Michele B O'Connor, CFP®
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(617) 589-3297(617) 589-3297
O'Connor Baker Group at Morgan Stanley
Direct:
(617) 589-3297(617) 589-3297
Toll-Free:
(800) 752-2678(800) 752-2678
Our Mission Statement
Peace of mind is understanding with certainty a future you design and how to achieve it
Our Story and Services
Professional wealth management helps you to design the future you desire, much like an architect designs a home. Working together with clients, we help them understand clearly how they are going to replace the paycheck they earn from their employer today with the one they create for themselves in retirement. Our “Wealth Strategy Summary” is tailored to your vision and the foundation for current and future wealth decisions, it helps us to assess both needs and aspirations with respect to your entire financial life to help provide certainty of outcome.
As your financial advisor, I bring experience, advice and the confidence to navigate the noise of challenging markets and a disciplined sense of focus on what’s most important: Progress toward your goals.
Morgan Stanley is recognized for having the largest Consulting Group platform in the industry providing access to portfolios managed by some of the world’s most recognized firms. Our commitment to the financial planning process insures that your portfolio stays on the correct path with your goals, and your goals on track with your intended future.
Our clients believe as we do, in the importance of a longstanding relationship with their advisor. We strive to deliver a “high touch, high service” experience and are inspired by helping people understand how to achieve the future they aspire to.
Getting started is easy. It begins with a conversation. Please complete the LifeView Client profile below to begin.
As your financial advisor, I bring experience, advice and the confidence to navigate the noise of challenging markets and a disciplined sense of focus on what’s most important: Progress toward your goals.
Morgan Stanley is recognized for having the largest Consulting Group platform in the industry providing access to portfolios managed by some of the world’s most recognized firms. Our commitment to the financial planning process insures that your portfolio stays on the correct path with your goals, and your goals on track with your intended future.
Our clients believe as we do, in the importance of a longstanding relationship with their advisor. We strive to deliver a “high touch, high service” experience and are inspired by helping people understand how to achieve the future they aspire to.
Getting started is easy. It begins with a conversation. Please complete the LifeView Client profile below to begin.
Services Include
- Wealth ManagementFootnote1
- Professional Portfolio ManagementFootnote2
- 401(k) Rollovers
- Retirement PlanningFootnote3
- Financial PlanningFootnote4
- Qualified Plans
- Business Succession PlanningFootnote5
- Corporate Retirement PlansFootnote6
- AnnuitiesFootnote7
- Long Term Care InsuranceFootnote8
- Life InsuranceFootnote9
- Foreign ExchangeFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Involvement and Recognition
2022 Forbes Best in State #16 Boston
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
2021 - 2023 Syracuse Football Parent Orangemen #48
2022 America's Top Woman Wealth Advisor Best in State #6 Massachusetts
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
2021 Forbes Best In State Ranked #11 Boston
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
2021 Forbes America's Top Woman Wealth Advisor Ranked #116
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
2021 Working Mother America's Top Wealth Advisor Mom #44
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.
Source: Workingmother.com (Awarded Oct 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.
2020 Forbes America's Top 250 Woman Wealth Advisors
2020 - 2022 Morgan Stanley Women in Wealth Board Member Greater Boston Chapter
2020 Working Mother & Shook America's Top Wealth Advisor Moms ranked #53
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Source: Workingmother.com (Awarded Oct 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Morgan Stanley’s LIFT New York/Metro Council Alumni Board Member - 2018 & 2019
Morgan Stanley's President’s Club
2019 Forbes List of America’s Best-In-State Wealth Advisor
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2019) Data compiled by SHOOK Research LLC based on time period from 6/30/17 - 6/30/18.
Source: Forbes.com (Awarded Feb 2019) Data compiled by SHOOK Research LLC based on time period from 6/30/17 - 6/30/18.
2019 Forbes America’s Top Women Wealth Advisors
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2019) Data compiled by SHOOK Research LLC based on time period from 9/30/17 - 9/30/18.
Source: Forbes.com (Awarded Apr 2019) Data compiled by SHOOK Research LLC based on time period from 9/30/17 - 9/30/18.
