Emily Annick Lee, CFP®
Financial Advisor, First Vice President, CERTIFIED FINANCIAL PLANNER®
Phone:
(802) 863-7714(802) 863-7714
The Queen City Team at Morgan Stanley
Direct:
(802) 658-2424(802) 658-2424
Our Mission Statement
At The Queen City Team, our mission is to help you grow, preserve, enjoy, and efficiently transfer your wealth. With our tailored approach, you get a financial advisor for life. In pursuit of our mission, we are committed to upholding the highest standards of integrity and professionalism in every decision we make.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Valuable Tools, Resources, and Information
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today's global markets. We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you'll return often to learn more about the topics that impact your overall wealth.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn More About MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn More About The Portfolio Risk Platform
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
Digital Vault
Online Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Access The Online Security Center
Total Tax 365
Total Tax 365 is our full spectrum of year-round, active tax management solutions, tailored to help you minimize tax drag in your portfolio.
Tax-Aware Strategies
Cybercrime Preparedness
Was your email hacked? Your Social Security Number stolen? Do you know how to respond? Learn the steps to take if and when your identity, account, device or information is compromised.
Learn More
Thoughts on the Market Podcast
Each week, Mike Wilson offers his perspective on the forces shaping the markets and how to separate the signal from the noise. Listen to his most recent episode and check out those of his colleagues from across Morgan Stanley Research.
Listen HerePersonalized Solutions
Using the experience, intellectual capital and global resources of the firm, our team works with each of the families in our practice to help meet their specific and most critical goals. Here are some of the questions we help our clients answer every day:
Financial Planning
Life is constantly changing. How do I prepare for a more secure future knowing that certain events – like a divorce or a death in the family – can dramatically impact my plans?
Retirement Planning
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I'll run out of money? What is the best way to re-invest my 401(k) when I get ready to leave my company and retire?
Asset Organization
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life?
Managing Risk
Life's risks can reveal themselves in many ways – from loss of life to loss of health. How do I protect myself and my family from life's unknowns?
Professional Portfolio Management
I have so many things I want to do with my life. How can one investment strategy balance them all?
Socially-Responsible Investing
Is there a way to incorporate my personal values into the way I invest without giving up performance?
Charitable Giving
Are my charitable donations having the impact I want them to have?
Growing Older
Given extended life expectancy, how do I make certain I can afford the health services I may need?
We Work With People Who Care About Living Socially Responsible Lives
What that means differs by person. When we work together, we talk about your values and the impact you want to make with you money and your life. Part of how we create that impact is by using sustainable investments. Why Sustainable Investing? Futurists paint striking and sometimes divergent pictures of the world in 2050. On the one hand, technology will empower us to harness scarce resources more efficiently than ever; transform health care delivery, and lift millions out of poverty. On the other hand, a population of nearly 10 billion people may intensify competition for natural resources and food, overcrowd urban infrastructure, accelerate climate change and increase economic disparities. The prognostications may sound remote, but they depict a world that is less than 30 years away - a time frame short enough to affect anyone who is raising young children, planning for retirement, or just beginning a career. We believe that the global challenges we face in the decades ahead pose critically important questions not only for society at large but also for each of us as individuals, citizens, parents, leaders and policymakers. And for our clients, these challenges are likely to present significant implications for their financial goals and investment decisions.
Broad-Based Sustainability
Exposure to companies from all sectors and industry groups that reflect the best environmental practices relative to industry peers, invest in companies with sustainable practices, including efficient natural resource use and efforts to reduce greenhouse gas emissions.
Climate Action
Investments in companies with products and services targeting key sustainability goals and climate solutions. Focus on investable themes that seek to improve climate change mitigation and/or adaption solutions.
Fossil Fuel Awareness
Eliminate or reduce exposure to companies producing coal, oil and nuclear energy or owning significant fossil fuel reserves or bottom environmental performers.
Gender Lens
Avoid exposure to companies with poor gender diversity records while seeking companies with leading gender diversity records, including strong policies and programs, diverse board of directors and senior management.
Improving Lives
Investment focused on enterprises that deliver positive impact such as alleviating poverty and promoting community development.
Inclusive Workspace
Focus on companies or funds seeking to create an inclusive workspace through channels such as workplace equity, access to capital, and work/life balance programs.
Women Without Limits
We are passionate about helping women who are in decision making roles in life, family, and business. Whatever your role, we want to assist you in education, resources, and planning to help you navigate all things financial.
Wealth Planning for Women
Investing is an important part of your wealth planning strategy, and you to invest in a way that fits both your lifestyle and long-term goals. For women, that may mean factoring in pay gaps, career breaks, longer lifespans, and higher healthcare costs in retirement. Learning how to start investing -- and understanding how your investment approach may change over time -- will help ensure that you stay on track to achieve the future you envision.
Taking Control of Your Finances After Divorce or Death of a Spouse: A Guide for Women
Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.
Financial Planning for Women in Every Stage of Life
As women balance careers, caregiving and personal goals, putting financial strategies in place can help prepare for every stage of life. Here are some topics we can explore together.
Location
105 West View Rd, 5th
Fl
Colchester, VT 05446
US
Direct:
(802) 658-2424(802) 658-2424
Meet The Queen City Team
Phone:
(802) 863-7796(802) 863-7796
Marina McCoy
Client Service Associate
Phone:
(802) 652-6065(802) 652-6065
About Emily Annick Lee
I am a Certified Financial Planner (CFP) & Financial Advisor at Morgan Stanley. Prior to my current role, I was a Wealth Management Banker, Vice President at Merrill Lynch in Burlington, Vermont. I began my career with Merrill Lynch in 2005.
