James Yancey Hunter, CFP®
Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(617) 570-9268(617) 570-9268
The Endura Group at Morgan Stanley
Direct:
(617) 570-9050(617) 570-9050
Direct:
(401) 276-5923(401) 276-5923
Our Mission Statement
Trusted partners to executives, founders, and families navigating consequential financial decisions.
OUR STORY AND SERVICES
The Endura Group was founded on a belief: wealth built with intention deserves guidance that matches it.
Our work centers on the decisions that compound. Equity compensation, business exits, concentrated positions, and tax complexity that follows each. Our team holds the CERTIFIED FINANCIAL PLANNER TM (CFP®) and Certified Exit Planning Advisor (CEPA®) designations, and we bring Morgan Stanley's full platform to bear on every client relationship. The result is a team that works across every dimension of your financial life, not just your portfolio.
Our Services:
Financial Planning
Built around your specific situation, not a template. We focus on executives and business owners facing layered decisions, pre- and post-liquidity cash flows, detailed tax analysis, and estate strategies designed to hold up across generations.
Estate Planning
We work alongside your tax and legal advisors to review your current plan, identify gaps, and build strategies aligned to where you are and where you're headed.
Tax Planning
Coordinated with your external CPA, we identify opportunities to improve tax efficiency across accumulation, liquidity events, and the distribution phase of your wealth.
Portfolio Construction and Investment Management
Diversified, tax-efficient portfolios built around your objectives and risk tolerance, with particular attention to concentrated equity positions and the complexity that comes with it.
Equity Compensation and Exit Planning
From stock options and RSUs to full business exits, we help executives and founders turn compensation complexity into a coordinated wealth strategy. Our Certified Exit Planning Advisor designation means we engage that the planning level, not just the transaction.
Charitable and Philanthropic Planning
We help align your giving with our values, structuring charitable strategies that are both tax-efficient and personally meaningful.
Life Insurance Planning
A full review of your current coverage with an eye toward solutions that fit your needs today and long-term.
Private Banking
Access to a full suite of lending and cash management solutions through Morgan Stanley.
Educational Planning
Strategies to fund education expenses efficiently.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Who We Work With
We are privileged to work with a broad range of Corporate Executives, High-Net-Worth Individuals & Families, Business Owners, Retirees and Pre-Retirees. We give our clients the confidence they need to help navigate a challenging financial world through personalized service, transparency, and thoughtful guidance.
Corporate Executives
Custom tailored advice and strategies to help you manage your unique financial needs, including executive compensation, wealth preservation, and retirement planning.
Ultra-High Net Worth Individuals & Families
We have experience working with high-net-worth individuals and families, providing comprehensive wealth management services -- including investment management, tax planning, estate planning and risk management -- tailored to help meet the unique goals and needs of you and your family.
Business Owners
We provide specialized guidance on the financial aspects of running a successful business on both sides of the balance sheet, including tax planning, employee benefits, succession planning, and more.
Retirees and Pre-Retirees
Whether you're planning for retirement, looking to turn your savings into income as you transition into retirement, or are focused on making your savings last, we are here to consult you on all your financial needs
Working With You
Our clients look to us for advice that includes their investments but goes far beyond to encompass business planning, investment management, lending strategies and other dimensions of their financial lives. That is why we employ a comprehensive financial planning approach that consists of the following steps:
Step 1: Discovery Call
We start by listening. We want to understand your goals, your concerns, and what you need from an advisory relationship before we talk about anything else.
Step 2: Comprehensive Review
We take inventory of your full financial picture — investments, equity compensation, insurance, liabilities, and estate structure. Not just what you’d like to grow, but everything you’ve built.
Step 3: Plan Presentation
We present a coordinated strategy across financial planning, investment management, and risk — developed collectively by the team, not a single advisor.
Step 4: Plan Implementation
We put the plan to work with discipline, leveraging the full resources of Morgan Stanley where appropriate.
Step 5: Proactive Communication
We don’t wait for you to call. Clients receive monthly newsletters, and we maintain regular outreach around market conditions, vesting events, and life transitions.
Step 6: Scheduled Reviews
We conduct bi-annual comprehensive reviews of your full financial picture, with quarterly check-ins to ensure your strategy remains aligned with evolving goals and market conditions.
