Anthony F. Mancini, CFP®, CEPA®
Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
Phone:
(978) 739-9658(978) 739-9658
Boston North Shore Group at Morgan Stanley
Anthony F. Mancini, CFP®, CEPA®Alfred J Hammond, CRPS®, CIMA®Matthew McLaughlin, CRPS®Peter Ciovacco, CRPS®Scott Tobey, CFP®, CPWA®, CIMA®
Direct:
(978) 739-9658(978) 739-9658
Industry Award WinnerOur Mission Statement
We strive to empower affluent families, business owners, founders, and corporate executives to grow and preserve their wealth with precision and sophistication. By combining advanced tax strategies, bespoke financial planning, and access to alternative investments, we seek to provide clarity, control, and lasting opportunities throughout every stage of their financial journey.
Our Story and Services
For more than 25 years, we've helped affluent families, business owners, and corporate executives grow, protect, and transition wealth across generations. Our team combines diverse educational backgrounds with advanced designations—CFP®, CPWA®, CEPA, CIMA®, and CRPS®—to deliver sophisticated, customized stategies that address each client's goals and challenges. We focus on advanced tax strategies and distinctive asset allocation approaches that go beyond traditional planning. With an emphasis on multi-generational wealth, we help guide families through complex transitions while preserving legacies. Today (10/2025), we manage more than $13 billion in assets nationwide. At our core, we blend technical precision with personal guidance designed to provide clarity and confidence.
CLIENTS WE SERVE
We work with affluent families, business owners, and executives who prioritize:
Growth & Sophistication
-Minimizing taxes and maximizing after-tax wealth
-Strategies such as tax-efficient income planning, charitable giving structures, and family wealth transfers
-Diversification beyond traditional markets with alternatives.
Trust & Transparency
-Honesty and clarity in all recommendations
-Disclosure of fees, potential conflicts, and the families we serve
-Proactive guidance to keep clients on track, not just reactive advice
Organization & Protection
-Seamless coordination with attorneys, accountants, bankers, and insurance professionals
-Risk management and contingency planning for health, longevity, and life events
-Secure, centralized organization of all financial information
Holistic Conversations & Collaborative Guidance
-Inclusion of all assets—not just investment accounts—when building strategies
-Alignment between wealth, values, and long-term lifestyle goals
-Cash flow and tax planning designed tohelp m,itigate surprises
-Advisors who ensure important tasks are completed and both spouses are equally engaged
Modern Efficient Service
-Leveraging advanced technology for efficiency, transparency, and security
-A single trusted leader coordinating every aspect of a client's financial life
Services Include
- Wealth PlanningFootnote1
- Retirement PlanningFootnote2
- Professional Portfolio ManagementFootnote3
- Cash Management and Lending ProductsFootnote4
- Alternative InvestmentsFootnote5
- Business Succession PlanningFootnote6
- Institutional ServicesFootnote7
- Executive Financial ServicesFootnote8
- Corporate Retirement PlansFootnote9
- Corporate Pension Plans
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Tailored Solutions for Corporate Executives
For many, equity in their company is an important piece of their full financial picture. As the Workplace Advisor for your company’s equity plan, we focus on creating a financial plan that caters specifically to your needs and goals. We consider your equity along with your overall assets which may include retirement plans, insurance policies, trusts, and other investments.
If you wish to discuss how all of these components can come together into a cohesive financial plan, we are available to help you with that as well.
If you wish to discuss how all of these components can come together into a cohesive financial plan, we are available to help you with that as well.
Stock Plan Connect
Equity compensation is an important part of your company's benefits. Learn how to access your awards and ways to manage your assets.
Log In to Your Account
Understand Your Equity Award Plan
Many employers offer equity plans as part of their employee benefit package. Types of equity awards include non-qualified options (NQSO), incentive stock options (IS0), restricted stock units (RSU) and awards (RSA), and performance share units (PSU).
Let Your Equity Compensation Help You Reach Financial Goals
Your equity compensation can play an important role in building this personalized financial roadmap. Strategically using your proceeds may make it possible for you to meet certain milestones sooner, or provide more flexibility for your long-term plans. Here’s a four-step guide to using your equity compensation to help you achieve your financial goals.
