Owen Dugan
Executive Director, Financial Advisor
Phone:
(617) 570-9400(617) 570-9400
Owen Dugan
Executive Director,
Financial Advisor
Direct:
(617) 570-9400(617) 570-9400
My Mission Statement
Whatever your personal objectives may be, I will work together with you one-on-one to create a tailored financial strategy designed to help you work toward your long-term goals.
My Story and Services
Owen began his financial services career at Kidder Peabody in Boston in 1985. Through industry consolidation, Kidder Peabody became part of the UBS family tree, where he worked before joining Morgan Stanley in 2026. Owen focuses on wealth management and investment solutions for individuals, their families, and their businesses through the implementation of personalized financial plans. These planning strategies include income and risk in portfolio design, cash flow management, and legacy planning for multi-generational families in order to meet a broad range of client needs and objectives. He holds his Series 7, 63 and 65 licenses.
A graduate of the College of the Holy Cross, Owen is lifelong resident of Wellesley, MA. He takes great pride in spending time with his children and grandchildren. Owen is very active outside of Morgan Stanley, having learned the importance of giving back to his community from his parents. His involvement includes roles as President of Parent’s Council, Elon University, Elon N.C. 2010, 2011; Wellesley Town Meeting Member 2014, 2015; Associate Head Hockey Coach, Wellesley High School, 2013-2024; and President Wellesley Country Club 2022-2024.
A graduate of the College of the Holy Cross, Owen is lifelong resident of Wellesley, MA. He takes great pride in spending time with his children and grandchildren. Owen is very active outside of Morgan Stanley, having learned the importance of giving back to his community from his parents. His involvement includes roles as President of Parent’s Council, Elon University, Elon N.C. 2010, 2011; Wellesley Town Meeting Member 2014, 2015; Associate Head Hockey Coach, Wellesley High School, 2013-2024; and President Wellesley Country Club 2022-2024.
Securities Agent: MD, NY, CO, NJ, DC, VA, PA, FL, WI, CT, AZ, NV, MN, MA, CA, IL, TX, TN, SC, NE, MI, VT, OR, ID, GA, MS, IN, ME, RI, WA, OH, NH; General Securities Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
TAILORED WEALTH STRATEGIES
Strong financial planning starts with a clear understanding of your goals, values, and long-term vision. I take a personalized, holistic approach to your financial life – coordinating everything from investments and cash flow to retirement and beyond – so each element works together seamlessly. By combining advanced digital tools with thoughtful, customized guidance, I can help you create a clear, actionable plan that supports every stage of your financial journey.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. I can help you create a wealth plan that's adaptable to the different stages of your life using our award-winning tools- Goals Planning System (GPS) and LifeView.
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Retirement Planning
I will work with you to provide retirement plan solutions aligned with your organization's strategic goals. I will focus on your plan and investment management, and you'll have access to the necessary advice and tools needed to work toward your retirement program's objectives.
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Estate Planning
As the demands of your family grow and evolve, you are likely to need an advisor who has expanded capabilities and can offer wrap-around holistic solutions for you and your family. See below some of the capabilities we offer here at Morgan Stanley.
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Tax Planning
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.
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Business Financing & Planning
You have meaningful goals. I can help you reach them. For over 90 years Morgan Stanley has worked with individuals, families, businesses, and institutions to deliver services and solutions that help build, preserve, and manage wealth.
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Family Governance and Legacy Planning
Particularly in the case of an ultra-high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.
Learn MoreKEEPING YOU CONNECTED
Morgan Stanley’s comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
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Morgan Stanley Mobile App
Access your account wherever, whenever using the Morgan Stanley Mobile App. It gives you the same capabilities as Morgan Stanley Online from the convenience of your phone or tablet.
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Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
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Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
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MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
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Family Office Resources
Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
Learn MoreEVERYTHING YOU NEED, ALL IN ONE PLACE
At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives me the means to support your goals at every stage in your life.
Advice and Solutions
My clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.
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Lending and Cash Management
I recognize that clients and their families have unique needs that require dedicated experience and capabilities. My goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
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Cybersecurity
Your security is my top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security. Read more about the cybersecurity resources used by the firm below.
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Investment Management
At Morgan Stanley Investment Management, our goal is to provide strong long-term performance to a diverse client base of governments, institutions, corporations, advisors and individuals worldwide. Our investment solutions include a broad range of alternative investments, active investment strategies, customization strategies, sustainability expertise and tax-management solutions.
