Tack Simmons
Vice President, Wealth Management,
Financial Advisor,
Portfolio Manager
Direct:
(203) 326-6903(203) 326-6903
Toll-Free:
(800) 233-2353(800) 233-2353
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
Tack joined the Wood Group at Morgan Stanley Wealth Management in March 2025 as a Senior Portfolio Manager and Financial Advisor. After dedicating the last twelve years to building his own practice at Morgan Stanley, Tack brings a rare level of experience and expertise to the team.
Prior to his transition into advisory, Tack spent twenty years in institutional sales and trading. His extensive knowledge of both equity and fixed-income products, coupled with his seasoned perspective on the financial marketplace, has consistently enabled him to deliver value to his clients.
As a member of the Wood Group’s investment team, Tack will collaborate with Nisha and Steve to create dynamic and personalized portfolios, tailored to our clients’ specific needs. Additionally, he will continue to provide comprehensive estate and financial planning services, corporate and individual retirement solutions, customized lending products, and life, long-term care, and disability insurance coverage.
A 1989 graduate from Harvard College, Tack resides in Wilton, Connecticut, where he is the devoted father of three children. Outside of his professional responsibilities, he has been an active member of the Wilton community, having coached football and lacrosse and served as a leader in the Cub Scouts. In his free time, when not cheering on his favorite Boston teams, Tack can be found enjoying tennis, paddle, cycling, or skiing. Additionally, he finds real fulfillment in hands-on projects, such as home renovation or working in his yard.
Prior to his transition into advisory, Tack spent twenty years in institutional sales and trading. His extensive knowledge of both equity and fixed-income products, coupled with his seasoned perspective on the financial marketplace, has consistently enabled him to deliver value to his clients.
As a member of the Wood Group’s investment team, Tack will collaborate with Nisha and Steve to create dynamic and personalized portfolios, tailored to our clients’ specific needs. Additionally, he will continue to provide comprehensive estate and financial planning services, corporate and individual retirement solutions, customized lending products, and life, long-term care, and disability insurance coverage.
A 1989 graduate from Harvard College, Tack resides in Wilton, Connecticut, where he is the devoted father of three children. Outside of his professional responsibilities, he has been an active member of the Wilton community, having coached football and lacrosse and served as a leader in the Cub Scouts. In his free time, when not cheering on his favorite Boston teams, Tack can be found enjoying tennis, paddle, cycling, or skiing. Additionally, he finds real fulfillment in hands-on projects, such as home renovation or working in his yard.
Securities Agent: AL, WY, WI, NH, IL, AK, OH, MI, IN, FL, RI, NY, NC, LA, DC, OR, OK, MT, MO, MD, CT, AZ, WA, VA, UT, MA, TX, TN, CA, VT, SC, PA, MN, KS, NJ, ME, HI, GA, DE, CO, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1290563
NMLS#: 1290563
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education & Licenses
Education
- Groton School - Class of 1984
- Harvard College - Bachelor of Arts, East Asian Studies - Class of 1989
Licenses
- Life & Health Insurance Licensed in Connecticut, Massachusetts, New Jersey and New York
- Series 7, 63 & 65 Licensed
Experience
2005 - 2011: CRT Capital
Senior Equity Trader, 2005 - 2007
Head of Equity Trading, 2008 - 2011
2000 - 2005: Paine Webber/UBS
Senior Equity Trader
1997 - 2000: Bear Stearns & Co
Senior Equity Trader
1996 - 1997: Salomon Brothers
Equity Trader
1992 - 1995: Lehman Brothers
Mortgage Bond Trade Support, 1992 - 1993
Corporate Bond Sales Assistant, 1993 - 1994
US Government Bond & Futures Salesman, 1994 - 1995
Senior Equity Trader, 2005 - 2007
Head of Equity Trading, 2008 - 2011
2000 - 2005: Paine Webber/UBS
Senior Equity Trader
1997 - 2000: Bear Stearns & Co
Senior Equity Trader
1996 - 1997: Salomon Brothers
Equity Trader
1992 - 1995: Lehman Brothers
Mortgage Bond Trade Support, 1992 - 1993
Corporate Bond Sales Assistant, 1993 - 1994
US Government Bond & Futures Salesman, 1994 - 1995
A suite of digital tools to help you view, manage and leverage your wealth - safely and securely.
Utilizing a holistic approach, we implement a state-of-the-art wealth management process designed specifically to meet the customized needs of high-net-worth clients. The technology we use is safe, smart, fast and flexible – which is why we can continue to deliver a best-in-class service.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
- Access to Import Documents. Sign up for digital access to all of your financial documents.
- Current Financial News. Access up-to-date news, current market data, research, company profiles, and quotes.
Learn More Here- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
- Access to Import Documents. Sign up for digital access to all of your financial documents.
- Current Financial News. Access up-to-date news, current market data, research, company profiles, and quotes.
Total Wealth View
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. It also gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Learn More HereThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. It also gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. We proactively defend our systems and monitor the threat landscape to help anticipate issues before they arise and respond appropriately when they do.
We also provide advice and best practices to safeguard your personal information external of the firm as well. To learn more about the measures we take in the face of a constantly evolving cyber threat landscape and how you can better protect yourself, please visit our new Online Security Center.
Learn More HereWe also provide advice and best practices to safeguard your personal information external of the firm as well. To learn more about the measures we take in the face of a constantly evolving cyber threat landscape and how you can better protect yourself, please visit our new Online Security Center.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
Learn More Here
Reserved Offers
Clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. As a Reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
Reserved Offers are exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
Signature Access
Signature Access, the highest tier of Morgan Stanley’s complimentary loyalty program Reserved Living & Giving, gives clients with $10 million or more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity Services, Aircraft Management and more in addition to all the discounts and content available through Reserved Living & Giving.
Learn More HereReserved Offers are exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
Signature Access
Signature Access, the highest tier of Morgan Stanley’s complimentary loyalty program Reserved Living & Giving, gives clients with $10 million or more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity Services, Aircraft Management and more in addition to all the discounts and content available through Reserved Living & Giving.
Portfolio Risk Platform
Our Portfolio Risk Platform leverages Aladdin, Blackrock's state-of-the-art risk engine used by many of the world's largest institutional asset managers. This unique risk management solution has been fully customized by Morgan Stanley to better meet your needs. Providing a sophisticated view of risk across your portfolio held at Morgan Stanley as well as other financial institutions. The Portfolio Risk Platform enables a deeper understanding of your portfolio, helping us work with you to manage your risk while proactively giving you a full picture of your portfolio’s health.
See how you can view hypothetical performance based on certain factors and simulated market shocks (a drop in the S&P 500) or historical scenarios (the 2008 Financial Crisis) in the video below.
Learn More HereSee how you can view hypothetical performance based on certain factors and simulated market shocks (a drop in the S&P 500) or historical scenarios (the 2008 Financial Crisis) in the video below.
Location
4 Landmark Square 2nd
Floor
Stamford, CT 06901
US
Direct:
(203) 326-6903(203) 326-6903
Toll-Free:
(800) 233-2353(800) 233-2353
Fax:
(203) 967-7008(203) 967-7008
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
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Ready to start a conversation? Contact Tack Simmons today.
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
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)
