Senior Vice President, Wealth Advisor, Senior Investment Management Consultant, Family Wealth Director
Phone:
(203) 356-0844(203) 356-0844
The Connecticut Yankee Group at Morgan Stanley
Our Mission Statement
2025 Forbes Best-In-State Wealth Management Teams
Empowering clients with personalized strategies to navigate financial complexities, achieve goals, and build lasting legacies.
Empowering clients with personalized strategies to navigate financial complexities, achieve goals, and build lasting legacies.
Our Story
Guiding Generations. Grounded in Planning. Built on Trust.
At the Connecticut Yankee Group, our mission is simple: to help clients make confident financial decisions that endure across generations. Since 1976, we've provided thoughtful advice, deep personal relationships, and strategic planning rooted in experience. Today, we are a multigenerational team with a long view—committed to delivering clarity in a complex financial world.
Our story began with Allan Jay, who built this practice on trust, education, and long-term relationships. After starting his career in 1976, Allan joined E.F. Hutton in 1980—remaining through a series of mergers that ultimately became Morgan Stanley. Over the decades, he's become a trusted advisor to ultra-high-net-worth individuals, families, foundations, and institutions. As a Certified Financial Planner™ and holder of a Master of Science in Financial Planning, Allan brings clarity to complexity and applies decades of firsthand experience navigating markets. His consultative approach is grounded in education and enriched by access to the full intellectual capital of Morgan Stanley.
Allan now partners with his son, Brian Jay, CFP®, who brings a modern lens and strong planning discipline to client relationships. Brian leads the team's planning efforts—developing dynamic strategies that help clients navigate life transitions, manage wealth across generations, and align their financial lives with their personal values. In addition to core financial planning, he helps clients take advantage of Morgan Stanley's platform, including access to private equity, private credit, and real assets to strengthen portfolio diversification. Brian's long-term vision is to serve families through every generation and every stage of life with steady, proactive guidance.
Paul Greatsinger, CFP®, a Marine Corps veteran and MBA graduate, joined the team in 2006 and works alongside his wife, Ginny Greatsinger. Together, they form a dedicated client service team that delivers disciplined, relationship-driven advice with a focus on integrity, attention to detail, and continuity. Whether they are guiding families through retirement planning or helping the next generation take ownership of their wealth, Paul and Ginny bring experience and personal connection to each relationship.
At the heart of our team is Helaine DeVore, who has worked alongside Allan for over 35 years. Known for her exceptional client service, insight, and warmth, Helaine has helped shape the experience that our clients value and trust. She remains an essential part of our client relationships to this day.
Together, we offer a comprehensive range of services—from investment management and estate planning strategies to lending, philanthropy, and multigenerational wealth transfer. Above all, we are committed to understanding what matters most to you and building a plan that supports it—not just for today, but for the years and generations to come.
Awards & Recognitions
- 3 CERTIFIED FINANCIAL PLANNERS (CFP®)
- 1 FAMILY WEALTH DIRECTOR
- 2025 FORBES MAGAZINE’S BEST-IN-STATE WEALTH MANAGEMENT TEAM
- 2018-2021, 2024 FORBES BEST-IN- STATE WEALTH ADVISORS
- 2019 BARRON'S TOP 1,000 FINANCIAL ADVISORS: STATE-BY-STATE
- PACESETTER'S CLUB
- Disclosures: 2025 Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24. 2018-2021, 2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded April 2018, 2019, 2020, 2021 & 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17, 6/30/17 - 6/30/18, 6/30/18 - 6/30/19, 6/30/19 - 6/30/20, & 6/30/22 - 6/30/23. 2019 Barron's Top 1,000 Financial Advisors: State-by-State Source: Barron's.com (Awarded Mar 2019) Data compiled by Barron's based on time period from Sept 2017- Sept 2018.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Your Path to Financial Clarity and Confidence
Financial planning is more than just numbers—it's about understanding your life, your goals, and building a strategy that grows with you. Our process is designed to uncover what matters most, provide thoughtful guidance, and empower you to make confident decisions through every life stage. With a clear structure and personalized attention, we help you turn complexity into clarity and planning into progress. Here's what you can expect from our six-step financial planning journey:
Step 1: Getting to Know You
We begin with a conversation focused entirely on you. In this first step, we explore your values, lifestyle, and long-term goals to understand what financial success means in your world. Whether you're thinking about retirement, building generational wealth, or navigating a career transition, we take the time to understand your priorities and concerns. This relationship-driven approach lays the foundation for a meaningful and lasting partnership based on trust, transparency, and shared purpose.