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Morgan Stanley CashPlus Brokerage Account
The CashPlus Brokerage Account provides a modern, convenient approach to managing your finances. Benefit from seamless bill pay, fund transfers, and everyday banking features – all while keeping your financial world directly connected to your Morgan Stanley relationship.
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Tax Management Services
Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.
Learn MoreINVESTOR RESOURCES
It has never been more important to have a financial plan in place to get you to where you want to be. To help stay up to date on the broader economy as well as with personal finance best practices, I have provided some resources below to help you to get started.
Morgan Stanley Insights
Morgan Stanley’s latest updates on markets, economies, global trends and more. Check out our insights here.
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On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
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Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley’s top analysts and strategists as they discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
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Morgan Stanley Five Ideas Financial Newsletter
Incisive market insights, the latest macroeconomic trends, unparalleled expertise, have all of this delivered straight to your inbox weekly.
Learn More
Wealth and Estate Planning Video Series
Explore a series of educational videos covering topics such as Foundational Estate Planning Documents, Estate & Gift Taxes, Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts and more.
Learn MoreLocation
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 570-9400(617) 570-9400
Meet My Team
Mark Lamson
Assistant Vice President, Business Development Associate
Phone:
(617) 570-9402(617) 570-9402
About Owen Dugan
Owen began his financial services career at Kidder Peabody in Boston in 1985. Through industry consolidation, Kidder Peabody became part of the UBS family tree, where he worked before joining Morgan Stanley in 2026. Owen focuses on wealth management and investment solutions for individuals, their families, and their businesses through the implementation of personalized financial plans. These planning strategies include income and risk in portfolio design, cash flow management, and legacy planning for multi-generational families in order to meet a broad range of client needs and objectives. He holds his Series 7, 63 and 65 licenses.
A graduate of the College of the Holy Cross, Owen is lifelong resident of Wellesley, MA. He takes great pride in spending time with his children and grandchildren. Owen is very active outside of UBS, having learned the importance of giving back to his community from his parents. Hi involvement includes roles as President of Parent’s Council, Elon University, Elon N.C. 2010, 2011; Wellesley Town Meeting Member 2014, 2015; Associate Head Hockey Coach, Wellesley High School, 2013-2024; and President Wellesley Country Club 2022-2024.
A graduate of the College of the Holy Cross, Owen is lifelong resident of Wellesley, MA. He takes great pride in spending time with his children and grandchildren. Owen is very active outside of UBS, having learned the importance of giving back to his community from his parents. Hi involvement includes roles as President of Parent’s Council, Elon University, Elon N.C. 2010, 2011; Wellesley Town Meeting Member 2014, 2015; Associate Head Hockey Coach, Wellesley High School, 2013-2024; and President Wellesley Country Club 2022-2024.
Securities Agent: MD, NY, CO, NJ, DC, VA, PA, FL, WI, CT, AZ, NV, MN, MA, CA, IL, TX, TN, SC, NE, MI, VT, OR, ID, GA, MS, IN, ME, RI, WA, OH, NH; General Securities Representative
About Mark Lamson
Mark has more than 20 years of industry experience as he began his financial services career in 2000 at Smith Barney, where he held roles including Client Service Associate, and grew into Assistant Operations Manager. He returned to the client facing role joining Owen Dugan in 2008, where they have remained together since. Mark manages the operational, administrative, and client service functions for the team. He joined UBS in 2012 where he worked before moving to Morgan Stanley in 2026, and is FINRA-registered holding securities licenses Series 7, 9, 10, and 63.
Outside of work, Mark loves spending time with family watching his kids' sports. He also enjoys participating in marathons and triathlons among other outdoor activities. With the focus on those activities, he has given back to his community by running the Boston Marathon several times, raising over $100,000 for charitable organizations. Mark lives with his wife, Jill, and their two children on the South Shore. Mark earned a Bachelor of Science in Business Administration with a concentration in Finance from Girard School of Business at Merrimack College, North Andover, MA.
Outside of work, Mark loves spending time with family watching his kids' sports. He also enjoys participating in marathons and triathlons among other outdoor activities. With the focus on those activities, he has given back to his community by running the Boston Marathon several times, raising over $100,000 for charitable organizations. Mark lives with his wife, Jill, and their two children on the South Shore. Mark earned a Bachelor of Science in Business Administration with a concentration in Finance from Girard School of Business at Merrimack College, North Andover, MA.
Wealth Management
Global Investment Office
Portfolio Insights
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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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
Rational Investing in an Age of Uncertainty
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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 Owen Dugan today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Morgan 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Morgan 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.
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
CRC 4665150 (8/2025)