Differentiated Capabilities and Resources
Morgan Stanley is a global financial institution with the scale, experience, and insight to support clients through complex financial decisions. For more than 85 years, the firm has combined deep market research, institutional-caliber investment platforms, advanced planning tools, and specialized teams across disciplines to help clients navigate and evolving landscape.
Our platform brings together the strength of a global research organization, a broad range of investment and lending capabilities, and a commitment to thoughtful, long-term planning. These resources support a comprehensive approach to managing wealth, from portfolio construction and risk management to liquidity planning, business transitions, and legacy considerations.
Our platform brings together the strength of a global research organization, a broad range of investment and lending capabilities, and a commitment to thoughtful, long-term planning. These resources support a comprehensive approach to managing wealth, from portfolio construction and risk management to liquidity planning, business transitions, and legacy considerations.
Advice and Solutions
Our clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.
Morgan Stanley Ideas
Estate Planning
We work with you to explore factors that are relevant to existing or future estate structures. We will discuss different tax and estate planning strategies and collaborate with your external tax and legal advisors to create a plan that reflects your desires during and after your lifetime.
Estate Planning Essentials: A Guide
Financial Planning
Morgan Stanley Financial Planning offers you a unified and detailed overview of your financial situation. We assist in developing a wealth strategy that can adjust to the various phases of your life, utilizing our acclaimed tools, the Goals Planning System (GPS) and LifeView
What Is a Financial Plan and Why Do I Need One?
Morgan Stanley at Work
Whether you're a global corporation or a growing start-up, we understand your needs and offer tailored solutions and technology to help meet them.
MS at Work
Cybersecurity
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security. Read more about the cybersecurity resources used by the firm below.
Security Center
Tax Management Services
Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.
Tax-Smart Investing: Total Tax 365
Pre-Liquidity Planning
If your company is going through a liquidity event, some advance planning on your part may help you get the most out of your equity compensation.
What to ExpectWEALTH MANAGEMENT PERSPECTIVES
We aim to make complex financial topics clear and accessible, helping you understand the strategies shaping your financial future. Below are valuable resources offering expert insights into market trends, economic shifts, and planning opportunities.
GIC Weekly Report
Lisa Shalett, Chief Investment Officer of Morgan Stanley Wealth Management, shares timely insights on market dynamics, asset classes, and fixed income in this weekly updated.
On the Markets Report
Receive in-depth analysis from Morgan Stanley's thought leaders on market trends, interest rates, inflation, and policy shifts impacting investors.
Thoughts on the Market Podcast
Join Chief Investment Officer Mike Wilson and other Morgan Stanley experts as they explore the biggest themes influencing markets today – offering perspectives on what they mean for your portfolio.
2026 Tax Tables
Stay ahead of tax planning with the latest federal tax tables. Use this resource to help guide decisions and prepare for key filing deadlines.
Planning Through Volatility
Practical portfolio, tax and estate strategies, and equity considerations to help you stay aligned with long-term goals and position for future growth in down markets.
Managing Risk and Capitalizing on Time
Several strategies that investors can consider to manage risk and potentially capitalize on market conditions.
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 570-9050(617) 570-9050
One Financial Plaza
19th Floor
Providence, RI 02903
US
Direct:
(401) 276-5923(401) 276-5923
Meet The Endura Group
Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(617) 478-6486(617) 478-6486
Ato Jacobs
Financial Advisor, Workplace Advisor - Equity Compensation, Financial Planning Specialist, Insurance Planning Director
Phone:
(401) 276-5923(401) 276-5923
Suzanne Brown
Wealth Management Associate
Phone:
(617) 570-9534(617) 570-9534
Caryn Coulombe
Senior Registered Client Service Associate
Phone:
(617) 570-9534(617) 570-9534
Stephanie Sciortino
Portfolio Associate
Phone:
(617) 570-9534(617) 570-9534
Catherine Callahan
Portfolio Associate
Phone:
(617) 570-9534(617) 570-9534
Benjamin M. Giglio
Client Service Associate
Phone:
(617) 570-9534(617) 570-9534
About James Yancey Hunter
As Co-Founder of The Endura Group, James is a CERTIFIED FINANCIAL PLANNER TM (CFP®) professional, focused on helping you achieve your greatest objectives with simplicity, transparency and a disciplined process to measure your progress and keep you on track. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable and confident along the way.
