Russell Sully
Wealth Management Assocaite
Phone:
(617) 570-2960(617) 570-2960
Suzanne G. Priebatsch, CLU®, ChFC®
Executive Director, Wealth Management,
Financial Advisor,
Senior Investment Management Consultant
Direct:
(617) 570-9515(617) 570-9515
Toll-Free:
(800) 235-1205(800) 235-1205
My Mission Statement
To Create a Comprehensive Approach to Wealth Planning Strategies,
Designed to Enhance the Impact on both Lifetime and Legacy.
Designed to Enhance the Impact on both Lifetime and Legacy.
My Background
I work with individuals and families who are looking to effectively utilize their resources in order to enhance and preserve their financial and philosophical values. This is accomplished through customized investment management, coordination with a client’s tax and estate planning professionals, and working together to develop a meaningful philanthropic strategy to reflect their lifelong legacy. This holistic process involves working with clients to evaluate their various investment portfolios in order to manage risk, enhance return, and minimize the impact of taxes.
I began my investment management career in 1986. Over the past three and a half decades, I have had the benefit of gaining perspective on the markets by having successfully weathered the dramatic market cycles which have characterized this period. The focus of my practice is to create sustainable client portfolios, and to facilitate the transfer of both Assets and Aspirations from one generation to the next.
I am passionate about the process of educating clients and their families about the economic, financial and emotional circumstances which can have an impact on the process of making appropriate and successful long term wealth management decisions.
I have a Bachelor of Arts degree from Smith College, and a Master's degree from Harvard University.
I currently serve on several boards including the Boston branch of the
American Jewish Committee, the Anti-Defamation League, and Birthright Israel,
as well as the Hadassah - Brandeis Institute.
I am currently a trustee of Hebrew College in Newton, MA, and the Jewish Arts Collaborative. I have recently been appointed a Trustee Emeritus of The Children's Museum of Boston.
I began my investment management career in 1986. Over the past three and a half decades, I have had the benefit of gaining perspective on the markets by having successfully weathered the dramatic market cycles which have characterized this period. The focus of my practice is to create sustainable client portfolios, and to facilitate the transfer of both Assets and Aspirations from one generation to the next.
I am passionate about the process of educating clients and their families about the economic, financial and emotional circumstances which can have an impact on the process of making appropriate and successful long term wealth management decisions.
I have a Bachelor of Arts degree from Smith College, and a Master's degree from Harvard University.
I currently serve on several boards including the Boston branch of the
American Jewish Committee, the Anti-Defamation League, and Birthright Israel,
as well as the Hadassah - Brandeis Institute.
I am currently a trustee of Hebrew College in Newton, MA, and the Jewish Arts Collaborative. I have recently been appointed a Trustee Emeritus of The Children's Museum of Boston.
Securities Agent: NJ, WY, RI, GA, WI, NH, IL, DC, CT, NY, VT, PA, CA, ME, MA, FL, DE, NV, CO, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1677624
CA Insurance License #: 0E63677
NMLS#: 1677624
CA Insurance License #: 0E63677
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
I am an Executive Director of Morgan Stanley and have earned the title of Senior Investment Management Consultant.
I began my Investment Management carrier in 1986 and have been with Smith Barney, which became Morgan Stanley, since June 1990.
Over the course of my career, I have been asked to speak to various professional associations and university groups. I have spoken on “Social Impact Strategies” for the Investment Management Institute in New York and I was a panelist in a National Conference on the subject of “Girls, Women and Money: Financial Empowerment for the 21st Century”. In 2016, I was appointed a National Speaker for Hadassah, as part of its prestigious
“Know your Worth Program”, a full day seminar designed to highlight the major principles of financial literacy.
I am a member of the Harvard Business School Association of Boston.
I began my Investment Management carrier in 1986 and have been with Smith Barney, which became Morgan Stanley, since June 1990.
