
Richard Land
Blake is a Vice President, Portfolio Management Director and Financial Advisor at Morgan Stanley Wealth Management. He received his Bachelors of Science in Finance from Bentley University in 1993. Blake joined Morgan Stanley Wealth Management in 2007. He has amassed 30 years of investment management and financial consulting experience working with a myriad of corporate executives, business owners, institutions and families seeking assistance with their multi-generational wealth management and legacy planning. He provides comprehensive wealth and portfolio management strategies while fully accounting for the unique circumstances of each individual client or family.
Upon graduating from Bentley University, Blake was hired by Olde Investments, where he worked for a year on the equity and fixed income trading floor in Detroit, Michigan. This invaluable experience cemented a solid foundation in his transition from academia to the "real world," while allowing him to better understand how global capital markets operate. The following year, he continued working at Olde Investments as an Investment Advisor in their Wellesley, Massachusetts, office.
He later transitioned to his position as a Financial Advisor and Retirement Planning Consultant at UBS PaineWebber in Boston for 10 years, before settling in at his current location at Morgan Stanley Wealth Management.
As a Vermont native, Blake grew up enjoying the outdoors and taking frequent family trips to Boston. When it was time to consider colleges and universities, the Boston area was a natural attraction for him. After college and a year in Michigan, he settled back to Massachusetts. He now resides in Westborough, Massachusetts, with his three children. Blake is an avid outdoorsman and enjoys skiing, hiking, snowmobiling, scuba diving in addition to watching movies and traveling. His passions include sports, muscle and classic cars, sampling wine or scotch, tending to his garden and attending his kids' sports games and musical performances.
He is a sponsor and participates in various local and international charity events for organizations including Hope for Children Worldwide, Ducks Unlimited, MS Ride, Smile Train and various food pantries and land trusts. He has been an active volunteer coaching youth baseball, softball, basketball and football in addition to volunteering for the Boy Scouts for many years.
Awards:
2014, 2015 Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2014, 2015) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2014 Award – 05/18/2013 through 11/6/2013
2015 Award – 05/18/2014 through 11/6/2014
Selected 2014 and 2015 Five Star Best in Overall Client Satisfaction Wealth Manager - Boston Magazine