About John Toomey
John brings over 20 years of wealth management experience to his clients, with the goal of servicing affluent clients and families on a comprehensive basis. John was in a leadership role at Morgan Stanley for almost ten years helping to lead and grow the Morgan Stanley franchise on the South Shore and Cape Cod.
John’s affinity for wealth management is rooted in his appreciation for delivering advice while educating his clients on complex issues. John grew up in a family of educators, his mother, brother and several aunts and uncles having taught at the elementary, secondary and college levels.
His belief in the educational process led him to successfully complete the Morgan Stanley Family Wealth Director program; achieving the designation of Family Wealth Director. John is part of a select group of highly trained advisors serving clients with complex needs. This designation is for advisors who demonstrate specialized expertise in offering advanced planning, by delivering resources needed to help affluent families to address complex, multi-generational challenges of managing significant wealth. John and Mike consistently focus on wealth transfer, family dynamics, asset management, risk management, lending, philanthropy, business succession planning, monetizing business ownership and control, and restricted securities of corporate executives.
John has obtained the advanced designation of Chartered Retirement Plans Specialist and is a Senior Portfolio Manager within Morgan Stanley.
In his spare time, John enjoys spending time with his wife Stephanie and their three children and five grandchildren. John and Stephanie are very actively involved in multiple local charities, including the All Dorchester Sports and Leadership program, Boston Children’s Hospital Blood Donation Center and Dress for Success. John enjoys staying active, having recently competed in the Haymakers for Hope Charity Boxing Event.
Securities Agent: RI, NY, NV, ME, GA, CA, WA, NJ, MO, OR, NM, FL, DE, CT, NC, VA, NH, LA, IN, AR, AL, UT, MI, KS, NE, MA, DC, WI, VT, PA, CO, AZ, TN, SC, TX, OH; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 395014