The Worcester Summit Group at Morgan Stanley

Mark G. Cote
Managing Director | Branch Manager
Named to Forbes Best-In-State Wealth Advisors List 2022,2023, 2024
President's Club 2021, 2022, 2023

Mark G. Cote is a Managing Director, Branch Manager and senior partner of The Worcester Summit Group at Morgan Stanley, named to the Forbes Best-In-State Wealth Advisors list in 2022, 2023 and 2024.

A seasoned professional, Mark is dedicated to providing customized advice to a select group of clients and their families. He focuses on portfolio construction, utilizing Morgan Stanley’s award-winning global research, asset-allocation and risk-management strategies. Mark is proud to be a member of Morgan Stanley’s management team, having played a vital role in the Firm’s history and its predecessor brands for more than three decades. Mark has also been named to the Firm's President's Club in 2021 and 2022, a group comprised of the Firm's top advisors.

Throughout his career, Mark has developed a strong understanding of economics and is well versed in the equity and fixed-income markets. He has cultivated skills in asset allocation and transitioning wealth. Mark is fortunate to serve as a valued advisor not only to his clients, but to their children and grandchildren, in some cases.

In 2011, Mark’s responsibilities expanded to include management of the Firm’s Worcester, MA, branch. With a relentless pursuit of performance for our clients, he ensures that Morgan Stanley advisors deliver a superior service experience to each relationship. Mark enjoys mentoring advisors as they grow professionally and personally.

Mark completed the Securities Industry Institute^® program at the Wharton Business School. Also a graduate of Marquette University with a bachelor’s degree in finance, Mark currently resides in Boylston, MA, with his wife, Cathy, and their three children.

Disclosures:
2022-2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023, 2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to issuance of the award.

Morgan Stanley Wealth Management President’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. President’s Club membership is no guarantee of future performance.

Emily Domash is a Financial Advisor and Financial Planning Specialist with the Worcester Summit Group who aids clients in organizing their financial lives in order to prepare for a successful future. She has been named to the Firm's Pacesetter's list in 2023, 2024, and most recently in 2025, a recognition of advisors who demonstrate the highest professional standards and first class client service early in their careers.

Emily is passionate about providing objective advice and proactive strategies that consider an individual’s entire financial picture. Over her time in financial services, Emily has come to believe that a structured and personalized financial plan built with clients’ long-term goals in mind is the key to making informed decisions about retirement and wealth.

A graduate of Westfield State University with a degree in Business Management and Marketing, Emily began her career in 2007 in Healthcare and later in Insurance. She became passionate about helping people make sounds decisions and would use this as the basis for her career transition into financial services. In 2018, Emily joined Morgan Stanley as a Wealth Advisor Associate where she worked with clients to find solutions to the complex problems that wealth may present and gained a great deal of exposure to the wide-ranging needs of Morgan Stanley clients. In this role, she was also able to develop a keen eye for gauging where client needs may lie in the future, and structuring their plan accordingly.

Emily grew up in East Longmeadow, MA, and now lives in Somers, CT, with her husband and two sons. She enjoyed playing soccer through college and now coaches her son’s team.

Douglas Wilson is a financial services veteran with over 30 years of experience as a Financial Advisor serving the unique needs of his diverse group of clients. Over the course of his career, Doug has sought to be not only an advisor to his clients, but an educator who is able to explain both what is being done to plan for their financial futures and, more importantly, why these steps are being taken. For this reason Doug has found that many of his relationships have lasted the full course of his career and he is proud to say that many children and grandchildren of clients have become clients themselves.

Doug’s career in financial advisory in Worcester began in 1987 at Shearson Lehman Brothers, where he quickly learned the fixed income skills that he would later develop into the all-encompassing practice that he operates today. After a series of industry moves and acquisitions, Doug spent most of his career at Legg Mason and UBS before joining Morgan Stanley in 2020. Throughout this time, he has built his practice upon the cornerstone of constant communication with clients. This allows him the flexibility to continually tailor their financial plans to compensate for changing life circumstances, ultimately ensuring that they are never off-track on the path to reaching their goals.

Outside of work, Doug is an avid sports fan and enjoys golf, reading and staying active. He and his wife split time between their homes in Worcester and Naples, Florida. They have two daughters, one of whom lives in Stamford, CT, with her husband and three children, while the other is in Los Angeles, CA, working at UCLA Medical as a Nurse Anesthetist.

Jim is a Financial Advisor with over three decades of experience. A graduate of Babson College with a degree in Marketing and Finance, he works with many successful individuals and their families with the goal of preparing for their financial futures and establishing actionable plans to reach their goals.

