Charles Weidmuller
Vice President,
Financial Advisor,
Portfolio Manager
Direct:
(203) 625-4892(203) 625-4892
My Mission Statement
Simplify your financial life through a proven process of holistic financial planning, institutional quality investment strategies, and white glove professional service.
My Story and Services
Charles Weidmuller is a Vice President, Financial Advisor, and Senior Portfolio Manager with The Thorson Ferdinand Weidmuller Group at Morgan Stanley. Drawing on deep knowledge of the capital markets, Charles brings a disciplined, research-driven approach to the team’s in-house U.S. Equity Strategy. As co-architect of the group’s customized portfolios, Charles works with a select group of executives, entrepreneurs, financial professionals, multigenerational families, and institutions across the country.
A graduate of Roger Williams University, Charles began his career on the floor of the New York Stock Exchange, working directly with institutional trading desks and executive leadership at NYSE-listed companies. That formative experience — navigating market complexity at the source — continues to inform his investment philosophy today. Since joining Morgan Stanley in 2017, Charles has completed the firm’s rigorous Portfolio Management program and now advises some of the firm’s most discerning clients across both Private Wealth Management and Institutional Middle Markets.
His work sits at the intersection of public and private markets, where he designs investment strategies that combine disciplined asset allocation with selective access to differentiated opportunities — including hedge funds, private equity, and real assets. With a focus on both risk management and return potential, Charles helps clients navigate complex challenges such as concentrated stock exposure, legacy planning, and multi-jurisdictional tax implications. At every turn, his work reflects the team’s hallmark approach: thoughtful, high-touch planning, institutional-grade precision, and a long-term commitment to families that spans generations.
Charles lives in New Canaan, Connecticut with his wife, Emily.
A graduate of Roger Williams University, Charles began his career on the floor of the New York Stock Exchange, working directly with institutional trading desks and executive leadership at NYSE-listed companies. That formative experience — navigating market complexity at the source — continues to inform his investment philosophy today. Since joining Morgan Stanley in 2017, Charles has completed the firm’s rigorous Portfolio Management program and now advises some of the firm’s most discerning clients across both Private Wealth Management and Institutional Middle Markets.
His work sits at the intersection of public and private markets, where he designs investment strategies that combine disciplined asset allocation with selective access to differentiated opportunities — including hedge funds, private equity, and real assets. With a focus on both risk management and return potential, Charles helps clients navigate complex challenges such as concentrated stock exposure, legacy planning, and multi-jurisdictional tax implications. At every turn, his work reflects the team’s hallmark approach: thoughtful, high-touch planning, institutional-grade precision, and a long-term commitment to families that spans generations.
Charles lives in New Canaan, Connecticut with his wife, Emily.
Securities Agent: MI, MO, IL, CA, NH, MA, GA, TX, NJ, ME, WI, SD, FL, WA, VT, OH, NY, CO, WV, PA, WY, VA, RI, KS, DE, CT, UT, MT, AL, OR, TN, NC, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 2163846
NMLS#: 2163846
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Shannon Daine
Phone:
(203) 625-4662(203) 625-4662
Shannon joined Morgan Stanley Wealth Management in 2021 as a Client Service Associate. After obtaining her Series 7 and Series 66 licenses, she became a Registered Client Service Associate in 2022. Prior to joining Morgan Stanley, she began her career in the financial services industry with Ameriprise Financial as a Client Services Manager.
Shannon graduated from Villanova University in 2021 with a B.A. in Political Science, as well as minors in Business and Spanish. She currently lives in Stamford, CT, and enjoys traveling and spending time with family and friends.
Shannon graduated from Villanova University in 2021 with a B.A. in Political Science, as well as minors in Business and Spanish. She currently lives in Stamford, CT, and enjoys traveling and spending time with family and friends.
Location
One Fawcett Place, 3rd
Floor
Greenwich, CT 06830
US
Direct:
(203) 625-4892(203) 625-4892
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
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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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 Charles Weidmuller today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
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.
3Alternative 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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
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.
3Alternative 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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
