity golf team. Prior to joining Morgan Stanley in 2003, Brian served as a Nuclear Surface Warfare Officer in the United States Navy.
An avid golfer, Brian is a member of the Rolling Green Golf Club, the Golf Association of Philadelphia and routinely appears in local tournaments. He is a member of the United States Naval Academy Alumni of Philadelphia where he has previously held leadership positions as treasurer and secretary. Brian lives in the Philadelphia suburbs with his wife and two children. He enjoys coaching youth basketball and softball, running a craft beer club, traveling and following Philadelphia sports teams.
Email: Brian.Degnan@morganstanley.com
Phone: (610) 260-7011
Securities Agent: VA, FL, GA, NH, NC, WI, UT, PA, OR, NV, MT, MI, LA, ID, CT, WA, NJ, MA, DE, VT, OH, MN, ME, MD, KY, TN, RI, DC, AZ, NY, IL, SC, IN, CO, CA, TX, WY, MO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1456519
NMLS#: 1456519
About Philippa J. Lumsden
Philippa joined The Murray Legacy Group at Morgan Stanley in June 2021 as a Wealth Advisor Associate. In this role, she leveraged her financial planning expertise to assist in all aspects of the financial planning process – primarily supporting the team’s attorney clients.
In April 2022, Philippa was promoted to Financial Advisor where she applies her financial planning and client acquisition experience to support and enhance the team’s Legal Industry practice. She also earned the CERTIFIED FINANCIAL PLANNER® designation through NYU’s School of Professional Studies in July 2022. In 2024 & 2025, Philippa was named to Morgan Stanley's Pacesetter's Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated some of the highest professional standards and first class client service. She was also recognized as a Five-Star Wealth Manager by Philadelphia Magazine in 2024.
Philippa is well-versed with regard to attorney compensation, savings programs and benefits distinctive to legal professionals. Philippa strives to build strong relationships with clients by fully understanding each client’s unique financial situation and providing customized solutions.
Prior to joining Morgan Stanley in 2020, Philippa worked as a Brokerage Investment Professional at Vanguard in suburban Philadelphia. In her role, she educated clients about their investments, while helping them build and preserve wealth. Philippa holds the SIE, Series 7, 63, 66 and Insurance licenses.
Philippa earned her bachelor’s degree in Economics from Gettysburg College, where she also played on the Division III field hockey team. She was a member of the Centennial Conference Academic Honor Roll and NFHCA National Academic Squad. Philippa was also a member of Pi Lambda Sigma (a National Honorary Society for majors in Economics, Management, and Political Science) and held leadership positions in Alpha Delta Pi.
A graduate of Montgomery High School, Philippa grew up in Princeton, NJ and currently lives in New York, NY. She is an active member of Morgan Stanley's Women in Wealth Philadelphia Chapter, Morgan Stanley’s Local Diversity & Inclusion Council and the Fox Chase Cancer Center Young Professionals Chapter.
Email: Philippa.Lumsden@morganstanley.com
Phone: (610) 260-7044
Awards Disclosure
2024 & 2025 Pacesetter's Club Award: Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter’s Club membership is no guarantee of future performance.
2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2024). This award was determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following period: 02/13/2024 - 08/13/2024.
In April 2022, Philippa was promoted to Financial Advisor where she applies her financial planning and client acquisition experience to support and enhance the team’s Legal Industry practice. She also earned the CERTIFIED FINANCIAL PLANNER® designation through NYU’s School of Professional Studies in July 2022. In 2024 & 2025, Philippa was named to Morgan Stanley's Pacesetter's Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated some of the highest professional standards and first class client service. She was also recognized as a Five-Star Wealth Manager by Philadelphia Magazine in 2024.
Philippa is well-versed with regard to attorney compensation, savings programs and benefits distinctive to legal professionals. Philippa strives to build strong relationships with clients by fully understanding each client’s unique financial situation and providing customized solutions.
Prior to joining Morgan Stanley in 2020, Philippa worked as a Brokerage Investment Professional at Vanguard in suburban Philadelphia. In her role, she educated clients about their investments, while helping them build and preserve wealth. Philippa holds the SIE, Series 7, 63, 66 and Insurance licenses.
