Stephen Fitzmaurice, CFP®, CIMA®, CLTC®, CPWA®, CRPC®
Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, CERTIFIED FINANCIAL PLANNER®
Phone:
(781) 431-6742(781) 431-6742
The Boston Center Group at Morgan Stanley
Our Mission Statement
We believe that our clients' lives can be improved when they get sound advice from an advisor they know and trust.
Our Story and Services
The Boston Center Group is a leading wealth management team with deep experience in the financial and planning issues that are most important to successful families, trusts, and foundations. Founded in the Center of Boston’s financial district, we advise successful families and individuals located in New England and throughout the country.
We provide access to the full global resources of Morgan Stanley. The foundation of our client philosophy is to provide the highest level of service in the industry and to execute only the most sound investment strategies custom-fitted to each client.
Our belief is that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with our clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future.
Our philosophy celebrates collaboration. Working with a team of experienced professionals, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
We provide access to the full global resources of Morgan Stanley. The foundation of our client philosophy is to provide the highest level of service in the industry and to execute only the most sound investment strategies custom-fitted to each client.
Our belief is that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with our clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future.
Our philosophy celebrates collaboration. Working with a team of experienced professionals, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
529 Education Savings Plans
529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
529 Plan Options at Morgan Stanley
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Divorce Planning
Boston Center Group’s team member David Typermass is a former practicing family law attorney and Certified Divorce Financial Analyst. David uses his knowledge and experience of the divorce process to help clients navigate the financial aspects of divorce and establish a post-divorce plan.
Here
WEALTH PLANNING
• Retirement Planning
• Lifestyle Review
• Budget & Cash Flow Analysis
• Education Planning
• Employer Benefits Analysis
• Life Transition Planning
• Divorce Financial Planning
• Lifestyle Review
• Budget & Cash Flow Analysis
• Education Planning
• Employer Benefits Analysis
• Life Transition Planning
• Divorce Financial Planning
PRIVATE BANKING
• Cash Management
• Liability Analysis
• Home Loans
• Securities-Based Lending
•Tailored Lending
• Digital Banking Tools
• Liability Analysis
• Home Loans
• Securities-Based Lending
•Tailored Lending
• Digital Banking Tools
ESTATE PLANNING STRATEGIES WORKING WITH YOUR ATTORNEY
• Asset Titling & Beneficiary Review
• Wealth Transfer Strategies
• Estate Tax Minimization Strategies
• Legacy Planning
• Philanthropy Services
• Wealth Transfer Strategies
• Estate Tax Minimization Strategies
• Legacy Planning
• Philanthropy Services
INVESTMENT MANAGEMENT
• Risk Tolerance Assessment
• Asset Allocation
• Portfolio Construction & Management
• Investment Manager Selection
• Asset Location Analysis
• Ongoing Investment Monitoring
• Asset Allocation
• Portfolio Construction & Management
• Investment Manager Selection
• Asset Location Analysis
• Ongoing Investment Monitoring
ASSET PROTECTION
• Risk Analysis
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Cyber Security & Identity Protection
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Cyber Security & Identity Protection
AWARDS AND CERTIFICATIONS
2025 Forbes Best-In-State Wealth Management Team
The Boston Center Group at Morgan Stanley is pleased to share that we have been included in the 2025 Forbes Best-In-State Wealth Management team ranking. Selection for this list is based on comprehensive criteria, including firm nomination, industry experience and best practices.
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
2024 Forbes Best-In-State Wealth Advisors
Stephen Fitzmaurice was named to Forbes Magazine's 2021 - 2024 list of Best-in-State Wealth Advisors
2021 - 2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023 Forbes Top Next-Gen Wealth Advisors Best-In-State
Todd Mulligan has been named to the 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State list.
Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The CFP® certification is the industry standard for financial planning. CFP® professionals focus on holistic planning and helping clients navigate insurance, budgeting and retirement needs. CFP® professionals study and are tested on topics such as insurance planning, asset protection planning, tax planning and general financial planning and consulting strategies.
Stephen Fitzmaurice & Todd Mulligan maintain their CFP® certification
Chartered Financial Analyst® (CFA®)
The Chartered Financial Analyst (CFA®) credential sets the standard as the most highly respected designation in the investment management profession. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.
