
Joseph F Egan, CFP®


The Deerpath Group at Morgan Stanley is a multigenerational team with over 60 years of combined experience in the financial markets. Recognized as a Forbes Best-In-State Wealth Management Team in 2025 and 2026, we assist high net worth individuals and families with wealth planning, asset allocation and portfolio management strategies.
Backed by the vast resources of Morgan Stanley, our team's knowledge and experience allow us to design comprehensive, customized and understandable wealth management strategies. As a result, our clients have confidence that they are being good stewards of their wealth throughout the accumulation, distribution and legacy stages.
2025-2026 Forbes Best-In-State Wealth Management Teams:
Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.



