My Story and Services

Greg has 37 years of experience assisting his clients in reaching their long term financial goals. The combination of his investment experience, as well as the vast resources of Morgan Stanley allows Greg to deliver the best possible service to all his clients. Greg recognizes that the deep relationships he has created with his clients over the years has been the most rewarding part of his career.

After growing up in Ontario, Canada, Greg attended Westmont College in Santa Barbara California on a scholarship to play soccer. He emphasizes the impact that collegiate soccer had on him at a young age, as it taught him the importance of hard work, commitment, focus, and most importantly, teamwork. Greg’s 36 years of success can be attested to his robust client service model, in which he creates a personalized plan for his clients. The process starts with an in depth discovery to determine what is important to you. The next step is Roadmap, where Greg works with you to put together a cohesive plan that clearly defines your objectives. The third step is Implementation, your plan is put in motion with a disciplined investment process utilizing the wealth of resources here at Morgan Stanley. The final step is Monitoring, a critical step that allows changes and adjustments to be made as market and personal circumstances change.

Outside of the office, Greg can be found spending time with his family – his wife Nancy, his twin sons Aaron and Ethan, and his pug, Jasper. Greg also enjoys being active, he is an avid golfer, skier, and hiker, and often spends time rooting for all of Boston’s sports teams.
Services Include
  • Asset Management
  • Estate Planning StrategiesFootnote1
  • Private Banking
  • Trust Services and Accounting
  • Wealth ManagementFootnote2
Securities Agent: NY, WA, MA, CT, VA, SC, PA, NJ, DC, OR, NM, NH, FL, WY, RI, MS, ME, MD, IL, CA, WI, TX, TN, NC, MI, VT, AK, IN, PR; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

A Full Suite of Services for Your Needs

    Financial Planning - (icon) - DO NOT EDIT CONTENT - MUST USE AS IS
    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 award winning tools- Goals Planning System (GPS) and LifeView.
    Morgan Stanley Goals-Based Wealth Management
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    Investment Advisory
    Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
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    Trust & Estate Planning
    You have worked long and hard to achieve success and build wealth for you and your family. The preparation of a thoughtful estate plan is essential in the conversation of growing and preserving your assets.
    Estate Planning Essentials
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    Insured Solutions
    As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property & casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
    Morgan Stanley Insured Solutions
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    529 Education Savings Plans
    529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
    529 Plan Options at Morgan Stanley
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    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

Investor Resources and Digital Tools

Staying updated with relevant information is paramount. A collection of resources and readings, as well as a suite of Morgan Stanley digital tools can be found below.
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    The GIC Weekly
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
    Learn More
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    On the Markets
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
    Learn More
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    U.S Policy Updates
    The GOP's 2024 U.S. Election result sets the stage for pivotal shifts in policy. Discover what investors expect for the economy and key equity sectors.
    Learn More
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    Morgan Stanley Online
    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
    Register for Morgan Stanley Online Today
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    Digital Vault
    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
    Get Started Today
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    eDelivery
    Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
    Enroll Today
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    Security Center
    Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance you own online security.
    Visit our Security Center

Why Advice Matters

One of the most critical pieces of Greg’s practice is delivering informed, personalized, and comprehensive advice to his clients. The process starts with you, and developing an in depth understanding of your full financial picture and how it relates to your goals. Greg then uses this in depth understanding to develop a completely unique investment strategy tailored to you, designed to meet your goals.

Greg’s advice is supported by the global research and cutting edge analytics of Morgan Stanley. It is critical that suitable, comprehensive advice is delivered to each and every client. Greg also understands that his clients’ needs may change as different factors in their lives change. He is always available for a personal conversation to reevaluate your goals, and discuss the steps it will take to get there.

Upcoming Firm Events

We hope you will join us for this upcoming event.

U.S. Policy Pulse: Trump 2.0 and the Markets

DATE: February 25, 2025 at 4:15 p.m. ET

Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.

CRC4192005 02/2025
Online

Location

35 Village Rd
Ste 601
Middleton, MA 01949
US
Direct:
(978) 739-3924(978) 739-3924
Toll-Free:
(800) 343-1291(800) 343-1291
Fax:
(978) 739-9650(978) 739-9650

Meet My Team

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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Are You Prepared for Tax Day?
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Are You Prepared for Tax Day?

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Gregory K Cannon today.
1Morgan 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.

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2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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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:
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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)