The New England Wealth Management Group at Morgan Stanley

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The New England Wealth Management Group at Morgan Stanley Our focus includes investments but goes far beyond to encompass many aspects of your financial life through a personalized, comprehensive planning process.

The New England Wealth Management Group at Morgan Stanley is a team of experienced financial professionals who has helped numerous successful individuals, families, businesses and institutions meet the challenges standing between them and their financial goals. As a result, we have served as the go-to source for information and guidance whenever our clients have a financial question, concern or issue to address.

©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. NMLS #: 1132172, NMLS #: 1253214, NMLS #: 1764849,NMLS #: 31461

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next...
09/30/2026

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next.

In The Robot Almanac, Morgan Stanley's new 8-part video series, we explore robotics, physical AI, and the market forces that could reshape the global economy. Our forecast: the AI robotics market could reach $25 trillion in annual product revenues by 2050.

Watch the first episode: https://livesocial.seismic.com/ahaTnw

These trends raise important questions for portfolios and long-term investment strategy. Are you ready? Let's talk about what this next wave of innovation could mean for you.

In this episode of Exceptional Leaders, Morgan Stanley Healthcare Technology Analyst Craig Hettenbach sits down with Hin...
09/23/2026

In this episode of Exceptional Leaders, Morgan Stanley Healthcare Technology Analyst Craig Hettenbach sits down with Hinge Health Co-Founder and CEO Daniel Perez at the company's Movement Conference in Chicago to discuss how AI, motion tracking and virtual care are transforming physical therapy— and what that blueprint could mean for the rest of healthcare.

morganstanley.com

Learn how life insurance can help you protect your loved ones and help ensure their financial security.
09/17/2026

Learn how life insurance can help you protect your loved ones and help ensure their financial security.

morganstanley.com

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so ...
09/11/2026

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 25 years ago.

As artificial intelligence adoption accelerates, companies are assessing how boards and executives oversee its risks and...
09/02/2026

As artificial intelligence adoption accelerates, companies are assessing how boards and executives oversee its risks and opportunities. A Morgan Stanley Institute for Sustainable Investing analysis explores how corporate leaders are building governance structures to support responsible AI use.

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Long-term care planning isn't just about costs. It's about protecting your finances, your family and the legacy you want...
08/13/2026

Long-term care planning isn't just about costs. It's about protecting your finances, your family and the legacy you want to leave.

morganstanley.com

Happy Father's Day to all the incredible fathers and father figures out there!
06/21/2026

Happy Father's Day to all the incredible fathers and father figures out there!

June marks Morgan Stanley's annual Global Volunteer Month. My colleagues and I are coming together to give back to our l...
06/03/2026

June marks Morgan Stanley's annual Global Volunteer Month. My colleagues and I are coming together to give back to our local communities. Proud to be a part of it!

morganstanley.com

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan...
05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss.

morganstanley.com

This Memorial Day, let's remember and honor the brave souls who made the ultimate sacrifice for our nation's freedom.
05/25/2026

This Memorial Day, let's remember and honor the brave souls who made the ultimate sacrifice for our nation's freedom.

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Springfield, MA
01115

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