Deirdre Dennehy Hall, CFA

At Morgan Stanley, I believe that strong relationships are built on two things – a synergy between client goals and advisor strengths, and a set of shared values. Accordingly, here are 5 principles that define my practice:

1. Nothing is more important than trust. My background is in private banking – a culture built on doing what you promise to do, having frank discussions, and always acting in our client’s best interest.
2. Your goals are the only yardstick of success. I practice goal-based, comprehensive wealth management, and provide thoughtful, strategic advice for every decision.
3. Have a plan for everything. Short-, medium- and long-term goals. Liquidity events. Life stage changes. Each can (and must) be planned for.
4. Wealth decisions and emotions don’t mix. Why do investors make poor decision? Often, the answer is simple: emotion. Emotions cause people to deviate from their plans. I provide the steady hand to help ensure that financial decisions are driven by logic, wisdom and planning.
5. Even complicated issues can be made simple. My clients lead engaged, active lives. We handle the heavy lifting, so clients enjoy sophisticated wealth management made simple.

I work with successful entrepreneurs, executives, business owners, physicians – primarily self-made people keenly interested in protecting what they’ve earned for their families and future generations. And I am committed to the highest level of personal, boutique-style service.

Deirdre has been putting her experience and analytical skills to work for clients for over 25 years. During that time, she has guided her clients through several volatile market cycles with a steady hand and thoughtful, goals-based advice.

At previous firms, Deirdre’s roles included equity and fixed income analysis, asset allocation, manager due diligence, financial planning and portfolio management. Most recently, she was a Senior Client Advisor at Boston Private Wealth, where she worked diligently to develop trusted relationships with clients and their families. She joined Morgan Stanley in 2019 to leverage the firm’s global resources and cutting-edge technology for her clients.

Deirdre earned a BS in Psychology with a minor in Chemistry from Duke University. She holds the Chartered Financial Analyst^® designation and is a member of the CFA Society of Boston.

Deirdre and her family live in the North End, where she stays active with her two young children and their activities. She serves on the board of her condominium association and also enjoys travel, playing the piano and tennis.