Learn More Here
Demystifying Equity Compensation
When you own company equity, you become a shareholder in your company. Equity programs vary widely, so it's important to understand the details and how it fits into your financial plan.
Learn More Here
Equity Comp Taxation and Your Annual Tax Filing
Equity compensation can be one of the most valuable benefits offered by your company, but it’s important to understand how they work—and how they’re taxed. For example, one type of equity award may trigger certain federal taxes depending on the circumstances—federal ordinary income tax, the alternative minimum tax, and federal short- or long-term capital gains tax. Here’s what you need to know.
Learn More Here
Restricted Stock Units (RSU)
RSUs are usually given to reward employees for their hard work, giving ownership in the company they're helping grow. RSU is a promise to deliver stock to the holder on a specified event or date.
Watch This Video to Learn More
Stock Options
Stock Options give employees the right – but not the obligation – to purchase shares at a fixed price. If the value of the stock increased over time, the holder can earn a profit. The two types of stock options, Incentive Stock Options (ISOs) and Non–Qualified Stock Options (NQSOs), differ in their tax treatment.
Watch This Video to Learn MoreTailored Solutions for Business Owners
We live at the intersection of business ownership and wealth management. We guide entrepreneurs and private business owners through key pre/post-deal planning considerations and we create customized wealth management solutions catered to the individual clients specific needs.
We understand the daily challenges you face, relentlessly growing not only your business, but your legacy. That is why we provide a family office quality service, helping ensure your most valuable assets and your legacy are preserved for generations to come.
As your trusted ally, we arm you with the knowledge and tools to navigate the ever-changing wealth planning landscape.
We understand the daily challenges you face, relentlessly growing not only your business, but your legacy. That is why we provide a family office quality service, helping ensure your most valuable assets and your legacy are preserved for generations to come.
As your trusted ally, we arm you with the knowledge and tools to navigate the ever-changing wealth planning landscape.
Tax & Estate
• Wills & Beneficiary Designations
• Revocable Trusts
• Advanced Irrevocable Gifting Strategies
• Tax Mitigation Strategies
• Revocable Trusts
• Advanced Irrevocable Gifting Strategies
• Tax Mitigation Strategies
Investment Strategy
• Cash Management
• Direct Indexing
• Institutional Portfolio Management
• Alternative Investment Access
• Direct Indexing
• Institutional Portfolio Management
• Alternative Investment Access
Assembling an Advisory Team
• Accountant/CPA
• Tax Attorney
• Estate Attorney
• HNW Insurance Specialist
• Tax Attorney
• Estate Attorney
• HNW Insurance Specialist
Pre-Monetization Liquidity & Preparation
• Examining Monetization Paths & Post-Transaction Liquidity
• Tax & Estate Transaction Specific Considerations
• Private Business Tailored Lending Solutions
• Private Market Access for Illiquid Shares
• Tax & Estate Transaction Specific Considerations
• Private Business Tailored Lending Solutions
• Private Market Access for Illiquid Shares
Philanthropic Strategy
• Philanthropic Mission
• Impactful Grant-making
• Trends in Modern Philanthropy
• Philanthropic Vehicles
• Impactful Grant-making
• Trends in Modern Philanthropy
• Philanthropic Vehicles
Family Office Resources
• Open Architecture, Multi-Custodian Reporting
• Institutional Consulting & Outsourced CIO
• MS Family Office Ecosystem Access
• Concierge & Lifestyle Services
• Institutional Consulting & Outsourced CIO
• MS Family Office Ecosystem Access
• Concierge & Lifestyle Services
Designations
CFP® - Certified Financial Planner™ (Anthony Mancini, Scott Tobey, Wilson Bullard)
The Certified Financial Planner™ designation is awarded to candidates who have demonstrated extensive knowledge in the areas of Education, Investment, Tax, Retirement, Estate and Insurance planning strategies. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam before calling themselves a CFP® Professional and are held to strict ethical standards to ensure financial planning recommendations are in the best interest of their clients.