Todd Mulligan, Kyle Cox, and David Typermass are CFA® charterholders
Certified Private Wealth Advisor® (CPWA®)
Certified Private Wealth Advisor® (CPWA®) is an advanced education and certification program for financial planners and financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to help minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Stephen Fitzmaurice received the Certified Private Wealth Advisor® Designation
Certified Investment Management Analyst® (CIMA®)
CIMA® certification is the peak international, technical portfolio construction certification program designed for investment consultants, researchers, advisors and wealth management professionals. The CIMA certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application.
Stephen Fitzmaurice received the Certified Investment Management Analyst® (CIMA®) Certification.
Chartered Alternative Investment Analyst® Association
The CAIA® designation is recognized globally as the benchmark for analysis, application, and standards of practice in the alternative investments arena. The CAIA Charter, offered by CAIA Association®, is the globally-recognized credential for professionals who manage, analyze, distribute, or regulate alternative investments such as hedge funds, venture capital, private equity, and real estate.
Todd Mulligan received his CAIA® designation
Certified Divorce Financial Analyst® (CDFA®)
Since 1993, the CDFA® has been the most established and recognized designation in financial planning for divorce. CDFAs are required to have several years of relevant experience and pass an exam designed by the Institute for Divorce Financial Analysts (IDFA) to receive the designation. A CDFA uses their knowledge of tax law, asset distribution, and financial planning to provide in-depth financial analysis and advice to attorneys, clients and divorcing couples relating to divorce.
David Typermass received his CDFA® designation.
Certification in Long-Term Care (CLTC)
The Certification in Long-Term Care (CLTC) designation is a rigorous multidisciplinary program that focuses on the profession of long-term care planning. A professional with a CLTC designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road.
Stephen Fitzmaurice maintain their CLTC® designation.
Chartered Retirement Planning Counselor (CRPC®)
The CRPC® designation provides a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.
Stephen Fitzmaurice received the CRPC designation.
Five Star Professional Wealth Manager Award
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who must have a minimum of five years' experience as an investment adviser representative or other accepted credentials, client retention rates, client assets administered, firm review and a favorable regulatory and complaint history as defined by Five Star. Five Star Professional determines the final list of Five Star Wealth Manager Award winners. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. Five Star Professional collected the information for this Award through surveys it conducted. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
Stephen Fitzmaurice was named a 2024 Five Star Professional Wealth Manager and is featured in the February 2024 issue of Boston magazine. This is the eleventh consecutive time that Steve has achieved this award.
Todd Mulligan has been named a 2024 Five Star Professional Wealth Manager and is featured in the February 2024 issue of Boston magazine. This is the seventh consecutive time that Todd has achieved this award.
Kyle Cox has been named a 2024 Five Star Professional Wealth Manager and is featured in the February 2024 issue of Boston magazine.
David Typermass has been named a 2024 Five Star Professional Wealth Manager and is featured in the February 2024 issue of Boston magazine.
2014-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2014-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2024 - 4/10/23 - 10/31/23
2023 - 5/23/22 - 1/6/23
2022 - 5/24/21 - 11/19/21
2021 - 5/25/20 - 11/30/20
2020 - 4/1/19 - 12/13/19
2019 - 4/18/18 - 11/6/18
2018 - 3/23/17 - 11/10/17
2017 - 3/26/16 - 11/23/16
2016 - 5/18/15 - 11/6/15
2015 - 5/18/14 - 11/6/14
2014 - 5/18/13 - 11/6/13
VALUABLE TOOLS AND RESOURCES
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning and secure data access.