Philippa earned her bachelor’s degree in Economics from Gettysburg College, where she also played on the Division III field hockey team. She was a member of the Centennial Conference Academic Honor Roll and NFHCA National Academic Squad. Philippa was also a member of Pi Lambda Sigma (a National Honorary Society for majors in Economics, Management, and Political Science) and held leadership positions in Alpha Delta Pi.
A graduate of Montgomery High School, Philippa grew up in Princeton, NJ and currently lives in New York, NY. She is an active member of Morgan Stanley's Women in Wealth Philadelphia Chapter, Morgan Stanley’s Local Diversity & Inclusion Council and the Fox Chase Cancer Center Young Professionals Chapter.
Email: Philippa.Lumsden@morganstanley.com
Phone: (610) 260-7044
Awards Disclosure
2024 & 2025 Pacesetter's Club Award: Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter’s Club membership is no guarantee of future performance.
2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2024). This award was determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following period: 02/13/2024 - 08/13/2024.
Securities Agent: DE, OR, TX, FL, DC, UT, LA, NH, NC, RI, MO, ID, GA, CO, AZ, WA, NJ, MN, IL, TN, NY, PA, ME, KY, CA, WY, WI, VT, VA, IN, OH, MI, MA, SC, CT, NV, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2317486
NMLS#: 2317486
About David P. Drea
David joined The Murray Legacy Group at Morgan Stanley in March 2022 as a Wealth Management Associate. In this role, he was often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
In December 2024, David was promoted to Financial Advisor Associate where he applies his financial planning, investment knowledge and marketing experience to support and enhance the team’s Corporate Executive practice. David is well-versed with regard to executive compensation including equity incentives, restricted stock awards/units, stock appreciation rights, performance shares and employee stock purchase plans. He also has significant familiarity with retirement savings programs and benefits distinctive to corporate executive professionals.
Prior to joining Morgan Stanley in 2020, David worked as a client-facing Wealth Management Advisor at Northwestern Mutual where his practice was heavily focused on retirement services, investments and financial planning. David holds the CERTIFIED FINANCIAL PLANNER™ designation that he earned through NYU’s School of Professional Studies, as well as Series 6, 7, 63, 65, and Insurance licenses.
David graduated magna cum laude from Ursinus College with departmental honors degrees in Economics and Political Science, concentrating in Econometrics and Constitutional Law. He simultaneously graduated with minors in Management, International Relations, and Legal Studies. David also served as captain of Ursinus’ Division III baseball team where he was a member of the All-Conference and All-Academic teams.
A graduate of Central Bucks South High School, David grew up in Jamison, PA and currently lives in Chesterbrook, PA with his wife, newborn daughter, and their golden retriever. David enjoys golfing, solving the daily WSJ crossword puzzle, and collecting sports memorabilia and rare coins.
Email: David.Drea@morganstanley.com
Phone: (610) 260-7013
In December 2024, David was promoted to Financial Advisor Associate where he applies his financial planning, investment knowledge and marketing experience to support and enhance the team’s Corporate Executive practice. David is well-versed with regard to executive compensation including equity incentives, restricted stock awards/units, stock appreciation rights, performance shares and employee stock purchase plans. He also has significant familiarity with retirement savings programs and benefits distinctive to corporate executive professionals.
Prior to joining Morgan Stanley in 2020, David worked as a client-facing Wealth Management Advisor at Northwestern Mutual where his practice was heavily focused on retirement services, investments and financial planning. David holds the CERTIFIED FINANCIAL PLANNER™ designation that he earned through NYU’s School of Professional Studies, as well as Series 6, 7, 63, 65, and Insurance licenses.
David graduated magna cum laude from Ursinus College with departmental honors degrees in Economics and Political Science, concentrating in Econometrics and Constitutional Law. He simultaneously graduated with minors in Management, International Relations, and Legal Studies. David also served as captain of Ursinus’ Division III baseball team where he was a member of the All-Conference and All-Academic teams.
A graduate of Central Bucks South High School, David grew up in Jamison, PA and currently lives in Chesterbrook, PA with his wife, newborn daughter, and their golden retriever. David enjoys golfing, solving the daily WSJ crossword puzzle, and collecting sports memorabilia and rare coins.