Over the course of my career, I have been asked to speak to various professional associations and university groups. I have spoken on “Social Impact Strategies” for the Investment Management Institute in New York and I was a panelist in a National Conference on the subject of “Girls, Women and Money: Financial Empowerment for the 21st Century”. In 2016, I was appointed a National Speaker for Hadassah, as part of its prestigious
“Know your Worth Program”, a full day seminar designed to highlight the major principles of financial literacy.
I am a member of the Harvard Business School Association of Boston.
Community Involvement
I am currently on the board of Hebrew College in Newton, Massachusetts, and I am also a member of the National Committee of the American Friends of the Israel Museum.
For many years, I served on the board of the Hadassah-Brandeis Institute.
I have recently been appointed to the board of the Boston branch of the American Jewish Committee. I am also actively involved with the educational initiatives of Shakespeare & Company based in Lennox, Massachusetts.
Other current board memberships include the New England region of the Anti-Defamation League (ADL) and the New England region of Birthright Israel.
Previous board memberships have included the American Repertory Theater (Cambridge), Jewish Family and Children’s Service of Greater Boston and the Women’s Executive Council of the Dana Farber Cancer Institute. I was a Founding Board Member of the Jewish Women’s Archives.
I am also actively involved with the Miriam Fund, a philanthropic entity within the Combined Jewish Philanthropies of Boston. I have also been active with involved with the Hadassah Medical Organization. I was honored as a "Woman of Distinction" by the Boston Chapter of Hadassah in May 2006.
My other community involvements include active participation in programs created by The Museum of Fine Arts, as well as involvement with The Children’s Museum of Boston, where I have recently been appointed as a Trustee Emeritus.
For many years, I served on the board of the Hadassah-Brandeis Institute.
I have recently been appointed to the board of the Boston branch of the American Jewish Committee. I am also actively involved with the educational initiatives of Shakespeare & Company based in Lennox, Massachusetts.
Other current board memberships include the New England region of the Anti-Defamation League (ADL) and the New England region of Birthright Israel.
Previous board memberships have included the American Repertory Theater (Cambridge), Jewish Family and Children’s Service of Greater Boston and the Women’s Executive Council of the Dana Farber Cancer Institute. I was a Founding Board Member of the Jewish Women’s Archives.
I am also actively involved with the Miriam Fund, a philanthropic entity within the Combined Jewish Philanthropies of Boston. I have also been active with involved with the Hadassah Medical Organization. I was honored as a "Woman of Distinction" by the Boston Chapter of Hadassah in May 2006.
My other community involvements include active participation in programs created by The Museum of Fine Arts, as well as involvement with The Children’s Museum of Boston, where I have recently been appointed as a Trustee Emeritus.
My Clients
Every client has unique circumstances and concerns. As a financial professional, it is my responsibility to understand what is likely to be most appropriate set of solutions for each specific situation.
To accomplish this, I am able to access the vast resources of Morgan Stanley, and work with colleagues in various related fields in order to design appropriate strategies to accomplish client goals.
The complexities of the business and market cycles require both historical perspective and current knowledge. Without education and guidance, even the most sophisticated individuals tend to gravitate toward taking either too much or too little risk. My objective is to ensure that the various components of my clients’ financial strategies are diligently designed and consistently monitored in order to create the confidence that they are able to achieve their goals.
Sustainable and Impact investing is frequently a component of developing portfolios to enable clients to translate their values through investments and portfolio strategies which reflect their priorities.
I have had the privilege of building many long-term, multigenerational client relationships.
These relationships are a reflection of the critical elements of integrity along with a well structured and holistic approach to working together over many years.
Patience , Persistence and Perseverance, which enable a client to weather the vicissitudes of the markets, along with Historical Perspective and Market Insight… are additional components of the
“Secret Sauce” of creating enduring relationships.
I consider it a privilege to be able to work with clients to assist them in developing strategies which enable them to transfer both Assets and Aspirations from one generation to the next.
