John Bankhead, CRPC®
Managing Director, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation, Senior Portfolio Management Director, Executive Financial Services Director
Phone:
(617) 478-6502(617) 478-6502
The Bankhead Group at Morgan Stanley
Direct:
(617) 478-6502(617) 478-6502
Our Mission Statement
Sophisticated advice for complex wealth.
Our Approach
As a corporate leader, business owner or key decision-maker, your compensation offers compelling opportunities for wealth-building, along with specific tax and timing constraints. Successfully navigating this landscape requires in-depth knowledge and specialized strategies. Yet many executives lack the time and focus needed to manage their wealth.
Our experienced team understands the intricacies of equity compensation—and the demands of a thriving career. We focus on C-suite executives, owners of closely held businesses and private company partners, managing their wealth so they can manage their business. Our approach integrates deferred, restricted and equity compensation into your financial plan to maximize the opportunities while adhering to the constraints.
Our experienced team understands the intricacies of equity compensation—and the demands of a thriving career. We focus on C-suite executives, owners of closely held businesses and private company partners, managing their wealth so they can manage their business. Our approach integrates deferred, restricted and equity compensation into your financial plan to maximize the opportunities while adhering to the constraints.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Strategic management of equity compensation
Your compensation is multifaceted, made up of salary, deferred compensation, equity options and restricted stock. This presents certain challenges, including compensation risk and irregular cash flows. As an insider, blackout periods can affect your long-term investment strategy. For more than 20 years, we have helped successful corporate leaders design smart strategies to manage their complex compensation.
We offer deep experience with:
• Cash flow planning
• Tax-advantaged options strategies
• Deferred and restricted compensation management
For corporate insiders, we can design 10b5-1 trading plans that allow you to diversify concentrated stock positions, trade during blackout periods and maintain an affirmative defense against insider trading charges.
Your tax situation requires specialized knowledge. We can connect you with a leading global accounting firm. This formal referral relationship allows us to coordinate all aspects of your situation and ensure that your wealth is managed as tax-efficiently as possible.
We offer deep experience with:
• Cash flow planning
• Tax-advantaged options strategies
• Deferred and restricted compensation management
For corporate insiders, we can design 10b5-1 trading plans that allow you to diversify concentrated stock positions, trade during blackout periods and maintain an affirmative defense against insider trading charges.
Your tax situation requires specialized knowledge. We can connect you with a leading global accounting firm. This formal referral relationship allows us to coordinate all aspects of your situation and ensure that your wealth is managed as tax-efficiently as possible.
Diversification Strategies for Public Company Executives
Learn More
Qualified Small Business Stock (QSBS) Exclusion
Learn MoreFinancial planning services and equity plan administration for public and private companies
Your leadership team needs financial planning support that frees them to concentrate on building shareholder value. Your stock plan participants need education to help them maximize the value of their options.
We offer an end-to-end solution that can help you attract and retain talented executives and employees. We understand the important role that executive compensation plans play into overall wealth strategy— particularly for senior executives who have more complex financial circumstances and rewards.
We support executives by offering:
• Sophisticated retirement and cash flow planning
• 10b5-1 plan administration and concentrated equity position guidance, including effective Incentive Stock Option (ISO) swap execution
• Equity Plan Advisory Services
We can assist your company with stock option plan administration and reinvestment. We also provide your employees with education and advice to help them get the most out of their equity awards while strengthening their ties to the company. We call it the multiplier effect.
We offer an end-to-end solution that can help you attract and retain talented executives and employees. We understand the important role that executive compensation plans play into overall wealth strategy— particularly for senior executives who have more complex financial circumstances and rewards.
We support executives by offering:
• Sophisticated retirement and cash flow planning
• 10b5-1 plan administration and concentrated equity position guidance, including effective Incentive Stock Option (ISO) swap execution
• Equity Plan Advisory Services
We can assist your company with stock option plan administration and reinvestment. We also provide your employees with education and advice to help them get the most out of their equity awards while strengthening their ties to the company. We call it the multiplier effect.
Overview of 10b5-1 Planning Services
See our Capabilities
Empower your Employees
Learn More
Business Financing and Planning
Our Financial Advisors can help you reach your goals. We have worked with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.
Learn More
Retirement Solutions
Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals.
