Scott D. Swaylik
Senior Vice President, Branch Manager, Senior Portfolio Manager
Phone:
(508) 790-9601(508) 790-9601
Morgan Stanley
Hyannis Branch Office
You define success, we help you achieve it
45 North Street
Hyannis, MA 02601
US
Branch:
(508) 790-9600(508) 790-9600
Toll-Free:
(800) 347-8057(800) 347-8057
Branch Manager
Scott D. SwaylikPhone:
(508) 790-9601(508) 790-9601
About Morgan Stanley Hyannis Branch
Welcome to Morgan Stanley's Hyannis Branch! Founded in 1988, we have delivered our Firm's comprehensive, world-class suite of financial services to our valued clients for over three decades. In addition to servicing residents of Cape Cod and the Islands, we proudly work with clients in 48 states; Washington, DC; and the U.S. Virgin Islands.
Accessible from both North Street and Main Street, our office is a stone's throw away from the center of Hyannis, a few feet away from the President John F. Kennedy Museum.
Our team of Financial Advisors strives to earn the trust of many individuals, families, and institutions while helping them achieve their goals. With an extensive suite of services, our objective is clear: to deliver the resources that can best accomplish each client’s unique goals. We are confident that you will be impressed with our top-notch level of service and dedication to you, your portfolio, and your financial aspirations.
Accessible from both North Street and Main Street, our office is a stone's throw away from the center of Hyannis, a few feet away from the President John F. Kennedy Museum.
Our team of Financial Advisors strives to earn the trust of many individuals, families, and institutions while helping them achieve their goals. With an extensive suite of services, our objective is clear: to deliver the resources that can best accomplish each client’s unique goals. We are confident that you will be impressed with our top-notch level of service and dedication to you, your portfolio, and your financial aspirations.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Hyannis Branch
About Scott D. Swaylik
With more than 20 years in the financial service industry, Scott is a Senior Vice President, Portfolio Manager, Financial Advisor and Branch Manager of Morgan Stanley’s Hyannis, Massachusetts office.
Scott and his team service business owners, uniquely successful families and individual clients. By leading his clients through a disciplined process that emphasizes education, goal identification, portfolio construction and continuous communication, Scott and his team can help simplify the wealth management process. Trust, honesty and integrity are the three pillars that Scott and his team focus on in their business as well as personal lives. Scott believes that his clients deserve objective and competent guidance in the crafting, implementing and monitoring of their financial and life planning strategies.
Scott is very active in the community as a Former Trustee and Vice President of the Cape Cod Museum of Art, Former President of the Cape Cod Chapter of Ducks Unlimited, Past President of the Osterville Anglers Club, Committee Chair of the Joe Cronin Jimmy Fund Blue Fish Tournament to benefit the Dana Farber Cancer Institute, Committee Member of the Fall Classic Fishing Tournament to benefit the Genesis Fund and Chairman of the Barnstable Police K-9 Foundation.
Scott was the 2010 recipient of the 40 under 40 Award, presented by Cape & Plymouth Business magazine* which honors distinguished business people under the age of 40 who excel in their industry and show dynamic leadership in their business and community.
In his free time Scott enjoys fishing, boating, giving back to his community and spending time with his family
Scott and his team service business owners, uniquely successful families and individual clients. By leading his clients through a disciplined process that emphasizes education, goal identification, portfolio construction and continuous communication, Scott and his team can help simplify the wealth management process. Trust, honesty and integrity are the three pillars that Scott and his team focus on in their business as well as personal lives. Scott believes that his clients deserve objective and competent guidance in the crafting, implementing and monitoring of their financial and life planning strategies.
Scott is very active in the community as a Former Trustee and Vice President of the Cape Cod Museum of Art, Former President of the Cape Cod Chapter of Ducks Unlimited, Past President of the Osterville Anglers Club, Committee Chair of the Joe Cronin Jimmy Fund Blue Fish Tournament to benefit the Dana Farber Cancer Institute, Committee Member of the Fall Classic Fishing Tournament to benefit the Genesis Fund and Chairman of the Barnstable Police K-9 Foundation.
Scott was the 2010 recipient of the 40 under 40 Award, presented by Cape & Plymouth Business magazine* which honors distinguished business people under the age of 40 who excel in their industry and show dynamic leadership in their business and community.
In his free time Scott enjoys fishing, boating, giving back to his community and spending time with his family
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MS, NC, NH, NJ, NY, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV; BM/Supervisor; General Securities Representative; Managed Futures
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Branch Address
45 North Street
Hyannis, MA 02601
US
Branch:
(508) 790-9600(508) 790-9600
Toll-Free:
(800) 347-8057(800) 347-8057
Fax:
(508) 790-9650(508) 790-9650
1When 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.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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 is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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 is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024