Patrick T. LeBeau, CFP®, ADPA®
Executive Director,
Financial Advisor,
Family Wealth Director,
Portfolio Management Director
Direct:
(401) 863-8410(401) 863-8410
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Pat LeBeau is the Executive Director and Private Wealth Advisor with Morgan Stanley Private Wealth Management in Providence, Rhode Island. Combining the knowledge and experience gained over nearly three decades, he leads a team of professionals who are dedicated to understanding and addressing the needs and concerns of private equity executives and senior associates.
Pat also has significant experience working with business owners of privately-held companies. In addition to providing guidance on the sale of their business, he can help develop a detailed succession plan designed to represent their family’s interests for the future. He is driven to provide clients with a tailored wealth management approach that focuses on both sides of their balance sheets to help them address the entirety of their financial lives.
Prior to joining Morgan Stanley Private Wealth Management, he has held positions at Bank of America Private Bank (formerly US Trust), and RBS/Citizens Investment Services, including senior vice president and director of the northeast market, and director of its fixed income trading desk. He earned his bachelor’s degree from the University of Massachusetts, where he is a member of its Gold Key International Honor Society. Pat has participated in executive education programs at Babson University School for Executive Education and the Executive Education Program from the Wharton School. He is a Certified Financial Planner, a designation awarded by the Certified Financial Planner Board of Standards, Inc, and also holds the Accredited Domestic Partnership Advisor, ADPA, designation.
An ardent supporter of both foster youth and animal conservation efforts, Pat currently serves as Chairman of the Board of Trustees and is an executive board member for the Rhode Island Zoological Society and the Roger Williams Park Zoo. He is also President of the Board of Directors for Foster Forward.
Pat and his wife have one daughter, a Bernese Mountain Dog and a Great Pyrenees.
Pat also has significant experience working with business owners of privately-held companies. In addition to providing guidance on the sale of their business, he can help develop a detailed succession plan designed to represent their family’s interests for the future. He is driven to provide clients with a tailored wealth management approach that focuses on both sides of their balance sheets to help them address the entirety of their financial lives.
Prior to joining Morgan Stanley Private Wealth Management, he has held positions at Bank of America Private Bank (formerly US Trust), and RBS/Citizens Investment Services, including senior vice president and director of the northeast market, and director of its fixed income trading desk. He earned his bachelor’s degree from the University of Massachusetts, where he is a member of its Gold Key International Honor Society. Pat has participated in executive education programs at Babson University School for Executive Education and the Executive Education Program from the Wharton School. He is a Certified Financial Planner, a designation awarded by the Certified Financial Planner Board of Standards, Inc, and also holds the Accredited Domestic Partnership Advisor, ADPA, designation.
An ardent supporter of both foster youth and animal conservation efforts, Pat currently serves as Chairman of the Board of Trustees and is an executive board member for the Rhode Island Zoological Society and the Roger Williams Park Zoo. He is also President of the Board of Directors for Foster Forward.
Pat and his wife have one daughter, a Bernese Mountain Dog and a Great Pyrenees.
Securities Agent: LA, IN, DC, WA, NE, DE, SC, NY, MA, ID, NJ, IL, HI, VT, MI, GA, CO, TX, OK, MN, CT, CA, WI, RI, OR, AZ, UT, NH, MD, FL, VA, PA, OH, NC, ME, NV, MO; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 652712
NMLS#: 652712
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Client Service Team
Laura Leone - Registered Client Service Associate
Phone:
(401) 863-8435(401) 863-8435
Email:Laura.Leone@morganstanleypwm.com
Location
1 Financial Plaza 19th
Fl
Providence, RI 02903
US
Direct:
(401) 863-8410(401) 863-8410
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Patrick T. LeBeau today.
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.
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
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)
