The Connolly Group

Ryan works closely with high-net-worth families, endowments, institutions and charitable organizations to construct customized portfolios and financial plans designed to achieve their goals within the parameters of their risk tolerance and time horizon. He focuses on helping clients manage both the asset and liability sides of their personal balance sheets by leading the team’s banking and lending initiatives and facilitating access to Morgan Stanley’s Family Office Resources. Ryan is a Senior Vice President and Family Wealth Director, an accreditation held by just 2% of all Morgan Stanley advisors. Family Wealth Directors specialize in areas that include wealth transfer, asset management, lending, philanthropy, income taxation and business succession planning.

Ryan has more than 14 years of industry experience. Prior to joining Private Wealth Management in 2013, Ryan worked on Morgan Stanley’s Capital Markets desk in New York and San Francisco for four years, where he focused on interest rate, credit and structured investments. Ryan holds the Series 7, 63 and Life Insurance licenses, and he graduated from Colby College with a B.A. in political science.

He and his wife, Kerryn, live in Wellesley, Massachusetts, with their children, Isla, Owen and Nealie , and their black lab, Jack. Giving back to the local community is an important part of Ryan’s life, and he is the president of the board at Herren Project and serves on the boards of the Francis Ouimet Society and the Inner-City Scholarship Fund of the Catholic Schools Foundation. In his free time, he enjoys golfing, running, playing squash and trying to keep pace with his children.

As a Private Wealth Advisor, Will helps affluent families and individuals address their most complex financial challenges. Acting as a de facto family office with the backing of Morgan Stanley, his team provides access to the resources required to address all aspects of a client's financial life. This includes asset allocation, portfolio construction, financial, tax, estate and legacy planning strategies and more.

Will has more than 10 years of industry experience. Prior to joining Morgan Stanley, Will worked at Goldman Sachs and UBS in their Private Wealth Management groups. Will received an MBA from the Tuck School of Business at Dartmouth and a BA from Dartmouth College where he played football. He is also a CFA Charterholder and has his Series 3, 7 and 66 Licenses.

Will lives in Boston’s South End with his wife. Outside of the office, he is an Alumni Board Member at St. Sebastian’s School, a Young Leader of the Ireland Funds America and is involved with Big Brothers Big Sisters of America. Will enjoys spending time with family, skiing, golfing and running.

“I want to help you further your money and plan your life down the road, so I start by trying to help you construct a stable investment portfolio. Our team’s objective is to protect your assets while helping grow them at a reasonable rate.”

Nick works with the team to determine appropriate asset allocations and execute trades for clients’ portfolios. Specifically, he analyzes portfolios to ensure their asset allocations continue to align with clients’ unique needs, goals and risk tolerance, and then he uses the latest Morgan Stanley research to identify suitable individual securities and other investment choices. He welcomes the opportunity to talk with clients about their portfolio holdings and explain the team’s rationale for buying or selling certain positions.
Nick started working with the Connolly Group at Morgan Stanley in 2010 as an intern and joined the team full time after college. He earned a B.S. in economics and finance and a master’s degree in finance from Bentley University, and he holds the Series 7 and 66 securities licenses.
Originally from Newton, Massachusetts, Nick currently lives in Norwood with his wife Jaime and his daughter Siena. Outside the office, he enjoys spending time with family and friends and being active outdoors. Some of his favorite activities relate to his Italian heritage, such as making wine and homemade Italian food with his family.

"I’ve learned that you can’t reach out to clients too often, as long as you are offering them useful information. Every time I talk with you, I want you to feel like you gained something valuable from our conversation.”

Sheila is the primary point person for client communications, and her responsibilities include a broad range of essential functions, from monitoring portfolio performance to alerting team members and clients about Morgan Stanley research that is relevant to their portfolio positions. In addition, she acts as a liaison with the Morgan Stanley Executive Services Team, serving as the contact for all issues related to corporate insider sales. During her tenure with the Connolly Group at Morgan Stanley, Sheila has strengthened many client relationships through her high degree of service and market knowledge, and she is an invaluable asset to the team.
Sheila has been working with Dick Connolly since 1987 and brings more than 35 years of industry experience in a variety of administrative, research and investment advisory positions. During her career, she has gained an expansive working knowledge of fixed income and equity markets, and she has been an active trader of corporate, government and municipal bonds for more than 30 years. Sheila graduated from Curry College with a business management degree, and she holds the Series 7 and 63 securities licenses.
Sheila lives in Norfolk, Massachusetts, with her husband, John, and their German Shepherd, Fergus. In her free time, she is an avid cook and enjoys gardening in the spring and summer months. Additionally, she supports several nonprofit groups and is especially passionate about Work Inc., a Boston-based organization that provides job training and other resources to individuals with physical and intellectual disabilities.

"I want to modernize the client experience by offering an elevated standard of care—and that means being there for whatever you need, whenever you need it.”

Terri is responsible for on-boarding new clients and managing the team’s day-to-day operations. She anticipates clients’ needs, addresses their inquiries and requests, and monitors their accounts, facilitating the highest level of personalized service. Terri strives to ensure that all operational processes are handled through a seamless and full-service client experience using her attention to detail and organizational skills. By focusing on the small details on behalf of the team’s clients, she seeks to simplify and improve their lives.
For more than 27 years, Terri has enjoyed a successful career in the financial services industry. She spent 16 years at Bear Stearns, where she excelled in a variety of managerial, operational, service and training positions, before joining Morgan Stanley in 2008. Since then, she has been chosen by management to be a Morgan Stanley Boston Complex Support Professional Coach and a member of the firm’s Boston Complex Support Professional Council. Terri is an accelerated magna cum laude graduate of Pine Manor College, graduating with a B.A. in management, and she holds the Series 7 and 66 securities licenses.
Terri lives in Medford, Massachusetts, with her husband, Dan, and their children—Ashley, MaKenzie, Dawn and Shawn, who are all very involved in sports as athletes or coaches. As an active member of her community, Terri supports and helps out with several groups in Medford to help raise money for kids athletics.