2019 Working Mothers Magazine’s America's Top Wealth Advisor Moms
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
Source: Workingmother.com (Awarded Oct 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
2018 Forbes List of America’s Best-In-State Wealth Advisor
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Feb 2018) Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17.
Source: Forbes.com (Feb 2018) Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17.
2018 Forbes America’s Top Women Wealth Advisors
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded May 2018) Data compiled by SHOOK Research LLC based on time period from 9/30/16 - 9/30/17.
Source: Forbes.com (Awarded May 2018) Data compiled by SHOOK Research LLC based on time period from 9/30/16 - 9/30/17.
2018 Working Mothers & Shook America's Top Wealth Advisor Moms
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.
Source: Workingmother.com (Awarded Oct 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.
2017 Forbes America’s Top Women Wealth Advisors Ranked #109
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Feb 2017) Data compiled by SHOOK Research LLC based on time period from 9/30/15 - 9/30/16.
Source: Forbes.com (Awarded Feb 2017) Data compiled by SHOOK Research LLC based on time period from 9/30/15 - 9/30/16.
2017 Working Mothers & Shook America's Top 100 Wealth Advisor Moms
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2017) Data compiled by SHOOK Research LLC based on time period from 3/31/16 - 3/31/17.
Source: Workingmother.com (Awarded Oct 2017) Data compiled by SHOOK Research LLC based on time period from 3/31/16 - 3/31/17.
Hingham Gridiron Football Parent Representative
Hingham High School Football Booster Leader 2020-2021
Hingham High School Freshman Football Parent Representative
Hingham High School Swim Team Booster Parent 2016
2023 Forbes Best in State #16 Boston
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
2024 Forbes Best in State #15
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Our Clients
We serve an exceptional group of individuals and families. Some are facing a significant change in life circumstance, such as a job change, the transition to retirement or the loss of a spouse. Others are employees deciding on whether to take a retirement package or continue to work. Still others are business owners and their employees managing through the challenges of a merger or sale of a business and the financial decisions that come with it.
Essentially, all have accumulated significant assets, yet need professional and objective advice in developing a comprehensive financial plan to help grow, protect and provide lifetime income, while ultimately transferring their wealth to loved ones.
Essentially, all have accumulated significant assets, yet need professional and objective advice in developing a comprehensive financial plan to help grow, protect and provide lifetime income, while ultimately transferring their wealth to loved ones.
Our clients include:
- Retirees and individuals planning for retirement
- Multi-generational families
- Business leaders and entrepreneurs
- Professionals, including doctors and lawyers and corporate executives
- Women seeking guidance for themselves and their family
- Members of the LGBT community
- Children and parents of current clients
We enjoy building deep and enduring relationships and have found we work best with individuals, families and business leaders whose priorities focus on:
- A long-range picture of retirement and personal goals
- A multi-generational view of family
- A 360 degree view of your finances
- A balanced growth approach to investing
- Open conversations about wealth planning and investment expectations
With an experienced professional and the right resources, reaching your most important goals can be less challenging and more rewarding. We are ready to help you achieve your goals by combining our financial insights with the global footprint and extensive resources of Morgan Stanley.
We tailor our strategic and tactical perspectives to fit your unique needs. What’s more, our ability to evaluate solutions and formulate an individualized strategy based on extensive resources, credentials and education is a strength of our practice.
Here is a broad overview of the many capabilities we currently offer:
Financial Planning
•Retirement Planning
•Goals Analysis
•Cash Flow Management
Investment Management
•Asset Allocation
•Investment Selection
•Tax-Efficient Investing Strategies
•Stock Option Analysis
Retirement Planning
•Lifestyle Review
•Income Strategies
•Social Security and Pension Analysis
•Long-Term Care
Access to Cash Management and Lending Services
•Hedging Strategies
•Portfolio Protection strategies
•Insurance strategies
Trust and Estate Legacy Planning
•Wealth Transfer and Trust Strategies
•Charitable Giving Strategies
•Coordination with Outside Legal and Tax Advisors
•Family Governance
Small Business Services
•Cash Management Services
•Risk and Benefit Assessment
•Risk Management
•Succession Planning
We tailor our strategic and tactical perspectives to fit your unique needs. What’s more, our ability to evaluate solutions and formulate an individualized strategy based on extensive resources, credentials and education is a strength of our practice.