Learn More About Total Wealth View
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
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Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security Center
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk PlatformLocation
112 Worcester Street
Wellesley, MA 02481
US
28 State Street
26th FL
Boston, MA 02109
US
Meet The Boston Center Group
Todd J. Mulligan, CFA, CFP®, CAIA
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Workplace Advisor – Equity Compensation, Insurance Planning Director, CERTIFIED FINANCIAL PLANNER®
Phone:
(781) 431-6768(781) 431-6768
Kyle Cox, CFA
Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation
Phone:
(781) 431-6758(781) 431-6758
Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Certified Divorce Financial Analyst, Workplace Advisor - Equity Compensation
Phone:
(781) 431-6771(781) 431-6771
Yvette Sekyere-Abankwa
Portfolio Associate, Senior Registered Associate
Phone:
(781) 672-5190(781) 672-5190
Jaclyn Claus
Portfolio Associate
Phone:
(781) 431-6707(781) 431-6707
About Stephen Fitzmaurice
Steve is dedicated to addressing the unique needs of successful individuals and families. Together with the resources of Morgan Stanley, Steve works closely with clients and their outside advisors to develop strategies to address areas such as income and retirement planning, asset protection, investment management, strategic borrowing, wealth transfer and business succession.
Steve has volunteered his time at a number of non-profit organizations. In the past, he’s served on the advisory board for Lasell College’s Accounting and Financial Department and served as a Trustee and Chair of the Audit and Finance committee at School’s for Children, Inc., a Massachusetts non-profit providing educational programs and support services to New England children.
Steve graduated with a B.A. from Providence College and currently holds his CIMA® designation by successfully completing the Investments & Wealth Institute’s (“The Institute”) Certified Investment Management Analyst Program at The Wharton School, University of Pennsylvania. He also earned the CPWA® designation by completing The Institute’s Certified Private Wealth Advisor® Certification Program through the University of Chicago Booth School of Business. In addition, Steve obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2012 and also holds the Chartered Retirement Planning CounselorSM designation. Steve is involved in new Financial Advisor training and has spoken at seminars and Morgan Stanley conferences on topics such as Asset Allocation, Portfolio Construction and Fixed Income Investing. Steve was named to the 2021-2024 Forbes Magazine’s List of Best-in-State Wealth Advisors. Also, in 2024, he has been named a Five Star Professional Wealth Manager and is featured in the February 2024 issue of Boston magazine. This is the ninth consecutive time that Steve has achieved this respected award.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2014-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2014-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: WY, WI, WA, VA, UT, TX, RI, PA, OR, NY, NV, NM, NJ, NH, NC, MI, VT, ME, MD, MA, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AL, SC, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 176211
Steve has volunteered his time at a number of non-profit organizations. In the past, he’s served on the advisory board for Lasell College’s Accounting and Financial Department and served as a Trustee and Chair of the Audit and Finance committee at School’s for Children, Inc., a Massachusetts non-profit providing educational programs and support services to New England children.
Steve graduated with a B.A. from Providence College and currently holds his CIMA® designation by successfully completing the Investments & Wealth Institute’s (“The Institute”) Certified Investment Management Analyst Program at The Wharton School, University of Pennsylvania. He also earned the CPWA® designation by completing The Institute’s Certified Private Wealth Advisor® Certification Program through the University of Chicago Booth School of Business. In addition, Steve obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2012 and also holds the Chartered Retirement Planning CounselorSM designation. Steve is involved in new Financial Advisor training and has spoken at seminars and Morgan Stanley conferences on topics such as Asset Allocation, Portfolio Construction and Fixed Income Investing. Steve was named to the 2021-2024 Forbes Magazine’s List of Best-in-State Wealth Advisors. Also, in 2024, he has been named a Five Star Professional Wealth Manager and is featured in the February 2024 issue of Boston magazine. This is the ninth consecutive time that Steve has achieved this respected award.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2014-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2014-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: WY, WI, WA, VA, UT, TX, RI, PA, OR, NY, NV, NM, NJ, NH, NC, MI, VT, ME, MD, MA, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AL, SC, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 176211
Securities Agent: VA, MD, VI, NV, MI, AZ, WA, OR, NH, GA, SC, OH, ME, CO, VT, DC, CT, PA, NC, MT, NY, NJ, IL, FL, MA, SD, WY, WI, RI, NM, DE, CA, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 176211
NMLS#: 176211
About Todd J. Mulligan
Todd focuses on creating and implementing comprehensive financial plans and investment strategies for high net-worth individuals and families. Working with his clients and other subject matter experts Todd helps to coordinate clients' toughest financial decisions.