Step 2: Discovery and Data Gathering
Once we've established your goals, we gather the details needed to build a full picture of your financial life. This includes reviewing income, assets, liabilities, investment accounts, insurance coverage, benefits, and estate planning documents. Just as important, we explore the context behind the numbers—such as family dynamics, lifestyle preferences, and legacy intentions. We also assess your comfort with financial risk to guide investment and planning decisions. This comprehensive discovery phase ensures we develop a strategy that fits your life, not just your balance sheet.
Step 3: Comprehensive Analysis and Evaluation
With the data in hand, we conduct a detailed analysis using advanced tools and professional insight. We evaluate your current financial structure in relation to your goals, identifying strengths and areas for improvement. We model various "what-if" scenarios—like market shifts, income changes, or major life events—and stress-test your plan to ensure it can adapt under pressure. If needed, we collaborate with outside professionals such as tax advisors or estate attorneys to bring specialized expertise into the process. This step provides the strategic clarity needed to move forward with confidence.
Step 4: Plan Presentation and Recommendations
Next, we present your personalized financial plan, built to reflect your goals, risk tolerance, and time horizon. We walk you through every key element—investments, cash flow, retirement projections, tax strategy, estate planning, and more—explaining not just what we recommend, but why. We answer three essential questions: What should you do? Why is it the right move? And what will it cost to implement? This collaborative session ensures that you understand your options, feel confident in the strategy, and are fully engaged in the decisions ahead.
Step 5: Implementation and Action
With your approval, we bring the plan to life. This step involves taking clear, coordinated actions—adjusting investments, updating insurance coverage, optimizing savings strategies, and implementing tax-advantaged solutions. We handle the logistics and timing while keeping you informed every step of the way. If necessary, we coordinate with your other advisors to ensure everything aligns seamlessly. Our goal is to make the process efficient, smooth, and focused on real progress toward your financial objectives.
Step 6: Ongoing Monitoring and Support
Financial planning doesn't stop at implementation—it evolves with your life. We provide continuous monitoring to keep your plan on track, along with regular reviews to adjust for life changes, market conditions, or new opportunities. Whether you're changing careers, receiving an inheritance, or planning for a new goal, we proactively adapt your strategy to stay aligned with what matters most. Through consistent communication, timely insights, and personalized support, we stay connected to your financial world and committed to your long-term success.
COMPREHENSIVE FINANCIAL PLANNING
Regardless of your stage in life—just starting out, advancing in your career, raising a family, enjoying retirement, planning a legacy, or something in between—as your Financial Advisors, we can help you achieve your financial aspirations.
Using a suite of tools and practices, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs, helping you progress toward your goals
We can create your personal roadmap to help you grow and preserve your wealth – a framework that connects your life goals with your financial resources and provides a touchstone for our work together.
Using a suite of tools and practices, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs, helping you progress toward your goals
We can create your personal roadmap to help you grow and preserve your wealth – a framework that connects your life goals with your financial resources and provides a touchstone for our work together.
Retirement & Financial Goal Analysis
Throughout your life, we help you articulate and plan for your financial goals, near and far—from retirement and legacy-planning to education and homeownership. We use advanced planning tools to analyze investment and savings strategies, translate the results into options and recommendations tailored to you, and regularly monitor and review progress with you to help keep you on-track.
Estate & Legacy Planning Strategies
It’s important to plan for what will happen with your wealth when you’re gone or need help. Wills, revocable and irrevocable trusts, Medicaid planning, powers of attorney, transfer-on-death—we help you understand the landscape, consider your options, and coordinate with your estate attorney to help ensure that your wishes are heard, understood, and met.