Here is a broad overview of the many capabilities we currently offer:
Financial Planning
•Retirement Planning
•Goals Analysis
•Cash Flow Management
Investment Management
•Asset Allocation
•Investment Selection
•Tax-Efficient Investing Strategies
•Stock Option Analysis
Retirement Planning
•Lifestyle Review
•Income Strategies
•Social Security and Pension Analysis
•Long-Term Care
Access to Cash Management and Lending Services
•Hedging Strategies
•Portfolio Protection strategies
•Insurance strategies
Trust and Estate Legacy Planning
•Wealth Transfer and Trust Strategies
•Charitable Giving Strategies
•Coordination with Outside Legal and Tax Advisors
•Family Governance
Small Business Services
•Cash Management Services
•Risk and Benefit Assessment
•Risk Management
•Succession Planning
Our process is built on an understanding of your goals and provides the context to develop and implement highly customized strategies to help you achieve your goals.
Step 1: Identify Your Goals
We begin with a detailed conversation where I ask a series of in-depth questions. This discovery process provides us with a deeper understanding of your finances, and educates us about your history, your family and your aspirations.
•Review financial documents
•Clarify retirement goals and needs
•Understand tax concerns
•Determine estate and wealth transfer goals
Step 2: Develop Your Strategy
From this ongoing dialogue, we develop a Wealth Strategy Summary, an outline that details your financial plan. It has become the hallmark of my practice and serves as the foundation for current and future wealth decisions.
•Establish investment philosophy, risk tolerance and time horizon
•Analyze current investment portfolio
•Perform an estate and wealth plan analysis
•Present comprehensive investment plan
•Provide details for each recommendation
Step 3: Implement Your Plan
Upon your approval, we execute the investment changes and provide access to other services you require.
•Complete paperwork to implement your strategy
•Prioritize activities and establish timelines
•Initiate wealth management solutions
Step 4: Monitor and Review
As we put your plan into action, we set up tools so you have immediate access to your accounts. And because markets and personal needs evolve, we schedule ongoing discussions to help ensure your plan remains on track.
•Review your first statement to ensure understanding
•Schedule regular discussions to track progress
•Make adjustments over time
Step 1: Identify Your Goals
We begin with a detailed conversation where I ask a series of in-depth questions. This discovery process provides us with a deeper understanding of your finances, and educates us about your history, your family and your aspirations.
•Review financial documents
•Clarify retirement goals and needs
•Understand tax concerns
•Determine estate and wealth transfer goals
Step 2: Develop Your Strategy
From this ongoing dialogue, we develop a Wealth Strategy Summary, an outline that details your financial plan. It has become the hallmark of my practice and serves as the foundation for current and future wealth decisions.
•Establish investment philosophy, risk tolerance and time horizon
•Analyze current investment portfolio
•Perform an estate and wealth plan analysis
•Present comprehensive investment plan
•Provide details for each recommendation
Step 3: Implement Your Plan
Upon your approval, we execute the investment changes and provide access to other services you require.
•Complete paperwork to implement your strategy
•Prioritize activities and establish timelines
•Initiate wealth management solutions
Step 4: Monitor and Review
As we put your plan into action, we set up tools so you have immediate access to your accounts. And because markets and personal needs evolve, we schedule ongoing discussions to help ensure your plan remains on track.
•Review your first statement to ensure understanding
•Schedule regular discussions to track progress
•Make adjustments over time
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 589-3297(617) 589-3297
Toll-Free:
(800) 752-2678(800) 752-2678
Meet O'Connor Baker Group
Elle O'Connor
Wealth Management Associate
Phone:
(617) 589-3205(617) 589-3205
Christopher O'Connor
Client Relationship Analyst
Phone:
(617) 589-3383(617) 589-3383
About Michele B O'Connor
Michele B. O’Connor, CFP®
Managing Director – Wealth Management
International Client Advisor
Senior Portfolio Management Director
Financial Advisor
Michele O’Connor has dedicated her entire career to serving the financial needs of individuals, families and small business owners in the Boston area and throughout the world. Her comprehensive approach includes a thorough planning process, customized strategic solutions and a commitment to providing outstanding service and advice. Michele is proud to be a vital member of Morgan Stanley's Boston market, having been part of the firm’s history and its predecessor brands for more than 25 years.
