Kevin M. Manning, CFP®, CFA
Senior Vice President, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director
Phone:
(978) 739-9612(978) 739-9612
Endeavor Group at Morgan Stanley
Direct:
(978) 739-9612(978) 739-9612
Toll-Free:
(800) 730-3326(800) 730-3326
Industry Award WinnerOur Mission Statement
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.
Welcome
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.
A Steady Hand - 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.
Services Include
- Financial PlanningFootnote1
- Professional Portfolio ManagementFootnote2
- Retirement PlanningFootnote3
- Executive Financial ServicesFootnote4
- Stock Option PlansFootnote5
- Estate Planning StrategiesFootnote6
- Planning for Education FundingFootnote7
- Philanthropic ManagementFootnote8
- Donor Advised Funds
- Cash Management and Lending ProductsFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our team deploys a wide range of strategies to help clients achieve their goals. We understand that as your life stage changes, so do your goals and our platform is designed to help you develop a strategy to address your changing needs.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
Total Tax 365
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.
Learn More
Donor Advised Funds (DAF)
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).
MS GIFT
Solutions for Executives
To help meet your needs as a corporate executive or as a holder of a concentrated position, we offer
customized solutions executing on diversification strategies tailored to your specific risk management, investment, and liquidity objectives.
Learn Morecustomized solutions executing on diversification strategies tailored to your specific risk management, investment, and liquidity objectives.
Income & Estate Planning
We guide clients with legacy planning needs, and work collaboratively with our client's external tax & legal advisors to execute estate planning strategies and integrated investment solutions.
Learn MoreA Hands-On, Consultative Approach
Managing finances can feel overwhelming, but a financial plan offers clarity. It helps align daily decisions with long-term goals and provides guidance during uncertain times, like market shifts and career changes. Planning is not just for the wealthy. It's a way to organize your resources around what matters most and adjust as life evolves.
We follow a goals-based investment process, starting with a two-meeting introduction. Both meetings are offered at no cost to you.
Our process
Step 1: Initial meeting
We begin with a conversation about your life goals, financial priorities, and available resources. This meeting also provides an opportunity to ask questions and learn more about our team. No recommendations are made during this meeting.
Step 2: Follow-up Meeting
After a detailed review of the information shared, we deliver a summary of our analysis along with recommendations. We also provide an overview of any fees involved if you choose to move forward with our services.
Step 3: Next steps
You decide whether the process and recommendations meet your expectations. There is no pressure to continue.
Step 4: Ongoing Planning
If you choose to move forward, we offer continued support, including regular progress reviews and plan updates as circumstances change.
Location
35 Village Road
Suite 601
Middleton, MA 01949
US
Direct:
(978) 739-9612(978) 739-9612
Toll-Free:
(800) 730-3326(800) 730-3326
Fax:
(978) 710-0850(978) 710-0850
Meet Endeavor Group
Bradley A Roberts, CFP®, CRPC®
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(978) 739-9620(978) 739-9620
Connor J. Kee, CFA, CFP®
First Vice President, Wealth Management, Financial Advisor, Portfolio Manager
Phone:
(978) 739-9678(978) 739-9678
Ian Finch
Financial Advisor, Portfolio Manager, Financial Planning Specialist
Phone:
(978) 739-3963(978) 739-3963
Adrienne B. Tubridy
Vice President, Wealth Management Associate
Phone:
(978) 739-3951(978) 739-3951
Tyler W. Thomas
Portfolio Associate
Phone:
(978) 739-3903(978) 739-3903
About Kevin M. Manning
Kevin Manning is a Senior Vice President, Financial Advisor, Family Wealth Director and Portfolio Management Director with The Endeavor Group at Morgan Stanley. With over 20 years of industry experience, he equips his clients with the financial knowledge and resources needed to help them reach their long-term goals.
After graduating Cum Laude from the University of Pennsylvania with a degree in Economics, Kevin entered the financial industry in 2001 with Morgan Stanley and has remained with the firm ever since. Throughout his career in wealth management, he has consistently strived to provide his clients with more –– whether that be a more robust array of resources, deeper market insights, or smarter technology. It is with that same motivation that he worked to earn his Certified Financial Planner® and his Chartered Financial Analyst® designations.