Cash Flow Analysis & Income Planning
We assist with analyzing and projecting income and expenses, understanding your cash flows, budgeting, building reserves, and establishing savings plans. We provide insights and analysis into Social Security, pensions, annuities, investments, and other current and future income sources to help plan the optimal mix and timing of income to keep you on-track for your goals.
Divorce Planning
Separating from a spouse is tough emotionally and financially. We help guide you through this difficult time, coordinating with your attorney to navigate complex financial decisions and help avoid the many pitfalls that can arise. Coming out of your divorce, we also help you establish your independent financial footings, reimagine your goals, and rebuild your financial wellbeing as you transition into the next chapter of your life.
Investment Management
We steward your investment portfolio in your best interest—consistent with your needs, goals, preferences, risk tolerance, and tax circumstances. We manage your investments in accordance with a holistic investment strategy tailored to you, and we review your portfolio with you on a regular basis.
Insurance Analysis
We review your financial risk profile, assess the factors that drive insurance needs, and identify potential areas of exposure to help you determine the right mix and amounts of insurance coverage for you. We also assess your existing coverages to identify areas that may warrant changes.
Tax Optimization Strategies
Tax-smart investing and withdrawal strategies can help you mitigate exposure to current taxes in your portfolio and keep more of what you’ve earned. From income and capital gains taxes to estate taxes and tax penalty pitfalls, we use active tax-reduction strategies and look for opportunities to help reduce your tax bill, saving more for what matters most to you.
Debt Management
We review your mortgages, car loans, credit cards, and any other debts that you may have, helping you identify opportunities to restructure debt to improve cash flow and/or reduce interest expense, prioritize repayment based on the most pertinent factors, and establish an optimal payment plan based on your situation.
OUR COMMITMENT TO YOU
We are the financial stewards of your wealth, helping empower you to be confident in your decisions so you have the freedom to pursue your life goals. The number one way we attract new clients – and maintain existing relationships – is our commitment to delivering first-class service.
We Treat You Like Family
We are dedicated to building deep and caring relationships. We do this by working with a select group of clients who value our depth of knowledge in providing comprehensive solutions that go well beyond investments. The bonds we form are fundamental to our mission, and it is our intention that they span generations.
A Strong Moral Compass
Every decision we make is focused on doing the right thing for you. We help simplify your financial life, offering some of the most efficient solutions with objective advice. Above all, we are dedicated to a superior service model that emphasizes responsiveness, transparency and approachability. We are creative problem solvers who put your interests ahead of our own.
Total Wealth Management
Whether you need guidance with growth, asset preservation, or legacy planning strategies, we want to be your first phone call for anything financial. Our goal is to offer appropriate advice and service before you know you need it and to respond to every request or question immediately.
Ongoing Education
Financial education is a vital element of our practice and helps ensure continuity as wealth moves from one generation to the next. We believe it is our responsibility to assist you and family members as they face important financial challenges. We provide access to important resources and are here to answer critical questions that may impact your long-term wealth.
A Team Approach
We believe you are entitled to the best advice possible. As a result, we often collaborate with specialists across Morgan Stanley, as well as other professionals within the industry who are considered experts in their fields. We work in collaboration with your accountant, attorney, and other advisors to gain the precise knowledge needed to effectively manage your wealth, while helping ensure all recommendations are fully aligned and implemented.
Proactive Communication
We know life gets busy. We keep you focused on your finances by proactively scheduling regular calls and meetings. We believe it is our responsibility to always be in sync with the changes in your life, so we can anticipate and respond strategically to new risks and emerging opportunities. The result is an integrated financial strategy that focuses on helping meet your particular goals today and as they evolve over time.
A Pledge to Privacy
We understand confidentiality is core to any financial relationship. We recognize your personal data is your private information, and we are committed to keeping it secure and confidential. We employ a full suite of strategies to protect your assets, guard your online interactions, and keep your personal information as confidential as you intend it to be.
