Reed Webster, CFA®
Executive Director,
Wealth Advisor,
Senior Portfolio Management Director
Direct:
(312) 827-6574(312) 827-6574
My Mission Statement
Experienced Investment Management Professional providing the highest level of service, advice, and access to the institutional resources of Morgan Stanley for a select group of High-Net-Worth Families, Executives, and Non-Profit Organizations
My Story
Reed Webster grew up in Englewood, New Jersey and is an Executive Director, Senior Portfolio Management Director, and Family Wealth Advisor. Reed has been in the investment industry since 1985, when he began his career at the U.S. Trust Company of New York. He joined Morgan Stanley in 1991 and oversees assets for a select group of High-Net-Worth Families, Executives, and Non-Profit Organizations.
Reed focuses on customized asset allocation issues and managing assets under a tax sensitive, equity, fixed income framework called Portfolio Management, which offers a personalized approach to asset management. Reed utilizes Morgan Stanley’s research universe as well as outside research sources such as Morningstar Research to manage a large cap equity portfolio.
Reed received his M.B.A. from Northwestern’s J.L. Kellogg Graduate School of Management in 1991 and A.B. from Dartmouth College in 1983. Reed earned the Chartered Financial Analyst (CFA®) accreditation in 1998. Reed is an avid racquet sports and fly-fishing enthusiast. Reed is actively involved in several charities and is a Board member of the following organizations: The MetroSquash Center of Chicago, The Atlantic Salmon Federation, and The Friends of Dartmouth Squash. Reed lives in Lake Forest, IL and Delray Beach, FL.
Reed focuses on customized asset allocation issues and managing assets under a tax sensitive, equity, fixed income framework called Portfolio Management, which offers a personalized approach to asset management. Reed utilizes Morgan Stanley’s research universe as well as outside research sources such as Morningstar Research to manage a large cap equity portfolio.
Reed received his M.B.A. from Northwestern’s J.L. Kellogg Graduate School of Management in 1991 and A.B. from Dartmouth College in 1983. Reed earned the Chartered Financial Analyst (CFA®) accreditation in 1998. Reed is an avid racquet sports and fly-fishing enthusiast. Reed is actively involved in several charities and is a Board member of the following organizations: The MetroSquash Center of Chicago, The Atlantic Salmon Federation, and The Friends of Dartmouth Squash. Reed lives in Lake Forest, IL and Delray Beach, FL.
Securities Agent: HI, CT, MT, MA, KS, AR, OR, LA, IL, TX, NH, MN, OK, WI, TN, SC, NY, NV, ME, MD, IA, VT, NJ, CO, OH, NC, DC, CA, MS, MO, VA, KY, AZ, UT, DE, AL, MI, WY, WA, PA, RI, IN, GA, FL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265024
NMLS#: 1265024
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
My Approach
I believe that identifying financial solutions begins with a solid understanding of each clients' goals, objectives, and risk tolerance. I follow a disciplined process that enables me to work with you to help meet your financial needs.
Step 1: Introductory Meeting
I offer an introductory meeting to see if there is a match between myself and potential clients.
Step 2: Discovery Meeting
This in-depth conversation provides me with the opportunity to get to know you and your family, so that I may potentially develop strategies and customize the relationship to help best meet your needs.
Step 3: Financial Planning
Every client is provided with a financial plan and goal analysis. Doing this allows me to understand their clients' goals. If a client does not feel comfortable with this process, I would not be able to have a comprehensive understanding of their full financial picture and therefore cannot help them.
Step 4: Asset Allocation
Once client goals are determined, I will be able to create and maintain a proper asset allocation for each client.
Step 5: Professional Coordination
I will coordinate with your family's Estate Lawyer, CPA, and other Persons of Influence.
Step 6: Quarterly Review
All clients will receive a Quarterly Review to go over their current financial situation to see if any part of their financial plan needs to be updated.