CRPS® - Chartered Retirement Plans Specialist® (Alfred Hammond, Peter Ciovacco, Michael Egan*)
The Chartered Retirement Plans Specialist® is a credential awarded by the College for Financial Planning for advisors focused on creating, implementing and maintaining retirement plans for businesses. The core areas of focus include IRAs, plans for small businesses, defined contribution plans, defined benefit plans and plan sponsors' fiduciary issues.
*This role cannot solicit or provide investment advice.
*This role cannot solicit or provide investment advice.
CIMA® – Certified Investment Management Analyst (Scott Tobey, Michael Egan*, Martin Gauba*)
Certified Investment Management Analyst® (CIMA®) certification is one of the peak international, technical portfolio construction programs for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be one of the highest level of advanced investment education programs for client-facing advisors.
*This role cannot solicit or provide investment advice.
*This role cannot solicit or provide investment advice.
CEPA® - Certified Exit Planning Advisor (Anthony Mancini)
The CEPA credential is for advisors who want to engage more business owners. This credential enhances the advisor's ability to work with business owners and have conversations that add value around the topics of growth and exit.
CPWA® (Scott Tobey)
The Certified Private Wealth Advisor® (CPWA®) is an advanced certification for financial professionals, administered by the Investments & Wealth Institute, who specialize in serving high-net-worth (HNW) clients. The certification involves rigorous coursework on holistic wealth management strategies, covering topics like tax management, estate planning, behavioral finance, and family dynamics, preparing advisors to manage the complex financial lives of wealthy individuals.
Alternative Investments Director (Matthew McLaughlin, Peter Ciovacco)
This designation honors Morgan Stanley’s Financial Advisors who have significant experience in alternative investments and meet the program’s rigorous standards. This designation positions advisors to provide valuable guidance and insights into alternative asset classes and Morgan Stanley’s differentiated strategies available to eligible clients.
Corporate Retirement Director (Matthew McLaughlin, Alfred Hammond, Peter Ciovacco)
A Corporate Retirement Director (CRD) at Morgan Stanley is a Financial Advisor who specializes in serving retirement plans. This designation is exclusive to a select group of Financial Advisors who meet stringent criteria, including a proven track record with corporate and institutional clients, and holding an external retirement-focused designation with ongoing continuing education requirements. Less than 2% of Morgan Stanley's approximately 16,000 Financial Advisors hold this designation. CRDs are identified by Morgan Stanley as retirement-focused advisors who have achieved specific requirements regarding the number and size of retirement plans serviced. .
Modern Wealth Management Tools
Our industry is perpetually evolving. We strive to stay ahead of the curve. Below are some of the resources we utilize every day to offer you the best possible level of service.
Morgan Stanley Online (MSO)
Morgan Stanley Online provides a simple and easy way for clients to monitor and manage their account with us because it allows you to easily view your account balance, activity, and holdings. It is also the home base to many of the following features.
Morgan Stanley Online (MSO)
Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the capabilities of Morgan Stanley Online at the convenience of your phone. The app provides features that allow you to simplify your everyday finances, such as mobile check deposit and send money with Zelle.
Learn More
Digital Vault
The digital vault allows you to digitally store and conveniently access your critical documents for your account. These files are stored using encryption and can be easily shared with our team with just a few clicks.
Digital Vault Video
eSign
E-sign is a digital, paperless alternative to the traditional means of obtaining signatures for necessary paperwork.
eSign Video
eDelivery
Through both Morgan Stanley Online and the Morgan Stanley Mobile App, E-delivery allows you to securely save, print, review, and send documents at any time.
