About Brent M Crouch
Brent M. Crouch is an Executive Financial Services Director, First Vice President, and Financial Advisor at Morgan Stanley. With over a decade of experience in the financial services industry, Brent provides high net worth clients with comprehensive wealth management strategies which include financial planning, tax mitigation, estate planning, insurance and philanthropic guidance.
As a former Search and Rescue Swimmer and Operations Specialist in the US Navy, Brent values hard work, collaboration, and the meaning of honor. After serving four years at the naval base in Japan, Brent attended the University of Massachusetts Boston, where he earned his degree in Political Science.
Entering financial services as a banker with Citizens Bank, Brent assisted his clients with a wide spectrum of needs, including planning, lending, and resource management. Following his time at Citizens, Brent became a Financial Advisor at Smith Barney (later acquired by Morgan Stanley). Then in 2011, in addition to his role as an Advisor, he accepted a position as a Morgan Stanley Manager. This allowed him to leverage the firm’s global resources in service to the families, business owners, and corporate executives he served.
Brent’s main focus is on financial planning. Knowing his clients’ history and motivating factors helps Brent understand what their hopes and dreams are for themselves, their businesses, and their families. Forming close relationships with his clients, Brent takes the time to listen and appreciate each client’s unique story. He then conducts a wide-ranging analysis of their current situation. Brent utilizes his wide network of accomplished professionals, including attorneys, CPA's, and bankers to help him incorporate all of his clients’ goals into a comprehensive financial strategy.
In his free time, Brent supports causes that aid veterans and wounded warriors. An avid runner and triathlete, he lives in Grafton, MA with his wife, three children, and his Wheaton Terrier.
The Boston Group Brochure
Securities Agent: NH, MA, VI, MD, NV, OH, IL, DC, ID, CO, CT, KY, GA, RI, AZ, OR, OK, SC, WY, DE, FL, MO, MN, VA, ME, UT, KS, PA, NC, VT, TX, NY, IN, HI, WA, CA, LA, MI, NJ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1569135