James’ approach to wealth preservation is informed by his experience on the high yield bond/fixed income desk at Hudson Financial Partners. In 2011 he joined Morgan Stanley to build a practice focused on holistic financial planning.
James earned a B.S. in Business Administration from Southern New Hampshire University.
He later earned the prestigious CFP® certification, which demonstrates both his skills in areas like investment planning, tax planning, retirement planning, estate planning, insurance planning, financial management and education planning, and his commitment to ethical service and adherence to high professional standards.
He enjoys caring for his home in Attleboro, MA that he shares with his wife and two daughters. Together with his girls, he enjoys traveling adventures, sharing good food and drink with family and friends, spending time outdoors and lots of laughs.
James’ approach to wealth preservation is informed by his experience on the high yield bond/fixed income desk at Hudson Financial Partners. In 2011 he joined Morgan Stanley to build a practice focused on holistic financial planning.
James earned a B.S. in Business Administration from Southern New Hampshire University.
He later earned the prestigious CFP® certification, which demonstrates both his skills in areas like investment planning, tax planning, retirement planning, estate planning, insurance planning, financial management and education planning, and his commitment to ethical service and adherence to high professional standards.
He enjoys caring for his home in Attleboro, MA that he shares with his wife and two daughters. Together with his girls, he enjoys traveling adventures, sharing good food and drink with family and friends, spending time outdoors and lots of laughs.
Securities Agent: HI, MA, TX, NM, MS, SC, NY, CO, AZ, MT, ME, CA, AL, SD, MO, IA, FL, WA, VT, VA, LA, GA, WI, RI, PA, OR, NH, NC, DC, OH, NJ, MI, MD, IL, DE, NE, MN, CT, KY, PR, WY, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1401600
CA Insurance License #: OL98251
NMLS#: 1401600
CA Insurance License #: OL98251
About David Chapin
As Co-Founder of The Endura Group, David Chapin is a Vice President and Financial Advisor at Morgan Stanley. He advises a broad range of clients on complex wealth management needs, from entrepreneurs and executives to business owners and families, drawing on the firm’s institutional solutions, private banking, and family office resources. David guides clients in integrating these capabilities into strategies around equity compensation, succession, and long-term wealth planning.
David is also a Certified Exit Planning Advisor (CEPA®), guiding business owners through the complexities of preparing for and executing transitions. Over the course of nine years at Morgan Stanley, he built his foundation developing financial plans across a wide variety of client needs, an experience that continues to shape the depth and discipline of his approach today. He has been recognized as a four-time member of Morgan Stanley’s Pacesetters Club (2021-2024) and as a 2024 Five Star Wealth Advisor award recipient.
Active in his community, David serves as a trustee and co-chair of the Development Committee at Boston Collegiate Charter School. Drawing on his roots in Liberia, he brings a first-generation perspective to wealth planning and a commitment to helping clients approach wealth with clarity and purpose. He lives in Boston with his wife Arden and their two daughters.
David is also a Certified Exit Planning Advisor (CEPA®), guiding business owners through the complexities of preparing for and executing transitions. Over the course of nine years at Morgan Stanley, he built his foundation developing financial plans across a wide variety of client needs, an experience that continues to shape the depth and discipline of his approach today. He has been recognized as a four-time member of Morgan Stanley’s Pacesetters Club (2021-2024) and as a 2024 Five Star Wealth Advisor award recipient.
Active in his community, David serves as a trustee and co-chair of the Development Committee at Boston Collegiate Charter School. Drawing on his roots in Liberia, he brings a first-generation perspective to wealth planning and a commitment to helping clients approach wealth with clarity and purpose. He lives in Boston with his wife Arden and their two daughters.
Securities Agent: FL, CO, SC, RI, MN, IL, GA, TN, KY, WV, OH, NV, NJ, CA, NC, ME, DC, NY, VT, TX, PA, NE, VA, PR, NH, MI, MA, CT, AZ, MO, MD, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1262827
NMLS#: 1262827
About Ato Jacobs
As Co-Founder of the Endura Group, Ato enjoys working closely with corporate executives, professionals and retirees to deliver highly personalized advice through a disciplined wealth management approach. His diverse background in the financial services industry enables him to help his clients understand the intricate details of their personal wealth. He focuses on what is most important to each family, so he can develop a customized plan designed to build, preserve and transition their wealth.
