Argie Economou
Executive Director, Wealth Advisor, Portfolio Management Director
Phone:
(802) 863-7700(802) 863-7700
Malletts Bay Wealth Management Group at Morgan Stanley
Argie EconomouJonathan Barnes, CRPS®Colleen M TremblayAlice Rudd, CRPS®Christopher EconomouSelena Smith
Direct:
(802) 863-7700(802) 863-7700
Toll-Free:
(800) 869-9660(800) 869-9660
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
The Mallets Bay Wealth Management Group brings over 240 years of combined industry experience providing financial advice to high net-worth families, individuals, institutions and foundations. Drawing on the collective knowledge, experience, education and the extensive resources of Morgan Stanley, we provide an exceptionally broad range of wealth management services to our clients.
The foundation of our practice is to help you achieve your financial goals and build successful futures for you and your loved ones.
The foundation of our practice is to help you achieve your financial goals and build successful futures for you and your loved ones.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Plan Development
We prepare a comprehensive wealth management plan that helps address your specific needs and goals. We utilize proprietary financial planning tools to develop a personalized strategy that not only includes investment and asset allocation recommendations, but incorporates important risk management strategies, as well as estate, trust and philanthropic solutions.
Disclaimer:
Morgan 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.
Disclaimer:
Morgan 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.
Step 4: Presentation & Implementation
We present your tailored plan in detail and explain why we are recommending each strategy. We discuss the pros and cons for each solution, refining your plan based on our discussions. Once approved by you, we begin to implement the strategies together. We believe in your having a full understanding of your financial life and will keep you involved in each step.
Step 5: Ongoing Service
We oversee your progress and review the performance of your plan through ongoing calls and meetings. We may recommend adjustments over time, due to changing market conditions or changes in your personal circumstances, to help keep you on track towards achieving your goals.
Awards & Honors
Argie Economou | Forbes Best-in-State Vermont Wealth Advisor 2023
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22 https://mgstn.ly/3A6nDP6
View the Press Release about Argie's Forbes Recognition
Argie Economou | Forbes Best-in-State Vermont Wealth Advisor 2019
Source: Forbes.com (Awarded April 2019) Data compiled by SHOOK Research LLC based on time period from 6/30/17 - 6/30/18 https://mgstn.ly/3A6nDP6
Investing With Intention
Sustainable Investing is an end-to-end process to discover and implement your
unique impact goals. The Malletts Bay Wealth Management Group can support you to make intentional investments to generate a measurable, positive social, and/or environmental impact alongside a financial return.
Disclaimer:
ESG investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments will not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments including may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. As a result, it is difficult to compare ESG investment products.
There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.
unique impact goals. The Malletts Bay Wealth Management Group can support you to make intentional investments to generate a measurable, positive social, and/or environmental impact alongside a financial return.
Disclaimer:
ESG investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments will not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments including may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. As a result, it is difficult to compare ESG investment products.
There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.
Morgan Stanley Impact Quotient ®
Developed through proprietary technology and analytics,
Morgan Stanley IQ® is a patented tool that gives our clients the ability to understand the environmental and social impact of their investments.
Built on rigorous analysis of companies’ products and practices, Morgan Stanley IQ® can instantly assess the impact of your investments across nine impact themes and
100+ social and environmental factors.
Click here to learn moreMorgan Stanley IQ® is a patented tool that gives our clients the ability to understand the environmental and social impact of their investments.
Built on rigorous analysis of companies’ products and practices, Morgan Stanley IQ® can instantly assess the impact of your investments across nine impact themes and
100+ social and environmental factors.
Location
105 West View Rd
5th Fl
Colchester, VT 05446
US
Direct:
(802) 863-7700(802) 863-7700
Toll-Free:
(800) 869-9660(800) 869-9660
Meet Malletts Bay Wealth Management Group
Senior Vice President, Financial Advisor, Corporate Retirement Director, Financial Wellness Director
Phone:
(802) 863-7772(802) 863-7772
Colleen M Tremblay
First Vice President, Financial Advisor
Phone:
(802) 863-7722(802) 863-7722
First Vice President, Wealth Management, Financial Advisor, Family Wealth Director, Financial Wellness Director, Corporate Retirement Director, Chartered Retirement Plans Specialist, Investing with Impact Director
Phone:
(802) 863-7782(802) 863-7782
Christopher Economou
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(802) 863-7738(802) 863-7738
Selena Smith
Financial Advisor, Financial Planning Specialist
Phone:
(802) 863-7791(802) 863-7791
Elliot Gray
Wealth Management Associate, Assistant Vice President
Phone:
(802) 863-7758(802) 863-7758
Danielle Bower
Senior Registered Client Service Associate
Phone:
(802) 863-7746(802) 863-7746
Nick Audet
Registered Client Service Associate
Phone:
(802) 652-6049(802) 652-6049
About Argie Economou
Drawing on over fifty years of experience, Argie Economou is a seasoned Portfolio Management Director and Wealth Advisor at Morgan Stanley. Argie began his career working in battery production for military defense before enlisting in the Air Defense Branch within the U.S. Army.