Concierge Service
While there are many advisors who can provide a good plan and strategy, few excel at delivering a superior service model. We deliberately keep the size of our practice small, so we can deliver a "Ritz Carlton" experience. This enables us to spend quality time with our clients, so we know what's happening in their lives, and they know what's happening with their wealth.
Resources, Tools & Events
Working with us, and being a client at Morgan Stanley means you have access to Morgan Stanley's robust suite of digital tools, which provides you with simple and easy ways to access your accounts and manage your wealth effectively. We have assembled the following resources to provide you with information on current market trends, relevant financial topics, and the most requested resources. If we can help you with anything else, please reach out.
GIC: On The Markets
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
GIC: Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income. Click the link below to read the full report.
2025 Tax Tables
For 2025 federal tax information, including Income Tax Tables, Deadlines, Contribution Limits and more.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
• Total Wealth View – Access streamlined views of your assets and liabilities, including mortgage information, aggregated from all of your financial institutions
• Current Financial News – access up-to-date news, current market data, research, company profiles, and quotes
• Access to Import Documents – sign up for digital access to all of your financial documents
• Manage Everyday Finances – mobile check deposit, online bill pay, and send money with Zelle
• Electronic Authorization - e-authorization allows you to approve transactions electronically and securely
Portfolio Risk Platform
Our Portfolio Risk Platform leverages Aladdin, Blackrock's state-of-the-art risk engine used by many of the world's largest institutional asset managers. This unique risk management solution has been fully customized by Morgan Stanley to better meet your needs. Providing a sophisticated view of risk across your portfolio held at Morgan Stanley as well as other financial institutions. The Portfolio Risk Platform enables a deeper understanding of your portfolio, helping us work with you to manage your risk while proactively giving you a full picture of your portfolio's health.
See how you can view hypothetical performance based on certain factors and simulated market shocks (a drop in the S&P 500) or historical scenarios (the 2008 Financial Crisis) in the video below.
Tax Efficient Investing
With tax efficient investment strategies, you may be able to mitigate more of your potential tax bill than you may realize. Check out the video below to learn more about out Total Tax 365 approach.
Intelligent Withdrawals
Liquidating assets to meet a goal can be a land mine of tax risk. We can help you navigate the complexities with Total Tax 365 and Intelligent Withdrawals.
Security Center: How to Protect Yourself Online
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Location
4 Landmark Square 2nd
2nd Floor
Stamford, CT 06901
US
Direct:
(203) 356-0844(203) 356-0844
Fax:
(203) 967-7008(203) 967-7008
Meet The Connecticut Yankee Group
Brian Jay, CFP®
Financial Advisor, First Vice President, Wealth Management
Phone:
(203) 967-7020(203) 967-7020
Phone:
(203) 356-0819(203) 356-0819
Phone:
(203) 326-6956(203) 326-6956
Helaine DeVore
Senior Client Service Associate
Phone:
(203) 356-0841(203) 356-0841
About Allan Jay
Allan is a Senior Vice President and Family Wealth Director at Morgan Stanley. Allan has a keen understanding of the financial needs unique to ultra-high-net-worth individuals, foundations and endowments. His in-depth knowledge of wealth and asset management addresses complex issues and delivers strategic advice to help clients with every aspect of their financial affairs. Allan’s aim is to educate a select group of clients through an ongoing consultative process with the ability to tap the intellectual capital of Morgan Stanley.
Allan became a wealth manager in 1976 and made his only company change in 1980 to what was known as E.F. Hutton which, through a series of mergers, eventually became Morgan Stanley. He obtained a Certified Financial Planner designation in 1984 and a Master of Science in Financial Planning in 1997. Allan has been recognized by Barron's "Top 1,000 Financial Advisors" in the Nation and recognized by Forbes as "Best-In-State Wealth Advisor" 2018, 2019, 2020, 2021, 2024.
Allan serves as Treasurer of the Athletic Association of Greenwich, Treasurer of the Old Greenwich Association, and Finance Chairman of Saint Clement Church. Past affiliations include the Investment Board of the Fairfield County Community Foundation and Treasurer of the Greenwich Scholarship Association.