Learn More
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security CenterLocation
35 Village Rd
Ste 601
Middleton, MA 01949
US
Direct:
(978) 739-9658(978) 739-9658
Fax:
(978) 739-9650(978) 739-9650
28 State Street
25th Floor
Boston, MA 02109
US
Meet Boston North Shore Group
Alfred J Hammond, CRPS®, CIMA®
Executive Director, Institutional Consulting Director, Corporate Retirement Director, Financial Wellness Director
Phone:
(978) 739-3955(978) 739-3955
Matthew McLaughlin, CRPS®
Executive Director, Institutional Consulting Director, Corporate Retirement Director, Alternative Investments Director, Financial Wellness Director, Senior Portfolio Management Director
Phone:
(978) 739-3909(978) 739-3909
Peter Ciovacco, CRPS®
Senior Vice President, Senior Institutional Consultant, Corporate Retirement Director, Alternative Investments Director, Financial Wellness Director
Phone:
(978) 739-3987(978) 739-3987
Scott Tobey, CFP®, CPWA®, CIMA®
Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Workplace Advisor - Equity Compensation
Phone:
(978) 739-9633(978) 739-9633
Michael Egan, CIMA®, CRPS®
Assistant Vice President, Business Development Director, Institutional Consulting
Phone:
(978) 739-3988(978) 739-3988
Christina Cecchino
Assistant Vice President, Business Development Associate
Phone:
(617) 478-6555(617) 478-6555
Martin Gauba, CIMA®
Institutional Consulting Analyst
Phone:
(978) 739-9675(978) 739-9675
Clare Sheehan
Institutional Consulting Associate, Financial Planning Specialist
Phone:
(978) 739-3980(978) 739-3980
Wilson Bullard, CFP®
Institutional Consulting Associate, Financial Planning Specialist
Phone:
(978) 738-9611(978) 738-9611
Jack Brown
Registered Client Service Associate
Phone:
(978) 739-3914(978) 739-3914
Jade Dagher
Client Service Associate
Phone:
(978) 739-9626(978) 739-9626
About Anthony F. Mancini
Anthony is a CERTIFIED FINANCIAL PLANNER ™ and an advisor to high net worth families, corporate executives, and entrepreneurs. For his entire professional life, Anthony has worked to solve personal and business problems. Anthony graduated in the top 20% of his class from the University of Lowell with a Bachelor’s Degree. From there, he attended the Massachusetts School of Law, where he also graduated in the top 20%. Upon passing the bar exam in 1993, he went onto practice law in the Commonwealth of Massachusetts(now non-practicing).
In 2001, Anthony joined Thomson (now Thomson Reuters) as a consultant. In 2007 he was recruited by Alliance Bernstein as a Wealth Management Consultant. He was then asked to join Morgan Stanley in 2012 as a Financial Advisor. His practice continues to evolve and prosper while helping clients with a vast array of business and personal planning issues. With his strong corporate background and education, Anthony has the ability to understand complex tax and estate issues, and also provides comprehensive financial advice for clients.
Anthony lives in Peabody, Massachusetts and is married to his wife, Heather. They have two wonderful children, Anthony and Madison, who keep them occupied most of the time. In the moments when he finds free time, Anthony enjoys taking long rides on his Harley, particularly to support charitable causes. Of course, being a lifelong Massachusetts resident, Anthony also cheers on his favorite teams: Patriots, Bruins, Celtics and Red Sox.
In 2001, Anthony joined Thomson (now Thomson Reuters) as a consultant. In 2007 he was recruited by Alliance Bernstein as a Wealth Management Consultant. He was then asked to join Morgan Stanley in 2012 as a Financial Advisor. His practice continues to evolve and prosper while helping clients with a vast array of business and personal planning issues. With his strong corporate background and education, Anthony has the ability to understand complex tax and estate issues, and also provides comprehensive financial advice for clients.
Anthony lives in Peabody, Massachusetts and is married to his wife, Heather. They have two wonderful children, Anthony and Madison, who keep them occupied most of the time. In the moments when he finds free time, Anthony enjoys taking long rides on his Harley, particularly to support charitable causes. Of course, being a lifelong Massachusetts resident, Anthony also cheers on his favorite teams: Patriots, Bruins, Celtics and Red Sox.