To accomplish this, I am able to access the vast resources of Morgan Stanley, and work with colleagues in various related fields in order to design appropriate strategies to accomplish client goals.
The complexities of the business and market cycles require both historical perspective and current knowledge. Without education and guidance, even the most sophisticated individuals tend to gravitate toward taking either too much or too little risk. My objective is to ensure that the various components of my clients’ financial strategies are diligently designed and consistently monitored in order to create the confidence that they are able to achieve their goals.
Sustainable and Impact investing is frequently a component of developing portfolios to enable clients to translate their values through investments and portfolio strategies which reflect their priorities.
I have had the privilege of building many long-term, multigenerational client relationships.
These relationships are a reflection of the critical elements of integrity along with a well structured and holistic approach to working together over many years.
Patience , Persistence and Perseverance, which enable a client to weather the vicissitudes of the markets, along with Historical Perspective and Market Insight… are additional components of the
“Secret Sauce” of creating enduring relationships.
I consider it a privilege to be able to work with clients to assist them in developing strategies which enable them to transfer both Assets and Aspirations from one generation to the next.
Concentrated Stock Solutions
A concentrated equity position can be an important part of your wealth story, often reflecting years of growth, equity compensation, entrepreneurship, a successful long-term investment, or an inherited asset. As the position becomes more meaningful within your overall portfolio, it can also create opportunities to revisit how that wealth supports your broader goals. We work with clients to evaluate their concentrated holdings in the context of their complete financial picture. We give consideration to priorities such as continued participation in future growth, diversification, tax management, income requirements, philanthropic strategies, and legacy planning.
Morgan Stanley has created a framework with the acronym "HOPES", which provides a thoughtful way to explore the many choices beyond a straightforward decision to hold or sell. "HOPES" refers to five potential approaches: Hold, Options Strategies, Planned Giving, Exchange Funds, and Sell. These approaches can be considered individually or as part of a broader multi-strategy conversation tailored to a client's objectives, tax profile, existing portfolio and outlook for the concentrated investment. The framework is designed to bring clarity and structure to the decision-making process while helping clients consider a deliberate, tax-aware path toward their long-term goals.
The HOPES Framework:
- H- Hold: Defer capital gains and maintain potential upside in the stock
- O- Options: Mitigate downside risk, dampen volatility, generate income or monetize the position
- P- Planned Giving: Combine charitable giving with tax optimization
- E- Exchange Funds: Achieve immediate diversification with tax deferral
- S- Sell: Generate liquidity in a tax-smart way
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 570-9515(617) 570-9515
Toll-Free:
(800) 235-1205(800) 235-1205
Fax:
(617) 570-9458(617) 570-9458
Meet My Team
About Russell Sully
Russ brings a wealth of experience from his previous roles. Russ previously worked with Pioneer Investments, where he honed his skills in Mutual Funds and Separately Managed Accounts. Before that, Russ was a Financial Solutions Advisor at Merrill Lynch, where he provided clients with tailored solutions to help achieve their financial lifestyle goals.
Russ is a graduate of Bryant University in Smithfield, Rhode Island, where he earned a Bachelor of Science in Business Administration with a concentration in Finance. He holds both his Series 7 and Series 66 securities licenses, which further underscores his qualifications and readiness to contribute to our team. Outside of work, Russ resides in Malden, and enjoys fishing, golfing, cooking, and working on home renovation projects.
Russ is a graduate of Bryant University in Smithfield, Rhode Island, where he earned a Bachelor of Science in Business Administration with a concentration in Finance. He holds both his Series 7 and Series 66 securities licenses, which further underscores his qualifications and readiness to contribute to our team. Outside of work, Russ resides in Malden, and enjoys fishing, golfing, cooking, and working on home renovation projects.
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact Suzanne G. Priebatsch today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
3When 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.
4Morgan 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.
5Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan 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.
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
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.
3When 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.
4Morgan 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.
5Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan 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.
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
CRC 4665150 (8/2025)