With The Endeavor Group, Kevin focuses on helping clients articulate personalized financial plans built around their specific goals and needs. He believes that your retirement, your family dynamics, and your vision for future are all going to look a little different––or maybe a lot different––than the next person’s; and because of that, so should your financial plan. If your financial plan truly, comprehensively reflects your individuality, it can be an invaluable resource to help you realize the future you envision. At the end of the day, Kevin’s sole mission is to help you and your family achieve your goals. Doing that takes a process-drive approach. It takes an intensive discovery. Comprehensive planning. Careful foresight. A stable, long-term perspective. But most of all it takes commitment –– a lifelong dedication reconfirmed each and every day. That’s what Kevin and his team provide.
Outside the office, Kevin lives in Boston with his wife and two young daughters. An avid hiker and father, he has summitted all 48 of New Hampshire’s 4,000+ ft mountains, and he is excited to hike them all over again as his kids get older. In his free time, he also enjoys road cycling and mountain biking, a passion that has brought him to Moab, UT, Bend, OR, Sedona, AZ, and even the Scottish Highlands. Combining his love of cycling with his commitment to giving back, Kevin has participated since 2005 in the annual Pan Mass Challenge, a 2-day bike-a-thon in support of Dana-Farber Cancer Institute. Previously, he has served on the alumni council and as a class agent for Philips Academy Andover / The Andover Fund.
After graduating Cum Laude from the University of Pennsylvania with a degree in Economics, Kevin entered the financial industry in 2001 with Morgan Stanley and has remained with the firm ever since. Throughout his career in wealth management, he has consistently strived to provide his clients with more –– whether that be a more robust array of resources, deeper market insights, or smarter technology. It is with that same motivation that he worked to earn his Certified Financial Planner® and his Chartered Financial Analyst® designations.
With The Endeavor Group, Kevin focuses on helping clients articulate personalized financial plans built around their specific goals and needs. He believes that your retirement, your family dynamics, and your vision for future are all going to look a little different––or maybe a lot different––than the next person’s; and because of that, so should your financial plan. If your financial plan truly, comprehensively reflects your individuality, it can be an invaluable resource to help you realize the future you envision. At the end of the day, Kevin’s sole mission is to help you and your family achieve your goals. Doing that takes a process-drive approach. It takes an intensive discovery. Comprehensive planning. Careful foresight. A stable, long-term perspective. But most of all it takes commitment –– a lifelong dedication reconfirmed each and every day. That’s what Kevin and his team provide.
Outside the office, Kevin lives in Boston with his wife and two young daughters. An avid hiker and father, he has summitted all 48 of New Hampshire’s 4,000+ ft mountains, and he is excited to hike them all over again as his kids get older. In his free time, he also enjoys road cycling and mountain biking, a passion that has brought him to Moab, UT, Bend, OR, Sedona, AZ, and even the Scottish Highlands. Combining his love of cycling with his commitment to giving back, Kevin has participated since 2005 in the annual Pan Mass Challenge, a 2-day bike-a-thon in support of Dana-Farber Cancer Institute. Previously, he has served on the alumni council and as a class agent for Philips Academy Andover / The Andover Fund.
Securities Agent: VA, SC, RI, NV, AL, TN, OR, NM, ID, IA, VT, CT, TX, NY, MA, NH, NC, GA, FL, WA, OH, LA, IL, DE, CO, WI, PA, ME, KS, NJ, MI, MD, HI, CA, AZ, DC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255336
CA Insurance License #: 0G66251
NMLS#: 1255336
CA Insurance License #: 0G66251
About Bradley A Roberts
Bradley Roberts is a Senior Vice President, Financial Advisor, and Portfolio Management Director with The Endeavor Group at Morgan Stanley. Whether for individuals, families, or business owners, Brad has spent his entire career empowering his clients with investment insight and comprehensive guidance to help protect and grow their wealth.
A graduate of Tulane University with a bachelor’s degree in Management, Brad began his career with State Street Bank and Trust Company in 1981. After a brief stint with Savin Corporation, he transitioned to wealth management in 1983, joining Morgan Stanley’s predecessor Dean Witter. Having remained with the firm ever since, his career has been defined by commitment –– first and foremost to his clients and their families.
As part of that commitment, Brad has worked to earn his Certified Financial Planner® and Chartered Retirement Planning Counselor® designations –– both of which round out his deep experience with the leading insight, holistic skillset, and unwavering integrity to help his clients overcome whatever obstacles they may face throughout the course of their lives. As a member of The Endeavor Group, Brad provides a wide-range of support for his clients covering everything from financial planning and asset allocation to estate planning, retirement income planning, and more. Over the years, he’s guided his clients through all kinds of markets –– bull, bear, and everything in between. In short, he knows what it means to execute a long-term plan for success, and he strives to help his clients do just that across two and even three generations.