Michele has received numerous distinctions and professional accolades throughout her career. Most recently in February 2025 she was ranked #2 as Forbes Best-In-State Top Woman Wealth Advisors for Massachusetts-Boston and finished as Morgan Stanley’s Top Women Wealth Advisor in New England by Forbes/SHOOK. She was named to Morgan Stanley's prestigious Chairman's Club in 2025 an elite group of the Firm's top 225 Financial Advisors. In April 2024, she was ranked #15 in Massachusetts-Boston on the Forbes Best-in-State Wealth Advisors List. Her accomplishments include ranking #116 as Forbes' 2021 America's Top Woman Wealth Advisors and she was named to Morgan Stanley's Financial Advisor Advisory Council FAAC as one of eighteen in 2021. Michele earned Morgan Stanley's distinguished designation of Managing Director in 2021. She is an alumni board member to Morgan Stanley's New York-Metro Region LIFT council, a peer-to-peer network dedicated to helping women achieve success. She is a member of CHIEF.
Michele has been committed to continuing education to create a more powerful client experience. In 1999, Michele earned the designation of CERTIFIED FINANCIAL PLANNER (CFP®), in 2015 she was chosen as an International Client Advisor (ICA) and in 2018 she earned the title Senior Portfolio Management Director from Morgan Stanley. She is a graduate of Syracuse University and earned her M.B.A. from Suffolk University.
Michele works diligently to demystify the investment and planning process by understanding her clients’ goals and values and articulating the key activities they need to accomplish to help achieve their specific financial vision. Most importantly, she focuses on creating long-term and trusting relationships with her clients to help them simplify their lives, so they may pursue their passions and enjoy the wealth they have created.
Born in Cambridge and raised in Brookline, Michele lives in Hingham with her husband. Together, they have six children, two now in college. She is a member of the West Dennis Yacht Club, an alumni member of the Chi Omega Fraternity and is a former Executive Board member of the Hingham Mothers Club.
Michele was a dedicated Syracuse University Football Parent where her son wore the #48 jersey for two seasons as an outside linebacker on the team. When she is not assisting clients or actively volunteering, Michele and her family enjoy a family rivalry as passionate fans of the Boston College Eagles football team where her daughter attends. On weekends, she enjoys spending time boating at her summer home in Cape Cod and snow skiing in Stowe, Vermont.
2017-2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018, 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2018, 2019, 2021, 2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2017, 2018, 2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
Managing Director – Wealth Management
International Client Advisor
Senior Portfolio Management Director
Financial Advisor
Michele O’Connor has dedicated her entire career to serving the financial needs of individuals, families and small business owners in the Boston area and throughout the world. Her comprehensive approach includes a thorough planning process, customized strategic solutions and a commitment to providing outstanding service and advice. Michele is proud to be a vital member of Morgan Stanley's Boston market, having been part of the firm’s history and its predecessor brands for more than 25 years.
Michele has received numerous distinctions and professional accolades throughout her career. Most recently in February 2025 she was ranked #2 as Forbes Best-In-State Top Woman Wealth Advisors for Massachusetts-Boston and finished as Morgan Stanley’s Top Women Wealth Advisor in New England by Forbes/SHOOK. She was named to Morgan Stanley's prestigious Chairman's Club in 2025 an elite group of the Firm's top 225 Financial Advisors. In April 2024, she was ranked #15 in Massachusetts-Boston on the Forbes Best-in-State Wealth Advisors List. Her accomplishments include ranking #116 as Forbes' 2021 America's Top Woman Wealth Advisors and she was named to Morgan Stanley's Financial Advisor Advisory Council FAAC as one of eighteen in 2021. Michele earned Morgan Stanley's distinguished designation of Managing Director in 2021. She is an alumni board member to Morgan Stanley's New York-Metro Region LIFT council, a peer-to-peer network dedicated to helping women achieve success. She is a member of CHIEF.