Email: David.Drea@morganstanley.com
Phone: (610) 260-7013
Securities Agent: DC, MD, MA, IL, CT, WI, KY, GA, WA, OH, WY, PA, NV, MI, LA, IN, ID, AZ, ME, FL, DE, NJ, MN, VT, TX, MO, CO, UT, TN, SC, RI, NY, NH, NC, CA, VA, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 2056666
NMLS#: 2056666
About Katelyn E. Goodwin
Katelyn is a dedicated Financial Advisor at Morgan Stanley, providing exceptional white-glove personal service and world class advice to build long-term relationships with her clients. She exemplifies the firm's core values of doing the right thing, putting clients first, leading with exceptional ideas, committing to diversity and inclusion, and giving back to the community.
Prior to joining Morgan Stanley, Katelyn served as Vice President in the Executive Office at Goldman Sachs headquarters in New York City. In this role, she was instrumental in advancing strategic initiatives and leadership development, consistently demonstrating a commitment to excellence and innovation.
Katelyn brings a diverse background to her financial career, having previously worked in the entertainment industry at Sony Music Entertainment. This rare experience enriches her approach to financial advising, allowing her to leverage creativity and strategic thinking to help meet her clients' needs.
Passionate about empowering women and girls to increase their financial confidence, Katelyn is committed to providing resources and guidance that inspire confidence and informed decision-making focused on financial literacy and independence.
Committed to fostering an inclusive work environment, Katelyn actively engages in initiatives that promote diversity and community involvement. She is dedicated to building deep relationships based on trust and integrity, helping to ensure that every client experiences the highest possible level of personalized service and care.
Prior to joining Morgan Stanley, Katelyn served as Vice President in the Executive Office at Goldman Sachs headquarters in New York City. In this role, she was instrumental in advancing strategic initiatives and leadership development, consistently demonstrating a commitment to excellence and innovation.
Katelyn brings a diverse background to her financial career, having previously worked in the entertainment industry at Sony Music Entertainment. This rare experience enriches her approach to financial advising, allowing her to leverage creativity and strategic thinking to help meet her clients' needs.
Passionate about empowering women and girls to increase their financial confidence, Katelyn is committed to providing resources and guidance that inspire confidence and informed decision-making focused on financial literacy and independence.
Committed to fostering an inclusive work environment, Katelyn actively engages in initiatives that promote diversity and community involvement. She is dedicated to building deep relationships based on trust and integrity, helping to ensure that every client experiences the highest possible level of personalized service and care.
Securities Agent: SC, CT, RI, DE, TX, OR, NJ, MN, DC, CA, IN, WA, PA, NV, HI, CO, MT, MO, MA, IL, WY, UT, NY, NC, MD, KY, VA, NH, ME, GA, FL, AR, WI, MI, LA, IA, AZ, VT, TN, OH, ID, AK, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 2631787
NMLS#: 2631787
About Samantha L. Staudt
Samantha (“Sammie”) joined The Murray Legacy Group at Morgan Stanley in April 2022 as a Registered Client Service Associate. In this role, she led the team’s Client Service experience assisting clients with all of their administrative and operational needs. Sammie was responsible for managing service requests from clients and their families, as well as providing support to the team. She took pride in delivering timely guidance, which included account activity, electronic transfers, and client documentation.
In May 2025, Sammie was promoted to Business Development Associate. In this role, she now leads the team’s business development efforts – identifying new potential opportunities for growth, strengthening client relationships, and enhancing the team’s presence within the industry. Sammie continues to oversee the Client Service Experience, a dedicated focus of the team, seeking to ensure each client interaction reflects the team’s commitment to excellence.
Prior to Morgan Stanley, Sammie worked as an Investments Services Specialist at Vanguard in suburban Philadelphia. Sammie’s work focused primarily on educating clients about investment products and guiding them to make investment decisions. Sammie holds the Series 7, 63 and 66 securities licenses.
Sammie graduated from Seton Hall University with a BS/BA dual degree in Finance & Information Technology Management. She earned Dean’s List each semester and was a member of Seton Hall’s Division I Women’s Golf team. In each of her four years, Sammie was named to the Big East All-Academic Scholar team and to the Women’s Golf Coaches Association All-American Scholar Team.
