The Murray Legacy Group at Morgan Stanley

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
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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

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.

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

Samantha (“Sammie”) joined The Murray Legacy Group in April 2022 as a Registered Client Service Associate. In this role, she leads the team’s Client Service experience assisting clients with all of their administrative and operational needs. Sammie is responsible for managing service requests from clients and their families, as well as providing support to the team. She takes pride in delivering timely guidance, which may include account activity, electronic transfers, and client documentation.

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

Amara joined The Murray Legacy Group 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 is a recent graduate 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. Amara is excited to begin her professional career and play a key role in the continued growth of her team.

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