Outside the office, Brad lives in Gloucester, MA with his wife of 25 years, Martha. Together they have two adult children, William and Emma. In his free time, Brad enjoys staying active with a few sets of tennis or a round of golf. And when it rains, he appreciates the opportunity to catch up on his reading list, which always seems to be getting longer.
A graduate of Tulane University with a bachelor’s degree in Management, Brad began his career with State Street Bank and Trust Company in 1981. After a brief stint with Savin Corporation, he transitioned to wealth management in 1983, joining Morgan Stanley’s predecessor Dean Witter. Having remained with the firm ever since, his career has been defined by commitment –– first and foremost to his clients and their families.
As part of that commitment, Brad has worked to earn his Certified Financial Planner® and Chartered Retirement Planning Counselor® designations –– both of which round out his deep experience with the leading insight, holistic skillset, and unwavering integrity to help his clients overcome whatever obstacles they may face throughout the course of their lives. As a member of The Endeavor Group, Brad provides a wide-range of support for his clients covering everything from financial planning and asset allocation to estate planning, retirement income planning, and more. Over the years, he’s guided his clients through all kinds of markets –– bull, bear, and everything in between. In short, he knows what it means to execute a long-term plan for success, and he strives to help his clients do just that across two and even three generations.
Outside the office, Brad lives in Gloucester, MA with his wife of 25 years, Martha. Together they have two adult children, William and Emma. In his free time, Brad enjoys staying active with a few sets of tennis or a round of golf. And when it rains, he appreciates the opportunity to catch up on his reading list, which always seems to be getting longer.
Securities Agent: MI, MD, ID, CT, CO, OR, ME, IL, NY, MA, DE, VT, SC, PA, NJ, NH, CA, NC, LA, KS, FL, OH, NV, GA, DC, RI, WA, VA, TX, TN, AZ, AL, WI, HI, IA, NM; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1270215
CA Insurance License #: 0G98118
NMLS#: 1270215
CA Insurance License #: 0G98118
About Connor J. Kee
Connor Kee is a Vice President, Financial Advisor, Portfolio Manager and Financial Planning Specialist with The Endeavor Group at Morgan Stanley. Taking a goal-driven approach, Connor works with a wide array of clients to translate their life goals and circumstances into one comprehensive financial plan. It is with that same motivation that he worked to earn his Chartered Financial Analyst and Certified Financial Planner designations.
A University of Rhode Island graduate with a bachelor’s degree in Business Administration, Connor joined Morgan Stanley as a Wealth Advisor Associate in 2019. In that role, he partnered with elite advisors throughout New England, enhancing their financial planning process and leveraging Morgan Stanley’s vast array of resources on their clients’ behalf. This experience would also prove immensely valuable to Connor. Not only did it allow him the opportunity to work on hundreds, if not thousands, of financial plans, he was also able to glean insight on many diverse approaches to wealth management, developing his own along the way.
Connor continues his focus on crafting personalized financial plans for the team’s clients. For him, a good plan is one that is specific to your objectives, accounts for all aspects of your financial life, and identifies proactively potential challenges that may arise down the road. Complementing his own experience with Morgan Stanley’s powerful technologies and world-class resources –– Connor’s thorough process often leads him to discern needs his clients did not even know they had, and to recognize opportunities that can help them reach their goals more quickly. And with the vast majority of his career yet ahead of him, Connor is excited to help the team’s clients continue to build their legacy for generations to come.
Outside the office, Connor lives in Salem, MA. In his free time, he enjoys playing hockey, volunteering as a youth hockey coach, and spending time with family and friends –– whether it’s a day at the beach, an afternoon on rink, or a night out exploring all the great culinary, cultural, and sports offerings Boston has to offer.
A University of Rhode Island graduate with a bachelor’s degree in Business Administration, Connor joined Morgan Stanley as a Wealth Advisor Associate in 2019. In that role, he partnered with elite advisors throughout New England, enhancing their financial planning process and leveraging Morgan Stanley’s vast array of resources on their clients’ behalf. This experience would also prove immensely valuable to Connor. Not only did it allow him the opportunity to work on hundreds, if not thousands, of financial plans, he was also able to glean insight on many diverse approaches to wealth management, developing his own along the way.
