Faith M Winslow
Financial Advisor
Phone:
(617) 748-5846(617) 748-5846
Kurt Volk
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(617) 748-5832(617) 748-5832
Toll-Free:
(800) 829-9199(800) 829-9199
My Mission Statement
We strive to simplify and provide peace of mind to clients on all matters financial. We recognize every client has unique circumstances and requires solutions and care customized to his or her specific needs. The constant is our thoughtfulness, vigilance and commitment to outstanding service to ensure clients have an ongoing experience of excellence.
About
Kurt Volk brings 25+ years of professional experience to families and not-for-profit entities. Kurt advises and collaborates with clients to construct and maintain customized asset allocation solutions. Kurt also provides expertise to holders of concentrated equity positions seeking tax-sensitive wealth preservation. Kurt actively manages mid and large cap equities and tax-exempt and taxable investment grade fixed income.
Kurt’s wealth management experience includes 24 years with Morgan Stanley and Bear Stearns. Kurt began his career working with Ernst & Young’s audit practice. He holds an M.B.A. in Finance from Vanderbilt University, a B.S. in Accounting from Albright College and is a former practicing Certified Public Accountant.
In his spare time, Kurt enjoys watching his kids play sports and skiing with family and friends. Kurt is a member of Vanderbilt University’s Owen Emeritus Board, and has served on the fundraising committee for WriteBoston, a non-profit organization working to improve writing skills in Boston Public Schools.
Kurt’s wealth management experience includes 24 years with Morgan Stanley and Bear Stearns. Kurt began his career working with Ernst & Young’s audit practice. He holds an M.B.A. in Finance from Vanderbilt University, a B.S. in Accounting from Albright College and is a former practicing Certified Public Accountant.
In his spare time, Kurt enjoys watching his kids play sports and skiing with family and friends. Kurt is a member of Vanderbilt University’s Owen Emeritus Board, and has served on the fundraising committee for WriteBoston, a non-profit organization working to improve writing skills in Boston Public Schools.
Capabilities
- Customized Asset Allocation Solutions
- Comprehensive Wealth Planning
- Investment Management
- Risk Management for Concentrated Equities
- Alternative Investment Strategies
- Trust and Estate Planning Strategies
Securities Agent: NY, NV, ME, UT, FL, NM, NJ, CT, MI, IN, IL, GA, DC, RI, CA, AL, WA, VA, CO, OR, NH, MD, LA, KY, PR, TN, OH, NC, VT, TX, ID, AZ, SC, PA, MA, DE; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1297770
NMLS#: 1297770
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 748-5832(617) 748-5832
Toll-Free:
(800) 829-9199(800) 829-9199
Fax:
(617) 570-0264(617) 570-0264
Meet My Team
About Faith M Winslow
Faith joined Morgan Stanley in 2021 as a Client Service Associate to enhance client experience and support team processes and operations. Her attentiveness, organizational skills, and collected personality allow her to deliver exceptional client service. Faith is recognized as a leader among her peers and was promoted to the role of Coach, where she guides and mentors others associates at the firm. She is a registered securities professional.
Faith began her focus on financial services at Bryant University where she received a B.S in Financial Services with a minor in Economics. She graduated Summa Cum Laude and in the Honors Program. During her spare time in college, Faith had a variety of client service roles in various industries including financial services, real estate, retail, and education services. These positions revealed her passion for helping people, especially in the financial services industry.
Faith began her focus on financial services at Bryant University where she received a B.S in Financial Services with a minor in Economics. She graduated Summa Cum Laude and in the Honors Program. During her spare time in college, Faith had a variety of client service roles in various industries including financial services, real estate, retail, and education services. These positions revealed her passion for helping people, especially in the financial services industry.
Wealth Management
Global Investment Office
Portfolio Insights
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
Iran Conflict: Seven Takeaways for Investors
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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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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 Kurt Volk 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
