Heidi Taylor
Sub Market Branch Administrator
Phone:
(203) 967-7161(203) 967-7161
Morgan Stanley
Stamford Branch Office
You define success, we help you achieve it
4 Landmark Square 2nd
Floor
Stamford, CT 06901
US
Branch:
(203) 326-6900(203) 326-6900
Toll-Free:
(800) 233-2353(800) 233-2353
Branch Manager
Douglas A. FodorPhone:
(203) 967-7001(203) 967-7001
About Morgan Stanley Stamford Branch
The Stamford Market encompasses three branches in Connecticut located in Fairfield, Ridgefield, and Stamford itself. The City of Stamford is the second most populous city in Connecticut, and is considered the largest financial district in the New York Metropolitan area outside of New York City. Stamford also offers the best of both worlds by being located on the beach as well as having close proximity to NYC (just 35 miles away).
The Stamford Market is one of the strongest at Morgan Stanley and is composed of 86 Financial Advisors and Private Wealth Advisors that manage over $15.4 billion in assets. We are committed to helping our Financial Advisors by offering them the resources of a Global Firm so that they can put their clients in the best positions possible.
Our goal is to advance their practice by providing a professional, growth-centric, and collaborative environment. We look to combine the talents of our advisors and employees with the industry-leading tools and comprehensive resources that Morgan Stanley has to offer. This culture gives us the best opportunity to help our clients accomplish their goals. The management team’s primary focus is to cultivate a strong culture and elevate morale by demonstrating the five core values of the firm. In addition, we have a strong bond with our local communities and give back throughout the year in numerous volunteer events.
We look forward to working together and earning your business.
The Stamford Market is one of the strongest at Morgan Stanley and is composed of 86 Financial Advisors and Private Wealth Advisors that manage over $15.4 billion in assets. We are committed to helping our Financial Advisors by offering them the resources of a Global Firm so that they can put their clients in the best positions possible.
Our goal is to advance their practice by providing a professional, growth-centric, and collaborative environment. We look to combine the talents of our advisors and employees with the industry-leading tools and comprehensive resources that Morgan Stanley has to offer. This culture gives us the best opportunity to help our clients accomplish their goals. The management team’s primary focus is to cultivate a strong culture and elevate morale by demonstrating the five core values of the firm. In addition, we have a strong bond with our local communities and give back throughout the year in numerous volunteer events.
We look forward to working together and earning your business.
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 Stamford Branch
Thomas Hughes
Senior Private Banker
Phone:
(203) 356-0809(203) 356-0809
Ann Miller
Risk Officer
Phone:
(203) 326-6959(203) 326-6959
About Heidi Taylor
Heidi joined Morgan Stanley in August 2019 in the Stamford, CT branch. In October of 2020 she became the Wealth Management Branch Administrator for the Soundview Stamford Sub-Market. In this role, Heidi is responsible for helping supervise the facilities, expenses and needs for more than 100 employees across 3 locations. In addition, she supports the Senior Leadership team with year-round support and strategic efforts.
Heidi’s goal is to ensure her colleagues have the tools and resources they need to best serve their businesses and provide support to clients. She is also focused on fostering a culture of fun and philanthropic environment. Heidi leads the Stamford Sub-Market philanthropic efforts including donation drives and fundraising for charities in the local community.
Heidi has more than 20 years’ experience across finance, philanthropy, and medical industries. She resides in Easton, CT with her husband David and their two children Dylan and Luke.
Heidi’s goal is to ensure her colleagues have the tools and resources they need to best serve their businesses and provide support to clients. She is also focused on fostering a culture of fun and philanthropic environment. Heidi leads the Stamford Sub-Market philanthropic efforts including donation drives and fundraising for charities in the local community.
Heidi has more than 20 years’ experience across finance, philanthropy, and medical industries. She resides in Easton, CT with her husband David and their two children Dylan and Luke.
About Thomas Hughes
Thomas W. Hughes is a Senior Private Banker serving Morgan Stanley’s Wealth Management offices in Connecticut and New York.
Tom began his career in financial services in 1991. Previously, he has been the National Sales Manager for AIG Financial Advisory Group and a Mortgage and Credit Specialist for Merrill Lynch. Prior to joining Morgan Stanley in 2010, Tom was a Wealth Management Banker covering the Stamford, CT Merrill Lynch office with Bank of America.
Tom graduated from Bryant University with a Bachelor of Science in Finance. He grew up and currently resides in Darien, CT with his wife and family.
Tom began his career in financial services in 1991. Previously, he has been the National Sales Manager for AIG Financial Advisory Group and a Mortgage and Credit Specialist for Merrill Lynch. Prior to joining Morgan Stanley in 2010, Tom was a Wealth Management Banker covering the Stamford, CT Merrill Lynch office with Bank of America.
Tom graduated from Bryant University with a Bachelor of Science in Finance. He grew up and currently resides in Darien, CT with his wife and family.
About Ann Miller
Ann Miller serves as the Risk Officer of the Stamford Branch and is the newest addition to the Soundview Market Risk team.
Before joining Morgan Stanley in late 2016, she spent 23 years at Citi, holding various roles across Consumer Retail/Private Banking and Wealth Management.
Ann enjoys partnering with colleagues to provide guidance on firm policies, foster risk awareness throughout the branch, and support advisors in running a compliant and well-informed business.
Before joining Morgan Stanley in late 2016, she spent 23 years at Citi, holding various roles across Consumer Retail/Private Banking and Wealth Management.
Ann enjoys partnering with colleagues to provide guidance on firm policies, foster risk awareness throughout the branch, and support advisors in running a compliant and well-informed business.
Interested in a Career at Morgan Stanley?
Financial Advisors
Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next level—and provide confidence to your clients.
Experienced Professionals
Leverage your talent, hone your skills and build a career at Morgan Stanley, where our goal is always to deliver first-class business in a first-class way.
Branch Address
4 Landmark Square 2nd
Floor
Stamford, CT 06901
US
Branch:
(203) 326-6900(203) 326-6900
Toll-Free:
(800) 233-2353(800) 233-2353
Fax:
(203) 967-7006(203) 967-7006
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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