The Wilkins Strout Group at Morgan Stanley

David Wilkins is a Senior Vice President, Financial Advisor at Morgan Stanley. He focuses on implementing investment strategies and overseeing ongoing management of client portfolios.
As a second-generation advisor, David grew up around his Father, Tom’s practice and over the years has developed a passion for the industry and working with families. He started his career at Merrill Lynch in May 2009. In January 2010 David became a Registered Financial Advisor joining his father Tom, and the Wilkins Group was formed. David and Tom moved their practice to Morgan Stanley Wealth Management in May 2012. David has worked closely alongside Tom for over a decade and strives to deliver the “modern wealth management experience” which entails delivering not only investment management solutions but also holistic services to their clients such as cash management, lending solutions, and financial planning. David has his Series 7, 63, 65, and Life/Health/Accident Insurance Licenses, and is registered to do business in 30+ states, as of December 2022.

While building upon the legacy cemented by his father, David looks forward to providing his clients with unmatched service and helping create a direct path towards financial freedom for many years to come.

As a native Vermonter, David has an affinity for skiing and the outdoors. Prior to getting into the industry in 2009 and after graduating from St. Lawrence University in 2007, David worked in the ski and snowboard industry in Breckenridge, CO. David currently lives in South Burlington with his wife, Katie, their daughters, Grace Ellen and Isabella, and their dog, Diesel. David enjoys playing golf, soccer, skiing, and playing his electric and acoustic guitars.


Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

Annie Strout has a bachelor’s degree from the University of Vermont where she graduated in the top of her class as a John Dewey Honors College Scholar and played for the Women's Division I Lacrosse Team. She joined Morgan Stanley after working as a financial services professional in the insurance industry and has been with the firm for just shy of a decade. She proudly holds the titles of Corporate Retirement Director and Financial Wellness Director and is a Senior Vice President, Financial Advisor at Morgan Stanley.

Annie’s areas of focus are on comprehensive financial planning, 401(k) and retirement plan consulting, and investment management for individuals, families, corporations and non-profits. As a Qualified Plan Financial Consultant (QPFC) she works closely with board members and investment committees to provide consulting, benchmarking, ongoing investment services, and education for both plan sponsors and participants. She is a big advocate of financial wellness and enjoys working one-on-one with clients to help them prepare for the future.

As a Financial Planning Specialist, her clients receive personalized service that is customized to their unique needs and the goals of their family. To help achieve this, Annie takes the time to understand what is most valued by her clients and works with them to create holistic financial plans and tailored investment strategies.

Whether she’s working with individual clients and their families or corporations and non-profits, Annie loves a challenge and working through complex situations with extreme attention to detail. Given her experience, she has the background to work with every type of client, and is a valuable resource to individuals across the investment spectrum--from those just starting to chart their course in the investment world to seasoned investors with highly complex and sophisticated financial needs.

Integrity and professionalism are the cornerstones of her practice and she seeks to build a strong level of trust with her clients by educating them and working closely with them throughout the relationship. She finds the most rewarding part of her job is forming meaningful relationships with clients and working with them throughout their life stages.

Annie lives in South Burlington with her husband Chris, their son Ralph, and their two dogs Jack and Baxter. She often gets confused for her identical twin-sister Emily, who is a Doctor at UVMMC and an Assistant Professor at the College of Medicine at UVM. Annie is known for her love of pizza, and enjoys friendly competition, mountain biking, running, cycling, skiing, and golfing.

In 2017, 2019, and 2020 Annie was named to the firm’s Pacesetter’s Club, a global recognition program for Financial Advisors who, early in their career have demonstrated the highest professional standards and first-class client service. In 2018, 2019 & 2020, Annie was named to the National Association of Plan Advisors (NAPA) list of Top Women Advisors.

In 2024, Annie and the team have been recognized by Forbes as one of the top Wealth Management Teams in Vermont and named to NAPA's Top DC Advisors Teams & NAPA's Top Women of Excellence.

In 2025, Annie and the team were recognized again by Forbes as one of the best-in-state Wealth Management Teams in Vermont.

Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.

2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24

Awards Disclosures

When 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.


2018-2020 NAPA's Top Women Advisors 2024 NAPA's Top DC Advisor Teams
Source: napa-net.org awarded in 2018-2020. Each ranking was determined based on an evaluation process conducted by NAPA between Aug of the year prior to the award issuance - Aug of the year the award was given. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees must be women retirement plan advisors with their own book of business and less than 40 years of age. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Ratings are based on the opinion of NAPA and may not be representative of any one client's experience nor indicative of the advisor's future performance.

Erin Carroll is a Portfolio Associate with over 20+ years of experience building client relationships and providing seamless client service. She has built a reputation for providing personalized, high touch service and goes above and beyond for the team’s clients. Erin ensures clients receive the first-class level of service they expect and deserve from Morgan Stanley and she is the first point of contact in resolving all client-related needs. Following in her mother Pat’s footsteps, Erin is a second-generation team member. Pat had been working with David’s father, Tom Wilkins since 1983 when Erin started her career at Merrill Lynch in 2000. In 2012, the team moved to Morgan Stanley and in 2016 Pat retired leaving Erin to continue her legacy of service excellence. Erin is not only a familiar face and voice for the team’s multi-generational practice, she also has easily become the team’s COO. Erin puts clients’ best interests first and can be counted on to get any job done with a positive and teamwork oriented attitude.

Erin is a Coach for the Northern States Complex, participating in onboarding and training of new Support Professionals and continuing education opportunities for her peers. She currently serves on New England Region Diversity & Inclusion Council at Morgan Stanley where she works to create and implement innovative diversity programs and initiatives. As a former board chair for both the Women’s Rape Crisis Center (HOPE Works) and for the Pride Center of VT, Erin is passionate about ending violence against Women, LGBTQ rights, and about giving back to the community.

Erin lives in Hinesburg with her wife Nathalie, their cat Cocoa, and their dog Nilla.