A graduate of Coatesville Area Senior High School, Sammie grew up in Coatesville, PA and currently lives in Conshohocken, PA. Still an active golfer and avid sports fan, Sammie also enjoys traveling and trying new restaurants.
Email: Samantha.Staudt@morganstanley.com
Phone: (610) 260-7045
In May 2025, Sammie was promoted to Business Development Associate. In this role, she now leads the team’s business development efforts – identifying new potential opportunities for growth, strengthening client relationships, and enhancing the team’s presence within the industry. Sammie continues to oversee the Client Service Experience, a dedicated focus of the team, seeking to ensure each client interaction reflects the team’s commitment to excellence.
Prior to Morgan Stanley, Sammie worked as an Investments Services Specialist at Vanguard in suburban Philadelphia. Sammie’s work focused primarily on educating clients about investment products and guiding them to make investment decisions. Sammie holds the Series 7, 63 and 66 securities licenses.
Sammie graduated from Seton Hall University with a BS/BA dual degree in Finance & Information Technology Management. She earned Dean’s List each semester and was a member of Seton Hall’s Division I Women’s Golf team. In each of her four years, Sammie was named to the Big East All-Academic Scholar team and to the Women’s Golf Coaches Association All-American Scholar Team.
A graduate of Coatesville Area Senior High School, Sammie grew up in Coatesville, PA and currently lives in Conshohocken, PA. Still an active golfer and avid sports fan, Sammie also enjoys traveling and trying new restaurants.
Email: Samantha.Staudt@morganstanley.com
Phone: (610) 260-7045
About Amara M. Mulloy
Amara joined The Murray Legacy Group at Morgan Stanley in September 2024 as a Client Service Associate. In this role, she supports the team’s Client Service experience assisting clients with all of their administrative and operational needs. Amara is responsible for tackling service requests (account activity, electronic transfers, and client documentation, etc.) from clients and their families, as well as providing support to the team.
Amara graduated from Saint Joseph’s University with a BA degree in Business Administration and Management. While there, she was a member of the Women’s Leadership Initiative and Women’s Accounting Society.
A graduate of Ocean City High School, Amara grew up in Ocean City, NJ and currently lives in Manayunk, PA. She takes pride in being a member of her community and has raised money and given her time to meaningful non-profits, including Children’s Hospital of Philadelphia (CHOP) and the American Association for Cancer Research (AACR). A devoted runner and long-time surfer, Amara is also a die-hard Philadelphia Eagles fan. She has recently picked up golf and is enjoying the challenge of learning a new skill.
Email: Amara.Mulloy@morganstanley.com
Phone: (610) 260-7348
Amara graduated from Saint Joseph’s University with a BA degree in Business Administration and Management. While there, she was a member of the Women’s Leadership Initiative and Women’s Accounting Society.
A graduate of Ocean City High School, Amara grew up in Ocean City, NJ and currently lives in Manayunk, PA. She takes pride in being a member of her community and has raised money and given her time to meaningful non-profits, including Children’s Hospital of Philadelphia (CHOP) and the American Association for Cancer Research (AACR). A devoted runner and long-time surfer, Amara is also a die-hard Philadelphia Eagles fan. She has recently picked up golf and is enjoying the challenge of learning a new skill.
Email: Amara.Mulloy@morganstanley.com
Phone: (610) 260-7348
About Brett M. Mallee
Brett joined The Murray Legacy Group at Morgan Stanley in June 2025 as a Client Service Associate. In this role, he supports the team’s Client Service experience, assisting clients with all of their administrative and operational needs. Brett is responsible for handling service requests such as account activity, electronic transfers, and client documentation, while also providing key support to the broader team.
Brett earned his undergraduate degree from Yale University, where he was a member of the Division I men’s lacrosse team and a brother of the Alpha Delta Phi fraternity. He went on to complete his Master’s in Finance at Villanova University, continuing his athletic career on their Division I lacrosse team as well.
A graduate of La Salle College High School, Brett grew up in Chestnut Hill, PA. Outside of work, he remains deeply connected to the lacrosse community and enjoys staying active. Brett is excited to bring his team-first mentality, academic focus, and commitment to excellence not only to his new role, but to the clients and families The Murray Legacy Group is privileged to serve.