Argie held a range of positions upon entering finance including stock-broker, Sales Manager, and Branch Manager covering Vermont, Maine, New Hampshire, and upstate New York. Argie returned to working with clients as a Financial Advisor which is what he truly likes best. His experience and familiarity with the markets help the team’s clients navigate the firm’s research recommendations and vast product line.
It is extremely rewarding for Argie to see the impact a comprehensive strategy can have on clients’ lives.
Argie is a Vermont native, having grown up in Burlington and attended the University of Vermont. He currently resides in Colchester, VT with his beautiful wife Peggy. Argie is passionate about taking care of his family and clients alike. Other favorite activities he enjoys includes golfing, fly tying and fishing, and woodturning.
Argie held a range of positions upon entering finance including stock-broker, Sales Manager, and Branch Manager covering Vermont, Maine, New Hampshire, and upstate New York. Argie returned to working with clients as a Financial Advisor which is what he truly likes best. His experience and familiarity with the markets help the team’s clients navigate the firm’s research recommendations and vast product line.
It is extremely rewarding for Argie to see the impact a comprehensive strategy can have on clients’ lives.
Argie is a Vermont native, having grown up in Burlington and attended the University of Vermont. He currently resides in Colchester, VT with his beautiful wife Peggy. Argie is passionate about taking care of his family and clients alike. Other favorite activities he enjoys includes golfing, fly tying and fishing, and woodturning.
Securities Agent: MI, CO, OR, HI, WY, OH, NH, MO, MN, AR, WI, WA, VT, UT, CT, AK, PA, KY, DC, NJ, IL, AL, TX, NY, ME, GA, CA, WV, RI, PR, SC, NM, MA, IN, AZ, VA, TN, NV, NC, MD, FL, DE; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 117255
NMLS#: 117255
About Jonathan Barnes
Jonathan Barnes is a Senior Vice President, Chartered Retirement Plans Specialist®, Corporate Retirement Director, and Financial Advisor. With over 40 years working in the financial industry, he has decades of experience working closely to develop client relationships, create long term planning strategies, asset allocation and portfolio management, and helps to coordinate estate planning strategies and philanthropic planning. Jonathan has also worked with many retirement plan sponsors; his roles include consulting with plan sponsors, conducting investment committee reviews, fund selection, plan bench-marking and plan design.
Originally from Peterborough, NH, Jonathan received a BS, Accounting Degree from Providence College in 1981. He spent two years working for Chase Manhattan bank before moving to Morgan Stanley in 1983. During his time as a Financial Advisor for Morgan Stanley Jonathan has worked with clients of many different backgrounds and takes time to understand client needs to help them accomplish their goals.
Outside of the office Jonathan spends time enjoying the outdoors, music and travel. Jonathan has been married to his wife Jeanne for 38 years, and together they have 3 grown sons. Jonathan enjoys swimming, biking, golf and in his spare time he has coached youth baseball and basketball. An active member of the community, he has coached at the middle school level, for the Christian Youth Organization and the Amateur Athletic Union. He has also volunteered his time to work with the Boys and Girls club and the Make-a-Wish foundation.
Originally from Peterborough, NH, Jonathan received a BS, Accounting Degree from Providence College in 1981. He spent two years working for Chase Manhattan bank before moving to Morgan Stanley in 1983. During his time as a Financial Advisor for Morgan Stanley Jonathan has worked with clients of many different backgrounds and takes time to understand client needs to help them accomplish their goals.
Outside of the office Jonathan spends time enjoying the outdoors, music and travel. Jonathan has been married to his wife Jeanne for 38 years, and together they have 3 grown sons. Jonathan enjoys swimming, biking, golf and in his spare time he has coached youth baseball and basketball. An active member of the community, he has coached at the middle school level, for the Christian Youth Organization and the Amateur Athletic Union. He has also volunteered his time to work with the Boys and Girls club and the Make-a-Wish foundation.
