
Kevin M. Manning, CFP®, CFA
Where do you want to end up? When do you want to get there? Maybe you imagine retiring young and finally taking that cycling trip through Europe. Or maybe you want to focus on growing your business for years to come.
At The Endeavor Group at Morgan Stanley, we ask every client many questions at the outset of our relationship. And for all our years in the industry, we've never heard the same set of answers twice. That's why we offer a customized, team-driven approach to wealth management––because even when you have a specific future in mind, charting the optimal course takes a wealth of knowledge, tools, and perspectives that a seasoned team can help provide. Here's what else we offer:
A LIFELONG COMMITMENT TO YOUR GOALS
Loyalty. That's the defining value of our team. We've been by our clients' sides for decades, through life's ups and downs. Likewise, most of our advisors have been with Morgan Stanley for their entire career. That kind of loyalty cuts to the core of who we are: a steady, consistent team that you can count on to always put your best interests above all else.
A MULTIGENERATIONAL APPROACH TO YOUR LEGACY
Our seven-member team represents generations from Baby Boomer to Gen Z. So when we take you on as a client, we truly are making a lifelong pact––to you, to your family, and to your legacy. For generations to come, we'll be here to help protect your future, try to achieve your objectives, and perhaps make your life easier on a day-to-day basis, in any way we can.
For a second opinion about your current investments, or to talk about your goals, please call us at (978) 739-9612.
CRC 3650343 062024
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
Awards Disclosures - https://www.morganstanley.com/disclosures/awards-disclosure/