Qualified Small Business Stock
The Qualified Small Business Stock (QSBS) exclusion provides owners of eligible companies with a tax exclusion for some-or all-of the gains realized on the sale of their stock.
QSBS Exclusion
Pre-IPO and Exit Planning
Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities.
Pre-IPO PlanningMAKE THE MOST OF YOUR EQUITY
We make it our goal to demystify equity compensation so that you can make the most of yours. To learn more about the basics of equity compensation, the different types of compensation packages from stock options to ESPPs, and different ways you can leverage your compensation within your larger wealth management strategy - consider exploring some of the resources below.
Basic Equity Compensation Guide
Discover Equity Comp
What is a Restricted Stock Unit?
Learn about RSUs
What is an Incentive Stock Option?
Learn about ISOs
What is an Employee Stock Purchase?
Learn about ESPPs
What's the Difference Between an RSU and Stock Options?>
RSUs versus Stock Options
Using Equity Compensation to Optimize Taxes
4 ways to optimize
Using Equity Compensation for Education Planning
Discover Strategies
Using Equity Compensation to Reach Your Financial Goals
Discover StrategiesLocation
28 State Street 35th
Fl
Boston, MA 02109
US
Direct:
(617) 478-6502(617) 478-6502
Meet The Bankhead Group
Brian Gormley, CFA, CFP®
First Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation, Portfolio Management Director, Executive Financial Services Director
Phone:
(617) 478-6457(617) 478-6457
Jamie Schulman
Senior Registered Client Service Associate
Phone:
(617) 478-6489(617) 478-6489
Trevor Ryan Davis, CFP®
Associate Vice President
Phone:
(617) 478-6473(617) 478-6473
Erin Carr
Registered Client Service Associate
Phone:
(617) 478-6401(617) 478-6401
About John Bankhead
John Bankhead is a Managing Director, Senior Portfolio Management Director, and Financial Advisor at Morgan Stanley. Beginning his career in 1991, he is the founder of The Bankhead Group and has built a reputation for guiding corporate executives, wealthy families, and founders/early investors through the complexities of wealth management.
With over three decades of experience, John specializes in providing comprehensive financial strategies that address both investment management and long-term planning needs. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and received a Bachelor’s degree in Finance from Bentley University. He is Series 7, 66 and insurance licensed.
Beyond his professional work, John serves as a National Trustee of The First Tee, reflecting his commitment to empowering the next generation through education and character development. Also, he is very involved in Morgan Stanley’s support of Home Base and The Run to Home Base. He divides his time between Boston, MA and Bluffton, SC, balancing his work with family and community involvement. Outside of work, he enjoys golf, fishing and spending time with his two sons, Jack and Alex.
With over three decades of experience, John specializes in providing comprehensive financial strategies that address both investment management and long-term planning needs. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and received a Bachelor’s degree in Finance from Bentley University. He is Series 7, 66 and insurance licensed.
Beyond his professional work, John serves as a National Trustee of The First Tee, reflecting his commitment to empowering the next generation through education and character development. Also, he is very involved in Morgan Stanley’s support of Home Base and The Run to Home Base. He divides his time between Boston, MA and Bluffton, SC, balancing his work with family and community involvement. Outside of work, he enjoys golf, fishing and spending time with his two sons, Jack and Alex.
Securities Agent: CT, OR, MI, CA, VA, TN, NC, MN, ME, ID, VT, NJ, SC, IA, DE, DC, RI, WA, WI, OH, NH, AZ, NV, MA, IL, MD, CO, AL, TX, PA, IN, KS, NY, GA, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1990785
NMLS#: 1990785
About Brian Gormley
Brian Gormley is a First Vice President, Portfolio Management Director and Financial Advisor with the Bankhead Group at Morgan Stanley. With over 10 years of experience, he focuses on investment management and comprehensive financial planning. As both a CFA® charterholder and a CFP® professional, Brian brings a disciplined and client-focused approach to wealth management, helping executives, founders, and early investors navigate complex financial decisions with confidence. His specialties include 10b5-1 plan design & implementation, Qualified Small Business Stock (QSBS) planning, estate/trust structuring, and tax-minimization strategies.
