
Kevin M. Manning, CFP®, CFA


Where do you want to end up? When do you want to get there? Maybe you imagine retiring young and finally taking that cycling trip through Europe. Or maybe you want to focus on growing your business for years to come.
At The Endeavor Group at Morgan Stanley, we ask every client many questions at the outset of our relationship. And for all our years in the industry, we've never heard the same set of answers twice. That's why we offer a customized, team-driven approach to wealth management––because even when you have a specific future in mind, charting the optimal course takes a wealth of knowledge, tools, and perspectives that a seasoned team can help provide. Here's what else we offer:
A LIFELONG COMMITMENT TO YOUR GOALS
Loyalty. That's the defining value of our team. We've been by our clients' sides for decades, through life's ups and downs. Likewise, most of our advisors have been with Morgan Stanley for their entire career. That kind of loyalty cuts to the core of who we are: a steady, consistent team that you can count on to always put your best interests above all else.
A MULTIGENERATIONAL APPROACH TO YOUR LEGACY
Our six-member team represents generations from Baby Boomer to Gen Z. So when we take you on as a client, we truly are making a lifelong pact––to you, to your family, and to your legacy. For generations to come, we'll be here to help protect your future, try to achieve your objectives, and perhaps make your life easier on a day-to-day basis, in any way we can.
For a second opinion about your current investments, or to talk about your goals, please call us at (978) 739-9612.
Here's what it means to have a steady hand guiding your financial journey
When there's a dip in the market that makes you nervous, you'll have an objective set of eyes to help steer you away from rash investment decisions, and maintain a long-term perspective.
When you start hearing more and more about alternative investment vehicles, you'll have someone to help you cut through the hype and decide if it's the right choice for your specific portfolio.
When you're thinking about buying a new home, a new car, or another large purchase, you'll have a sounding board to help you confirm it fits your budget.
When you're worried how your children and grandchildren will continue to grow your legacy, you'll have a resource they can talk with to help them round out their financial value system.
When you're facing life's most challenging moments––the passing of a loved one, a health crisis, or divorce––you'll have a compassionate, trusted guide to help manage all the financial repercussions, so you can focus on your own well-being.
Our guidance is backed by deep experience and elite designations. We're a highly-experienced, process-oriented team. And we're constantly refining our process to better serve you. We have earned rigorous industry designations–including 3 Certified Financial Planner® professionals, 2 CFA® Charterholders, and a Chartered Retirement Planning Counselor®. Because your unique goals and challenges require distinctive solutions and guidance.
Loyalty. Integrity. Service. While we are a highly-experienced, process-oriented team with elite industry certifications––it is our value system that sets the foundation for your future, and your legacy.




