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
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.
    Icon Image
    Financial Planning
    - Net Worth Analysis
    - Cash Flow Analysis
    - Asset Allocation Analysis
    - Saving & Investing Strategies
    - Tax Minimization Strategies
    - Debt Reduction Strategies
    Icon Image
    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
    Icon Image
    Investment & Portfolio Management
    - Asset Allocation Analysis
    - Risk Management
    - Traditional Investments
    - Alternative Investments
    - Sustainable Investments
    - Behavioral Counseling
    Icon Image
    Risk Management
    - Identifying & Understanding Risk
    - Portfolio Standard Deviation Analysis
    - Portfolio Stress Testing
    - Hedging Strategies & Options
    - Interest Rate Risk Management
    - Inflation Modeling & Monitoring
    Icon Image
    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
    Icon Image
    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
    Icon Image
    Insurance Services & Solutions
    - Term Life Insurance
    - Permanent Life Insurance
    - Long-Term Care Insurance
    - Disability Insurance
    - Corporate Executive Protection Strategies
    - Annuities
    Icon Image
    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

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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    Icon Image
    OUR PROCESS: YOUR PERSONALIZED PLAN
    Icon Image
    Icon Image
    Stept 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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    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.
    Icon Image
    Step 5: Ongoing Monitoring
    We help you periodically track your progress and make adjustments to your Financial Plan and investment portfolio as necessary.

"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.

Attorneys

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.

Issue #1: Why Planning Early - and Often - Matters (August 2025)
Corporate Executives

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.

Issue #1: Why Planning Early - and Often - Matters (August 2025)
Sports & Entertainment Professionals

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.

Issue #1: Why Planning Early - and Often - Matters (August 2025)

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.

    Icon Image
    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.

    Icon Image
    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

    Icon Image
    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.)

    Icon Image
    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.

    Icon Image
    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.

    Icon Image
    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 "Client Experience" 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

About Adam J. Murray

Adam is a Managing Director and Financial Advisor at Morgan Stanley and the founder of The Murray Legacy Group, a team committed to delivering thoughtful financial advice and long-term planning strategies to accomplished professionals and families. Drawing on nearly 20 years of experience advising clients at some of the highest levels of their fields, a background in investment banking, and a disciplined approach shaped by collegiate athletics, Adam has built a practice defined by clarity, responsiveness, and enduring relationships. Under his leadership, the group has developed distinct verticals serving attorneys, corporate executives, and professionals in the sports and entertainment industry.

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
Securities Agent: PA, MA, AZ, FL, OR, GA, CA, VA, CT, MT, ME, LA, IN, WY, WI, NV, SC, NC, MD, KY, OH, NH, WA, RI, MI, DE, VT, NY, NJ, MO, MN, IL, DC, UT, TX, TN, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
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
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

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.
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

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
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

About Katelyn E. Goodwin

Katelyn joined The Murray Legacy Group at Morgan Stanley in July 2025 as part of the team’s growing sports and entertainment effort. She works with athletes, entertainers, and industry professionals to help them navigate the complexities of wealth, brand, and legacy. Drawing from a dynamic background across finance, media, and marketing, Katelyn brings a rare combination of strategic insight and creative perspective to her client relationships.

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
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

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

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

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) 260-7273

About Sabine M. de Ruijter

Sabine de Ruijter 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) 260-7272

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

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.
NMLS#: 807981
Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.

Morgan 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

Wealth Management
Global Investment Office

Portfolio Insights

This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image

Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
Article Image

The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The Murray Legacy Group today.
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.

Back to top



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.

Back to top



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.

Back to top



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.

Back to top



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

Back to top



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.

Back to top



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.

Back to top



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.

Back to top



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.

Back to top



10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

Back to top



11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

Back to top



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.

Back to top



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.

Back to top



Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

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.

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.

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)