Connor continues his focus on crafting personalized financial plans for the team’s clients. For him, a good plan is one that is specific to your objectives, accounts for all aspects of your financial life, and identifies proactively potential challenges that may arise down the road. Complementing his own experience with Morgan Stanley’s powerful technologies and world-class resources –– Connor’s thorough process often leads him to discern needs his clients did not even know they had, and to recognize opportunities that can help them reach their goals more quickly. And with the vast majority of his career yet ahead of him, Connor is excited to help the team’s clients continue to build their legacy for generations to come.
Outside the office, Connor lives in Salem, MA. In his free time, he enjoys playing hockey, volunteering as a youth hockey coach, and spending time with family and friends –– whether it’s a day at the beach, an afternoon on rink, or a night out exploring all the great culinary, cultural, and sports offerings Boston has to offer.
Securities Agent: CO, HI, SC, NH, IA, AZ, TX, NV, NM, MI, CA, WI, VA, TN, RI, ME, NC, FL, DC, CT, IL, ID, WA, GA, NY, NJ, MA, LA, AL, VT, PA, OR, OH, MD, KS, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 2274462
CA Insurance License #: 4213452
NMLS#: 2274462
CA Insurance License #: 4213452
About Ian Finch
Ian Finch is a Financial Advisor with The Endeavor Group at Morgan Stanley, where he helps simplify his clients’ complex financial lives through a comprehensive, individualized approach. He leverages Morgan Stanley’s extensive resources to provide corporate executives, founders, business owners, and investment professionals with customized investment and planning strategies tailored to their specific needs.
Ian aligns each strategy with his clients’ goals, guiding them through key milestones such as liquidity events, exit planning, managing equity compensation through diversification strategies, and tax‑efficient wealth transfer.
In his work with executives, Ian helps them navigate the often emotional process of developing a strategy to maximize employer-provided equity compensation. For business owners, he supports succession planning by crafting an exit strategy that reflects their broader financial plans and personal goals—whether that means selling the business or passing it down to the next generation. Ian also works with venture capitalists to help minimize the tax impact of their investments, giving them more time to focus on discovering the next start-up opportunity.
After beginning his career in banking, he transitioned to wealth management, a move that allows him to apply his strong relationship-building skills in one-to-one client relationships. Today, he values the opportunity to cultivate deep, long -term relationships with the individuals and families he serves.
Before joining Morgan Stanley, Ian spent eight years in wealth management and banking at J.P. Morgan, guiding executives through all stages of the business cycle—from early stage to maturation and exit.
Originally from Syracuse, New York, Ian now lives in Boston. Outside of the office, he enjoys staying active through hiking in the White Mountains and the Adirondacks, golfing, traveling, and spending time with his fiancé, family, and friends.
Ian aligns each strategy with his clients’ goals, guiding them through key milestones such as liquidity events, exit planning, managing equity compensation through diversification strategies, and tax‑efficient wealth transfer.
In his work with executives, Ian helps them navigate the often emotional process of developing a strategy to maximize employer-provided equity compensation. For business owners, he supports succession planning by crafting an exit strategy that reflects their broader financial plans and personal goals—whether that means selling the business or passing it down to the next generation. Ian also works with venture capitalists to help minimize the tax impact of their investments, giving them more time to focus on discovering the next start-up opportunity.
After beginning his career in banking, he transitioned to wealth management, a move that allows him to apply his strong relationship-building skills in one-to-one client relationships. Today, he values the opportunity to cultivate deep, long -term relationships with the individuals and families he serves.
Before joining Morgan Stanley, Ian spent eight years in wealth management and banking at J.P. Morgan, guiding executives through all stages of the business cycle—from early stage to maturation and exit.
Originally from Syracuse, New York, Ian now lives in Boston. Outside of the office, he enjoys staying active through hiking in the White Mountains and the Adirondacks, golfing, traveling, and spending time with his fiancé, family, and friends.
Securities Agent: ID, FL, DE, VA, NY, MD, NM, KY, VT, TX, OR, ME, KS, IN, DC, TN, SC, PA, OH, CT, CA, WA, NV, NH, IA, NJ, LA, IL, AL, RI, NC, MI, GA, WI, SD, HI, CO, AZ, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1812528
NMLS#: 1812528
About Adrienne B. Tubridy
Adrienne Tubridy is a Vice President and Wealth Management Associate with The Endeavor Group at Morgan Stanley. With decades of experience, Adrienne supports clients with a wealth of knowledge and resources to help keep their financial life as seamless as possible.