Securities Agent: MO, FL, AK, WA, HI, IN, MT, AZ, MD, GA, CO, WV, NV, NC, ME, IL, CA, SC, PR, NY, MA, AL, RI, DE, WI, PA, NH, MN, KY, AR, VT, VA, OR, NM, DC, CT, OH, NJ, MI, UT, TX, TN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 138164
NMLS#: 138164
About Colleen M Tremblay
Colleen M. Tremblay has been in the financial services industry since 1991 beginning her career with Lehman Brothers and Bear Stearns before moving into Institutional Equity Sales for UBS and Needham & Company. Her experience ranges from bringing private companies public, to marketing with all-cap multinational companies covering the largest money managers on the West Coast. Colleen worked in a variety of roles including Branch Manager and Relationship Manager. She strives to provide exceptional client service and seamless communication within the team. Colleen currently holds her Series 7, 63, 65 & Vermont Life & Health Insurance licenses.
In 2011, after 20 years in San Francisco, Colleen and her family moved to Shelburne, VT. When away from the office, Colleen enjoys cooking, hiking and spending time with her family at Willoughby Lake.
In 2011, after 20 years in San Francisco, Colleen and her family moved to Shelburne, VT. When away from the office, Colleen enjoys cooking, hiking and spending time with her family at Willoughby Lake.
Securities Agent: FL, AL, NY, AK, CT, AR, WY, TN, NM, DC, AZ, PR, NH, MO, OH, ME, KY, IL, CA, WI, WA, VT, NV, NC, MD, VA, TX, SC, PA, GA, RI, OR, MN, DE, WV, UT, IN, CO, NJ, MI, MA, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1479411
NMLS#: 1479411
About Alice Rudd
Alice is a First Vice President, Financial Advisor, Family Wealth Director, Chartered Retirement Plans Specialist®, Corporate Retirement Director, and an Investing with Impact Director for Morgan Stanley Wealth Management. A native New Yorker, Alice began her career on Wall Street in 1987 with Drexel Burnham Lambert before moving to Vermont in 1993 where she joined Morgan Stanley. With a dedication to each client's specific situation, Alice provides personalized goal-oriented solutions focused on her clients' entire financial picture. She prioritizes helping empower clients in an effort to achieve financial success through customized asset allocation, manager selection, risk management and dedicated services. Her practice also focuses on financial education and retirement readiness programs. Her clients include individuals, families, Retirement Plan Sponsors and Participants, and non-profit Endowments. In addition to working with plan sponsors and institutional clients, Alice has years of professional experience working with HR contacts to develop and coordinate participant education programs. As an Investing with Impact Director, Alice has extensive leadership experience working with clients that are motivated to potentially generate positive environmental and social impact alongside with financial returns. Alice currently serves on New England Region Diversity & Inclusion Council at Morgan Stanley where she works to create and implement innovative diversity programs and initiatives.
Alice is active in her community, formerly serving on the Burlington School District’s Zero-Based Budgeting Committee and the Development and Planned Giving Committees for UVM Home Health & Hospice. In 2008 Alice was honored with the Volunteer of the Year VNA Community Service Award.
Alice received a BA Degree from Dartmouth College and lives in Burlington, VT with her husband Brooks, also a Dartmouth graduate, and their two sons Jackson and Ramsey. Alice enjoys cooking, live music, travelling, hiking and fly-fishing.
Alice is active in her community, formerly serving on the Burlington School District’s Zero-Based Budgeting Committee and the Development and Planned Giving Committees for UVM Home Health & Hospice. In 2008 Alice was honored with the Volunteer of the Year VNA Community Service Award.
Alice received a BA Degree from Dartmouth College and lives in Burlington, VT with her husband Brooks, also a Dartmouth graduate, and their two sons Jackson and Ramsey. Alice enjoys cooking, live music, travelling, hiking and fly-fishing.
Securities Agent: CA, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI, WV, CO, TN, AK, AL, AR, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 138162
NMLS#: 138162
About Christopher Economou
As a Vice President and Senior Portfolio Manager, Christopher Economou has over a decade of experience managing the portfolios and complex financial needs of individuals and their families. Chris is a Financial Advisor with Mallets Bay Wealth Management Group at Morgan Stanley. He and the team strive to deliver consistent, quality service while implementing strategies that can simplify complicated financial situations and help meet the personal financial objectives of their clients.