Jim believes that open lines of communication are essential to any relationship so that any changes that occur in his clients’ financial lives can be incorporated in their wealth plans as efficiently as possible. For this reason Jim takes great pride in always being available to talk to his clients and address their concerns.

Jim works individually with each of his clients and their families, ensuring that they are always on the correct path to reach their financial goals. Jim is a firm believer in the benefit of continuing education and has completed the requirements to earn the Chartered Retirement Plans Specialist^® designation.

Jim and his wife Judi currently reside in Worcester, and together they have three children, Jordan, Alex and Olivia.

George is a Financial Advisor and a Chartered Retirement Planning Counselor with Morgan Stanley. He is a former business owner and has a background in the financial services industries with over 27 years of working with affluent individual and business clients in all aspects of wealth accumulation, preservation, management and distribution.

George combines his knowledge of the financial markets and desire to help his clients live more meaningful lives with the vast resources offered by Morgan Stanley to ensure that clients' finances are aligned with their stated goals. George’s clients include business owners, medical professionals, executives, retirees and individuals in all stages of life.

Outside of work, George is an avid musician, husband, father, traveler and owner of a Siberian Huskey. He has three adult daughters, two living in New York City and one in Portland, ME, and is the grandfather of two.

Frank is a Senior Vice President and Financial Advisor with Morgan Stanley Wealth Management. With over 38 years of experience advising clients, he offers a diverse platform of investment options and choices.

Since graduating with a Bachelor of Arts degree in Economics from Lafayette College in 1984, Frank joined Dean Witter Reynolds in Worcester and has advised individuals, non-profits, religious organizations, and municipalities with consistent, unwavering financial advice. He has guided his clients through many market cycles, including the 1987 turmoil, with the necessary professionalism and experience needed to help his clients reach their financial goals.

Frank is a former member of the NFL Players Association (NFLPA) Financial Advisor Network, adhering to NFL regulations and Code of Conduct. Locally, he has served on the board of directors for the Leominster Credit Union as the Chairman of the Investment Committee.

Frank is married to Beth (Holman). They have four children and two grandchildren.

Sheila Bulak
Portfolio Associate
tel 508-751-5682 or Sheila.A.Bulak@morganstanley.com

Sheila Bulak is a Portfolio Associate at The Worcester Summit Group at Morgan Stanley. For more three decades, Sheila has coordinated all client-service activity, overseeing the team's administrative and operational matters. Though her genius lies in attention to detail, Sheila handles all client concerns with empathy and professionalism. She strives not only to meet clients' needs, but also to anticipate them. You will never be just an account to our team.

Sheila has been a vital member of the team since 1989, when she and Mark Cote began working together to serve clients. Throughout her career at Morgan Stanley, she has held the positions of Registered Client Service Associate and Senior Registered Associate.

As a Portfolio Associate with her FINRA Series 7 and 66 securities licenses, Sheila is able to assist clients in executing investment transactions. Sheila is also the Group's on-line specialist and often teaches clients how to navigate the team's website to view their accounts, statements and tax forms, pay bills, transfer money among accounts, and make direct deposits with ease. In addition to these functions, the firm's mobile app also enables clients to deposit checks using their smart phones.

Sheila and her husband, Mike, live in Worcester, MA. They love to spend time with family and to travel.

Jordan Cellucci joined The Worcester Summit Group in spring 2023 as a Registered Client Service Associate. Jordan fulfills administrative responsibilities within the group as well as completing investment and securities transactions. Jordan has his FINRA Series 7 and Series 66 securities licenses, allowing him to be a valuable contact point for our clients. Jordan is very thoughtful and proactive when assisting clients and is always willing to go the extra mile to ensure your needs are met.

A graduate from The University of Massachusetts in 2016, Jordan has gained financial services experience in the banking field prior to joining Morgan Stanley. Having grown within the industry, he has established a high standard of professionalism in his current role as well as solid relationships within the group.

Jordan grew up in, and currently lives in Worcester, MA. He enjoys cooking and travelling with friends and family. He is also an avid fitness enthusiast and holds a certification in personal training.

Pat joined The Worcester Summit Group at Morgan Stanley after graduating from UMass Amherst in 2024 where he studied Economics and worked for the UMass football team as a student assistant coach. He currently holds his Series 7 license.

Pat grew up and currently resides in Shrewsbury, MA. He enjoys watching football and hockey as well as spending time with family and friends.