Step 7: Annual Meeting
All Clients will receive an Annual Meeting where we will have an in-depth meeting to go over your financial plans and goals. This will allow me to continue optimizing your strategy on an ongoing basis.
Step 8: Children & Beneficiaries
I ask that all children and beneficiaries be involved in the planning process to encourage education and a smooth transition of each clients' estate. This will help me get to know your entire family on a deeper and more holistic level going forward.
Step 9: Legacy
I believe and encourage all clients to incorporate legacy and charitable giving into their financial plans.
Step 10: Ongoing Assessment
In coordination with your other advisors, I can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Online Tools And Features Available To You
Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, and smart. As a part of my services, these resources are readily available to all of our clients. Learn more about each tool and feature to see how it could easily help to manage and secure your financial journey.
Morgan Stanley Online (MSO)
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 eAuthorization.
Learn More About Morgan Stanley Online (MSO)
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have the resources of MSO on the go.
Discover More With Our Mobile App
Goals Planning System (GPS)
As a Morgan Stanley client with a Goals Planning System (GPS) retirement plan, you can now access and view your plan’s status and progress on Morgan Stanley Online (MSO) and Morgan Stanley Mobile (MSM).
Learn More About GPS on Morgan Stanley Online
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
Learn More about the Spending and Budgeting Tool
Portfolio Risk Platform (Aladdin)
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Watch a Video on the Portfolio Risk Platform
Total Wealth View
It’s hard to see the full picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Learn More About Total Wealth View
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Protecting Your Online Security
Digital Vault
Digital Vault lets you easily and conveniently manage and share life’s most important documents, such as wills, deeds, and estate plans, as well as financial statements and tax filings.
Watch a Video on Digital Vault
eDelivery
You shouldn't have to wait for important paperwork like statements, tax documents, or trade confirmations. With eDelivery, you'll get email notifications as soon as they're available on Morgan Stanley Online.
Enroll in eDelivery
eAuthorizations
eAuthorizations allows you to approve transactions electronically and securely on Morgan Stanley Online and the Morgan Stanley Mobile App.
Enroll in eAuthorizations
eSign
eSign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using eSign; all you need is a valid email address and phone number.
Learn More About eSignImportant Research & Information Available To You
My investment philosophy for a Core Portfolio is centered around a Bottom-Up Assessment of Dividend Paying U.S. Companies with High-Quality Earnings, Rich with Cash, and being consistently Profitable. I make sure to do so in a Tax-Sensitive Manner. As a part of my services, I will have the ability to provide Morgan Stanley's Award-Winning Research along with any timely and important information that may be valuable to you.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest GIC Weekly Research Report
On The Markets Monthly Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read The Latest On The Markets Monthly Research Report
2022 Income Tax Tables
Federal tax information for 2022, including Income Tax Tables, Contribution Limits, Deadlines, etc.
Click Here To View The 2022 Income Tax Tables
Research & Insights
Through timely, in-depth analysis of companies, industries, markets, and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Learn More About Morgan Stanley's Research & Insights
Thought on the Market Podcasts
With perspectives on the forces shaping the market, Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Thoughts on the Market Podcasts
Timely Ideas
Morgan Stanley Investment Research is one of the financial industry's dominant thought leaders in equity and fixed-income investing. Our analysts, economists, and strategists have earned this reputation through timely, in-depth analysis of companies, industries, markets and the world’s economies. Our teams collaborate to assist Morgan Stanley clients with investment decisions, identifying opportunities across major asset classes and geographies.
View Morgan Stanley's Timely Ideas
The Morgan Stanley Minute
Explore our 1-minute investment insights videos, in this on-going series, from our firm’s leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
Learn More About The Morgan Stanley MinuteTop Services
I provide a wide array of services centered on your financial goals. I believe that identifying financial solutions begins with a solid understanding of each clients' situation, goals, objectives, and risk tolerance. I follow a disciplined process that enables me to work with you to craft customized solutions that help to meet your individual financial needs.
