Bibekananda Das
Vice President, Wealth Management,
Financial Advisor,
Portfolio Manager
Direct:
(781) 431-6772(781) 431-6772
My Mission Statement
Experience the strength of the right advisor with dedicated personalized service, timely advice that extend beyond portfolio management to help clients establish clarity in their financial situation, maintain sustainable retirement lifestyle and offer a road map towards achieving their financial goals.
My Story and Services
With over 14 years of experience in financial services, Bibek Das runs a high-touch investment advisory and wealth management practice focused on delivering the best client experience and tangible results. Bibek prides himself in providing insightful, actionable investment advice and strategies tailored to each client's specific situation. This helps clients navigate the transforming markets, understand their overall investment strategy, ultimately empowering them to make informed investment decisions.
Prior to Morgan Stanley, Bibek secured an MBA from Tulane University in 2009. He then started his career as a finance professional in investment management before joining Morgan Stanley as a Financial Advisor in 2013. He also a Bachelor of Science (BS) in Electrical Engineering from the Bengal Engineering and Science University, Shibpur. With a background in engineering, it gives Bibek a unique perspective and insight into the Technology, Biotech, Financial, Industrial, and Consumer Discretionary industries.
Outside of the office, Bibek loves to spend time with family and friends doing various fun activities. He also enjoys travelling and organizing events for the Indian community in the Greater Boston area.
Prior to Morgan Stanley, Bibek secured an MBA from Tulane University in 2009. He then started his career as a finance professional in investment management before joining Morgan Stanley as a Financial Advisor in 2013. He also a Bachelor of Science (BS) in Electrical Engineering from the Bengal Engineering and Science University, Shibpur. With a background in engineering, it gives Bibek a unique perspective and insight into the Technology, Biotech, Financial, Industrial, and Consumer Discretionary industries.
Outside of the office, Bibek loves to spend time with family and friends doing various fun activities. He also enjoys travelling and organizing events for the Indian community in the Greater Boston area.
Securities Agent: FL, NJ, NH, CA, NC, TX, IL, NY, MA, PA, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 816312
NMLS#: 816312
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Advisory Focus
Develop a comprehensive Investment strategy based on your individual needs
Prepare customized portfolio based on investment objectives, individual risk profile and time horizon
Identify temporary market dislocation to invest opportunistically
Provide active disciplined portfolio management through timely adjustment of market holdings
Prepare customized portfolio based on investment objectives, individual risk profile and time horizon
Identify temporary market dislocation to invest opportunistically
Provide active disciplined portfolio management through timely adjustment of market holdings
Client Onboarding Process
1. Discovery Process
2. Develop Investment Strategy
3. Investment Strategy Meeting
4. Execution of Investment Strategy
5. 45 Day Follow-up Meeting
2. Develop Investment Strategy
3. Investment Strategy Meeting
4. Execution of Investment Strategy
5. 45 Day Follow-up Meeting
Morgan Stanley Online
MSO digital capabilities provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research.
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Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
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eDelivery
eDelivery provides clients with the ability to view statements and other Firm documents electronically in lieu of paper.
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Digital Vault
The Digital Vault is a document delivery, storage and
collaboration space for Morgan Stanley clients.
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Here you can find articles relating to certain financial topics to better inform yourselves on financial matters.
Understanding Market Risk When You Invest
When you invest your money, you probably know you’re taking on a certain amount of financial risk. Unlike depositing money in a bank, where it is often insured and can earn a steady amount of interest, investing doesn’t offer financial certainties. You could earn a great deal of money on your investments, but you also face the risk of losing money.
click to read articleDifference Between Saving & Investing
Saving and investing are two very different financial strategies. Once you understand the distinctions between the two, you may do a better job of managing your money. Why? You’ll have a better grasp on when it’s appropriate to save money, when it’s better to invest, and which financial products are right for each goal.
click to read articleYou Can’t Time the Market
This market cycle can make it tempting for investors to attempt to buy and sell stocks at particular times to maximize gains and avoid down periods. Although the idea of market timing can be tempting, it is also extremely difficult for most investors to predict the future of the market.
click to read articleLocation
112 Worcester Street
Wellesley, MA 02481
US
Direct:
(781) 431-6772(781) 431-6772
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact Bibekananda Das today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
