Evan J. Patterson
Private Banker
Adithiya Singh
Senior Vice President,
Financial Advisor
Direct:
(401) 276-5980(401) 276-5980
My Mission Statement
My mission is to elevate your financial journey with experience, insight, and a distinctly personal touch-transforming your wealth into a legacy that resonates, gifts that inspire, growth that thrives, and a life lived fully on your terms.
My Story and Services
Dev Singh is Senior Vice President at Morgan Stanley, responsible for delivering holistic advice and bespoke investment solutions to high-net-worth individuals, family offices, endowments, and foundations. With over 20 years in the financial services arena, he leverages Morgan Stanley’s comprehensive platform for wealth and estate planning strategies, lending, investment strategy, and liquidity management.
Dev’s multidisciplinary background and extensive experience provide him with a distinct and well-rounded perspective, allowing him to analyze client portfolios with greater insight and offer highly tailored advice. Prior to joining Morgan Stanley, Dev served as Vice President at JPMorgan Private Bank and Senior Vice President of the Specialty Banking Group at Webster Bank. He holds a Bachelor’s Degree in Finance and an MBA with a concentration in Accounting, both from Bryant University. He holds his General Securities License Series 7, Uniform Agent State Law Exam (Series 63) and the Uniform Investment Advisor Law Exam (Series 65). He is licensed as an agent for Life, Accident and Health, and Variable Annuities in RI, MA, FL, OH, NV. NMLS# 2652165. He is fluent in English, Hindi and Bengali.
Dev resides in Rhode Island with his wife, son, and their dog, Franklin. In his free time, Dev enjoys traveling, reading, fitness, practicing marksmanship and is an automobile enthusiast.
Dev’s multidisciplinary background and extensive experience provide him with a distinct and well-rounded perspective, allowing him to analyze client portfolios with greater insight and offer highly tailored advice. Prior to joining Morgan Stanley, Dev served as Vice President at JPMorgan Private Bank and Senior Vice President of the Specialty Banking Group at Webster Bank. He holds a Bachelor’s Degree in Finance and an MBA with a concentration in Accounting, both from Bryant University. He holds his General Securities License Series 7, Uniform Agent State Law Exam (Series 63) and the Uniform Investment Advisor Law Exam (Series 65). He is licensed as an agent for Life, Accident and Health, and Variable Annuities in RI, MA, FL, OH, NV. NMLS# 2652165. He is fluent in English, Hindi and Bengali.
Dev resides in Rhode Island with his wife, son, and their dog, Franklin. In his free time, Dev enjoys traveling, reading, fitness, practicing marksmanship and is an automobile enthusiast.
Securities Agent: MS, KS, DE, CA, NJ, MI, MA, IN, DC, CT, WI, VA, UT, OH, NC, IL, WA, ID, IA, FL, TN, SD, OK, NY, KY, GA, AZ, AL, TX, MT, CO, PR, NV, NE, ND, MN, LA, HI, AR, WV, SC, RI, AK, VT, ME, WY, VI, PA, OR, NH, MO, MD, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 2652165
NMLS#: 2652165
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
10 Weybosset Street, One Financial Plaza
19th Floor
Providence, RI 02903
US
Direct:
(401) 276-5980(401) 276-5980
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
Giancarlo Pannone, CFP®
Financial Planning Director, Vice President
About Evan J. Patterson
Evan Patterson is a Private Banker serving Morgan Stanley Wealth Management offices in Rhode Island, Massachusetts and New York.
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.
Evan began his career in financial services in 1999. Prior to relocating to the Northeast, he served as a Private Banker in the Tampa Bay area. Before joining Morgan Stanley in 2010, Evan spent 10 years in high net worth lending at Merrill Lynch supporting teams in New York City, Los Angeles, and Jacksonville. He began his career as a Securities Based Lending Officer before rising within the firm, holding several other positions including Priority Loan Officer, Associate Mortgage and Credit Specialist, Consumer Finance Specialist and Banking and Liquidity specialist.
Evan is a graduate of the University of Florida, where he received a Bachelor of Science in Business Administration with concentration in Finance. He lives in East Greenwich, Rhode Island with his family. Outside of the office, Evan enjoys painting, watching cinema, reading books, and listening to vinyl records.
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.
Evan began his career in financial services in 1999. Prior to relocating to the Northeast, he served as a Private Banker in the Tampa Bay area. Before joining Morgan Stanley in 2010, Evan spent 10 years in high net worth lending at Merrill Lynch supporting teams in New York City, Los Angeles, and Jacksonville. He began his career as a Securities Based Lending Officer before rising within the firm, holding several other positions including Priority Loan Officer, Associate Mortgage and Credit Specialist, Consumer Finance Specialist and Banking and Liquidity specialist.
Evan is a graduate of the University of Florida, where he received a Bachelor of Science in Business Administration with concentration in Finance. He lives in East Greenwich, Rhode Island with his family. Outside of the office, Evan enjoys painting, watching cinema, reading books, and listening to vinyl records.
NMLS#: 800467
About Giancarlo Pannone
Giancarlo Pannone is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Rhode Island and Massachusetts. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Giancarlo began his career in financial services in 2015 and joined Morgan Stanley in 2022. Prior to his current position, he gained extensive experience in the industry as a Financial Advisor for Merrill Lynch and Raymond James.
Giancarlo graduated from Rhode Island College and holds his Certified Financial Planner® designation. Giancarlo lives in Wakefield, RI with his wife Katie. Outside of work, Giancarlo enjoys surfing, hiking, snowboarding, and the occasional DIY home project.
Giancarlo began his career in financial services in 2015 and joined Morgan Stanley in 2022. Prior to his current position, he gained extensive experience in the industry as a Financial Advisor for Merrill Lynch and Raymond James.
Giancarlo graduated from Rhode Island College and holds his Certified Financial Planner® designation. Giancarlo lives in Wakefield, RI with his wife Katie. Outside of work, Giancarlo enjoys surfing, hiking, snowboarding, and the occasional DIY home project.
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Adithiya Singh today.
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
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)