Professional Portfolio Management
I study investment trends and leverage the global resources of Morgan Stanley to develop a personalized investment strategy. I’ll develop a customized portfolio to help meet your requirements for growth, income, and wealth preservation within your risk constraints.
Learn More About Portfolio Management
Wealth Planning
It’s never been more important to create a plan that can help secure your future and guide you to your goals. I have many years of experience helping clients do just that. As your personal situation and markets change, I can help you revisit your plan and adjust course to help you get where you want to go.
Learn More About Wealth Planning
Asset Management
Morgan Stanley strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.
Learn More About Asset Management
Alternative Investments
Morgan Stanley Investment Management is a leading provider of alternative investment strategies with expertise that spans across private equity, private credit, hedge funds, real estate, infrastructure, and managed futures markets. I am here to deliver exceptional portfolios and customized alternative investment programs.
Learn More About Our Alternative Investments Offerings
Stock Option Plans
Morgan Stanley Global Stock Plan Services has been an industry leader in administering corporate stock plans for 45 years. This unique combination of experience, expertise, service and technology enables companies to get the most out of their plans in a seamless and efficient manner.
Learn More About Stock Option Plans
Trust Services
You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.
Learn More About Trust Services
Sustainable Investing
For us at Morgan Stanley, it is abundantly clear that the solutions to global challenges can only achieve the required scale if they can attract a critical mass of private capital. To this end, we've established the Morgan Stanley Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.
Learn More About Sustainable Investing
ESG Investing
Environmental, Social, and Governance (ESG) criteria are a set of standards for a company’s operations that socially conscious investors use to screen potential investments. Environmental criteria consider how a company performs as a steward of nature. Social criteria examine how it manages relationships with employees, suppliers, customers, and the communities where it operates. Governance deals with a company’s leadership, executive pay, audits, internal controls, and shareholder rights.
Learn More About ESG InvestingClient Service Team
Daniel P. O'Malley - Registered Client Service Associate, Assistant Vice President
Phone:
(312) 827-6565(312) 827-6565
Email:Daniel.OMalley@morganstanley.com
Dan O'Malley began in the financial services industry in 2009 and joined Morgan Stanley in March of 2014. Prior to Morgan Stanley, Dan worked at Northern Trust.
Dan’s passion and the reason for being in Finance is to help families and individuals meet their goals for retirement and the needs of their everyday lifestyle. Dan got into the business because he likes to help people achieve their financial goals and feel comfortable in retirement.
The Webster Group’s approach stems from understanding their clients specific goals and needs and implement a tailored investment approach and financial plan specifically designed to help meet their goals.
Dan attended Saint Mary's University in Winona, MN and has a B.S. in Finance.
Dan is originally from Chicago and his family still resides in the Chicago area. He cares about spending time with friends and family.
Dan resides in downtown Chicago and enjoys going out and living in Chicago. Dan likes football, baseball, and basketball. Dan enjoys going to sporting events and is a fan of the Bears, Bulls, Blackhawks, and White Sox.
Dan’s passion and the reason for being in Finance is to help families and individuals meet their goals for retirement and the needs of their everyday lifestyle. Dan got into the business because he likes to help people achieve their financial goals and feel comfortable in retirement.
The Webster Group’s approach stems from understanding their clients specific goals and needs and implement a tailored investment approach and financial plan specifically designed to help meet their goals.
Dan attended Saint Mary's University in Winona, MN and has a B.S. in Finance.
Dan is originally from Chicago and his family still resides in the Chicago area. He cares about spending time with friends and family.
Dan resides in downtown Chicago and enjoys going out and living in Chicago. Dan likes football, baseball, and basketball. Dan enjoys going to sporting events and is a fan of the Bears, Bulls, Blackhawks, and White Sox.
Location
4855 Technology Way
Suite 600
Boca Raton, FL 33431
US
Direct:
(312) 827-6574(312) 827-6574
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
Ready to start a conversation? Contact Reed Webster today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
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.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
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.
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CRC 6491812 (04/2024)
