

The Curtis Group at Morgan Stanley

Our Mission Statement
About Us
Our team, the Curtis Group at Morgan Stanley, utilizes the extensive resources available at Morgan Stanley, giving clients access to a preeminent financial services firm while retaining the intimacy of a personal practice. Our goal is to meet and exceed our client's standards by helping them devise strategies to preserve what they have earned and pursue whatever goals they choose.
We provide access to the full range of experience and resources Morgan Stanley has to offer. This includes asset allocation, portfolio construction, financial, tax, estate planning strategies and more. We are completely dedicated to meeting our client's needs and take a long term, conservative approach to preserving and growing their assets.
Best-In-State Forbes Recognition
2025 Forbes Best-In-State Wealth Management Teams
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.
Gerald Curtis and Bryan White were both recognized as 2024 Forbes Best in State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
Disclosure: Asset Allocation or Diversification does not guarantee a profit or protect against loss in a declining financial market.
- Wealth ManagementFootnote1
- Sustainable InvestingFootnote2
- Business Succession PlanningFootnote3
- Endowments and FoundationsFootnote4
- Philanthropic ManagementFootnote5
- Estate Planning StrategiesFootnote6
- Executive Benefit ServicesFootnote7
- Financial PlanningFootnote8
- Retirement PlanningFootnote9
- Divorce Financial AnalysisFootnote10
- Alternative InvestmentsFootnote11
Location
Meet The Curtis Group
About Gerald Curtis
Gerry has worked in Wellesley for over 36 years and resides in the North End/Waterfront area of Boston and spends most of his summer in Nantucket.
2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023-2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
NMLS#: 1024519
About Bryan White
Bryan attended the University of Rhode Island and earned a Bachelor of Science degree with a concentration in family finance. Both in high school and at the University of Rhode Island Bryan could be found on the water as a competitive sailor. These days, Bryan enjoys traveling, skiing and golf as well as the occasional Red Sox game. He resides in Westborough Massachusetts with his wife Kelly and their two children Caroline and Nathan.
NMLS#: 1274634
About Kathleen Illinger
Although growing up in Connecticut and now residing in Southborough has given her a significant foothold within the New England area, Kathleen services clients from all over the country, and has created a perfect harmony between both her medical and financial backgrounds. Family is certainly atop her priority list, and that is exactly why she dedicates as much time as she does to all her clients, and each of their individual goals.
NMLS#: 176298
CA Insurance License #: 1763476
About Patrick Curtis
Patrick grew up in Scituate, MA and graduated from Nichols College with a business degree. Outside of the office he enjoys traveling, cooking and donating his time to local charities. Patrick now lives in Framingham, MA with his wife Olga and daughter Emily.
NMLS#: 1282623
About Susan Magri
About Robert Silver
Outside of the office, Robert volunteers his time with WACA-TV in Ashland as an announcer for High School Sporting events. He also serves on the board Jake’s Team, a charity formed to honor his late son. Jake’s Team mission is to support siblings of children with cancer and to raise money for Osteosarcoma research. Robert graduated from Babson College with a degree in Finance/Investments and currently resides in Southborough and has one daughter.

Contact Gerald Curtis

Contact Bryan White

Contact Kathleen Illinger

Contact Patrick Curtis
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Mosaic
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2The 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.
3Morgan 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.
4Morgan 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.
5Products 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.
6Morgan 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.
7When 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.
8Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
9When 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.
10Morgan 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.
11Alternative 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.
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