Prior to joining Morgan Stanley, Todd worked at Fidelity Investments as a Vice President, Financial Consultant in Fidelity’s Private Client Group. While at there, Todd was recognized with numerous awards for excellence in financial planning, investment management, and client service. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations, as well as the Chartered Alternative Investment Analyst designation. These advanced certifications help provide insight to a wide variety of client concerns.
Todd also currently teaches an Investment Planning course for Boston University focused on investment and risk management, and portfolio construction strategies. In addition to teaching, Todd has served as a Content Editor for Wiley and Sons publishing company on various financial planning topics focused on portfolio construction and investment management. Most recently, Todd was asked to serve as a volunteer on a Global Private Wealth Management panel for CFA Institute where he is shaping Wealth Planning topics that will be covered on future CFA exams.
Todd has been named a 2024 Five Star Professional Wealth Manager and is featured in the February 2024 issue of Boston magazine. This is the seventh consecutive time that Todd has achieved this respected award.
Todd lives in Medfield, MA with his wife Jessica and children Zachary and Emilia. Outside of the office, Todd enjoys rooting for New England sports teams, running, reading, and time with his family. Todd graduated from Colgate University, where he played Division 1 college football.
2018-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2018-2023) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Prior to joining Morgan Stanley, Todd worked at Fidelity Investments as a Vice President, Financial Consultant in Fidelity’s Private Client Group. While at there, Todd was recognized with numerous awards for excellence in financial planning, investment management, and client service. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations, as well as the Chartered Alternative Investment Analyst designation. These advanced certifications help provide insight to a wide variety of client concerns.
Todd also currently teaches an Investment Planning course for Boston University focused on investment and risk management, and portfolio construction strategies. In addition to teaching, Todd has served as a Content Editor for Wiley and Sons publishing company on various financial planning topics focused on portfolio construction and investment management. Most recently, Todd was asked to serve as a volunteer on a Global Private Wealth Management panel for CFA Institute where he is shaping Wealth Planning topics that will be covered on future CFA exams.
Todd has been named a 2024 Five Star Professional Wealth Manager and is featured in the February 2024 issue of Boston magazine. This is the seventh consecutive time that Todd has achieved this respected award.
Todd lives in Medfield, MA with his wife Jessica and children Zachary and Emilia. Outside of the office, Todd enjoys rooting for New England sports teams, running, reading, and time with his family. Todd graduated from Colgate University, where he played Division 1 college football.
2018-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2018-2023) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: CO, NJ, WA, SC, NY, VT, VI, TX, MD, OH, NM, DC, MA, GA, CA, AZ, MT, MI, DE, CT, RI, NH, FL, WY, VA, PA, ME, HI, SD, OR, NV, NC, IL, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1421894
NMLS#: 1421894
About Kyle Cox
Kyle forms personal relationships with his clients to discover the specific goals they have set for themselves and their families. Whether their hopes are to retire early or to financially support loved ones, Kyle leverages his over 15 years of experience in the financial industry to help clients stay on track through market cycles.
Kyle grew up outside Chicago before heading east to earn his B.A. in Economics at Trinity College, where he was a pitcher on the baseball team. Prior to Morgan Stanley, he worked as an equity analyst and portfolio manager at Hagin Investment Management, a New York City based hedge fund. During that time, he became a CFA® charter holder.
Kyle is a member of the Boston Estate Planning Council. In his spare time, he enjoys traveling with his family and playing golf. During the summer he tries to relive his glory days as a college pitcher by patrolling right field in the Brookline men’s softball league. He and his wife have three children and live in Wellesley.
Kyle grew up outside Chicago before heading east to earn his B.A. in Economics at Trinity College, where he was a pitcher on the baseball team. Prior to Morgan Stanley, he worked as an equity analyst and portfolio manager at Hagin Investment Management, a New York City based hedge fund. During that time, he became a CFA® charter holder.
Kyle is a member of the Boston Estate Planning Council. In his spare time, he enjoys traveling with his family and playing golf. During the summer he tries to relive his glory days as a college pitcher by patrolling right field in the Brookline men’s softball league. He and his wife have three children and live in Wellesley.