A native to Colchester, Christopher graduated from the University of Vermont with a Bachelor’s Degree in Business Administration and a minor in marketing. He enjoys being involved in his community, having previously served as a Board Member for the non-profit Stern Center for Language and Learning, along with being a member of the Finance and Development Committees. Christopher is passionate about the great outdoors and moving his body through activities like scuba-diving, hiking, gardening, and frequently taking class at Orange Theory Fitness.
A native to Colchester, Christopher graduated from the University of Vermont with a Bachelor’s Degree in Business Administration and a minor in marketing. He enjoys being involved in his community, having previously served as a Board Member for the non-profit Stern Center for Language and Learning, along with being a member of the Finance and Development Committees. Christopher is passionate about the great outdoors and moving his body through activities like scuba-diving, hiking, gardening, and frequently taking class at Orange Theory Fitness.
Securities Agent: AR, DE, IN, TX, KY, CA, AL, NV, WV, NH, NC, HI, DC, AK, WY, GA, UT, OH, MD, WA, PR, OR, NM, NJ, MO, SC, RI, NY, MN, IL, CO, AZ, VT, PA, MI, CT, WI, TN, ME, FL, VA, MA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1261804
NMLS#: 1261804
About Selena Smith
Selena has been with Morgan Stanley since 2017, working as an integral member of the team as Registered Associate and Portfolio Associate before transitioning to the Financial Advisor Role.
As part of the next generation of Financial Advisors, she enthusiastically delivers modern solutions and works closely with people to create trustworthy, long-lasting relationships. Selena prides herself on her dedication to her team and the clients they serve.
A Native of New York, Selena graduated from Plattsburgh State University of New York in 2017 with a BA in Mathematics. After graduation, Selena moved to Burlington, VT with her husband Ryan and their two cats, Bubbles and Remi. Outside of work, Selena and her husband enjoy taking advantage of the Vermont outdoors, usually backcountry skiing or hiking.
As part of the next generation of Financial Advisors, she enthusiastically delivers modern solutions and works closely with people to create trustworthy, long-lasting relationships. Selena prides herself on her dedication to her team and the clients they serve.
A Native of New York, Selena graduated from Plattsburgh State University of New York in 2017 with a BA in Mathematics. After graduation, Selena moved to Burlington, VT with her husband Ryan and their two cats, Bubbles and Remi. Outside of work, Selena and her husband enjoy taking advantage of the Vermont outdoors, usually backcountry skiing or hiking.
Securities Agent: DE, IN, UT, PA, NV, CA, SC, NM, MI, KY, AZ, WV, ME, MD, HI, CT, CO, AK, NH, AL, TX, TN, NY, PR, MO, WA, VT, OH, MN, MA, FL, VA, IL, GA, DC, AR, WY, WI, RI, OR, NJ, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 2605996
NMLS#: 2605996
About Elliot Gray
After having earned the College for Financial Planning’s Chartered Retirement Planning Counselor (SM) or CRPC® designation in 2010, Elliot made the transition from Financial Advisor to Wealth Management Associate. He received a BA degree from St. Lawrence University and joined Morgan Stanley in 1997. Elliot’s role includes planning participant education, assisting with investment management, and personalized client services.
About Danielle Bower
Danielle E. Bower has been working in financial services since 2003 and holds the title of Senior Registered Client Service Associate. She started her career at Merrill Lynch where she worked for fourteen years before joining Morgan Stanley in 2017. Danielle is fully registered with her Series 7 and Series 66 licenses. She currently works helping new clients at Morgan Stanley with setting up their accounts and doing all the paperwork and orientation that requires. She also assists with account maintenance, such as name, address, beneficiary and account title changes, money movement ,and banking services
About Nick Audet
Nick Audet is a Registered Client Service Associate with Mallets Bay Wealth Management Group at Morgan Stanley. He began his career with Morgan Stanley in July 2021 and is passionate about helping Malletts Bay Wealth Management clients achieve a smooth and enjoyable interaction when working with our team.
A native to Vermont, Nick graduated from Northern Vermont University. He currently resides in Winooski, VT where he enjoys spending time with friends and family. Outside the office, Nick enjoys play sports like golf and softball in the warmer summer months and 8-ball pool in the winter.
A native to Vermont, Nick graduated from Northern Vermont University. He currently resides in Winooski, VT where he enjoys spending time with friends and family. Outside the office, Nick enjoys play sports like golf and softball in the warmer summer months and 8-ball pool in the winter.
Contact Argie Economou
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4When 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.
5Morgan 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
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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Awards Disclosures
CRC 6491812 (04/2024)
