Morgan Stanley
1345 Avenue of the Americas
New York, New York 10015
212-649-8551
Year practice began: 1987, as trainee at SmithBarney. Also practiced at PaineWebber, Lehman Brothers, and Merrill Lynch before joining Morgan Stanley in 1999
Assets under management: About $500 million
Practice team: Three advisors, one associate, one support person
Number of clients: About 70 "relationships," which may include multiple family members