My Story and Services

Scott grew up in Southern California and in his early years worked at his family’s successful transportation and logistics company in Santa Ana, CA, where he learned from his father that great customer service and honesty are main factors in creating strong relationships. A college education and rowing crew at Boston University brought Scott to Massachusetts and he joined Smith Barney in 2006 after completing four workmanships at various financial institutions including a hedge fund and three leading wealth management firms. These experiences helped him to realize the personal nature of a client/advisor relationship and the massive responsibility of helping clients reach their financial goals.

Scott works with a focus on creating comprehensive wealth management strategies for affluent and high net worth individuals. He assists his clients in developing sophisticated lending strategies, completing detailed investment policy statements, and manages all aspects of the fiduciary responsibilities for corporate / institutional clients. His focus and deep knowledge of the capital markets and alternative investments helps to differentiate him from the competition. The firm recently asked him to be on the firm's “AI Investment Council” a privilege only shared by 16 other advisors.

In 2010, Scott successfully completed his CERTIFIED FINANCIAL PLANNER (CFP®) and in 2012 he earned the designation of Corporate Retirement Director (CRD) at Morgan Stanley, a title that is shared by a select few in the firm. Scott was most recently added to the prestigious list of Forbes Top Wealth Advisors in addition to Forbes Top 500 Millennials in the Country for 2017. He was also named to the Financial Times “Top 401 Retirement Plan advisors “(2015 - 2018). He sits on the Board of Directors at the Wang Theaters Citi Performing Arts center where he focuses much of his time utilizing various networks to help fund art education programs for the neighboring communities.

Scott currently lives in Southern California with his wife, Lauren, and daughter Paige where he enjoys golf, water activities, and traveling.

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Professional Portfolio Management1
  • Corporate Services
  • Securities Based Lending2
  • Tailored Lending3
  • Cash Management4
  • Corporate Retirement Plans5
  • Estate Planning Strategies6
  • Financial Planning7
  • Institutional Services
  • Alternative Investments8
  • Investment Management
  • Municipal Bonds9
  • Wealth Management10
Securities Agent: TX, CA, WY, VA, SC, RI, PR, PA, OH, NY, NV, NJ, NH, NC, MT, MI, MD, MA, KY, IN, IL, ID, HI, FL, DE, DC, CT, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 176927
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
  • B.A. - Finance and Entrepreneurship, 2006 - Boston University
  • Series 7 , 66, 31 Licensed Licensed to sell all securities, including corporate securities, municipal securities, options, Life/Health Insurance, investment company products and variable contracts
Associations
  • Citi Performing Arts Center Board of Director
  • Member of the Massachusetts One Hundred Club
  • Morgan Stanley Alternative Investments Council
Honors and Recognition
  • Forbes Top Wealth Advisors “Best in State” 2019 & 2018
  • Forbes Top “Next Generational Wealth Advisors” , 2018
  • Americas Top 500 Next Gen Advisors, 2017
  • Named to The Financial Times 2018,2017,2016,2015 list of Americas Top 401 Retirement Plan Advisors
  • Awarded Century Club Membership 2012
  • Awarded Pacesetters 2009-2012
  • Awarded Blue Chip Council 2007-2009

Maggie Gallagher

  • Registered Client Service Associate
    Maggie joined Morgan Stanley in October of 2015 as a Client Service Associate. With nearly four years of experience in the banking and financial services industry, Maggie focuses on maintaining and growing client relationships. She is also responsible for managing client’s accounts and facilitates in the day-to-day operations.

    In 2013, Maggie graduated from Westfield State with a Bachelor of Arts in Political Science and Environmental Science. She also attended Florence University of the Arts while studying abroad in Italy in 2012. After graduation, Maggie worked as a paralegal at a Boston law firm in the Back Bay.

    In her spare time, Maggie enjoys playing tennis, skiing and spending time with family and friends on Cape Cod. Maggie currently resides in the North End of Boston, MA.

    Maggie.Gallagher@Morganstanley.com | Office (617) 589-3395 | Fax (617) 570-0243

Location

53 State Street 39th
Fl
Boston, MA 02109
US
Direct:
(617) 589-3278(617) 589-3278
Toll-Free:
(800) 752-2678(800) 752-2678
Fax:
(617) 830-9040(617) 830-9040
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Ready to start a conversation? Contact Scott R McEwan today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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 suitable 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.

2Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.

3Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.

4Morgan 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

5Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

6Morgan 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.

7Morgan 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.

8Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

9Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

10Morgan 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.

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 suitable 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”) 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.


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