Securities Agent: CT, SC, MS, AL, KS, NE, MA, ID, DE, AZ, AK, AR, VT, UT, TX, OH, WI, TN, NV, NH, IL, CO, WA, PA, OK, NJ, CA, VA, MD, LA, IN, GA, DC, RI, PR, NC, MO, MI, FL, SD, OR, NY, NM, ME, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1265127
NMLS#: 1265127
About Alfred J Hammond
Securities Agent: IL, GA, AR, OH, NJ, MA, PA, IN, FL, TN, NE, CT, CA, SC, DC, CO, WI, VT, OK, MO, ME, KS, ID, RI, NV, MI, VA, OR, AZ, UT, SD, NY, DE, AL, WA, NC, MS, MD, TX, NM, NH, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1389991
CA Insurance License #: 0A00723
NMLS#: 1389991
CA Insurance License #: 0A00723
About Matthew McLaughlin
Matt has spent a 29 year career devoted to helping plan sponsors create an environment for participants to succeed in reaching their retirement goals. Matt leverages his experience and knowledge to help a select number of mid to large organizations strategically improve their retirement benefits. Employers that want to offer the best retirement plan for their employees look to Matt’s vision and insight to help them and their employees reach a higher level of success.
Upon graduating Cornell in 1993 with a BS in Civil and Environmental Engineering, Matt took an engineering position in Los Angeles, CA. Shortly after, Matt grew passionate for investing and altered his career path by moving into the finance industry. His engineering background has provided a base upon which he has built up his investment proficiency. Today, Matt has attained the Chartered Retirement Plan Specialist (CRPS®) designation through the College for Financial Planning.
Areas of focus: ESG Investing, Investment Policy Statement Development, Customized Asset Allocation Strategies, Investment Manager Selection, Plan Design Initiatives, Participant Behavior
Matt volunteers his time coaching hockey and soccer for Andover’s youth programs, which his two children have been a part of for more than 10 years. He has also served as President of the Andover Hockey Association over the past three years.
Upon graduating Cornell in 1993 with a BS in Civil and Environmental Engineering, Matt took an engineering position in Los Angeles, CA. Shortly after, Matt grew passionate for investing and altered his career path by moving into the finance industry. His engineering background has provided a base upon which he has built up his investment proficiency. Today, Matt has attained the Chartered Retirement Plan Specialist (CRPS®) designation through the College for Financial Planning.
Areas of focus: ESG Investing, Investment Policy Statement Development, Customized Asset Allocation Strategies, Investment Manager Selection, Plan Design Initiatives, Participant Behavior
Matt volunteers his time coaching hockey and soccer for Andover’s youth programs, which his two children have been a part of for more than 10 years. He has also served as President of the Andover Hockey Association over the past three years.
Securities Agent: IL, MI, WA, NJ, ME, IN, DC, AR, VT, MD, LA, CO, AL, PA, OK, NM, ID, GA, FL, OR, OH, AZ, VA, SD, SC, NY, UT, NV, KS, CA, NH, RI, NE, MA, WI, TN, NC, MS, DE, CT, TX, MO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1406561
CA Insurance License #: 0D24619
NMLS#: 1406561
CA Insurance License #: 0D24619
About Peter Ciovacco
Securities Agent: LA, FL, SD, IL, VA, PA, OR, MI, VT, MO, IN, CT, WI, WA, CO, SC, RI, NM, NH, MS, GA, DE, UT, NV, ID, CA, AZ, AR, OK, OH, NJ, NE, NC, KS, AL, ME, TX, TN, NY, MD, MA, DC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272855
CA Insurance License #: 0G89797
NMLS#: 1272855
CA Insurance License #: 0G89797
About Scott Tobey
Securities Agent: IN, PR, LA, IA, GA, VT, VA, NC, AZ, AK, SD, MO, ID, AL, UT, TX, NM, NJ, KS, CT, CA, AR, WY, WI, OK, NY, KY, IL, PA, OR, FL, DC, WA, VI, ND, MN, TN, SC, NV, MS, ME, WV, RI, MI, HI, OH, NH, NE, MT, MD, MA, DE, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2643427
NMLS#: 2643427
About Michael Egan
Michael Egan is a long-standing member of the Graystone Consulting Boston North Shore group, with nearly a decade of experience at Morgan Stanley. As Business Development Director, he leads the team’s institutional growth efforts, focused on building and maintaining relationships with institutions.
