Elizabeth Desautel, CFP®
My Mission Statement
My Story and Services
Prior to joining Morgan Stanley, Liz worked in the Boston market as a both a Private Banker and Senior Portfolio Manager, advising high net worth clients and multigenerational families on comprehensive wealth strategies. In these roles, she guided clients through disciplined portfolio construction, addressed complex lending and liquidity needs, and
worked closely with investment, trust and tax planning specialists to deliver cohesive values-aligned financial guidance.
Liz received her B.S. degree in Finance from the University of Rhode Island and went on to receive her Masters in Business Administration while serving as a Teaching Assistant. Liz is a Certified Financial Planner CFP and is insurance licensed in RI, MA, and SC.
Liz is a Board Member and Finance Committee Chair for Amenity Aid, Rhode Island’s only hygiene hub. She also serves on the Finance Advisory Council for the University of Rhode Island College of Business. She is active in her community, serving as a volunteer gardener for town of North Smithfield’s community garden. Liz also co-leads the Youth
ministry group at her local parish, St. John the Evangelist.
In her free time, Liz loves spending time outdoors with her family - whether kayaking, boating or gardening. She cherishes her role as a stepmother to Jakob and enjoys life with her husband Matthew, and their daughter Dakota.
PLANNING FOR YOUR FUTURE
Financial planning starts with you and your life goals. I take a holistic approach—considering the full picture of your finances—to help align your resources with your short-term and long-term objectives and create a plan tailored to your needs.
I understand that your priorities can change over time, and your plan may need to evolve as your life and circumstances change. Please review the resources below, and feel free to reach out to schedule a conversation about your financial plan.
The Certified Financial Planner® designation is awarded to candidates who completed rigorous coursework, met the experience requirement, and have passed the challenging CFP® exam. CFP® Professionals must complete ongoing continuing education requirements and are held to strict ethical standards to ensure financial planning recommendations are in the best interest of their clients.
A well-structured financial plan provides a roadmap for achieving financial goals and ensures long-term financial security. Learn more about the importance of financial planning below.
The Tax Day deadline is on April 15th. Below you will find more information on the 2026 Income Tax Tables, Tax Form Mailing Dates, effective tax strategies, and much more.
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
As you progress through life, key events such as births, deaths, and marriages, along with changing personal relationships, can impact your choices regarding who will handle important medical and financial decisions on your behalf in the future. These events also influence how you wish your wealth and assets to be distributed after your passing. For further insights into estate planning, please review our resources below.
It can be risky when just one or a few stocks make up an outsized portion of an investor's overall portfolio value. Learn more about tax smart strategies to tackle concentrated equity positions.
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
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.
CLIENT EVENTS
Financial freedom begins with a strong foundation of knowledge. I believe helping my clients stay informed is a core responsibility of my practice. Below you will find events, both in person and online, that may be relevant to your financial situation. If you would like to discuss any of these events, please reach out to me.
Join us for an in-depth discussion on professional development, where industry leaders share their career journeys, pivotal moments, and the mentors who influenced their growth. This session will explore the values such as purpose, adaptability, and integrity that have shaped their approach to leadership, and examine how these principles support success in a continually evolving industry. You'll also gain practical insights on articulating your unique value through an effective elevator pitch, equipping you with strategies to advance your career with confidence and clarity.
Monday, April 6, 2026
4:00 p.m. – 5:00 p.m. ET
View the videos from our previous sessions in 2025.
The 5th Annual Women's Day Manufacturing Workshop returns in celebration of Women's Day and in recognition of the women driving innovation, leadership, and growth across Massachusetts manufacturing. This year's event will be hosted by Glass Lab, a woman-owned company known for blending advanced manufacturing, science, and design to create custom glass solutions for industries ranging from life sciences to architecture and technology. Join us for a relaxed late afternoon focused on connection, learning, and shared experience. Attendees will have the opportunity to tour Glass Lab's unique facility and gain insight into how modern manufacturing, creativity, and precision come together in their work. The program will also include interactive group activities and a panel discussion featuring women with diverse perspectives and career paths within manufacturing. The workshop will conclude with dedicated networking time, offering space to build relationships, exchange ideas, and celebrate the collective impact of women in the industry. Whether you're early in your career or a seasoned professional, this event is designed to inspire conversation, foster community, and highlight the many ways women continue to shape the future of manufacturing in Massachusetts.
Date: March 24, 2026
Time: 3:00 pm - 6:00 pm
A cocktail-style celebration where bark meets boogie, featuring craft cocktails, delicious fare, live music, dancing, and meaningful, spirited ways to support animals in need. Join us on Saturday, April 11, 2026, in the elegant Grand Ballroom at the Newport Marriott Hotel & Spa for an unforgettable evening where compassion meets celebration. Blending speakeasy flair with dance-floor joy, The Bark & Boogie brings fresh energy to a beloved tradition — raising lifesaving funds for animals in our care and the families who love them. Expect a room full of fellow animal lovers, community leaders, and yes — plenty of cool cats ready to dance for a cause.
Joyful. Purposeful. All for the animals.
Date: Saturday, April 11, 2026
Time: 6:00 – 9:30 PM
Location: The Grand Ballroom – Newport Marriott Hotel 25 America's Cup Avenue Newport, RI 02840
MORGAN STANLEY'S TOOLS AND RESOURCES
Morgan Stanley offers a comprehensive suite of digital tools designed to enhance your wealth management experience. Below are digital tools intended to help you maintain a complete view of your finances, along with Reserved Living & Giving offers that provide unique benefits and opportunities.
I believe financial education can lead to better insights into your investment strategy and discipline, and ultimately, better long-term decisions. As a result, I am committed to providing you with timely, relevant information to help you manage your wealth more effectively in today's global markets. I've included Morgan Stanley research below as a resource for you.
Register or login to Morgan Stanley Online to access your account, manage your finances, and discover the wealth of tools for budgeting, bill pay, and more. The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App Store℠ and Android™ on Google Play™. Standard messaging and data rates from your provider may apply.
View your complete financial profile with Total Wealth View. When you link your external accounts, you can benefit from a more educated and holistic vision in terms of wealth planning, conveniently connecting your information.
Morgan Stanley's Portfolio Risk Platform can help you get a better idea of the risks you may face, as well as how to mitigate them.
The Morgan Stanley difference is emphasized when it comes to the plethora of resources that we provide our clients. Click on the link below to learn more about our firm, our values, and our services.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program goes beyond traditional wealth management services and provides access to one-of-a-kind experiences, discounts on premium brands, and much more. Click the link below to learn more, enroll and enjoy.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Short, thoughtful takes on recent events in the markets, every weekday from a variety of perspectives within Morgan Stanley.
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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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.
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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.
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