Michele has been committed to continuing education to create a more powerful client experience. In 1999, Michele earned the designation of CERTIFIED FINANCIAL PLANNER (CFP®), in 2015 she was chosen as an International Client Advisor (ICA) and in 2018 she earned the title Senior Portfolio Management Director from Morgan Stanley. She is a graduate of Syracuse University and earned her M.B.A. from Suffolk University.
Michele works diligently to demystify the investment and planning process by understanding her clients’ goals and values and articulating the key activities they need to accomplish to help achieve their specific financial vision. Most importantly, she focuses on creating long-term and trusting relationships with her clients to help them simplify their lives, so they may pursue their passions and enjoy the wealth they have created.
Born in Cambridge and raised in Brookline, Michele lives in Hingham with her husband. Together, they have six children, two now in college. She is a member of the West Dennis Yacht Club, an alumni member of the Chi Omega Fraternity and is a former Executive Board member of the Hingham Mothers Club.
Michele was a dedicated Syracuse University Football Parent where her son wore the #48 jersey for two seasons as an outside linebacker on the team. When she is not assisting clients or actively volunteering, Michele and her family enjoy a family rivalry as passionate fans of the Boston College Eagles football team where her daughter attends. On weekends, she enjoys spending time boating at her summer home in Cape Cod and snow skiing in Stowe, Vermont.
2017-2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018, 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2018, 2019, 2021, 2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2017, 2018, 2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
Securities Agent: VT, RI, UT, DE, DC, AZ, VA, TN, OH, LA, CT, MD, WA, NV, IL, FL, CA, NJ, OR, MO, GA, TX, NY, NH, MA, CO, SC, NC, WI, PA, ME, MS, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1298031
NMLS#: 1298031
About Elle O'Connor
Elle O’Connor joined Morgan Stanley in 2020 as an Analyst in the Branch Analyst program. In 2022 she was the Eaton Vance New England Internal wholesaler covering Northern CT, MA, and RI. Since then, she has returned to Morgan Stanley as a Wealth Management Associate.
Elle earned her Bachelor’s degree in Economics at the Pennsylvania State University. She is currently an MBA candidate at the Boston College Carroll School of Management. Elle holds the SIE, Series 7, and Series 66 Licenses.
Elle grew up on the South Shore in Hingham, Massachusetts and now lives in the Financial District of Boston. She is currently a member of the Young Professionals network for the Expect Miracles Foundation. In her free time, she enjoys cycling at Equinox, skiing in Stowe, Vermont, and spending time with her dog.
Elle earned her Bachelor’s degree in Economics at the Pennsylvania State University. She is currently an MBA candidate at the Boston College Carroll School of Management. Elle holds the SIE, Series 7, and Series 66 Licenses.
Elle grew up on the South Shore in Hingham, Massachusetts and now lives in the Financial District of Boston. She is currently a member of the Young Professionals network for the Expect Miracles Foundation. In her free time, she enjoys cycling at Equinox, skiing in Stowe, Vermont, and spending time with her dog.
About Christopher O'Connor
Christopher O’Connor joined Morgan Stanley in 2023 as a Client Relationship Analyst which focuses on the development and growth of the business as well as servicing clients while understanding their investment objectives.
Christopher graduated from The University of Arizona with a degree in Economics and a minor in Sports Management. Christopher currently resides in Hingham, Massachusetts. He enjoys visiting the cape and the islands in the summer, going to the Waste Management Phoenix Open every February, and riding his Honda Ruckus around the South Shore.
Christopher graduated from The University of Arizona with a degree in Economics and a minor in Sports Management. Christopher currently resides in Hingham, Massachusetts. He enjoys visiting the cape and the islands in the summer, going to the Waste Management Phoenix Open every February, and riding his Honda Ruckus around the South Shore.
Contact Michele B O'Connor
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
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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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
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
Article Image
Ready to start a conversation? Contact O'Connor Baker Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
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
CRC 6491812 (04/2024)