Michael takes great pride in working with fast-growing companies, particularly in the biotech and innovation sectors, helping plan sponsors design and manage retirement plans that scale with their business. Known for his collaborative approach and ability to simplify complex challenges, Michael is a resource to founders, finance leaders, and HR teams.
Michael holds the CIMA® (Certified Investment Management Analyst) designation through The Yale School of Management and the Chartered Retirement Plans Specialist Designation from the College of Financial Planning. Michael earned dual degrees in Finance and Business Administration from Gordon College.
Outside of the office, Michael enjoys playing ice hockey, golfing, skiing and exploring New England with his wife Kara, daughter Emmie, and their German Shepherd, Ronan.
Michael takes great pride in working with fast-growing companies, particularly in the biotech and innovation sectors, helping plan sponsors design and manage retirement plans that scale with their business. Known for his collaborative approach and ability to simplify complex challenges, Michael is a resource to founders, finance leaders, and HR teams.
Michael holds the CIMA® (Certified Investment Management Analyst) designation through The Yale School of Management and the Chartered Retirement Plans Specialist Designation from the College of Financial Planning. Michael earned dual degrees in Finance and Business Administration from Gordon College.
Outside of the office, Michael enjoys playing ice hockey, golfing, skiing and exploring New England with his wife Kara, daughter Emmie, and their German Shepherd, Ronan.
About Christina Cecchino
Originally from Washington D.C., Christina earned her Finance degree from Texas A&M before launching her career in New York City. Over the past 16 years, she's built a strong track record in business development, client relationships, investment strategy, and wealth management - holding roles at Merrill Lynch and Morgan Stanley before joining our Boston North Shore Graystone Consulting team.
Last year, she and her husband, John, relocated from NYC to Boston, where she's grown both her career and community. Outside the office, she's a dedicated runner, a self proclaimed "bogie golfer," and a passionate college football fan.
Last year, she and her husband, John, relocated from NYC to Boston, where she's grown both her career and community. Outside the office, she's a dedicated runner, a self proclaimed "bogie golfer," and a passionate college football fan.
About Martin Gauba
Martin is the investment research analyst on the Graystone Boston North Shore team, overseeing investment manager research, retirement plan lineup design, and performance reporting across public and private asset classes. He focuses on helping plan sponsors understand the “why” behind investment performance, and centers his research on translating intricate fund and market data into actionable insights for investment committees.
Prior to joining Morgan Stanley in 2023, Martin held roles in HNW client trading at Fidelity and financial analysis at a manufacturing company – experiences which now support his current work in investment research and due diligence. He holds the Certified Investment Management Analyst (CIMA®) designation and is pursuing the Chartered Financial Analyst (CFA®) designation. Martin graduated from Bryant University, where he studied International Finance and Economics.
Prior to joining Morgan Stanley in 2023, Martin held roles in HNW client trading at Fidelity and financial analysis at a manufacturing company – experiences which now support his current work in investment research and due diligence. He holds the Certified Investment Management Analyst (CIMA®) designation and is pursuing the Chartered Financial Analyst (CFA®) designation. Martin graduated from Bryant University, where he studied International Finance and Economics.
About Clare Sheehan
Clare Sheehan is an Institutional Consulting Associate with over two decades of experience in the financial services industry. She is a valuable resource to our clients, assisting with committee meetings, project management and employee engagement. She will also guide our wealth management clients with scheduling financial plan reviews, cash management, and digital support.
Originally from Dublin, Ireland, Clare began her career at Cowen & Company in Boston before joining Morgan Stanley in 2016. As a Kaplan Financial certified Financial Planning Specialist, she takes a comprehensive approach to wealth management, helping clients navigate all aspects of their financial lives.
Clare is active in Type One Diabetes awareness and research through the Juvenile Diabetes Research Foundation (JDRF).
