My Story and Services

As a Financial Advisor with Morgan Stanley, I develop comprehensive total wealth plans to help navigate intricate compensation packages and personal financial issues, specific to senior corporate executives, business owners, sales professionals and their families.

I am deeply committed to building long term partnerships with my clients in order to identify their unique goals and needs and to address their top concerns while earning their trust before developing a personalized step-by-step strategy. When you work with me you can be assured you are taking meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, I will work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Together with resources from across Morgan Stanley, I help integrate client’s compensation packages into their broader financial picture, transforming independent assets and accounts into a cohesive, fully integrated plan while understanding the regulatory complexities that may challenge these desires.

To do this, I follow a disciplined method that improves personal financial security and increases wealth. My consultative approach starts with earning your trust and understanding the needs and goals of you and your family. From there I will gather all necessary information related to your total wealth and analyze your current situation. I will then develop a tailored integrated plan designed to help meet your needs today and into the future. From there we will implement the strategy and it is then my commitment to you to monitor and adjust the plan as need to help meet your goals.

Areas he can help you with include wealth management, financial planning, retirement planning, restricted and control securities, 10b5-1 Plans, Directed Share Programs, Incentive Stock Options, Non-Qualified Stock options, Employee Stock Purchase Plans, deferred compensation, risk management, liability analysis, Portfolio Management, Tax mitigation, Cash Management and Lending Solutions, Risk Management & Insurance, Wealth Transfer & Estate Planning Strategies.
Services Include
  • Wealth Planning1
  • Financial Planning2
  • Executive Financial Services3
  • Executive Benefit Services4
  • Retirement Planning5
  • Trust Services6
  • Stock Option Plans7
  • Business Succession Planning8
  • Estate Planning Strategies9
  • Planning for Education Funding10
  • Cash Management and Lending Products11
  • Life Insurance12
Securities Agent: NH, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1667640
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
As a successful corporate executive, you face unique challenges. Your personal wealth is linked inextricably to the fortunes of your company. Your investment portfolio may be heavily weighted with employer stock and stock options that are subject to rules of which you may not be aware. You probably spend so much time at work that you have little left over to focus on securing your financial future.
Whether you’re 20 years from retirement and currently employed, or now facing tough retirement decisions, I employ a client-focused process that integrates your corporate holdings and benefits with other aspects of your finances.
Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family and your goals for the future. I will then work with you to develop a tailored strategy to help you achieve and protect the outcomes you envision. Next, I help you implement investment, retirement, trust services, cash management and identify potential solutions to meet your needs. Most importantly I integrate your company equity holdings into your overall financial strategy. Achieving your goals requires vigilance and flexibility. I am committed to monitoring your progress and make adjustments as changes in your life occur or you undergo life events that require re-prioritization.

    Ensure that your family is at the center of your future financial plans.

    Managing your family’s finances isn’t easy. Today’s families take many different shapes, from more traditional family units to less traditional households such as blended families, domestic partners with children and single parents. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. Nevertheless, balancing your family’s short and long-term financial goals is possible. As you begin to consider how best to manage your financial future, it’s important to have a financial plan that considers your unique circumstances.
    • Achieve your financial goals.
      You and your family deserve the benefits of a strong financial foundation. I help Families with:
      College savings
      Retirement Planning
      Financial Planning
      Charitable Gifting
      Estate Planning
      Trust Services
      Wealth transfer
      Insurance needs
      Long Term Care planning
      Integration of unexpected assets (inheritance money, stock options, bonuses etc…)

    Location

    1 Harbour Place
    Ste 125
    Portsmouth, NH 03801
    US
    Direct:
    (603) 422-8933(603) 422-8933

    Investment and Market Perspectives

    On Retirement Quarterly Video

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
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    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
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    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

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    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
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    Ready to start a conversation? Contact Austin Cornish today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
    Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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