Brian holds a Bachelor’s degree in Economics and Finance and a Master’s degree in Finance from Bentley University. He is also Series 7 and Series 66 licensed. Drawing on this strong academic foundation and more than a decade of experience, he partners with clients to design tailored strategies that align with their long-term goals, whether it’s growing wealth, preserving assets, or planning for retirement.
Brian is originally from Buffalo, NY but now resides in Andover, MA. He lives with his wife Jocelyn, son Grayson, and golden retriever Jameson. Outside of work, he enjoys golfing, traveling, playing hockey, and following his favorite Buffalo professional sports teams.
Brian holds a Bachelor’s degree in Economics and Finance and a Master’s degree in Finance from Bentley University. He is also Series 7 and Series 66 licensed. Drawing on this strong academic foundation and more than a decade of experience, he partners with clients to design tailored strategies that align with their long-term goals, whether it’s growing wealth, preserving assets, or planning for retirement.
Brian is originally from Buffalo, NY but now resides in Andover, MA. He lives with his wife Jocelyn, son Grayson, and golden retriever Jameson. Outside of work, he enjoys golfing, traveling, playing hockey, and following his favorite Buffalo professional sports teams.
Securities Agent: WI, CA, VA, IA, GA, FL, DC, CO, OH, AL, WA, MN, NH, NC, DE, OR, NY, NV, MO, MA, PA, MI, ME, ID, CT, AZ, VT, IN, IL, TX, RI, NJ, KS, TN, SC, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2287498
NMLS#: 2287498
About Jamie Schulman
Jamie joined The Bankhead Group in 2017 and serves as a Senior Registered Client Service Associate at Morgan Stanley. In this role, she plays a pivotal part in delivering a high-touch client experience, working closely with individuals and families to support all facets of their financial lives. Jamie oversees the team’s client service matrix and financial planning schedule, ensuring seamless coordination and execution.
With a strong focus on operational excellence, Jamie manages the day-to-day servicing needs of the team's client base, including the administration of retirement income strategies and cash flow distributions. She builds and maintains enduring relationships through proactive communication and a deep commitment to client success. Jamie also guides new clients through the onboarding and account transfer process, providing detailed orientation on Morgan Stanley’s digital tools and comprehensive banking and lending solutions.
Known for her client-centric approach, Jamie is proud to contribute to The Bankhead Group’s exceptional client retention rate. Her dedication to service and attention to detail continue to elevate the client experience across all touchpoints.
Jamie holds a B.S in Finance from Bentley University. She resides in South Boston with her husband, Ross, and their Labradoodle, Henry. Originally from Cape Cod, she enjoys boating, reading on the beach, traveling, and spending quality time with family and friends.
Jamie holds her Series 7, 66 and insurance licenses.
With a strong focus on operational excellence, Jamie manages the day-to-day servicing needs of the team's client base, including the administration of retirement income strategies and cash flow distributions. She builds and maintains enduring relationships through proactive communication and a deep commitment to client success. Jamie also guides new clients through the onboarding and account transfer process, providing detailed orientation on Morgan Stanley’s digital tools and comprehensive banking and lending solutions.
Known for her client-centric approach, Jamie is proud to contribute to The Bankhead Group’s exceptional client retention rate. Her dedication to service and attention to detail continue to elevate the client experience across all touchpoints.
Jamie holds a B.S in Finance from Bentley University. She resides in South Boston with her husband, Ross, and their Labradoodle, Henry. Originally from Cape Cod, she enjoys boating, reading on the beach, traveling, and spending quality time with family and friends.
Jamie holds her Series 7, 66 and insurance licenses.
About Trevor Ryan Davis
As an Associate Vice President/Wealth Management Associate and CERTIFIED FINANCIAL PLANNER™, Trevor assists in advising clients as they build and preserve their wealth. Trevor works closely with the partners and utilizes Morgan Stanley’s advanced planning resources to implement customized investment and retirement solutions.
Trevor leads the financial planning aspect of the practice. He takes time to listen to clients and their families’ multi-generational goals and helps to develop strategies to achieve those goals. Trevor will regularly connect and collaborate with external tax/legal advisors to build and maintain integrated cash flow and legacy plans. Along with leading planning, he also supports risk management and asset allocation reviews to ensure that client portfolios are consistent with long term objectives.