2018-2021, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded April 2018, 2019, 2020, 2021 & 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17, 6/30/17 - 6/30/18, 6/30/18 - 6/30/19, 6/30/19 - 6/30/20, & 6/30/22 - 6/30/23.
2019 Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2019) Data compiled by Barron's based on time period from Sept 2017- Sept 2018.
Allan became a wealth manager in 1976 and made his only company change in 1980 to what was known as E.F. Hutton which, through a series of mergers, eventually became Morgan Stanley. He obtained a Certified Financial Planner designation in 1984 and a Master of Science in Financial Planning in 1997. Allan has been recognized by Barron's "Top 1,000 Financial Advisors" in the Nation and recognized by Forbes as "Best-In-State Wealth Advisor" 2018, 2019, 2020, 2021, 2024.
Allan serves as Treasurer of the Athletic Association of Greenwich, Treasurer of the Old Greenwich Association, and Finance Chairman of Saint Clement Church. Past affiliations include the Investment Board of the Fairfield County Community Foundation and Treasurer of the Greenwich Scholarship Association.
2018-2021, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded April 2018, 2019, 2020, 2021 & 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17, 6/30/17 - 6/30/18, 6/30/18 - 6/30/19, 6/30/19 - 6/30/20, & 6/30/22 - 6/30/23.
2019 Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2019) Data compiled by Barron's based on time period from Sept 2017- Sept 2018.
Securities Agent: TX, AL, NY, MI, MA, IN, HI, WI, VI, AZ, WA, UT, AK, OR, NJ, GA, SC, PA, NV, VT, OK, MN, KS, NM, CO, IA, VA, RI, NH, DE, CA, ME, MD, FL, DC, OH, NC, IL, CT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 175993
NMLS#: 175993
About Brian Jay
Brian Jay is First Vice President and a Financial Advisor with the Connecticut Yankee Group at Morgan Stanley. Raised in a family deeply rooted in the financial services industry, Brian brings a lifelong passion for helping clients achieve their financial goals and navigate complex challenges through innovative and strategic planning. He works closely with clients to develop comprehensive financial plans, customized to meet their evolving needs amid ever-changing market and economic conditions. His practice emphasizes multigenerational wealth planning, with a particular focus on investment management, retirement planning, and estate strategies.
A graduate of Quinnipiac University’s Lender School of Business, Brian earned his degree with honors and remains actively involved with the university, mentoring students who are exploring careers in financial services. He holds the Series 7, 63, and 66 licenses, as well as mortgage and multiple state insurance licenses.
Brian began his career with Morgan Stanley in 2017 as a Wealth Advisor Associate, where he supported over 100 Financial Advisors during a pivotal time in the firm’s evolution of its Wealth Management platform. His efforts contributed to the modernization of tools that enhanced team-client communication, improved the delivery of information, and deepened financial planning capabilities. Prior to transitioning to his role as a Financial Advisor, Brian earned the CERTIFIED FINANCIAL PLANNER™ designation—demonstrating his expertise across key areas including financial planning, risk management, investments, tax strategy, retirement planning, employee benefits, and estate planning.
In 2019, Brian partnered with his father, Allan, forming a multigenerational advisory team rooted in shared values and professional excellence. Since then, Brian has been recognized as a member of Morgan Stanley’s Pacesetters Club, a global distinction awarded to Financial Advisors who exemplify high professional standards and a commitment to exceptional client service.
Originally from Greenwich, Connecticut, Brian now resides in the Shippan Point community of Stamford with his wife, Hailee, and their daughter, Skye. He serves as Treasurer of the Shippan Point Association, a 501(c)(3) organization dedicated to preserving the area’s natural beauty, enhancing safety, and fostering community engagement. Additionally, Brian and Hailee co-chair the New Member Committee at the Stamford Yacht Club where they enjoy spending their free time. Brian loves playing tennis, shooting sporting clays, fitness training, playing chess, and making lasting memories with his family.
