Faith M. Winslow
Financial Advisor
Phone:
(617) 748-5846(617) 748-5846
Christopher Trim
First Vice President,
Financial Advisor
Direct:
(617) 478-6556(617) 478-6556
My Mission Statement
Helping clients, businesses and their families with personalized investment counsel and financial strategies to achieve current and future goals.
About Christopher Trim
For over 29 years, I have assisted clients in achieving their long-term financial goals by working in collaboration with their tax and legal advisers to provide a comprehensive investment strategy and long term planning strategies.
Morgan Stanley since 1993
Paine Webber, 1991-1993
Bear Stearns internship, 1989 - 1991
B.S. Finance, Merrimack College, 1991
Morgan Stanley since 1993
Paine Webber, 1991-1993
Bear Stearns internship, 1989 - 1991
B.S. Finance, Merrimack College, 1991
Securities Agent: VA, NM, DC, MA, IN, AZ, SC, NH, NC, MI, ME, OR, LA, NJ, IL, GA, CT, ID, UT, NY, PA, MD, WA, VT, TX, FL, CO, OH, CA, KY, AL, RI, DE, NV, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1390867
NMLS#: 1390867
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Resources
Below is a glimpse of the myriad of onboarding and informational resources offered here at Morgan Stanley.
Morgan Stanley Online
Morgan Stanley Online 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 eAuthorization.
View Account
Intergenerational Wealth
When wealth is passed from one generation to the next, families enter a delicate transition period. It can either exacerbate divisions within a family or bring members even closer together. See what Mitzi has to say about it.
Listen Here
Total Wealth View
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.
Access Total Wealth View
Common Cents: A Kid's Guide to Money
Our Commitment to our clients span generations to help families build and protect their wealth. For resources to teach your next generation about spending and budgeting, check out the link below.
Read Here
Goals Planning System
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.
Start Planning Now
Trust & Estate Planning
You can't take it with you, but through a trust, you can define how you want your life's work and wealth to continue to benefit the people and causes you love and care for.
See if a trust is right for you
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Access Tool
Reserved Living and Giving
Save on travel, dining, holiday gifts and more with Morgan Stanley's Reserved Living and Giving Program
Discover Benefits
Tax Loss Harvesting
Under current U.S federal tax law, it's possible to offset your capital gains with capital losses you've incurred that tax year or carried over from a prior tax return.
Learn MoreWho We Work With
I have been helping people manage their wealth for decades. During that time, I have noticed that clients choose (and stay with) advisors who fit their needs.
This is but a glimpse of those I have worked with in the past.
This is but a glimpse of those I have worked with in the past.
High Net Worth Individuals
HNWIs have complex financial situations that require specialized advice and services. They also pursue philanthropic endeavors, making their tax planning intricate. An advisor can craft a tailored strategy to meet the needs of of HNW clients and guide them through complex financial landscapes.
Entrepreneurs
Starting a business brings along with it a great deal of financial risk. Provide me your vision, we'll agree on a path, and walk it together, optimizing risk and managing the complexities until we achieve it.
Purposeful Investors
Many investors are seeking ways to invest with purpose and to make an impact with their investment choices. These individuals ask for wealth management solutions that may include utilizing responsible investments that are screened for environmental, social, and governance reasons.
Retirees
Retirees have both a short-term (“Will I have enough?”) and long-term (“What can I leave?”) perspective. They require a comprehensive wealth management solution that encompasses cash flow, trust services, philanthropy and other considerations.
Multi-Generational Families
If you are concerned about ensuring that your family is prepared for the wealth they are to inherit or receive, I are here to help. I work across generations to not only streamline the transition, but also to educate and inform, to make sure your hard work is preserved.
Sudden Wealth
If you need help determining how to invest your proceeds after coming into sudden wealth, I work with business owners planning to sell, recipients of divorce settlements or inheritance, and everyone in between.
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 478-6556(617) 478-6556
Meet My Team
About Faith M. Winslow
Faith joined Morgan Stanley in 2021 as a client service associate where she is responsible for enhancing the client experience. She transferred to the Boston office to work with us in July of 2023. Her collected personality, attentiveness, and organization skills allow her to not only provide support to the team and branch but deliver exceptional client service. She is a fully registered securities professional holding the Series 7 and 66 Licenses.
Faith began her focus on financial services at Bryant University where she received her B.S in financial services with a minor in economics. She graduated with the Honors Program and Summa Cum Laude. During her spare time in college, Faith had a variety of client service roles in various industries including financial services, real estate, retail, and education services. These positions revealed her passion for helping people, especially in the financial services industry.
Faith grew up in Maine, and now lives in Boston, Massachusetts with some close friends. She enjoys spending time outside, playing the piano, traveling and seeing family and friends.
Faith began her focus on financial services at Bryant University where she received her B.S in financial services with a minor in economics. She graduated with the Honors Program and Summa Cum Laude. During her spare time in college, Faith had a variety of client service roles in various industries including financial services, real estate, retail, and education services. These positions revealed her passion for helping people, especially in the financial services industry.
Faith grew up in Maine, and now lives in Boston, Massachusetts with some close friends. She enjoys spending time outside, playing the piano, traveling and seeing family and friends.
Securities Agent: IL, AR, MA, KY, CO, DC, OR, MD, FL, IN, CA, SC, NJ, DE, AZ, UT, NH, MI, WI, WA, VT, VA, PR, PA, NV, NC, LA, HI, AL, NY, ME, GA, NM, OH, ID, CT, TX, TN, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 2826796
NMLS#: 2826796
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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 Christopher Trim today.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Morgan 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Morgan 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.
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)
