Bruce Addison

As a Senior Vice President at Morgan Stanley, Bruce Addison has access to Morgan Stanley’s incredible breadth of resources to help meet the complexities of today’s financial landscape. 

Bruce is committed to excellence and superior customer service. He helps families and small businesses:

• Plan for retirement (transitioning from the accumulation phase to the distribution phase)
• Help preserve their wealth
• Help take care of their heirs
• Help minimize taxes
• Deploy income strategies
• Implement a detailed financial plan

Bruce learned the benefits of self-discipline and hard work growing up as a commercial shell fisherman in Essex, Mass. He graduated from Saint John’s Preparatory School in Danvers, Mass., paying his own way through college and earning a bachelor’s degree in Business Management from the University of Massachusetts. 

Bruce believes in giving back. He has served as vice president of the Great Bay Stewards, board member of The Scituate Soccer Club, fundraising chairman for the Piscataqua Maritime Commission, and a volunteer for SIFMA Foundations Invest It Forward which provides financial education and capital markets literacy to young American schoolchildren. 

Bruce takes advantage of Morgan Stanley’s vast network of offices, spending a great deal of time seeing his New England clients at local Morgan Stanley offices. 

During his spare time, Bruce enjoys spending time with his family, hiking, skiing, paddle-boarding, kayaking and playing the saxophone.
Services Include
Securities Agent: CT, ME, OH, MD, UT, TX, CO, OR, NY, NJ, MN, AZ, WA, RI, PA, FL, WI, TN, NC, MO, NH, CA, SC, MI, MA, GA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1395610
CA Insurance License #: 1395610
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Comprehensive Financial Planning

I will work with you to develop a personalized and comprehensive Financial Plan to help achieve your financial and personal goals. When you decide to embark on the Financial Planning process, cost transparency is one of my hallmarks; you will always know upfront what your fees are - with no surprises. After the plan is completed and delivered, I actively monitor the plan's performance in an effort to make sure you are on track to achieve desired goals and adjust as those goals or circumstances change.
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    Cash Management and Accumulation
    I will work with you to help manage your investments and make the most out of what you earn. With your risk tolerance in mind, we will agree on a strategy to help you meet your cash management and/or accumulation needs.
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    Protection Strategies and Insurance
    An important part of a holistic Financial Plan is making sure you and your loved ones are prepared for and taken care of in case of an unexpected event. Together we can find an insurance plan with sufficient coverage that meets you and your loved ones needs.
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    Retirement Preparation and Planning
    With retirement being the initial goal for many Financial Plans, I will help you ensure you are prepared so that you can enjoy your years in retirement. I will take into account all of your income and other relevant financial information so that you know when you can retire, and how retirement will look for you.
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    Tax and Estate Planning Strategies
    I can work with your CPA or Attorney to help set you up for success regarding tax and estate planning. However you want your legacy to be remembered as, whether it is passing down assets to the next-generation, or giving to charity, we will work together to help achieve your goals.

Customized Services

As your Financial Advisor, I am here to deliver innovative strategies that are tailored to your specific needs and goals. I look forward to speaking with you to understand your challenges, so I may map out a strategy to help achieve your priorities and ambitions
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    Portfolio Management
    I study investment trends and leverage the global resources of the firm to help you develop a personalized investment strategy. I’ll develop a customized portfolio to help meet your requirements for growth, income, and wealth conservation within your risk constraints.
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    Retirement Income Planning
    Planning for retirement has never been easy, but in recent years, it’s become increasingly difficult. I will create a well-rounded planning approach for retirement. I’ll help you identify your personal goals, track your progress toward achieving them and work together to create a customized plan.
    6 Money Moves to Make Before Retirement
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    Education Planning
    529 Plans offer a tax-advantaged way to help save for education. Depending on the specific plan, you can choose from a range of investment strategies appropriate for your specific needs, objectives, and time frame. I provide valuable knowledge to help you incorporate an education savings plan into your overall investment strategy – while helping to minimize your tax liability and maintain your current lifestyle and long-term financial goals.
    Learn More About 529 Plans
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    Estate Planning Strategies
    Estate planning is a strategy designed to help preserve, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. It will help protect your legacy and those you care about most. As your advisor, I will work closely with you to explore factors that are relevant to existing and/or future estate structures and strategies. I will collaborate with you, your external tax and legal advisors to formulate tax and estate strategies.
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    Lending
    High Net Worth Lending can help provide the necessary funding and flexibility as you manage the diversification and expansion of your wealth. Our Lending team can suggest customized borrowing options designed to help meet your distinct needs.
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    Risk Management
    I take a holistic approach to managing your finances by identifying risk outliers and understanding the impact of market scenarios. I leverage Morgan Stanley’s Portfolio Risk Platform and the risk analytics integrated into their proprietary platform applications to leverage dynamic risk insights across thousands of risk factors. I will instantly analyze an entire portfolio, including assets held elsewhere, which helps identify and mitigate your risk.
    Learn More About The Portfolio Risk Platform

