Chris Quintin, CRPC®
My Mission Statement
About Chris Quintin
Chris is committed to simplifying his clients’ financial lives—cutting through complexity to deliver clear, actionable guidance. He takes a consultative, relationship-driven approach, taking the time to understand each client’s unique circumstances, priorities, and aspirations. By providing thoughtful recommendations and ongoing guidance, he helps empower clients to make confident, informed financial decisions, while collaborating closely with their attorneys and accountants aiming to help ensure a coordinated, comprehensive strategy designed to help support long-term financial success. He holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning and maintains Series 7, 63, and 66 licenses, along with life, accident, and health insurance licenses.
Chris lives in Essex, Vermont, with his wife, Jeannie, and their daughter, Kate. Their oldest daughter, Ellie, is a college student in Boston. Outside the office, he enjoys Vermont’s changing seasons—golfing and running in the summer, and skiing both downhill and in the backcountry during the winter.
- Asset Management
- Business Succession PlanningFootnote1
- Cash Management and Lending ProductsFootnote2
- Estate Planning StrategiesFootnote3
- Executive Financial ServicesFootnote4
- Financial PlanningFootnote5
- Life InsuranceFootnote6
- Long-term Care InsuranceFootnote7
- Planning for Education FundingFootnote8
- Professional Portfolio ManagementFootnote9
- Retirement PlanningFootnote10
- Wealth ManagementFootnote11
- Wealth PlanningFootnote12
SETTING YOUR FOUNDATION WITH A FINANCIAL PLAN
Chris' wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life, making sure they align with your goals and wealth management plan.
The following resources below will introduce you to a few of the tools that Chris uses. Please click to learn more about topics impacting your wealth.
LifeView is a suite of planning tools that includes goal-specific analysis that Chris can use with his clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
It's important to determine how much money you may need to save for a comfortable retirement. Here are five common myths about retirement planning.
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it is vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.
Establishing a tax management strategy for your investments may help you keep more of your returns.
A wealth management tax services strategy designed to help keep more of your returns with a tax-managed investment portfolio.
Equity awards are a recognition of hard work. Leveraging an innovative analysis platform, our team provides strategy and perspective to help your leaders maximize the impact of their equity.
If your company is going through a liquidity event, some advance planning on your part may help you get the most out of your equity compensation.
LEADING A FULFILLING RETIREMENT
The retirement planning landscape is shaped by evolving economic conditions, regulatory updates, and the diverse financial needs of individuals. When preparing for a client's retirement, Chris delves into a variety of topics, including effective retirement savings plans, investment strategies tailored to different life stages, and risk management techniques to help safeguard your future.
Chris also examines the impact of current market trends and demographic shifts on retirement planning, offering insights into how these factors may influence your financial decisions. Chris' goal is to equip you with the knowledge and tools necessary to make informed choices that align with your long-term objectives.
Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy.
Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.
Insurance isn't just for supporting dependents if something happens to you. It can also be part of a long-term retirement strategy.
Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.
Smart tax planning can help you save more for retirement and keep more of what you've already saved. Consider these tax-efficient retirement planning strategies.
As retirement approaches, you'll want to have a clear understanding of what your financial needs are and if there's room for improvement.
CASH MANAGEMENT AND LENDING
Morgan Stanley helps you make the most of your cash while keeping your goals in focus. From managing liquidity to exploring lending solutions, we offer flexible strategies designed to support your evolving financial needs – whatever they may be.
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Most people borrow during the course of their lives. But it's important to be as strategic about borrowing as you are with the other areas of your financial life.
Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
High home prices and mortgage rates are putting the dream of homeownership out of reach for many would-be buyers. Learn how you can help a loved one break into a tough market.
Once you open a Morgan Stanley Brokerage Account, you can potentially grow your wealth with our competitive fixed rate Preferred Certificates of Deposit (CDs) offerings.
Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.
MODERN WEALTH TOOLS & RESOURCES
Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
This document outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
This document outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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10When 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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12Morgan 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.
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