In partnership with Brian Gormley CFA, CFP® and Morgan Stanley’s Executive Financial Services Team, Trevor serves corporate insiders to responsibly manage concentrated equity positions under SEC rule 10b5-1. He leverages the team’s expertise, and helps executives to monetize their non-cash compensation in an efficient manner while maintaining safe harbor.
Trevor also leads equity participant education and marketing efforts for The Bankhead Group. He proactively monitors public policy and relevant educational topics.
Trevor earned a B.S. in Economics with a concentration in finance from Tufts University, where he was a member of the Varsity hockey team. He currently resides in South Boston. In his spare time, he enjoys skiing, mountain biking, playing hockey, and spending time with family and friends.
Trevor leads the financial planning aspect of the practice. He takes time to listen to clients and their families’ multi-generational goals and helps to develop strategies to achieve those goals. Trevor will regularly connect and collaborate with external tax/legal advisors to build and maintain integrated cash flow and legacy plans. Along with leading planning, he also supports risk management and asset allocation reviews to ensure that client portfolios are consistent with long term objectives.
In partnership with Brian Gormley CFA, CFP® and Morgan Stanley’s Executive Financial Services Team, Trevor serves corporate insiders to responsibly manage concentrated equity positions under SEC rule 10b5-1. He leverages the team’s expertise, and helps executives to monetize their non-cash compensation in an efficient manner while maintaining safe harbor.
Trevor also leads equity participant education and marketing efforts for The Bankhead Group. He proactively monitors public policy and relevant educational topics.
Trevor earned a B.S. in Economics with a concentration in finance from Tufts University, where he was a member of the Varsity hockey team. He currently resides in South Boston. In his spare time, he enjoys skiing, mountain biking, playing hockey, and spending time with family and friends.
Securities Agent: MA, WY, WV, VT, UT, OR, NM, NJ, MT, IA, CA, TN, OH, NE, KY, ID, WI, SD, NV, NH, MI, IN, GA, CO, WA, MD, LA, FL, AL, VA, MN, ME, IL, DC, CT, NY, KS, SC, PR, HI, AK, ND, MS, MO, VI, TX, RI, OK, NC, DE, AZ, AR, PA; General Securities Representative; Investment Advisor Representative
About Erin Carr
Erin joined the Bankhead Group in 2022 and serves as a Registered Client Service Associate. In her role, she works closely with both clients and stock plan participants to proactively identify their needs, as well as provide guidance through the 10b5-1 plan process.
Erin plays a key role in managing the operational functions of the practice, efficiently processing client requests and inquiries. She oversees client outreach and works to ensure that all client information remains accurate and up to date. Erin is also responsible for all operational aspects of 10b5-1 plans, including plan coordination, trade notifications, and settlement. She provides ongoing communication and dedicated support to stock plan participants, helping them navigate the complexities of the 10b5-1 execution process.
Prior to joining Morgan Stanley, Erin worked as a Senior Business Development & Client Service Associate at DDJ Capital Management where she was responsible for supporting the distribution team with client, consultant, and prospect relationships.
Erin received her B.S. in Finance from Bentley University and she holds her Series 7, 66 and insurance licenses. She currently resides in Billerica. Outside of the office she enjoys cooking, going to the beach, reading, and spending time with family and friends.
Erin plays a key role in managing the operational functions of the practice, efficiently processing client requests and inquiries. She oversees client outreach and works to ensure that all client information remains accurate and up to date. Erin is also responsible for all operational aspects of 10b5-1 plans, including plan coordination, trade notifications, and settlement. She provides ongoing communication and dedicated support to stock plan participants, helping them navigate the complexities of the 10b5-1 execution process.
Prior to joining Morgan Stanley, Erin worked as a Senior Business Development & Client Service Associate at DDJ Capital Management where she was responsible for supporting the distribution team with client, consultant, and prospect relationships.
Erin received her B.S. in Finance from Bentley University and she holds her Series 7, 66 and insurance licenses. She currently resides in Billerica. Outside of the office she enjoys cooking, going to the beach, reading, and spending time with family and friends.
Contact John Bankhead
Contact Brian Gormley
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
Article Image
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
Rational Investing in an Age of Uncertainty
Article Image
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
529 Plans: A Powerful Tool to Save for Education
Article Image
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
Article Image
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Bankhead Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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)
