

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.*
Location
28 State Street 35th
Fl
Boston, MA 02109
US
Direct:
(617) 478-6502(617) 478-6502
Meet The Bankhead Group
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: VT, IL, VA, TN, NC, MN, ME, ID, NJ, NY, GA, FL, DC, SC, IA, DE, CT, MD, CO, AL, TX, PA, IN, RI, OR, MI, CA, WA, WI, OH, NH, AZ, NV, MA; 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: RI, NJ, VA, IA, FL, NH, NC, DE, OR, NY, NV, MO, MA, TN, SC, MD, CA, WI, PA, MI, ME, ID, CT, AZ, GA, DC, CO, OH, AL, WA, MN, VT, IN, IL, TX; 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.

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From Our Team
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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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)