Prior to joining Morgan Stanley, Kelly began her career at Vanguard and held a number of roles at UBS including Wealth Planning Analyst, Financial Advisor, and Senior Wealth Strategist.
In that role, she was responsible for driving revenue and asset growth among our talented and diverse group of Financial Advisors. Kelly joined Morgan Stanley in 2020 as the Business Development Manager for the Complex. The 215 Financial Advisors and Private Wealth Advisors in the Complex manage over $50 billion in assets for our clients. The Complex includes 7 Wealth Management Offices, as well as a Private Wealth Management Office Blue Bell, Berwyn, Doylestown, Newtown Square, Philadelphia, West Conshohocken, and Yardley. Kelly Stefanowicz is the Associate Complex Manager for the Greater Philadelphia Complex. She enjoys being involved with community organizations such as the Barnes Foundation in Philadelphia, the Bruce Museum in Greenwich, CT, and the CT Challenge in Southport, CT. Katie resides in Devon, PA with her family. Katie earned her BS degree in Applied Economics from the University of Minnesota in 1998, and a MBA from Regis University, Denver, Colorado in 2010. She started her career at Wells Fargo Private Client Services in 1998, where she held various positions including Financial Advisor, Administrative Manager and Regional Sales Manager. Previously, she had been with Merrill Lynch Wealth Management for 12 years, most recently as the Market Executive for the Stamford, CT market. Katie joined the Greater Philadelphia Complex in 2018. Katie Flaherty is a Managing Director and the Complex Manager for the Greater Philadelphia Complex. The Morgan Stanley Philadelphia Complex goes above and beyond to replicate the culture of our historic city – fostering an environment of brotherhood/sisterhood. Just as our advisors are there for their clients, we remain accessible to our advisors. We meet bi-weekly to go over new initiatives for the complex, share success stories and best practices, and see how we can keep improving the values of our complex. Our culture encourages collaboration and endorses community. This culture gives us the best opportunity to help our clients accomplish their goals. We look to combine the talents of our advisors and employees with the industry-leading tools and comprehensive resources that Morgan Stanley has to offer. As our advisors strive to earn the trust of individuals, families and institutions, we provide them with the resources and information they need to enhance their respective practices. I still think we have a little more growing to do, but overall I’m proud of this team, and I can’t wait to continue this season.Here at the Morgan Stanley Philadelphia Complex, we value and promote the unique personalities of our financial advisors. “We’re undefeated in league,” Erling explained. Glacier Peak’s smallest lead was 11 in the third quarter, and the Grizzles led by 12 to open the fourth quarter before pulling further away. Lake Stevens couldn’t get the score to single-digits the rest of the way.
In a fast-paced second quarter riddled with several back-to-back turnover sequences caused by intense defensive pressure, Glacier Peak went on another scoring run that pushed its lead to 27-14 after Allison made her second triple with 2:30 to play until halftime. The Grizzlies quickly built a 15-3 lead midway through the first quarter thanks to 10 points from Erling in a span of 3:30, but the Vikings used a 9-0 scoring run to trim their deficit to 15-12 before Allison hit a 3-pointer right before the first-quarter buzzer sounded. Sophomore guard Baylor Thomas led Lake Stevens with 18 points, Wilcox added seven, but their performances weren’t enough against Glacier Peak.
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