The New England Wealth Management Group at Morgan Stanley

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 is

sue 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

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.

The New England Wealth Management Group at Morgan Stanley is excited to welcome Antonio V. Bastos to the team. Antonio j...
05/13/2026

The New England Wealth Management Group at Morgan Stanley is excited to welcome Antonio V. Bastos to the team. Antonio joins us as a Financial Advisor, and we look forward to the experience and perspective he brings as we continue serving our clients. Please join us in welcoming Antonio.

Wishing a Happy Mother's Day to all the incredible moms who inspire, nurture, and lead with love every day.
05/10/2026

Wishing a Happy Mother's Day to all the incredible moms who inspire, nurture, and lead with love every day.

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies tha...
03/11/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden.

morganstanley.com

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversi...
02/24/2026

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments.

morganstanley.com

Hard Lessons from Morgan Stanley brings candid conversations with iconic investors on two out-of-consensus calls—one tha...
02/11/2026

Hard Lessons from Morgan Stanley brings candid conversations with iconic investors on two out-of-consensus calls—one that landed and one that didn't—and how those moments shaped their approach over time. Watch, listen and subscribe:

morganstanley.com

01/28/2026

How might cryptocurrency complement your broader investment strategy? Join us on February 2 for "Cryptocurrency and Digital Assets 101" for an overview of what cryptocurrency is, the reasons behind its creation and the distinctions among leading coins.

Register here: https://morganstanley.zoom.us/webinar/register/WN_vQFbNjOASuG-Nvx8FcYtrQ #/registration?gv6=24134dc8-3f5b-4b82-89f3-bec78d87c16fnull

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday...
01/15/2026

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday, January 20 for insights into what it could mean for the tax and financial planning landscape. Register here. https://livesocial.seismic.com/aOIuo5

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Springfield, MA
01115

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+14137347311

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