Wilmington-Little Falls Branch Office

Dave began his career in financial services in 1996 while still a student at the University of Maryland School of Business. He was a successful financial advisor and has expanded his influence through his leadership roles over the last 24 years. He is currently the Market Manager for Morgan Stanley for the State of Delaware where he lives with his wife and 2 children.

Graham S. Cassidy, Business Service Officer for the Morgan Stanley Delaware Market brings an array of industrywide knowledge and over 25 years of experience to the local market. Graham’s focus is partnering with the Delaware Financial Advisors and leading the Support Professional team in the Wilmington/Greenville and Rehoboth Beach offices to help manage and grow their practices to achieve meaningful success and serve their clients with excellence. His prior experience with a multinational universal bank and financial services company provides a global perspective on finance and culture.

Prior to Morgan Stanley, Graham spent 10+ years at BNP Paribas Securities Corp. where he worked as a trader on the agency trading desks in King of Prussia, PA and midtown Manhattan NYC. Graham also managed and facilitated the electronic trading desk operation where he coordinated with the technology team to construct, implement and monitor the electronic trading platform. In addition, Graham also worked at the Philadelphia Stock Exchange where he cut his teeth in the business in the Stock Watch department where he facilitated the PHLX indexes and their daily pricing.

Graham earned a Bachelor of Science degree in Economics from Binghamton University - State University of New York. Graham and his wife Jackie are originally from and still live in Southern New Jersey where they have three children and two grandchildren.

Graham holds his Series 3, 4, 7, 9, 10, 55, 63 and 66 securities licenses with FINRA.

Pam Whalen is a Risk Officer with the Greater Chesapeake Market. Pam is entrusted with a broad spectrum of supervisory, compliance, and risk functions, where she provides coaching and guidance on policies and procedures to foster risk awareness and maintain a compliant environment. She is deeply committed to helping advisors grow their practices responsibly while ensuring the protection of our clients.
Pam joined Morgan Stanley in 2019 and brings with her over 25 years of extensive experience in the financial industry, having started her career as a bank teller. Her journey has been marked by various roles, most recently with Merrill Lynch, where she served as a Supervision Principal. In this capacity, she played a crucial role in assisting advisors with the implementation of managed solutions.

Outside of her professional commitments, Pam enjoys traveling, reading, and spending quality time with her family, which includes her husband, two sons, and two dogs in Delaware.

She holds her Series 7, 9, 10, 63, 65, and 31 securities licenses with FINRA.