Jimmy Geraghty
Private Wealth Advisor,
Family Wealth Director
Direct:
(617) 757-8829(617) 757-8829
My Mission Statement
Guiding individuals and families on their financial journey with integrity, transparency, and a commitment to their best interests.
My Story and Services
Jimmy Geraghty is a Private Wealth Advisor at Morgan Stanley, where he is committed to providing sound investment advice and personalized service to his clients. He has a background in banking and lending, which allows him to analyze and understand both sides of the balance sheet. Jimmy is also a Family Wealth Director, a distinction held by just 2% of Morgan Stanley advisors. Family Wealth Directors consist of a highly trained group that serve an elite clientele. He is proficient in a wide range of areas, including asset management, risk management, lending, corporate cash management, business succession planning, family dynamics, monetizing business ownership and control, and restricted securities for corporate executives. That knowledge and skillset builds and preserves his clients financial legacies. His number one priority is to provide the highest level of service while fostering a long term relationship built around trust.
In addition to his work in financial services, Jimmy is also active in the Boston Community. He is a passionate philanthropist and has served as a Chair of the Thompson Island Isle Society, which aims to close the achievement and opportunity gaps facing Boston middle school students. He also founded the Beantown Cup golf tournament which supports underserved Boston youths. He has been involved in the American Ireland Funds and represented Boston at their global conference in Kerry, Ireland.
Jimmy received his B.A. in Economics from the University of Connecticut, where he was a member of the alpine ski team. He currently resides with his wife and daughter in Charlestown, MA.
In addition to his work in financial services, Jimmy is also active in the Boston Community. He is a passionate philanthropist and has served as a Chair of the Thompson Island Isle Society, which aims to close the achievement and opportunity gaps facing Boston middle school students. He also founded the Beantown Cup golf tournament which supports underserved Boston youths. He has been involved in the American Ireland Funds and represented Boston at their global conference in Kerry, Ireland.
Jimmy received his B.A. in Economics from the University of Connecticut, where he was a member of the alpine ski team. He currently resides with his wife and daughter in Charlestown, MA.
Securities Agent: WY, IL, OH, TN, VT, MI, WA, VA, UT, TX, RI, PR, PA, NY, NV, NJ, NH, NC, MO, MN, MD, MA, KS, GA, FL, DC, CT, CO, CA, AR, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 2554942
NMLS#: 2554942
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Personalized Approach
Individuals and families hire me to help them manage their current wealth, while achieving future goals. Through each step of my process, I provide objective advice and investment insights to construct a plan that is uniquely yours.
1. Establish Financial Objectives
I start with a conversation to understand your entire financial picture. I work with you to establish a realistic set of objectives based on your financial goals, time horizon, liquidity needs and tolerance to volatility and risk.
2. Define Investment Strategy
I work with you to asses various scenarios and advise you on the appropriate strategies designed to meet those goals. I develop an investment strategy designed to help produce optimal portfolio performance: the highest return potential consistent with the strategy's level of risk.
3. Evaluate and Select Investments
I look across multiple accounts and products to identify the combination that helps you invest tax efficiently and meet your spending needs. I leverage the global resources of Morgan Stanley to select investments to implement your personal strategy.
4. Ongoing Review Process
Together we will review your financial situation periodically with the ability to recommend adjustments according to your needs, life events and changing market conditions. You have the ability to track your portfolio's performance relative to your stated objectives- and modify the portfolio on a discretionary basis as your needs and circumstances change over time.
Digital Tools
My goal is simple: "To be the firm where the most talented advisors in the industry leverage cutting-edge technology and deliver customized wealth management solutions to their clients and their families to enable them to achieve their life goals." The firm strives to ensure it serves clients on market-leading technology platforms that are resilient, safe, efficient, smart, fast and flexible.
Morgan Stanley Online
Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.
Register for Morgan Stanley Online Today
Total Wealth View
Our Total Wealth View platform enables you to see all your assets and liabilities together in one place - whether they are held at Morgan Stanley or elsewhere. This curated view enables me to provide a comprehensive analysis on your full financial picture.
Register for Total Wealth View
E-Delivery
eDelivery provides you with the ability to view statements and other firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports
Enroll in eDelivery
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holding-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
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 your own security.
Security Center
Philanthropic Planning
Your philanthropic objectives are as unique as your vision of a better world. However, it can be challenging to determine your objectives when there are so many worthy causes and unmet needs.
Philanthropic Planning
Morgan Stanley Reserved Insights
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
MS Reserved Insights
Trust & Estate Planning
With you every step of the way. We analyze your tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.
Trust & Estate PlanningValuable Tools & Resources
Our comprehensive suite of digital tools are designed to help enhance various aspects of your financial life. Below are a few of the technologies we have to offer our clients. We have included resources meant to transform complex financial analysis and research into concise and easily digestible content.
2023 Federal Tax Table
This document outlines the 2023 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information
View 2023 Tax Tables
2023 Maximum Benefit & Contribution Limits
This document highlights the maximum benefit contribution limits from 2017-2023.
View Maximum Benefit & Contribution Limits
On the Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read The Latest Report
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Check Out The Latest Episode
Thoughts On The Market Podcast
With the perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out The Latest Episode
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
Learn About Our Planning Tools
Social Security COLA Increase
Starting in January 2023, Social Security payments will go up by 8.7%.
The Social Security Administration has adjusted benefits payments annually for inflation since 1975. According to the SSA, Social Security benefits and Supplemental Security Income (SSI) payments are adjusted to reflect any increase in the cost of living as measured by the Consumer Price Index (CPI)
Social Security Fact SheetThe Social Security Administration has adjusted benefits payments annually for inflation since 1975. According to the SSA, Social Security benefits and Supplemental Security Income (SSI) payments are adjusted to reflect any increase in the cost of living as measured by the Consumer Price Index (CPI)
Intelligent Withdrawals
Sophisticated technology to look across multiple accounts and products to identify smart withdrawals for accounts, securities and positions to help meet spending needs and work to reduce your tax burden.
Learn More About Intelligent WithdrawalsLocation
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 757-8829(617) 757-8829
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
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
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 Jimmy Geraghty today.
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.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Products 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.
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.
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
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Products 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.
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.
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)