Email: Brett.Mallee@morganstanley.com
Phone: (610) 940-5017
Brett earned his undergraduate degree from Yale University, where he was a member of the Division I men’s lacrosse team and a brother of the Alpha Delta Phi fraternity. He went on to complete his Master’s in Finance at Villanova University, continuing his athletic career on their Division I lacrosse team as well.
A graduate of La Salle College High School, Brett grew up in Chestnut Hill, PA. Outside of work, he remains deeply connected to the lacrosse community and enjoys staying active. Brett is excited to bring his team-first mentality, academic focus, and commitment to excellence not only to his new role, but to the clients and families The Murray Legacy Group is privileged to serve.
Email: Brett.Mallee@morganstanley.com
Phone: (610) 940-5017
About Sabine M. de Rujiter
Sabine de Rujiter joined The Murray Legacy Group at Morgan Stanley in June 2025 as a Client Relationship Analyst. In this role, she plays a key part in supporting our clients’ financial planning needs and delivering the high-touch client service that defines our team. Sabine is focused on building strong relationships, ensuring clients feel supported, informed, and confident in their financial journey.
Sabine is a recent graduate of Villanova University, where she earned her Master’s degree in Finance following her undergraduate studies in Communications. During her time a Villanova, she was a standout on the Division I field hockey team, serving as a two-time team captain and finishing her career as one of the most accomplished players in program history.
Originally from the Netherlands, Sabine brings a global perspective, a team-first mindset, and a passion for helping others. Outside of work, she enjoys skiing, staying active, spending time with friends, and relaxing at the beach. Sabine is excited to bring her competitive drive, strong leadership skills, and client-focused approach to The Murray Legacy Group.
Email: Sabine.De.Ruijter@morganstanley.com
Phone: (610) 940-5002
Sabine is a recent graduate of Villanova University, where she earned her Master’s degree in Finance following her undergraduate studies in Communications. During her time a Villanova, she was a standout on the Division I field hockey team, serving as a two-time team captain and finishing her career as one of the most accomplished players in program history.
Originally from the Netherlands, Sabine brings a global perspective, a team-first mindset, and a passion for helping others. Outside of work, she enjoys skiing, staying active, spending time with friends, and relaxing at the beach. Sabine is excited to bring her competitive drive, strong leadership skills, and client-focused approach to The Murray Legacy Group.
Email: Sabine.De.Ruijter@morganstanley.com
Phone: (610) 940-5002
Contact Adam J. Murray
Contact Brian J. Degnan
Contact Philippa J. Lumsden
Contact David P. Drea
Contact Katelyn E. Goodwin
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2023-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Lewis Harrison
Private Banker
About Lewis Harrison
Lewis Harrison is a Private Banker serving Morgan Stanley Wealth Management offices in Pennsylvania.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lewis began his career in financial services in 2006 and joined Morgan Stanley in 2014 as an Associate Private Banker. Prior to joining the firm, he was an Internal Banking Specialist at the Bank of America/Merrill Lynch. He also served as an Investment Service Advisor with the Merrill Lynch Financial Advisory Center.
Lewis is a graduate of the University of Kansas, where he received a Bachelor of Science in Communications and Economics. While at the University of Kansas, Lewis played guard on the school’s basketball team which reached the Final Four in 2002. He lives in Fort Washington, Pennsylvania with his family. Outside of the office, Lewis supports all Kansas City sports teams, enjoys beach vacations, and spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lewis began his career in financial services in 2006 and joined Morgan Stanley in 2014 as an Associate Private Banker. Prior to joining the firm, he was an Internal Banking Specialist at the Bank of America/Merrill Lynch. He also served as an Investment Service Advisor with the Merrill Lynch Financial Advisory Center.
Lewis is a graduate of the University of Kansas, where he received a Bachelor of Science in Communications and Economics. While at the University of Kansas, Lewis played guard on the school’s basketball team which reached the Final Four in 2002. He lives in Fort Washington, Pennsylvania with his family. Outside of the office, Lewis supports all Kansas City sports teams, enjoys beach vacations, and spending time with family and friends.
NMLS#: 807981
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
13Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
13Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
