

Jeff Ihrig
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(978) 526-6011(978) 526-6011

My Mission Statement
Providing clients with consultative assistance tailored towards their needs while establishing longstanding relationships.
My Story and Services
Jeff Ihrig is a Senior Vice President and Financial Advisor at Morgan Stanley Wealth Management. Starting in 1998, Jeff has accumulated over 25 years of experience building long lasting, mutually beneficial relationships with residential and commercial clientele. His passion for the business lies in establishing long term relationships with his clients and helping them work towards achieving their financial goals.
What he enjoys most when working with clients is sitting down and listening to their stories, learning as much as possible about them and their personal lives before diving deep into their finances. With this information, he develops a service plan for his clients that is responsive, resourceful, and caring.
Jeff has earned a bachelor’s in economics from Dennison University in Granville, Ohio. Since then, Jeff has obtained his Series 7, 6, 31, 66, 63 & 65 licenses which attributes to his motivation towards a lifetime of learning.
Outside of work, Jeff can be found coaching baseball in Winchester, MA or playing a game of pickup basketball and softball. Jeff values spending time with his wife of 20+ years and their three children Brady, Charlie, and Ryan, attending their sporting events and recitals before they head off to college. Previously, Jeff was a Board Member at Team Continuum, a Pediatric Cancer Non-Profit where he raised funds through personal events, happy hours, and recruiting marathon runners. Jeff is currently seeking to get involved again with volunteer work with local charities in the Boston area, contributing to one of Morgan Stanley’s core values of giving back.
What he enjoys most when working with clients is sitting down and listening to their stories, learning as much as possible about them and their personal lives before diving deep into their finances. With this information, he develops a service plan for his clients that is responsive, resourceful, and caring.
Jeff has earned a bachelor’s in economics from Dennison University in Granville, Ohio. Since then, Jeff has obtained his Series 7, 6, 31, 66, 63 & 65 licenses which attributes to his motivation towards a lifetime of learning.
Outside of work, Jeff can be found coaching baseball in Winchester, MA or playing a game of pickup basketball and softball. Jeff values spending time with his wife of 20+ years and their three children Brady, Charlie, and Ryan, attending their sporting events and recitals before they head off to college. Previously, Jeff was a Board Member at Team Continuum, a Pediatric Cancer Non-Profit where he raised funds through personal events, happy hours, and recruiting marathon runners. Jeff is currently seeking to get involved again with volunteer work with local charities in the Boston area, contributing to one of Morgan Stanley’s core values of giving back.
Securities Agent: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, DC, PR, VI; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Location
35 Village Rd
Ste 601
Middleton, MA 01949
US
Direct:
(978) 526-6011(978) 526-6011
Meet My Team
About Domenic Setaro
Domenic Setaro is an Assistant Vice President and Director of Marketing and Communications, where he spearheads the recruiting, outreach, and practice optimization efforts at Morgan Stanley in Middleton, Massachusetts. He first joined the Firm in 2020 as a Team Lead on the Virtual Engagement Associate Desk in Purchase, New York, where he coached and trained hundreds of analysts and was instrumental in the program’s growth and development. He then went to work on the management teams for the Firm’s Coastal and Southern New England markets, where he helped Advisors across New York and New England with the usage and implementation of Morgan Stanley’s digital resources into their practices.
Prior to joining the Firm, Domenic worked in marketing management for both the Italian Language Foundation and the Italy-America Chamber of Commerce. He graduated cum laude from Fordham University, with degrees in International Political Economy and Romance Languages and minors in Middle Eastern Studies and Theology, and he holds his Series 7 and 66 licenses.
Dom currently resides in Boston, having moved to the area from Wolcott, Connecticut. He spent many years of his life living in Italy and goes back as often as he can. Outside of work, Domenic is a foreign language tutor and Church organist on the side and enjoys traveling, playing piano, and playing tennis in his free time. He speaks eight languages and has traveled to 47 states and 33 countries.
Prior to joining the Firm, Domenic worked in marketing management for both the Italian Language Foundation and the Italy-America Chamber of Commerce. He graduated cum laude from Fordham University, with degrees in International Political Economy and Romance Languages and minors in Middle Eastern Studies and Theology, and he holds his Series 7 and 66 licenses.
Dom currently resides in Boston, having moved to the area from Wolcott, Connecticut. He spent many years of his life living in Italy and goes back as often as he can. Outside of work, Domenic is a foreign language tutor and Church organist on the side and enjoys traveling, playing piano, and playing tennis in his free time. He speaks eight languages and has traveled to 47 states and 33 countries.
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
About Evan Patterson
Evan Patterson is a Private Banker serving Morgan Stanley Wealth Management offices in Rhode Island, Massachusetts and New York.
Private Bankers partner with 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.
Evan began his career in financial services in 1999. Prior to relocating to the Northeast, he served as a Private Banker in the Tampa Bay area. Before joining Morgan Stanley in 2010, Evan spent 10 years in high net worth lending at Merrill Lynch supporting teams in New York City, Los Angeles, and Jacksonville. He began his career as a Securities Based Lending Officer before rising within the firm, holding several other positions including Priority Loan Officer, Associate Mortgage and Credit Specialist, Consumer Finance Specialist and Banking and Liquidity specialist.
Evan is a graduate of the University of Florida, where he received a Bachelor of Science in Business Administration with concentration in Finance. He lives in East Greenwich, Rhode Island with his family. Outside of the office, Evan enjoys painting, watching cinemas, reading books, and listening to vinyl records.
Private Bankers partner with 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.
Evan began his career in financial services in 1999. Prior to relocating to the Northeast, he served as a Private Banker in the Tampa Bay area. Before joining Morgan Stanley in 2010, Evan spent 10 years in high net worth lending at Merrill Lynch supporting teams in New York City, Los Angeles, and Jacksonville. He began his career as a Securities Based Lending Officer before rising within the firm, holding several other positions including Priority Loan Officer, Associate Mortgage and Credit Specialist, Consumer Finance Specialist and Banking and Liquidity specialist.
Evan is a graduate of the University of Florida, where he received a Bachelor of Science in Business Administration with concentration in Finance. He lives in East Greenwich, Rhode Island with his family. Outside of the office, Evan enjoys painting, watching cinemas, reading books, and listening to vinyl records.
NMLS#: 800467
About Giancarlo Pannone
Giancarlo Pannone is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Rhode Island and Massachusetts. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Giancarlo began his career in financial services in 2015 and joined Morgan Stanley in 2022. Prior to his current position, he gained extensive experience in the industry as a Financial Advisor for Merrill Lynch and Raymond James.
Giancarlo graduated from Rhode Island College and holds his Certified Financial Planner® designation. Giancarlo lives in Wakefield, RI with his wife Katie. Outside of work, Giancarlo enjoys surfing, hiking, snowboarding, and the occasional DIY home project.
Giancarlo began his career in financial services in 2015 and joined Morgan Stanley in 2022. Prior to his current position, he gained extensive experience in the industry as a Financial Advisor for Merrill Lynch and Raymond James.
Giancarlo graduated from Rhode Island College and holds his Certified Financial Planner® designation. Giancarlo lives in Wakefield, RI with his wife Katie. Outside of work, Giancarlo enjoys surfing, hiking, snowboarding, and the occasional DIY home project.
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
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
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
Ready to start a conversation? Contact Jeff Ihrig today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC 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
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan 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.
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)