John William Creahan
Financial Advisor
Direct:
(781) 681-4940(781) 681-4940
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Securities Agent: GA, DE, OH, OR, CT, CA, CO, ME, IL, AZ, SC, NJ, MD, RI, NY, NC, VT, MO, VA, TX, NH, MA, FL, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1285273
NMLS#: 1285273
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
For more than thirty years I have had a successful career in investments. Earlier in my career I concentrated on marketing fixed income products to the most experienced money managers in the United States. I am now applying my deep understanding of the financial markets to help advise my clients to secure, manage and grow their financial assets. I have been able to help individuals and families develop a strategy to accomplish their financial goals while working within well-defined risk parameters.
I graduated from Cornell University in 1981. After working for Pepsi Cola for three years upon graduation, I began my career in institutional sales. My professional career prior to Morgan Stanley included senior sales positions at Prudential Securities, Bear Stearns, and Deutsche Bank. Working at these major firms has allowed me to develop extensive experience in all sectors of the bond market. The first part of my career I specialized in credit products (corporate bonds, hi-yield securities) and over time I developed a multi-sector focus which included mortgage backed bonds, municipal bonds, structured investment products and other fixed income investments.
My background has proven beneficial in helping clients develop solutions to meet their financial goals. With interest rates near all-time lows and volatility working its way back into the equities market, individuals are concerned. One of their biggest apprehensions is regarding interest rates and what will happen to their fixed income holdings when rates rise. My past experiences make me very well qualified to deal with this concern.
I graduated from Cornell University in 1981. After working for Pepsi Cola for three years upon graduation, I began my career in institutional sales. My professional career prior to Morgan Stanley included senior sales positions at Prudential Securities, Bear Stearns, and Deutsche Bank. Working at these major firms has allowed me to develop extensive experience in all sectors of the bond market. The first part of my career I specialized in credit products (corporate bonds, hi-yield securities) and over time I developed a multi-sector focus which included mortgage backed bonds, municipal bonds, structured investment products and other fixed income investments.
My background has proven beneficial in helping clients develop solutions to meet their financial goals. With interest rates near all-time lows and volatility working its way back into the equities market, individuals are concerned. One of their biggest apprehensions is regarding interest rates and what will happen to their fixed income holdings when rates rise. My past experiences make me very well qualified to deal with this concern.
My Family
Myself and my wife have been residents of Hingham, MA since 1987 where we have raised our four children. Our daughter Nora is a graduate of Syracuse University and is an art teacher and rowing coach at Nobles and Greenough School and was recently married. Our son Jack graduated from Bentley University and works for United Family Multi and was recently married as well. Our son Neil graduated from Bates College where he played basketball and currently works VM Turbo and our son Patrick is a recent graduate of Lafayette College, where he played football, and is employed with US Bank.
Location
141 Longwater Drive
Ste 102
Norwell, MA 02061
US
Direct:
(781) 681-4940(781) 681-4940
Fax:
(781) 681-4950(781) 681-4950
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact John William Creahan today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