A graduate of Quinnipiac University’s Lender School of Business, Brian earned his degree with honors and remains actively involved with the university, mentoring students who are exploring careers in financial services. He holds the Series 7, 63, and 66 licenses, as well as mortgage and multiple state insurance licenses.
Brian began his career with Morgan Stanley in 2017 as a Wealth Advisor Associate, where he supported over 100 Financial Advisors during a pivotal time in the firm’s evolution of its Wealth Management platform. His efforts contributed to the modernization of tools that enhanced team-client communication, improved the delivery of information, and deepened financial planning capabilities. Prior to transitioning to his role as a Financial Advisor, Brian earned the CERTIFIED FINANCIAL PLANNER™ designation—demonstrating his expertise across key areas including financial planning, risk management, investments, tax strategy, retirement planning, employee benefits, and estate planning.
In 2019, Brian partnered with his father, Allan, forming a multigenerational advisory team rooted in shared values and professional excellence. Since then, Brian has been recognized as a member of Morgan Stanley’s Pacesetters Club, a global distinction awarded to Financial Advisors who exemplify high professional standards and a commitment to exceptional client service.
Originally from Greenwich, Connecticut, Brian now resides in the Shippan Point community of Stamford with his wife, Hailee, and their daughter, Skye. He serves as Treasurer of the Shippan Point Association, a 501(c)(3) organization dedicated to preserving the area’s natural beauty, enhancing safety, and fostering community engagement. Additionally, Brian and Hailee co-chair the New Member Committee at the Stamford Yacht Club where they enjoy spending their free time. Brian loves playing tennis, shooting sporting clays, fitness training, playing chess, and making lasting memories with his family.
Securities Agent: IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WI, IA, WA, AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1853462
NMLS#: 1853462
About Paul D Greatsinger
Paul is a Vice President and Financial Advisor at Morgan Stanley Wealth Management. He is a Certified Financial Planner, who focuses on developing customized solutions for individuals, family and institutions.
Paul joined our firm in 2006 following his retirement from the United States Marine Corps. As a Marine, he served for twenty years as an infantry officer and participated in operations in Balkans, the Middle East, the Horn of Africa and South and Central America. He continues to serve his community and is currently a member of the Board of Director of the National Exchange Club, having previously served as the President of the Connecticut District Exchange and Stamford Exchange Club. He is also on the Board of the Connecticut Veterans Legal Center and previously served on the Boards of the Fairfield Rotary Foundation and the Stamford HELP for Kids.
Paul joined our firm in 2006 following his retirement from the United States Marine Corps. As a Marine, he served for twenty years as an infantry officer and participated in operations in Balkans, the Middle East, the Horn of Africa and South and Central America. He continues to serve his community and is currently a member of the Board of Director of the National Exchange Club, having previously served as the President of the Connecticut District Exchange and Stamford Exchange Club. He is also on the Board of the Connecticut Veterans Legal Center and previously served on the Boards of the Fairfield Rotary Foundation and the Stamford HELP for Kids.
Securities Agent: ME, IL, OR, KY, IN, PA, CO, LA, NV, GA, RI, MD, VA, NY, VT, WA, WI, UT, OH, SC, NH, DE, NJ, KS, HI, NC, MO, MI, AL, AZ, MN, MA, CA, TX, CT, OK, NM, FL, ID, IA, DC, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 175903
NMLS#: 175903
About Ginny Greatsinger
Hi and thank you for taking time to learn more about me.
I'm Ginny Greatsinger and I am a Financial Advisor at Morgan Stanley. I'm part of the Connecticut Yankee Group at Morgan Stanley, a financial planning and wealth management services team with decades of experience building meaningful client relationships based on dependability, transparency, and integrity. The Connecticut Yankee Group clients are affluent individuals, multigenerational families, and businesses who want personalized service, and access to Morgan Stanley’s extensive resources to help them build, preserve, and leverage their wealth.
The group employs a comprehensive and client-centric approach to wealth management, investment management, financial planning and estate planning strategies. It all begins with a conversation where we get to know you and your world, and you get to know us and what we bring to the table. We focus on your needs, your goals and what success looks like to you. Putting the client first is one of our Firm's core values, and it's how we do business every day.