After receiving a bachelor’s degree from The State University of New York at Geneseo, Adrienne began her career in finance on the institutional side with Kidder Peabody and Barclay’s Bank. She joined the institutional trading desk at Alex. Brown & Sons in 1988 before transitioning to wealth management in 1990. While the firm itself changed hands several times, from Bankers Trust, to Deutsche Bank, then finally to Raymond James, Adrienne rose to become a Director and Branch Administrative Manager. In this role, she had to wear many hats at once, assisting clients and colleagues in many different capacities.
In 2018, Adrienne came on board with Morgan Stanley, where she continues to provide dynamic, client-focused support covering a wide range of needs. With The Endeavor Group, she oversees the daily business operations with a special focus on the client experience. Having worked in the industry for many years, she is able to deliver the kind of comprehensive support and guidance only possible with deep experience. Rarely does she encounter a challenge she has not help solve already, and she remains committed to helping clients find solutions for years to come.
Outside the office, Adrienne lives in Marblehead, MA with her husband Steve of over 35 years and their twin boys. She is active in her community and serves as a mentor for the Leadership Academy Program at Girls, Inc. in Lynn, MA.
After receiving a bachelor’s degree from The State University of New York at Geneseo, Adrienne began her career in finance on the institutional side with Kidder Peabody and Barclay’s Bank. She joined the institutional trading desk at Alex. Brown & Sons in 1988 before transitioning to wealth management in 1990. While the firm itself changed hands several times, from Bankers Trust, to Deutsche Bank, then finally to Raymond James, Adrienne rose to become a Director and Branch Administrative Manager. In this role, she had to wear many hats at once, assisting clients and colleagues in many different capacities.
In 2018, Adrienne came on board with Morgan Stanley, where she continues to provide dynamic, client-focused support covering a wide range of needs. With The Endeavor Group, she oversees the daily business operations with a special focus on the client experience. Having worked in the industry for many years, she is able to deliver the kind of comprehensive support and guidance only possible with deep experience. Rarely does she encounter a challenge she has not help solve already, and she remains committed to helping clients find solutions for years to come.
Outside the office, Adrienne lives in Marblehead, MA with her husband Steve of over 35 years and their twin boys. She is active in her community and serves as a mentor for the Leadership Academy Program at Girls, Inc. in Lynn, MA.
About Tyler W. Thomas
Tyler Thomas is a Portfolio Associate with The Endeavor Group at Morgan Stanley. With diligence and dedication, Tyler is committed to helping clients reach their financial goals and simplify their financial lives on an everyday basis.
A graduate of Bridgewater State University, Tyler earned a bachelor’s degree in Management with a concentration in Accounting and Finance. He first entered the financial industry in 2018 as a Licensed Banker at Citizens Bank. In 2021, he joined Morgan Stanley, seeking to help clients manage their financial lives on a comprehensive level. He holds a Series 6, 7, 63, and 65 licenses.
With The Endeavor Group, Tyler provides the kind of proactive and thoughtful client service experience expected of an elite wealth management team. Whether he’s onboarding new clients, helping them troubleshoot the online interface, or providing necessary documents –– he prides himself on his careful attention to detail and his intense dedication to clients’ needs and goals. Each and every day, he strives to go above and beyond to help find solutions in any way he can.
Outside the office, Tyler lives in Salem, MA. An avid golfer, he also enjoys hiking the many trails in the area, and of course spending time with friends and family.
A graduate of Bridgewater State University, Tyler earned a bachelor’s degree in Management with a concentration in Accounting and Finance. He first entered the financial industry in 2018 as a Licensed Banker at Citizens Bank. In 2021, he joined Morgan Stanley, seeking to help clients manage their financial lives on a comprehensive level. He holds a Series 6, 7, 63, and 65 licenses.
With The Endeavor Group, Tyler provides the kind of proactive and thoughtful client service experience expected of an elite wealth management team. Whether he’s onboarding new clients, helping them troubleshoot the online interface, or providing necessary documents –– he prides himself on his careful attention to detail and his intense dedication to clients’ needs and goals. Each and every day, he strives to go above and beyond to help find solutions in any way he can.
Outside the office, Tyler lives in Salem, MA. An avid golfer, he also enjoys hiking the many trails in the area, and of course spending time with friends and family.
Contact Kevin M. Manning
Contact Bradley A Roberts
Contact Connor J. Kee
Contact Ian Finch
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2025-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
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
529 Plans: A Powerful Tool to Save for Education
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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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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 Endeavor Group today.
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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5Morgan 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.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
7When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When 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.
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.
5Morgan 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.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
7When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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)