Morgan Stanley Digital Tools

Learn more about some of Morgan Stanley's digital tools and how they can help you stay organized, secure, informed, and on track to achieving your financial goals.
    Morgan Stanley Online (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    Morgan Stanley Online
    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
    Register for Morgan Stanley Online Today
    Digital Vault - (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    Digital Vault
    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
    Get Started Today
    eDelivery - (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    eDelivery
    Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
    Enroll Today
    Portfolio Risk Platform (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    Portfolio Risk Platform
    Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
    Portfolio Risk Platform
    Security Center (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    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 Center
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    Total Tax 365
    Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
    Learn More
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    Total Wealth View
    Total Wealth View provides clients with a holistic view of their assets, including those held outside Morgan Stanley. Access this feature through Morgan Stanley Online, and see all of your accounts in one centralized location.

My Services:

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    Dividend Yielding Stocks
    Dividend paying companies, in general, tend to be higher quality with stronger balance sheets than non-dividend paying companies. We identify companies that return a portion of their revenues to shareholders in the form of dividends. We are here to help you manage this and more as market conditions fluctuate.

    Disclaimer:
    Equity securities may fluctuate in response to news on companies, industries, market conditions and the general economic environment. Companies cannot assure or guarantee a certain rate of return or dividend yield; they can increase, decrease or totally eliminate their dividends without notice.
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    Fixed Income Strategies
    We help identify investment opportunities through rigorous fundamental and quantitative analysis to provide you with goals-based portfolio solutions. Additionally, we are able to offer fixed income securities guided by our Global Investment Committee's thought leadership. With this, we provided an analysis-driven process focused on identifying security, sector, duration and yield curve opportunities, and disciplined investment approach that focuses equally on return measurement and risk management.
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    Annuities
    We provide holistic advice on your assets while incorporating annuities for guaranteed retirement income.

    Life insurance, disability income insurance, annuities and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
    Role of Annuities in Retirement
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    Maximizing Social Security Benefits
    The decision of when to file for Social Security benefits
    can have a significant impact on the overall value of
    those benefits, both in terms of what you receive, and how
    it affects your retirement income risk. It is one of the
    most consequential financial decisions retirees will
    make. Maximizing the benefit, which may include
    postponing the initial claim, may help you achieve your
    other financial goals.
    Social Security Benefits: It Can Pay to Wait

Location

1 Harbour Place
Ste 125
Portsmouth, NH 03801
US
Direct:
(603) 422-8919(603) 422-8919
Toll-Free:
(800) 735-5811(800) 735-5811

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

About Christian Catricala

Christian Catricala is a Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts and Rhode Island.

Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Christian began his career in financial services in 2015, and joined Morgan Stanley in 2016 as a Rotational Analyst supporting a variety of divisions in Wealth Management. Prior to being promoted to his current role, he was an Associate Private Banker supporting Wealth Management offices in Boston, Massachusetts.

Christian is a graduate of the Merrimack College, where he received a Bachelor of Science in Accounting and Marketing. He lives in Melrose, Massachusetts with his wife. Outside of the office, Christian enjoys cooking, biking, and traveling.
NMLS#: 1773684

About Trent Blossom

Trent Blossom is a Vice President, Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Maine, New Hampshire, and Vermont. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.

Trent began his career in financial services in 2012 and joined Morgan Stanley in 2022. Prior to his current position, he served as a Wealth Advisor at a registered investment advisor in Maine and worked in a variety of roles at MFS Investment Management in Boston, MA.

Trent graduated from Bowdoin College with a degree in Economics. He completed the College for Financial Planning education program and is a CFP® practitioner. Trent earned his Certified Investment Management Analyst® designation through the Investments and Wealth InstituteTM in conjunction with the Wharton School of Finance at the University of Pennsylvania. Trent resides in Kennebunk, ME with his wife, Emily, and two sons.
Wealth Management
From My Desk

Office Directions


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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Bruce Addison today.
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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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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3When 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.

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4When 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.

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5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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6Morgan 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

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7When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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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.

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Awards Disclosures
CRC 6491812 (04/2024)