Keilly Cutler, CFP®

Keilly’s exposure to Wealth Management came at an early age – from dinner table conversations with her parents who met working as Financial Advisors at EF Hutton in the early 1980s. Their family core values –gratitude, respect, transparency and hard work – are the foundation for how she seeks to help others achieve their best lives.

Keilly holds the CERTIFIED FINANCIAL PLANNER^® designation and is the team’s Financial Planning Specialist. She works with clients to uncover and define what is most important to them in order to structure and implement their short and long term wealth management strategies. Keilly is partnered with her father Andrew Cutler. Together they leverage the team’s combined 40+ years of industry experience and Morgan Stanley’s vast resources to deliver customized financial plans and investment strategies for business owners and families. They feel privileged to work with many multigenerational families and are skilled in helping their clients navigate the complexities that arise around generational wealth. Financial literacy, Sustainability and Social Responsibility are important to Keilly, so she has a strong focus in Impact and Environmental Social Governance (ESG) investing.

Prior to joining the Middlesex Group at Morgan Stanley, Keilly spent over 10 years in the Recruiting and Staffing Industry. Similar to Financial Planning, this work was collaborative, goal oriented and constantly changing. Keilly’s staffing career culminated in her role as a Division Director at Beacon Hill Staffing Group where she opened, built and managed their Associates Division in Austin, TX. Her clients ranged from Fortune 500 companies to Technology startups, Construction, Private Equity and Venture Capital firms, to small Professional Services firms. Keilly’s success comes in part to her ability to listen carefully, ask the right questions, plan accordingly, follow through and adapt quickly to her client’s unique and everchanging needs.

Keilly enjoys hiking, skiing, kayaking, paddle boarding, playing tennis, practicing yoga, and traveling with her family and friends. She lives in Newton, MA with her husband Scott. In the winters they chase the snow and in the summers they enjoy relaxing at their lake cabin on Moose Pond in Maine. They are both former outdoor wilderness guides who met working at the Chewonki Foundation in Wiscasset, ME. Keilly serves on the board of directors for Communities for People, a foster care and adoption non-profit, and on the Alumni Council for the Rivers School. She is a registered yoga teacher, former board member at the Learning About Multimedia Project and has volunteered through other organizations including the Gay Men’s Health Crisis Center (GMHC), Step Up and the Newton Rotary. Keilly graduated Cum Laude with a BA in Global Studies from St Lawrence University where she spent a semester studying in Shanghai, China at East China Normal University. She grew up in Dover, MA and attended the Rivers School in Weston, MA.