A graduate of Rhode Island College with a B.A. degree in History, Ato currently resides in Providence, Rhode Island with his family. A firm believer in giving back, Ato enjoys mentoring and providing financial education. He routinely spends time with young professionals seeking career advice. He has also supported various organizations such as Match Beyond and the Greater Boston Morehouse College Alumni Association.
A graduate of Rhode Island College with a B.A. degree in History, Ato currently resides in Providence, Rhode Island with his family. A firm believer in giving back, Ato enjoys mentoring and providing financial education. He routinely spends time with young professionals seeking career advice. He has also supported various organizations such as Match Beyond and the Greater Boston Morehouse College Alumni Association.
Securities Agent: CO, RI, IL, WI, AZ, OR, WV, NM, HI, CA, ID, AK, UT, DC, LA, NV, SD, DE, MN, PR, MI, KY, NE, CT, VT, NC, ME, GA, PA, OH, KS, VA, MS, MD, FL, TX, SC, NY, NH, MT, MA, WA, MO, TN, NJ; General Securities Representative; Investment Advisor Representative
CA Insurance License #: 0L96536
CA Insurance License #: 0L96536
About Suzanne Brown
For more than 30 years, Suzanne has built her career around delivering a seamless, personalized, full-service experience for clients. She is passionate about managing the details behind the scenes so clients can focus on what matters most, bringing simplicity, efficiency, and peace of mind to every interaction with the team. Suzanne takes the greatest pride in the strong relationships she has developed throughout her career and in the trust clients place in her every day.
With extensive experience in senior operational roles at global wealth management firms, Suzanne is known for handling each client request with professionalism, discretion, accuracy, and care.
Suzanne attended Salem State University and enjoys traveling and spending time with family and friends. She lives in Milton with her two daughters, Emma and Kayla, and their dogs, Brady, Eloise, and Frankie.
With extensive experience in senior operational roles at global wealth management firms, Suzanne is known for handling each client request with professionalism, discretion, accuracy, and care.
Suzanne attended Salem State University and enjoys traveling and spending time with family and friends. She lives in Milton with her two daughters, Emma and Kayla, and their dogs, Brady, Eloise, and Frankie.
About Caryn Coulombe
Caryn Coulombe is a Senior Registered Client Service Associate that recently joined Morgan Stanley. She previously worked at Merrill Lynch for over 22 years. She worked as an administrative assistant with different Branch Management Teams through all the company mergers for the first 11 years of her career and spent the last 11 years supporting numerous Wealth Management Advisors.
Caryn strives to provide clients with a positive and memorable experience with each interaction. Among her responsibilities are handling client requests, making sure that their transactions are executed timely and accurately. She also schedules client appointments, provides them with documentation, arranges seminars and coordinates client events.
Caryn holds her Series 7 and Series 66 securities licenses and received an Associates Degree in Business Administration from Johnson & Wales University.
Generous with her time and active in her community, she has combined 2 of her favorite past times…running and supporting the American Cancer Society. She has been an advocate in the fight against cancer for over 15 years and has been fundraising to support all the programs and research that ACS provides. And for the past 3 years has done so with running. She has completed the Dopey Challenge (48.6 miles in 4 days) at Walt Disney World as a member of Team Determination with the American Cancer Society.
Caryn strives to provide clients with a positive and memorable experience with each interaction. Among her responsibilities are handling client requests, making sure that their transactions are executed timely and accurately. She also schedules client appointments, provides them with documentation, arranges seminars and coordinates client events.
Caryn holds her Series 7 and Series 66 securities licenses and received an Associates Degree in Business Administration from Johnson & Wales University.
Generous with her time and active in her community, she has combined 2 of her favorite past times…running and supporting the American Cancer Society. She has been an advocate in the fight against cancer for over 15 years and has been fundraising to support all the programs and research that ACS provides. And for the past 3 years has done so with running. She has completed the Dopey Challenge (48.6 miles in 4 days) at Walt Disney World as a member of Team Determination with the American Cancer Society.
