Welcome

For us, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. It means striving to ensure they have the means to pursue what's most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies we develop on their behalf.

Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we'll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Retirement Planning3
  • 401(k) Rollovers
  • 529 Plans4
  • Asset Management5
  • Alternative Investments6
  • Exchange Traded Funds7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Financial Planning with The Endeavor Group

Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions. 

LifeView® helps us:

• Analyze your current investments, and financial situation
• Review and prioritize your goals with you, such as Retirement
• Education funding
• Major purchases and philanthropic goals
• Protect your goals
• Develop wealth transfer strategies

Click the link below to access the sample LifeView® Goal Analysis Client Profile:

      Location

      35 Village Rd
      Ste 601
      Middleton, MA 01949
      US
      Direct:
      (978) 739-9612(978) 739-9612
      Toll-Free:
      (800) 730-3326(800) 730-3326

      Meet Endeavor Group

      About Me

      Kevin graduated Cum Laude from the University of Pennsylvania with a degree in Economics and Urban Studies. Kevin is also a Cum Laude alumnus of Phillips Academy Andover where he is active in alumni affairs raising money to support Andover’s sizable financial aid and operating needs. He also supports the Red Cross as a frequent blood donor, and the Jimmy Fund as a participant in the annual Pan Mass Challenge. Kevin has also earned the CFA charter.

      As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Kevin provides all clients with individualized financial planning and wealth management services with a focus on the needs of corporate executives and individuals with concentrated stock or option holdings. Kevin believes in educating and motivating clients with respect to their money so that they may strive for their dreams. He helps clients  accomplish the things that are important in their lives, such as educating their children and grandchildren, retiring comfortably, and leaving a legacy to their loved ones.

      Education

      • University of Pennsylvania, 2001, BA Economics
      • Phillips Academy Andover, 1997
      • CFA® Charter, 2009
      • CFP®, 2005
      Securities Agent: TX, WV, WI, WA, VT, VA, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, LA, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1255336

      About Me

      Mark Zunick serves as a Financial Advisor at Morgan Stanley in Middleton , Mass . He has earned the title of Senior Vice President-Wealth Management.  His practice is focused on a select group of families and individuals of substantial means, helping clients manage their financial lives through their working years and into retirement.  Their mission is to provide families with advisory services that include, and extend beyond, investment management. This includes disciplines such as wealth transfer, asset protection, family dynamics, and philanthropy.

      A 28 year veteran of Morgan Stanley, Mark has been with the firm since graduating college. He has been here throughout the various mergers that firms have been through.

      Mark Zunick is a graduate of the University of Hartford with a B.S. in Economics.

      Mark and his wife of 23 years, Wendy, live with their two daughters and two dogs in Danvers, MA, where they are highly involved in their community, schools, sports, and charitable work.  Their interests include skiing, biking hiking, travel, and being outdoors.
      Securities Agent: WV, WI, WA, VT, VA, TX, SC, RI, PA, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative
      NMLS#: 1617755

      About Me

      Brad Roberts has been a financial advisor at Morgan Stanley for over 35 years and is a Senior Vice President. He holds the CFP® and CRPC® designation.

      As a CERTIFIED FINANCIAL PLANNER™ (CFP®), his practice focuses on high net worth individuals and families. Relevant elements of personal and financial circumstances vary from client to client. However, Brad’s objective is to identify the client needs, develop an asset allocation plan, review the plan and make changes as necessary. He takes into account the circumstances of an individual or family that may include the need for cash flow management, retirement and estate planning.

      Brad Roberts is a graduate of Tulane University with a Bachelor of Science in Management

      Brad resides in Boxford MA with his wife of 22 years and his two children. In his spare time he enjoys running, golf and tennis.
      Securities Agent: VA, TX, WV, WI, WA, VT, SC, RI, PA, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1270215

      About Me

      Since joining predecessor firm EF Hutton, I have participated in decades of changes and progress in wealth management. With my experience, and the resources of Morgan Stanley, I am able to plan a financial future for your family.

      My daily exposure to market volatility helps me explain to you market reactions. Let’s determine your goals first, and then what type of road to take to meet them. I may suggest reviewing your financial plan and investments, or preparing a new one. Whether your need is to fund retirement or college, or deliver Foreign Exchange anywhere in the world, we are ready to assist you.

      Living in coastal Marblehead Massachusetts, I enjoy sailing and fishing. An annual week long cruise to Maine with unlimited lobster and blueberries is the summer highlight. Winter weekends in the White Mountains of New Hampshire provide terrific skiing. My wife and I look forward to seeing our grandchildren learn to snowboard.

      My degree is a BA in Economics from Boston University. My passions are fishing, sailing, skiing, and southern cooking. I am actively involved in Dollars for Scholars of Marblehead, Inc., Member, FINRA Dispute Resolution Board of Arbitrators and a Past President of the New England Commodity Club.
      Securities Agent: WV, WI, WA, VT, VA, TX, SC, RI, PA, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative
      Investment and Market Perspectives

      On the Markets

      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
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      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
      You've Been Named an Executor of a Parent's Will. Now What?

      You've Been Named an Executor of a Parent's Will. Now What?

      If you’ve been named the executor of a parent’s will, you’ll find it’s a role with both emotional and administrative tasks. Here are some key guidelines.

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Boosting Participation in Your Company's 401(k) Plan

      Boosting Participation in Your Company's 401(k) Plan

      A big retirement investing tip is to start as early as possible—but convincing your younger employees to make larger deferrals is not always easy.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Ready to start a conversation? Contact Endeavor Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan 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.

      2Morgan 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.

      3Morgan 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.

      4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      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.

      6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      7An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

      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 suitable 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”) 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.


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