The Stotz Broscious Group at Morgan Stanley

Tim is a Managing Director under Morgan Stanley's Portfolio Management program. Tim focuses on executive services including restricted and concentrated stock management, options, hedging, and alternative investment strategies. He has extensive experience working with executives and entrepreneurs in biotechnology and other science and technology fields, and over his career has built an extensive network to help individuals who hold equity in emerging technology businesses.

Tim has been in private wealth management for over 26 years. Prior to which, he was in the banking industry in the Boston area. Tim has a B.S. degree from the Whittemore School of Business and Economics at the University of New Hampshire. He is a 1991 recipient of the Holloway Prize for Entrepreneurs awarded by the University of New Hampshire.

John is a Portfolio Management Director for The Stotz Broscious Group, partnering with Tim Stotz to run the group's various portfolio strategies. He has extensive experience in trading, and directs trade execution across client accounts, over the broader portfolio, as well as works with client's individually on custom trades and options strategies. He serves as part of the team’s investment committee, reviewing and selecting investment managers for clients.

John's experience working with ultra-high net worth families enabled him to obtain the rigorous Family Wealth Director certification. He has received specific training to better assist our clients with a broad spectrum of wealth management areas, including:
• Business succession planning and monetizing business ownership
• Alternative investments
• Control and restricted securities
• Equity and interest rate risk management
• Wealth transfer
• Family Governance and Wealth Education
• Philanthropic Services

John is a leader on the team for financial planning. He focuses on income and cash flow planning, strategic asset allocation, and equity compensation planning. He provides exemplary service to clients through consistent communication and experience backed advice. John has worked alongside Tim Stotz in wealth management since 2005 at Merrill Lynch. He graduated from the University of Vermont with a Bachelor of Science in Business

A graduate of Harvard Business School (MBA Class of 1999), Laura has more than 30 years’ experience in the U.S. and abroad as a senior business leader, Accenture management strategy consultant, entrepreneur, and director. Her consulting clients included corporations, government entities, nonprofit organizations, and NGOs. Laura’s diverse work experience gives her the wisdom and perspective to guide clients and act as their personal CFO.

Laura is particularly energized by working with female executives, entrepreneurs, woman heads of household, and women in transition. She finds many busy people wind up over time with a patchwork of investment strategies, and she helps clients develop a focused, customized approach to financial planning and wealth management leveraging the team’s deep portfolio management knowledge and experience. She is passionate about people having access to capable, caring financial planning and investment advisory resources.

Laura is intrigued by how each of us finds our unique path to being well and whole, and she enjoys connecting people with knowledge and resources. She has worked closely with the natural health, Chinese and functional medicine sectors, and the Waldorf school community.

Prior to graduate school, Laura attended The College of William and Mary, earning a BA in government magna cum laude and a minor in economics.

With over 23 years of experience and designations as a Chartered Retirement Planning Counselor℠ (CRPC^®) and a Qualified Plan Financial Consultant (QPFC), Heather's principal focus is working with business owners, individuals and couples to define, plan and set goals toward a successful retirement. She especially enjoys working with women at any stage in life to foster greater financial confidence through women-specific educational workshops and uses these workshops as a catalyst for women to come together, learn and network.

Heather strives to understand your needs, wants, and goals to build a plan that is unique to your specific journey. Her priority of educating first helps lead to clarity and vision, which then leads to thoughtful and confident decision making.

Heather prides herself on breaking complex planning down into simple and digestible concepts. Whether it's helping a business owner establish a customized and competitive corporate retirement plan for the benefit of their employees, strategizing with employee participants on how to maximize their retirement plan benefit and understand the difference between pre-tax and Roth options, or meeting with individuals, couples, or women who need help with how to create their retirement paycheck from their nest egg, she will partner with you to create the framework and ongoing maintenance and oversight needed to help stay you on-track.

Heather states, "In homage to my father, Douglas Fiske, who was also a Financial Advisor and passed in 2020 from glioblastoma brain cancer, he instilled in me the passion to simply work hard and help people. I have found that if I do that, everything else follows". Heather and her father were always close, worked together for many years in his lawn care business and then together as financial advisors and she learned the importance of working hard, planning and saving well through his example. His loss is felt deeply, but his planning helped to secure and provide peace of mind to Heather's mother, Sherry, as she navigates life without him.

In her free time, Heather enjoys time with her husband Mike, who is now retired after 24 years working in Federal Probation. She considers herself "retired" with him on the weekends. They enjoy playing golf, cooking, taking walks and drives, and traveling with friends and family. They are hockey parents to their son, Jack who is in his senior year at Rice High School and you will often find Heather at the rink during the season playing music and announcing the games. Yes, she is "that mom"!

Alison has been a part of the Stotz Broscious Group client service team since 2012 and is integral in helping clients solve problems. She handles many of the team's most complex servicing projects and team initiatives. Alison gained experience for over five years in lending prior to joining Morgan Stanley. She is a graduate of the University of Vermont and holds a degree in Business Administration. She holds both her Series 7 and Series 66 licenses.


Alison holds the following State registrations: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NY, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Allie joined the Stotz Broscious Group at Morgan Stanley in 2017. She works closely with the Financial Advisors and other team members to provide seamless service to clients. Allie tends to the details for clients, whether it relates to financial planning, cash flow planning, trade execution, or working through complex transactions. Prior to joining Morgan Stanley, Allie worked as a Research Analyst for an independent market research company in Syracuse, NY. Her experience includes primary market research analysis, research project management, and marketing development. Allie holds an Economics degree from St. Lawrence University, and holds her Series 7 and Series 66 Licenses.

