Jessica Birkins
Private Banker
Scott A. Bobek, CFA
Senior Vice President,
Financial Advisor,
Family Wealth Advisor
Direct:
(617) 478-6430(617) 478-6430
My Mission Statement
Our practice focuses on delivering sophisticated strategies for complex wealth, tailored to the unique goals and challenges of each client. With clarity, discretion, and unwavering commitment, we guide families through every stage of life - preserving, growing and transitioning wealth across generations.
Who We Are
With legacy rooted in the former Bobek Dragonas Group at Morgan Stanley, our practice combines decades of experience, technical expertise, and a deep understanding of the complexities faced by ultra-high net-worth families. As a co-founding member of that team, Scott brings over 25 years of wealth management experience and a distinctive perspective shaped by his background in engineering. This analytic foundation, combined with his credentials as a Chartered Financial Analyst (CFA), Family Wealth Advisor, and Estate Planning Consultant, allows him to approach intricate financial challenges with precision, creativity, and a focus on lasting results.
At the heart of our practice is world class service, led by a seasoned professional with more than two decades of client relationship management experience; known for active communication, seamless execution, and an unwavering commitment to our clients. Our team ensures that every client interaction is met with discretion, timeliness, and a meticulous attention to detail.
Together our advisory and service teams provide a fully integrated suite of solutions for our clients, including tailored investment management, comprehensive wealth transfer strategies, philanthropic planning, and advanced risk management. Through Morgan Stanley’s global platform, our clients have direct access to private bankers, experts in insurance and annuities, estate planning strategists, alternative investment professionals, and family governance specialists ensuring that every dimension of wealth is addressed with sophistication and foresight.
Our expertise, powered by Morgan Stanley's resources, helps you preserve and grow wealth across generations.
At the heart of our practice is world class service, led by a seasoned professional with more than two decades of client relationship management experience; known for active communication, seamless execution, and an unwavering commitment to our clients. Our team ensures that every client interaction is met with discretion, timeliness, and a meticulous attention to detail.
Together our advisory and service teams provide a fully integrated suite of solutions for our clients, including tailored investment management, comprehensive wealth transfer strategies, philanthropic planning, and advanced risk management. Through Morgan Stanley’s global platform, our clients have direct access to private bankers, experts in insurance and annuities, estate planning strategists, alternative investment professionals, and family governance specialists ensuring that every dimension of wealth is addressed with sophistication and foresight.
Our expertise, powered by Morgan Stanley's resources, helps you preserve and grow wealth across generations.
Securities Agent: NY, GA, WI, NJ, VT, RI, PA, NH, MD, CT, VA, DE, NC, MT, MN, CO, CA, AZ, NV, ME, MA, FL; General Securities Representative; Managed Futures
NMLS#: 176499
CA Insurance License #: 0D28977
NMLS#: 176499
CA Insurance License #: 0D28977
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Mayra A. Ansaldi - Portfolio Associate
Phone:
(617) 790-5240(617) 790-5240
Email:mayra.ansaldi@morganstanley.com
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 478-6430(617) 478-6430
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Chris Smith
Trust Specialist
About Jessica Birkins
Jessica Birkins is a Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jessica began her career in financial services in 2010, and joined Morgan Stanley in 2017 as a Associate Private Banker. Prior to joining the firm, she was a Team Leader and Internal Wholesaler at Eaton Vance.
Jessica is a graduate of the Connecticut College, where she received a Bachelor of Arts in Economics. She lives in Scituate, Massachusetts with her family. Outside of the office, Jessica enjoys spending time with her family, running, and reading.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jessica began her career in financial services in 2010, and joined Morgan Stanley in 2017 as a Associate Private Banker. Prior to joining the firm, she was a Team Leader and Internal Wholesaler at Eaton Vance.
Jessica is a graduate of the Connecticut College, where she received a Bachelor of Arts in Economics. She lives in Scituate, Massachusetts with her family. Outside of the office, Jessica enjoys spending time with her family, running, and reading.
NMLS#: 1699963
About Chris Smith
Chris Smith is an Executive Director and Head of Morgan Stanley’s Trust Services Group. As a 30-year employee of Morgan Stanley, Chris is responsible for maintaining the “Open Architecture” trustee platform, which consists of thirteen third-party trust companies who can serve in a fiduciary, agency or custodial role for ultra-high-net worth client trust accounts. Chris and the Trust Services Group help Advisors, clients, prospects and the professional community understand the corporate trustee services available through Morgan Stanley and how our corporate trustee partners can be used to provide fiduciary solutions for clients. This involves reviewing trust document and statements as well as analyzing family dynamics. Chris then uses this information to recommend one or more of the firm’s third-party corporate trustee partners to possibly serve as trustee, co-trustee or administrative agent for a client trust account.
Prior to joining Morgan Stanley (Dean Witter), Chris worked in the Retirement Plans department of Prudential Securities and prior to that the District Agency department of Prudential Insurance Company. Chris holds a Bachelor of Arts degree in Communication/Journalism and Psychology from St. John Fisher College in Rochester, NY. He lives in Saratoga Springs, NY with his wife Sharon and two boys, Ryan and Michael and has a passion for golf, skiing and horse racing.
Prior to joining Morgan Stanley (Dean Witter), Chris worked in the Retirement Plans department of Prudential Securities and prior to that the District Agency department of Prudential Insurance Company. Chris holds a Bachelor of Arts degree in Communication/Journalism and Psychology from St. John Fisher College in Rochester, NY. He lives in Saratoga Springs, NY with his wife Sharon and two boys, Ryan and Michael and has a passion for golf, skiing and horse racing.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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 trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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 trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
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Ready to start a conversation? Contact Scott A. Bobek today.
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
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)