Clare raised her children in Shrewsbury, MA but recently relocated to the beach in Hampton, NH. We are thrilled to have her on board and look forward to introducing you to her soon.
Originally from Dublin, Ireland, Clare began her career at Cowen & Company in Boston before joining Morgan Stanley in 2016. As a Kaplan Financial certified Financial Planning Specialist, she takes a comprehensive approach to wealth management, helping clients navigate all aspects of their financial lives.
Clare is active in Type One Diabetes awareness and research through the Juvenile Diabetes Research Foundation (JDRF).
Clare raised her children in Shrewsbury, MA but recently relocated to the beach in Hampton, NH. We are thrilled to have her on board and look forward to introducing you to her soon.
About Wilson Bullard
Wilson brings over 3 decades of experience in the banking & financial services industry, including the past 13 years at Morgan Stanley in Boston. He is passionate about building enduring relationships and working closely with clients. He will guide our wealth management clients with financial plan reviews, cash management and digital support.
Wilson is a graduate of Colgate University and holds the Certified Financial Planner™ (CFP®) designation.
Wilson lives in Marblehead, MA with his wife Kristin and 3 high school & college aged children. They enjoy spending their free time outdoors, at the beach, sailing and hiking
Wilson is a graduate of Colgate University and holds the Certified Financial Planner™ (CFP®) designation.
Wilson lives in Marblehead, MA with his wife Kristin and 3 high school & college aged children. They enjoy spending their free time outdoors, at the beach, sailing and hiking
About Jack Brown
Jack Brown joined the Graystone Boston North Shore group at Morgan Stanley after graduating from Boston College’s Carroll School of Management, where he majored in Finance, Economics, and Accounting.
Jack supports the team as an analyst, performing research on equities, fixed income, and alternative investment strategies. Jack executes fund searches for defined contribution plan lineups and creates performance reports for both institutional and wealth management clients.
Jack is currently pursuing the CFA (Chartered Financial Analyst) designation and is registered with the Financial Industry Regulatory Authority (FINRA) as he holds the Series 7 and 66 licenses.
Jack grew up in Georgetown, Massachusetts and graduated from St. John’s Preparatory School in Danvers. He enjoys spending time outside of work playing hockey, golf, and boating.
Jack supports the team as an analyst, performing research on equities, fixed income, and alternative investment strategies. Jack executes fund searches for defined contribution plan lineups and creates performance reports for both institutional and wealth management clients.
Jack is currently pursuing the CFA (Chartered Financial Analyst) designation and is registered with the Financial Industry Regulatory Authority (FINRA) as he holds the Series 7 and 66 licenses.
Jack grew up in Georgetown, Massachusetts and graduated from St. John’s Preparatory School in Danvers. He enjoys spending time outside of work playing hockey, golf, and boating.
About Jade Dagher
Jade is a Client Service Associate who plays a vital role in supporting our clients through relationship management and personalized service.
A native of Woburn, MA, and a first-generation American, Jade holds a B.A. from the University of Massachusetts Amherst and both a M.S. in Finance and MBA from Bentley University. He began his journey with the Graystone Boston North Shore team as an intern, progressed to a part-time associate, and now excels in his full-time role.
Outside of work, Jade is passionate about running, boxing, traveling, following sports, and volunteering.
A native of Woburn, MA, and a first-generation American, Jade holds a B.A. from the University of Massachusetts Amherst and both a M.S. in Finance and MBA from Bentley University. He began his journey with the Graystone Boston North Shore team as an intern, progressed to a part-time associate, and now excels in his full-time role.
Outside of work, Jade is passionate about running, boxing, traveling, following sports, and volunteering.
Contact Anthony F. Mancini
Contact Alfred J Hammond
Contact Matthew McLaughlin
Contact Peter Ciovacco
Contact Scott Tobey
Awards and Recognition
Barron's Top 100 Institutional Consulting Teams
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
2024-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2
Wealth Management
From Our Team
The Wealth Organizer
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Ready to start a conversation? Contact Boston North Shore Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan 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
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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.
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.
9When 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.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
1Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan 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
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan 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.
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.
9When 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.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
