

The Murray Legacy Group at Morgan Stanley

Our Mission Statement
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.
- 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
"Well Advised" Newsletter
We're excited to introduce Well Advised, a new newsletter from The Murray Legacy Group designed to help individuals and families make smarter, more intentional financial decisions at every stage of life. Each issue will feature insights on planning, strategy, and the evolving financial considerations that come with career growth, transitions, and legacy building. Our content is shaped by the diverse lives of the people we serve and grounded in the values that define our work: clarity, trust, and long-term perspective.
Whether you're just starting your legal career, working toward partnership, or already an established partner, our goal is to help you think strategically about what's next.
Whether you're navigating equity compensation, preparing for a promotion, or simply trying to make smarter decisions with your income, our goal is to help you align your financial life with your professional path.
Whether you're navigating variable income, signing a new contract, or planning for life after the spotlight, our goal is to help you align your financial life with your professional journey.
Location
Meet The Murray Legacy Group
About Adam J. Murray
In addition to his leadership of the group, Adam directs the team’s Legal Industry practice, which focuses exclusively on working with some of America’s most prominent law firms and attorneys. He works closely with Financial Advisor Philippa Lumsden to guide attorneys through the unique planning needs of their careers, including compensation structures, savings programs, and benefits distinctive to legal professionals. Adam is also a frequent guest speaker at law firm conferences and events.
Continuing the group’s commitment to industry-specific advice, Adam is spearheading a growing sports and entertainment initiative that can help serve professional athletes, entertainers, agents, and industry executives. Working alongside Financial Advisor Katelyn Goodwin, he helps clients, and their trusted representatives navigate the complex and fast-paced nature of careers in the public eye – addressing variable income, risk exposure, and long-term wealth strategies with thoughtful, personalized planning.
He develops and implements wealth management strategies by concentrating on financial planning, portfolio construction, risk management, and behavioral counseling. Adam is known for delivering highly responsive, individualized strategies through a disciplined, objective planning process, always with a focus on building lasting relationships and exceptional client service.
Adam was named one of the Best-In-State Wealth Advisors by Forbes Magazine in 2019, 2021, 2022, 2023, 2024, and 2025. The Murray Legacy Group has also been recognized as one of the Best-In-State Wealth Management Teams by Forbes in 2023, 2024, and 2025, each of the first three years the list was compiled. In addition, Adam has been recognized as a Five-Star Wealth Manager by Philadelphia Magazine each year since 2013 (2013–2024).
He has earned Morgan Stanley’s Family Wealth Director designation, which is awarded to advisors with extensive experience working with ultra-high net worth families and comprehensive training in multigenerational wealth planning. This designation provides direct access to a range of resources designed to help highly affluent families manage the complex and evolving challenges of significant wealth.
Adam has also been awarded the firm designation of Senior Portfolio Management Director at Morgan Stanley, the firm’s highest internal designation for Financial Advisors who manage client assets on a discretionary basis.
He previously served on Morgan Stanley’s Financial Advisor Advisory Council (FAAC), where he acted as a liaison between Financial Advisors and Senior Management, providing feedback on key initiatives and collaborating on strategic enhancements to benefit both clients and the firm. He continues to speak on firm-hosted panels, participate in mentorship programs focused on developing the next generation of advisors, and support both emerging and established advisors with practice management strategies.
Adam holds the CERTIFIED FINANCIAL PLANNER® and Certified Portfolio Manager (CPM®) designations, as well as Series 7, 31, 63, 66, and Insurance licenses. He earned his CPM® through Columbia University and completed the Wealth Management Theory & Practice program at Yale University. These credentials reflect his belief that advanced technical knowledge and disciplined planning are essential to delivering thoughtful, results-oriented advice.
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 following a career in investment banking 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 on EA’s Board of Trustees and its 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
2023-2025 Forbes Best-In-State Wealth Management Teams
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 year prior to the issuance of the award.
2019-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2013-2024 Five Star Wealth Manager Award
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:
2024 Award - 02/13/24 - 08/30/24
2023 Award - 02/13/23 - 08/31/23
2022 Award - 02/21/22 - 08/19/22
2021 Award - 01/18/21 - 09/03/21
2020 Award - 02/10/20 - 09/11/20
2019 Award - 02/11/19 - 09/20/19
2018 Award - 02/20/18 - 09/19/18
2017 Award - 01/20/17 - 09/08/17
2016 Award - 03/05/16 - 10/07/16
2015 Award - 03/05/15 - 09/09/15
2014 Award - 03/05/13 - 09/09/13
2013 Award - 03/05/12 - 09/09/12
CRC 4709299 07/25
NMLS#: 1279200
About Brian J. Degnan
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
NMLS#: 1456519
About Philippa J. Lumsden
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.
NMLS#: 2317486
About David P. Drea
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
NMLS#: 2056666
About Katelyn E. Goodwin
Before joining the team, Katelyn served as a Vice President in the Executive Office at Goldman Sachs, where she played a key role in shaping strategic initiatives across the firm’s global marketing organization. She began her career in the entertainment industry, holding roles at Sony Music Entertainment, Columbia Records, and Complex Networks, where she led multimillion-dollar campaigns and developed deep experience in managing high-profile relationships, a skillset she now applies in guiding clients through pivotal career and financial decisions.
Katelyn is known for her high-touch, white-glove approach to service and her commitment to helping clients align their financial decisions with their values, ambitions, and long-term goals. She is especially passionate about financial empowerment and literacy, particularly for women and underrepresented professionals in high-performance fields.
She holds a Bachelor of Science from St. John’s University and maintains her SIE, Series 7, Series 66, and Life & Health Insurance licenses. She also carries Morgan Stanley’s Financial Planning Specialist designation.
Katelyn is located in the firm’s Newport office and remains closely connected to its Manhattan office and Philadelphia headquarters.
Email: Katelyn.Goodwin@morganstanley.com
Phone: (401) 845-3514
NMLS#: 2631787
About Samantha L. Staudt
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 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 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) 260-7273
About Sabine M. de Ruijter
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) 260-7272

Contact Adam J. Murray

Contact Brian J. Degnan

Contact Philippa J. Lumsden

Contact David P. Drea

Contact Katelyn E. Goodwin
Awards and Recognition


The Power of Partnerships
About Lewis Harrison
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.
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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
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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.
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Awards Disclosures