I am proud to be an active community member and have served on a number of non-profit boards including, Lund Family Center, the Community Sailing Center and Preservation Burlington. I also served on the Burlington Planning Commission for over 10 years. In 2011, I was the recipient of the Preservation Burlington Ray O’Connor Award for Community Improvement.
In my spare time I also enjoy sailing, gardening and running with my golden retriever.
I am proud to be an active community member and have served on a number of non-profit boards including, Lund Family Center, the Community Sailing Center and Preservation Burlington. I also served on the Burlington Planning Commission for over 10 years. In 2011, I was the recipient of the Preservation Burlington Ray O’Connor Award for Community Improvement.
In my spare time I also enjoy sailing, gardening and running with my golden retriever.
Securities Agent: SC, DE, MI, CA, VT, OK, NH, GA, CO, WY, WA, TX, NC, ME, IA, VA, RI, OH, NM, UT, PR, CT, PA, NY, NJ, MT, MA, FL, AZ, HI, WI, OR, DC, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 86830
NMLS#: 86830
About Melissa Long
With 13 years of industry experience, I’ve worked across a range of financial planning and investment areas – from retirement to cash flow planning to portfolio management and helping clients navigate major life transitions. Over the years, I’ve come to believe that meaningful financial guidance isn’t just about the markets – it’s about people, their goals, and the life they want to build.
Today, as a Financial Advisor and Financial Planning Specialist, I take a high-touch, emotionally attuned approach to financial planning. I work closely with individuals and families to craft personalized financial plans that serve as a clear road map – not only for managing cash flow and planning for retirement, but also for making confident, informed investment decisions. It’s a collaborative process grounded in trust, empathy, and a long-term relationship.
I was born and raised in a small town in Vermont, and those roots continue to shape both my life and my work. I value simplicity, strong relationships, and helping people make thoughtful decisions that reflect what matters most. I now live in Essex Junction with my husband, our two young children, Olivia and Evan, and our friendly cat, Chloe. As a family, we love supporting local businesses, going on nature walks and exploring Vermont’s beautiful brooks and streams.
Outside of work and chasing after little ones, I find a lot of joy in tending my garden – it’s my most favorite way to unwind. I also enjoy cooking and baking, especially when it means sharing something with friends and neighbors.
Today, as a Financial Advisor and Financial Planning Specialist, I take a high-touch, emotionally attuned approach to financial planning. I work closely with individuals and families to craft personalized financial plans that serve as a clear road map – not only for managing cash flow and planning for retirement, but also for making confident, informed investment decisions. It’s a collaborative process grounded in trust, empathy, and a long-term relationship.
I was born and raised in a small town in Vermont, and those roots continue to shape both my life and my work. I value simplicity, strong relationships, and helping people make thoughtful decisions that reflect what matters most. I now live in Essex Junction with my husband, our two young children, Olivia and Evan, and our friendly cat, Chloe. As a family, we love supporting local businesses, going on nature walks and exploring Vermont’s beautiful brooks and streams.
Outside of work and chasing after little ones, I find a lot of joy in tending my garden – it’s my most favorite way to unwind. I also enjoy cooking and baking, especially when it means sharing something with friends and neighbors.
Securities Agent: PA, NC, PR, FL, OK, NM, AK, SC, NY, NJ, ME, IL, HI, CT, NH, MA, KY, AZ, OH, MT, GA, DE, CO, UT, WY, OR, VA, RI, CA, WA, MD, VT, DC, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2717615
NMLS#: 2717615
About Marina McCoy
Marina McCoy is a dedicated and dynamic professional with a passion for relationship building, hospitality and operations. Before transitioning to Wealth Management, Marina was overseeing the community operations for a 150k square foot, co-working facility, Hula, located in downtown Burlington, Vermont. Her favorite part of her role was connecting with their 1,400 members daily and offering support for their businesses. Providing a high-touch hospitality experience is her driving force, which is what attracted her to work at Morgan Stanley.
Morgan Stanley’s philosophy, “first-class business in a first-class way,” aligns perfectly with her work approach. Going above and beyond for her clients has always been central to who she is, regardless of the industry. As a lifelong learner, Marina is always seeking new opportunities to sharpen and expand her skill set through online courses and growth mindset podcasts in her spare time.
Outside of work, Marina is an avid outdoors enthusiast with a love for fashion, family, and community. She enjoys staying active through hiking, biking, running, surfing, splitboarding, and snowboarding, usually ending the day’s activity with a sauna and cold plunge session.
Marina is thrilled to be helping our clients live their best lives.
Morgan Stanley’s philosophy, “first-class business in a first-class way,” aligns perfectly with her work approach. Going above and beyond for her clients has always been central to who she is, regardless of the industry. As a lifelong learner, Marina is always seeking new opportunities to sharpen and expand her skill set through online courses and growth mindset podcasts in her spare time.
Outside of work, Marina is an avid outdoors enthusiast with a love for fashion, family, and community. She enjoys staying active through hiking, biking, running, surfing, splitboarding, and snowboarding, usually ending the day’s activity with a sauna and cold plunge session.
Marina is thrilled to be helping our clients live their best lives.
Contact Emily Annick Lee
Contact Melissa Long
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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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
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Queen City Team today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)