About Stephanie Sciortino
Stephanie’s MS career as an assistant spans 35 years. As a fully registered representative, she strives to provide an abundance of client service and support by daily interactions with her team and clients.
She lives in Revere, MA with her husband Chris and daughter Gia.
She lives in Revere, MA with her husband Chris and daughter Gia.
About Catherine Callahan
Donna Callahan is a Portfolio Associate with the Boston Custom Group. She brings decades of industry experience and a strong commitment to client service, supporting clients with the knowledge, resources, and attention to detail needed to help address their financial needs as seamlessly as possible.
Catherine began her career in finance on the institutional side and recently transitioned to wealth management. This breadth of experience enables her to provide thoughtful, client-focused support across a wide range of day-to-day service and operational needs.
In her role, Donna is dedicated to delivering consistent, high-quality support and helping to ensure a smooth client experience. As part of the team, she contributes to the comprehensive service and guidance clients expect, drawing on her extensive background to help meet evolving needs.
Catherine lives north of Boston with her daughter. Outside of work, she enjoys gardening and is active in her community by volunteering with seniors, hospice, and a local historical society.
Catherine began her career in finance on the institutional side and recently transitioned to wealth management. This breadth of experience enables her to provide thoughtful, client-focused support across a wide range of day-to-day service and operational needs.
In her role, Donna is dedicated to delivering consistent, high-quality support and helping to ensure a smooth client experience. As part of the team, she contributes to the comprehensive service and guidance clients expect, drawing on her extensive background to help meet evolving needs.
Catherine lives north of Boston with her daughter. Outside of work, she enjoys gardening and is active in her community by volunteering with seniors, hospice, and a local historical society.
About Benjamin M. Giglio
As a client service associate, Ben works with our clients to provide exceptional service and administrative support.
Ben joined Morgan Stanley in 2022 from Northwestern Mutual, where he was a Financial Representative.
Ben grew up in Plymouth, Massachusetts and graduated from Bryant University with a B.S. in Finance. During his years at Bryant, he helped run nonprofit organizations through the pandemic, managed school sponsored investment funds, and helped take a leadership role for youth justice and social change.
Ben joined Morgan Stanley in 2022 from Northwestern Mutual, where he was a Financial Representative.
Ben grew up in Plymouth, Massachusetts and graduated from Bryant University with a B.S. in Finance. During his years at Bryant, he helped run nonprofit organizations through the pandemic, managed school sponsored investment funds, and helped take a leadership role for youth justice and social change.
Contact James Yancey Hunter
Contact David Chapin
Contact Ato Jacobs
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Dennis Lopes
Associate Private Banker
Victor Diune
Family Office Resource Generalist
Van Liao, CFP®
Financial Planning Director, Vice President
About Dennis Lopes
Dennis Lopes is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dennis began his career in financial services in 2005 and joined Morgan Stanley in 2025 as an Associate Private Banker. Prior to joining the firm, he was a Private Banker at J.P. Morgan Private Bank. He also served as a Private Mortgage Banker at Wells Fargo Private Mortgage Banking.
Dennis lives in Stoughton, Massachusetts with his family. Outside of the office, he enjoys golfing and going to Celtics games.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dennis began his career in financial services in 2005 and joined Morgan Stanley in 2025 as an Associate Private Banker. Prior to joining the firm, he was a Private Banker at J.P. Morgan Private Bank. He also served as a Private Mortgage Banker at Wells Fargo Private Mortgage Banking.
Dennis lives in Stoughton, Massachusetts with his family. Outside of the office, he enjoys golfing and going to Celtics games.
NMLS#: 481134
About Victor Diune
Victor Diune is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Northeast Region. In this capacity, Victor provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Victor has over 20 years of experience advising wealthy families, business owners, and their children.
Victor has spent the last 22 years at Bank of America/Merrill Lynch. Most recently, he was a Director, Wealth Strategist, working with Merrill Private Wealth Advisors and Financial Advisors, along with their UHNW clients advising them on estate and legacy planning, wealth transfer strategies and philanthropic planning. He was also responsible for developing, consulting and implementing business succession plans as well as providing advice on fiduciary investment management and tax reduction strategies.
