Madison Branch Office

A seasoned professional, Brett has more than 25 years of wealth management experience. He delivers personalized advice and a holistic approach to portfolio management to a broad array of high net worth clients, which include executives in the financial industry, busy professionals in the legal, medical and pharmaceutical industries, and multi-generational families living locally and around the world.

Brett learned firsthand the power of investing when he purchased his first shares of stock as a junior in high school. As he watched his stock value rise and fall, he learned how changes in the economy made an impact on his investment. This experience inspired Brett to pursue a career in finance. While earning his degree in Economics at the University of Connecticut, he interned at Dean Witter (now Morgan Stanley). Upon graduation, Brett joined Dean Witter full-time, launching a successful career that would later take him to Charles Schwab and U.S. Trust before joining Morgan Stanley in 2007.

Throughout his career, Brett has remained committed to professional development, earning his Certified Financial Planner™ (CFP^®) designation in 1998 and participating in the Executive Education program at the Stanford University Graduate School of Business in 2006. Brett also received a number of important certifications at Morgan Stanley, including Executive Financial Services Director and Portfolio Management Director. These credentials demonstrate Brett’s ongoing commitment to a world-class client experience.

Originally from East Hampton, CT, Brett now lives in Marlborough with his wife, and their two daughters. Outside of the office, he enjoys golf, gardening and home improvement projects, but his true passion is coaching basketball.

Securities Agent: WV, VI, TN, OK, ID, IA, WY, WI, WA, VT, VA, UT, TX, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KS, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, KY; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 177792

Martin joined our firm in January 2022 as a Vice President & Risk Officer with over 15 years of industry experience. He is responsible for a wide variety of supervisory, compliance and risk functions in the New Haven, Madison, Mystic and New London, CT offices. Prior to joining Morgan Stanley, Martin held various positions at other financial services firms, most recently as an Operations Manager at Principle Wealth Partners and a Compliance Officer & Registered Principal at Essex Financial. He holds the FINRA Series 7, 66, 24, 53 & 4 licenses.

Martin and his wife, Michelle, live in Old Lyme, CT and have two daughters, Summer and Haley.

Celeste began her career as an Financial Advisor at a local Savings & Loan in the mid 1980s. When the Federal Government took over the S&L and shut down the brokerage arm, she moved to Advest as an assistant with a book of business. in January 1997, she moved with a group to Smith Barney. She was excited to see all that Smith Barney had to offer in the way of professional development and quickly moved to the Branch Administrator role, completing her Series 8 & 3.

With the joint venture of Smith Barney and Morgan Stanley, she moved into the Business Service Manger position and was fortunate to have strong partners to get her up to speed in the world of operations. Having both Financial Advisor and Support Professional experience, she brings a unique perspective to the role of Business Service Officer. She gives credit to the relationships she's fostered with her mentor, Financial Advisors, Support Professionals, managers and peers for her success and professional growth.

Outside the office, Celeste loves Jig-saw puzzles- through can only go so long without one in progress before she starts to go crazy. She is a huge Red Sox fan and ran with the complex in July 2019 during the Run to Homebase event at Fenway Park.