Allison holds the following State registrations: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NY, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Andrea joined the Stotz Broscious Group in 2012 with a broad knowledge of wealth management administration and brokerage operations. She brings fifteen years of experience in banking and investment services to the client service team. Andrea holds a degree in Business Administration from Saint Michael’s College. She holds both her Series 7 and Series 66 licenses and is an important point of contact for many of our clients trading needs.
*This role cannot soliicit or provide investment advice.

Stephanie joined the Stotz Broscious Group in 2021 as a Client Service Associate after spending two years prior at COVR Financial as an insurance processor.

Stephanie graduated from UVM in 2017 with a bachelor’s degree in English and a minor in Advertising.

When she’s not working Stephanie enjoys hiking, spending time with her family and watercolor painting; Stephanie currently lives in Essex with her husband Tim and their two cats.

Josh joined the Stotz Broscious group at Morgan Stanley in August of 2021 bringing with him 24 years of financial services experience. Prior to joining the team Josh was a Charitable Planning Consultant, Vice President for Fidelity Charitable. While at Fidelity Charitable for over 10 years he worked with CPAs, attorneys, family offices, families, business owner, and non-profits to structure strategic giving solutions. Beyond his time at Fidelity Charitable he has also worked for Fidelity Investments, The Hartford, and Fifth Third Bank as a 401(k), mutual fund, ETF, and Annuity consultant.

Josh has a Bachelor’s of Art in History from Hampden-Sydney College.

Josh grew up in New Hampshire and Massachusetts and enjoys skiing, hiking and mountain biking.

Laura joined Morgan Stanley in 2013 as a Financial Advisor, and transitioned to the role of Wealth Management Associate in 2021 in order to enhance the client experience. Laura's 30-plus years of professional experience in financial services, non-profit management, and self-employment built her greatest strength – the ability to truly hear and understand client needs. Her process of discovery, planning, implementation and monitoring, partnered with the team’s robust portfolio management approach, results in a dedicated client experience.

Laura holds a Bachelor of Arts in political science and business from University of Central Florida as well as a Masters in Historic Preservation from the University of Georgia. She holds her Series 7 and 66. Laura resides in Colchester with her husband, Jimmy and their son, Blake. They enjoy the Vermont outdoor lifestyle, the arts, music, and traveling.

Connor joined The Stotz Broscious Group in 2022 as a Wealth Management Associate. He has over 16 years of experience in wealth management and was most recently a Portfolio Manager at Maple Capital. He rejoined Morgan Stanley after being with the firm in New York City from 2011-2018 as a Financial Advisor. He has also held positions at Key Private Bank, Goldman Sachs/Ayco, and Northeast Investment Management. Throughout his career he as worked closely with individuals and families to create portfolios that help meet their specific goals and objectives.

Connor has a BA from Boston College and an MBA from Tulane. He lives in Shelburne with his wife Kate and two children, June (7) and Kevin (3).

Jodi brings a wealth of experience and a dynamic background to her role as a Wealth Management Associate with the Stotz Broscious Group. Jodi first started at Merrill Lynch in 2003 working with the team in a similar capacity prior to their transition to Morgan Stanley in 2007. She would continue to work with the team until 2012 when life moved her to Boston where she joined Bain Capital in Investor Relations followed by a short stint at Ropes & Gray Law Firm as a Corporate Trainer.

Jodi would move back to Vermont in 2015 where she would attend nursing school at Vermont Technical College earning her ADN in 2018 and becoming an Operating Room Nurse in several of the area hospitals. Prior to her return to Morgan Stanley and the Stotz Broscious Group in 2022 she was a nurse at Champlain Valley Union High School through the COVID-19 pandemic.

Jodi holds a bachelor’s degree in Business Administration with a concentration in Finance from UVM, a bachelor’s in Education from Northern Vermont University as well her previously noted Associates in Nursing from Vermont Technical College.

When Jodi isn’t working, she enjoys golfing, boating, skiing, exercising and playing tennis; she presently lives in South Burlington with her husband and their five lovely children.

Grady has been a Client Service Associate on the Stotz Broscious Group team for over a year. Coming from a banking and insurance background previously, Grady now finds himself pursuing his passion of learning more about asset management with a highly skilled team focused on managing high net worth individuals. Grady began his career as a banker focusing on debt and cash management for individuals and business across Vermont. Grady has been able to expand his knowledge with a combination of mentorships, self-study, and hands on experience in the wealth management field. What brought Grady to Morgan Stanley was a passion for helping people understand the more complex side of the industry and delivering his knowledge in an easy digestible manner for everyone to help make a well informed decision.

Grady takes his continuing education seriously and enjoys researching companies and looking into both their fundamental and technical positions in the market. Currently, Grady focuses on facilitating the day to day operations around transferring of assets, ensuring accounts are within compliance, and executing on the strategy determined by his FAs. Grady provides value by maintaining a clear line of communication and creates an effortless transition process for prospects when coming onboard and provides an exceptional experience as you transition into a long term client.

Amanda Almquist is a Client Service Associate on the Stotz-Broscious team. For six years, she filled various service and supervisory roles in a retail bank before joining Morgan Stanley in March of 2023. This transition from one side of the financial realm to the other was an exciting prospect, and she was of course thrilled about the opportunity to learn from some of the best.

Hailing from Massachusetts but always loving her family trips to the rural north, Amanda was able to permanently settle in Vermont back in 2014. Drawn to the natural beauty and vibrant culture, she felt more able to pursue her artistic passions by existing within such an inspiring environment. Her creativity lends itself and translates easily into the office setting, since it is often a distinctive manner of problem-solving that can support such a wide variety of client needs and experiences.

Amanda holds a bachelor’s degree in English with a minor in Communication Sciences from the University of Vermont, and currently she lives in South Burlington with her husband and their four-legged children.