Victor received a Bachelor of Arts degree in Political Science from University of Illinois in Urbana-Champaign, received his JD/MBA degree from Suffolk University Law School/Sawyer School of Management, and his LLM in Tax from Boston University School of Law. He holds a Series 7 and 66 securities licenses. He currently lives in Hopkinton, MA with his wife and their 4 children.
Victor has spent the last 22 years at Bank of America/Merrill Lynch. Most recently, he was a Director, Wealth Strategist, working with Merrill Private Wealth Advisors and Financial Advisors, along with their UHNW clients advising them on estate and legacy planning, wealth transfer strategies and philanthropic planning. He was also responsible for developing, consulting and implementing business succession plans as well as providing advice on fiduciary investment management and tax reduction strategies.
Victor received a Bachelor of Arts degree in Political Science from University of Illinois in Urbana-Champaign, received his JD/MBA degree from Suffolk University Law School/Sawyer School of Management, and his LLM in Tax from Boston University School of Law. He holds a Series 7 and 66 securities licenses. He currently lives in Hopkinton, MA with his wife and their 4 children.
About Van Liao
Van Liao is a vice president and financial planning director serving Morgan Stanley Wealth Management offices in Boston, MA. She is responsible for helping financial advisors with their clients’ and prospects’ financial planning needs.
Van began her career in financial services in 2006 and joined Morgan Stanley in 2022. Prior to her current position, she was the senior financial planning consultant at Citizens Securities, Inc., working closely with financial advisors and their clients to achieve financial success through a holistic approach of financial planning. Before joining Citizens Securities, Inc., Van was with LPL Financial as a senior financial planning consultant, where she coached over 3,800 advisors to create comprehensive, client-focused financial plans. Van also spent about six years at Wells Fargo Family Wealth, where she collaborated with financial advisors and investment professionals to provide specialized advisory services to high- and ultra-high-net-worth families and business owners.
Van graduated from Clark University with a BA in business management and MS in finance. She also holds her CERTIFIED FINANCIAL PLANNER™ designation. Van is an active member of the Financial Planning Association of New England. She dedicates her time and effort to promoting the planning profession, empowering financial literacy, and building a strong professional community. Van also serves on the Women's Initiative Committee and the DEI Committee, and is an active advocate for women and minorities.
Van is of Chinese descent and was born and raised in Ho Chi Minh City, Vietnam. She speaks fluent Vietnamese and Chinese (both Cantonese and Mandarin). Van believes her multi-cultural background has enriched her life in so many ways, personally and professionally.
Van resides in Quincy, MA, with her family, including her husband, her two boys, and a beautiful Siamese cat, Yoyo. Outside of work, Van enjoys traveling, cooking, and spending precious time with her boys.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Van began her career in financial services in 2006 and joined Morgan Stanley in 2022. Prior to her current position, she was the senior financial planning consultant at Citizens Securities, Inc., working closely with financial advisors and their clients to achieve financial success through a holistic approach of financial planning. Before joining Citizens Securities, Inc., Van was with LPL Financial as a senior financial planning consultant, where she coached over 3,800 advisors to create comprehensive, client-focused financial plans. Van also spent about six years at Wells Fargo Family Wealth, where she collaborated with financial advisors and investment professionals to provide specialized advisory services to high- and ultra-high-net-worth families and business owners.
Van graduated from Clark University with a BA in business management and MS in finance. She also holds her CERTIFIED FINANCIAL PLANNER™ designation. Van is an active member of the Financial Planning Association of New England. She dedicates her time and effort to promoting the planning profession, empowering financial literacy, and building a strong professional community. Van also serves on the Women's Initiative Committee and the DEI Committee, and is an active advocate for women and minorities.
Van is of Chinese descent and was born and raised in Ho Chi Minh City, Vietnam. She speaks fluent Vietnamese and Chinese (both Cantonese and Mandarin). Van believes her multi-cultural background has enriched her life in so many ways, personally and professionally.
Van resides in Quincy, MA, with her family, including her husband, her two boys, and a beautiful Siamese cat, Yoyo. Outside of work, Van enjoys traveling, cooking, and spending precious time with her boys.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
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.
Wealth Management
Global Investment Office
Portfolio Insights
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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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Endura Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
CRC 4665150 (8/2025), 4763067 (9/2025)
