About Jeffrey H. Gaggin
Jeff Gaggin is a partner of The F.E.D. Wealth Management Group at Morgan Stanley, an 8-person team that provides guidance on complex issues facing ultra-high net worth individuals and family offices, including trust & estate planning strategies and philanthropy. As a seasoned professional with 25 years of experience, he focuses on portfolio construction, investment management and alternative investments with the goal of improving risk-adjusted returns.
As an equity analyst and portfolio manager for over a decade, Jeff has deep relationships in the technology sector, specifically software, discussing strategy and the competitive landscape with C-level executives. He also has long standing relationships with portfolio managers, analysts and traders in the mutual fund and hedge fund community. Today, he works with tech and finance executives to help them drive performance for their personal assets as well as their businesses. In addition, Jeff provides corporate services to business owners, specifically in the areas of cash management, retirement plans, stock plan admin and sell-side/buy-side transactions through MS & Co.
Jeff focuses on providing individuals with an unsurpassed client service experience, based on a culture of excellence, driven by Morgan Stanley’s market leading research and global insight. By understanding each client’s unique goals, he helps develop customized financial plans and asset allocation strategies intended to help our clients maintain their financial independence throughout their retirement years.
He is among a select group of Morgan Stanley Financial Advisors to have earned the designation of Alternative Investments Director, which reflects his commitment to helping clients achieve their financial goals and preserve their legacy.
A graduate of Plattsburgh State, Jeff lives in Greenwich, CT with his wife and two children. In his spare time, he enjoys ice hockey, skiing, fishing and travel.
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.
Securities Agent: GA, OH, NJ, RI, VA, WY, MA, IL, WI, WA, VT, UT, TX, SC, PA, OR, OK, NY, NV, NM, NH, NC, MO, MN, MI, ME, MD, KY, KS, IN, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1762607