Women and Wealth
Women are increasingly the financial decision makers in a household. My mission is to help women become more confident about managing their personal and household wealth. To know the value of financial planning, retirement income planning, tax-smart investing, generational wealth transfer, insuring their wealth, and more.
I am a big believer in the power of education combined with trusted guidance to transform a woman’s mindset about investing, money, and their future. That is why I am committed to empowering women with the knowledge, tools, and support needed to help them achieve their financial goals.
Click on the Contact Me button above, or schedule a meeting. We’d love to get to know you better and see how we can help.
I'm Ginny Greatsinger and I am a Financial Advisor at Morgan Stanley. I'm part of the Connecticut Yankee Group at Morgan Stanley, a financial planning and wealth management services team with decades of experience building meaningful client relationships based on dependability, transparency, and integrity. The Connecticut Yankee Group clients are affluent individuals, multigenerational families, and businesses who want personalized service, and access to Morgan Stanley’s extensive resources to help them build, preserve, and leverage their wealth.
The group employs a comprehensive and client-centric approach to wealth management, investment management, financial planning and estate planning strategies. It all begins with a conversation where we get to know you and your world, and you get to know us and what we bring to the table. We focus on your needs, your goals and what success looks like to you. Putting the client first is one of our Firm's core values, and it's how we do business every day.
Women and Wealth
Women are increasingly the financial decision makers in a household. My mission is to help women become more confident about managing their personal and household wealth. To know the value of financial planning, retirement income planning, tax-smart investing, generational wealth transfer, insuring their wealth, and more.
I am a big believer in the power of education combined with trusted guidance to transform a woman’s mindset about investing, money, and their future. That is why I am committed to empowering women with the knowledge, tools, and support needed to help them achieve their financial goals.
Click on the Contact Me button above, or schedule a meeting. We’d love to get to know you better and see how we can help.
Securities Agent: UT, VA, OR, VT, WA, WI, AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1584403
NMLS#: 1584403
Contact Allan Jay
Contact Brian Jay
Contact Paul D Greatsinger
Contact Ginny Greatsinger
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Chris Smith
Trust Specialist
About Chris Smith
Chris Smith is an Executive Director and Head of Morgan Stanley’s Trust Services Group. As a 30-year employee of Morgan Stanley, Chris is responsible for maintaining the “Open Architecture” trustee platform, which consists of thirteen third-party trust companies who can serve in a fiduciary, agency or custodial role for ultra-high-net worth client trust accounts. Chris and the Trust Services Group help Advisors, clients, prospects and the professional community understand the corporate trustee services available through Morgan Stanley and how our corporate trustee partners can be used to provide fiduciary solutions for clients. This involves reviewing trust document and statements as well as analyzing family dynamics. Chris then uses this information to recommend one or more of the firm’s third-party corporate trustee partners to possibly serve as trustee, co-trustee or administrative agent for a client trust account.
Prior to joining Morgan Stanley (Dean Witter), Chris worked in the Retirement Plans department of Prudential Securities and prior to that the District Agency department of Prudential Insurance Company. Chris holds a Bachelor of Arts degree in Communication/Journalism and Psychology from St. John Fisher College in Rochester, NY. He lives in Saratoga Springs, NY with his wife Sharon and two boys, Ryan and Michael and has a passion for golf, skiing and horse racing.
Prior to joining Morgan Stanley (Dean Witter), Chris worked in the Retirement Plans department of Prudential Securities and prior to that the District Agency department of Prudential Insurance Company. Chris holds a Bachelor of Arts degree in Communication/Journalism and Psychology from St. John Fisher College in Rochester, NY. He lives in Saratoga Springs, NY with his wife Sharon and two boys, Ryan and Michael and has a passion for golf, skiing and horse racing.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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 Connecticut Yankee 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.
1Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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 and other legal matters.
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.
4Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan 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.
5Morgan 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 and other legal matters.
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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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 Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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 and other legal matters.
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.
4Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan 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.
5Morgan 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 and other legal matters.
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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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)