Securities Agent: MD, NJ, SD, NM, MA, GA, AZ, PA, NY, FL, CO, CA, WI, VT, TN, OH, WY, WA, IL, DC, AL, ME, IN, CT, VA, NC, MT, TX, SC, NH, MI, DE, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 1571571
NMLS#: 1571571
About David Typermass
David builds customized investment portfolios and wealth planning strategies for a diverse group of individuals, families and businesses. Working closely with his clients and their advisors, he provides creative solutions and targeted plans so that they can manage their wealth and achieve their financial goals. As a former practicing family law attorney and Certified Divorce Financial Analyst® David also uses his knowledge of the divorce process to help clients and their attorneys navigate the financial aspects of divorce and establish a post-divorce plan.
Prior to joining Morgan Stanley in 2016 David spent 18 years working as an attorney and financial analyst, most recently practicing family law at Bronstein Van Veen in New York City. Before that he worked as an equity research and fixed income analyst with Alliance Bernstein, Dresdner Bank and MetLife Investments.
David is a graduate of Stanford University (cum laude) and Cornell Law School. He became a CFA® charterholder in 1999, is a member of the Boston Estate Planning Council, and a non-practicing member of the Boston Bar Association, the New York Bar Association, and the State Bar of California. David enjoys spending time with friends and family, playing golf, and combing the beaches of Cape Cod with his wife Crystal and daughter Margot.
Prior to joining Morgan Stanley in 2016 David spent 18 years working as an attorney and financial analyst, most recently practicing family law at Bronstein Van Veen in New York City. Before that he worked as an equity research and fixed income analyst with Alliance Bernstein, Dresdner Bank and MetLife Investments.
David is a graduate of Stanford University (cum laude) and Cornell Law School. He became a CFA® charterholder in 1999, is a member of the Boston Estate Planning Council, and a non-practicing member of the Boston Bar Association, the New York Bar Association, and the State Bar of California. David enjoys spending time with friends and family, playing golf, and combing the beaches of Cape Cod with his wife Crystal and daughter Margot.
Securities Agent: NY, SC, PA, IL, DC, TX, FL, VT, TN, OH, NH, MI, DE, CO, CA, MA, AZ, VA, ME, NM, SD, RI, MD, GA, WY, NJ, NC, WI, WA, MT, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1554856
NMLS#: 1554856
About Yvette Sekyere-Abankwa
Yvette has been working in the financial services industry for almost 15 years. She originally joined Morgan Stanley in 2007. Prior to Morgan Stanley, Yvette worked at Merrill Lynch, in New Jersey, then Massachusetts, where she held positions in Retirement planning products and Branch operations. Yvette is currently a Portfolio Associate. She holds a Bachelor's of Science in Computer Science & Physics from University of Ghana and a Master's in Business Administration from Rutgers Business School in New Brunswick, NJ. Yvette is married and lives with her husband and their 10 year old son in Shrewsbury.
About Jaclyn Claus
With over 10 years of experience working in private banking and financial service, Jaclyn strives to deliver exceptional service to each client.
Jaclyn joined Morgan Stanley from Boston Private Wealth, where she assisted the clients of Senior Wealth Advisors and Fixed Income Portfolio Managers.
Jaclyn graduated from Fairfield University. She lives in Walpole with her husband and two children, and enjoys spending time with family and friends
Jaclyn joined Morgan Stanley from Boston Private Wealth, where she assisted the clients of Senior Wealth Advisors and Fixed Income Portfolio Managers.
Jaclyn graduated from Fairfield University. She lives in Walpole with her husband and two children, and enjoys spending time with family and friends
Contact Stephen Fitzmaurice
Contact Todd J. Mulligan
Contact Kyle Cox
Contact David Typermass
Wealth Management
From Our Team
Webinar: Donor Advised Funds - 2/19/2025
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Portfolio Insights
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Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
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Financial Planning for Life After Selling a Business
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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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Donor Advised Funds: A Smart Way to Manage Your Giving
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Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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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:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Boston Center Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6When 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.
7Alternative 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.
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.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6When 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.
7Alternative 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.
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.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
