Phone:
(860) 275-0715(860) 275-0715
Farmington Valley Group at Morgan Stanley
Direct:
(860) 331-0971(860) 331-0971
Direct:
(617) 478-6435(617) 478-6435
Our Mission Statement
The fine art of helping people
Our Story and Services
Financial planning is at the center of The Farmington Valley Group, but it involves far more than handing you a document with recommendations on how to help achieve your financial objectives. We work with our clients as advisors to provide a hands on experience that aims to better connect individuals with their finances, improve levels of understanding, and ultimately their comfortability with achieving their objectives; whether it be sustaining retirement, the purchase of a home, or sale of a business, evaluating insurance policies, or providing in-depth estate planning strategies.
Your financial success is our team’s first priority. We look forward to combining our experience and skills to help you address the challenges and complexities of wealth so that you can accomplish things in life that are essential to you.
We know how hard you have worked to accumulate your wealth, and we are committed to working together to keep your goals in focus.
Your financial success is our team’s first priority. We look forward to combining our experience and skills to help you address the challenges and complexities of wealth so that you can accomplish things in life that are essential to you.
We know how hard you have worked to accumulate your wealth, and we are committed to working together to keep your goals in focus.
Services Include
- Executive Financial ServicesFootnote1
- Estate Planning StrategiesFootnote2
- Financial PlanningFootnote3
- Asset Management
- Qualified Retirement PlansFootnote4
- Alternative InvestmentsFootnote5
- AnnuitiesFootnote6
- Life InsuranceFootnote7
- Long Term Care InsuranceFootnote8
- Planning for Education FundingFootnote9
- Cash Management and Lending ProductsFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
225 Asylum Street
14th Floor
Hartford, CT 06103
US
Direct:
(860) 331-0971(860) 331-0971
28 State Street
26th Floor
Boston, MA 02109
US
Direct:
(617) 478-6435(617) 478-6435
Meet Farmington Valley Group
Phone:
(617) 478-6435(617) 478-6435
Michael Fenn
Registered Client Service Associate
Phone:
(860) 275-0787(860) 275-0787
About Barbara Ludlow Taussig
Vice President-Wealth Management
Financial Advisor
Barbara’s financial services career spans more than 38 years. It couldn’t have begun at a worse time – a recessionary period in the 1980s – but Barbara soon realized that clients were more willing to seek advice in difficult market environments. What’s more, she has retained many of these clients over the years and now advises their children and grandchildren.
Born and raised in Port Huron, Michigan, Barbara graduated Michigan State University with a BA in Political Science and a desire to enter the telecommunications industry. She interned at CBS and later worked at WTIC in Hartford but found that her true passion was helping people. Her telecommunications background, however, has proven invaluable in enhancing her ability to understand and navigate current events that influence financial markets and the machinations of companies seeking to grow their market share in a global economy.
Throughout her eleven years at Kidder Peabody and more than two decades at Morgan Stanley and its predecessor firms,
Barbara gives back to her community through her involvement in numerous non profit organizations in New England , including the Village for Children and Families and Farmington Land Trust, Stanley Whitman Museum. She and her husband reside in Farmington, Connecticut and enjoy supporting and investment in historic preservation activities in Farmington.
Financial Advisor
Barbara’s financial services career spans more than 38 years. It couldn’t have begun at a worse time – a recessionary period in the 1980s – but Barbara soon realized that clients were more willing to seek advice in difficult market environments. What’s more, she has retained many of these clients over the years and now advises their children and grandchildren.
Born and raised in Port Huron, Michigan, Barbara graduated Michigan State University with a BA in Political Science and a desire to enter the telecommunications industry. She interned at CBS and later worked at WTIC in Hartford but found that her true passion was helping people. Her telecommunications background, however, has proven invaluable in enhancing her ability to understand and navigate current events that influence financial markets and the machinations of companies seeking to grow their market share in a global economy.
Throughout her eleven years at Kidder Peabody and more than two decades at Morgan Stanley and its predecessor firms,
Barbara gives back to her community through her involvement in numerous non profit organizations in New England , including the Village for Children and Families and Farmington Land Trust, Stanley Whitman Museum. She and her husband reside in Farmington, Connecticut and enjoy supporting and investment in historic preservation activities in Farmington.
Securities Agent: MI, FL, PA, DE, MN, IL, DC, CA, TN, MA, VT, NY, NJ, NH, MD, WA, GA, CT, VA, RI, OH, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 119121
NMLS#: 119121
About Matthew Taussig
Matthew Taussig has been fully licensed and working in the financial services industry since 2015. Prior to joining the Morgan Stanley as a financial advisor & estate planner, Matthew worked at Virtus Investment Partners where he was on the mutual fund & separately managed account sales desk. In this role, he regularly worked with financial advisors, bankers and other financial investment professionals. His professional area of expertise provided evaluation and differentiation among investment strategies, underlying risk exposures and competitive advantages.
Matthew has a B.A. from George Mason University in Government Policy and International Relations.
It is Matthew’s mission to design efficient multi-generational portfolios & estate plans for his clients which utilize his training in current and ever shifting public policy. He strives to put into perspective current geo-political risks and whether or not they are just “noise” or could affect his clients’ long term planning objectives. His prior professional experience at Virtus gives him the ability to evaluate a multiverse of 21st century investment options in order to best align the investment risk/return objectives for his clients and actively manage efficient personalized investment portfolios.
Matthew resides in the East Boston area and his primary Morgan Stanley office is in the financial district. In his free time, Matthew enjoys hiking, golf, tennis and volunteering with health focused charities .
Matthew has a B.A. from George Mason University in Government Policy and International Relations.
It is Matthew’s mission to design efficient multi-generational portfolios & estate plans for his clients which utilize his training in current and ever shifting public policy. He strives to put into perspective current geo-political risks and whether or not they are just “noise” or could affect his clients’ long term planning objectives. His prior professional experience at Virtus gives him the ability to evaluate a multiverse of 21st century investment options in order to best align the investment risk/return objectives for his clients and actively manage efficient personalized investment portfolios.
Matthew resides in the East Boston area and his primary Morgan Stanley office is in the financial district. In his free time, Matthew enjoys hiking, golf, tennis and volunteering with health focused charities .
Securities Agent: CT, VT, NH, MA, CA, TN, NY, DE, FL, DC, NJ, PA, MI, IL, GA, WA, RI, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1696797
NMLS#: 1696797
About Michael Fenn
Phone: +1 860 275-0700
Direct: +1 860 275-0787
Fax: +1 860 757-6057
Direct: +1 860 275-0787
Fax: +1 860 757-6057
Contact Barbara Ludlow Taussig
Contact Matthew Taussig
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
Article Image
Ready to start a conversation? Contact Farmington Valley Group today.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4When 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.
5Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9When 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.
10Morgan 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 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4When 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.
5Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9When 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.
10Morgan 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 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)
