Paul M. Miolene
Senior Vice President, Financial Advisor, Alternative Investments Director
Phone:
(203) 319-5176(203) 319-5176
The Fairfield 7 Mile Island Group at Morgan Stanley
Direct:
(203) 319-5164(203) 319-5164
Our Mission Statement
We pride ourselves on building long term, trusting relationships with our clients by providing the experience, intellectual capital and personal service to help them meet their life goals.
The Fairfield 7 Mile Island Group at Morgan Stanley
The Fairfield 7 Mile Island Group was organized by Partners Paul Miolene and Brian Lavigne who work out of Fairfield CT. Outside of work, Paul and Brian share an appreciation for time spent on a unique stretch of land in Southern NJ, often referred to as ‘7 Mile Island.’
We are a full-service wealth management team, with a boutique feel, inside a Global Firm. Morgan Stanley and our practice is in our DNA. We work with a select number of individuals and families to ensure each client receives individual attention. We provide customized solutions for our clients in areas including Professional Portfolio Management, Alternative Investment opportunities, Municipal and Credit Fixed Income strategies, Estate and Financial Planning Strategies, Liability and Cash Management.
We are a full-service wealth management team, with a boutique feel, inside a Global Firm. Morgan Stanley and our practice is in our DNA. We work with a select number of individuals and families to ensure each client receives individual attention. We provide customized solutions for our clients in areas including Professional Portfolio Management, Alternative Investment opportunities, Municipal and Credit Fixed Income strategies, Estate and Financial Planning Strategies, Liability and Cash Management.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
The Fairfield 7 Mile Island Group at Morgan Stanley provides a comprehensive suite of financial management services to our clients, including financial planning, investment strategy and asset allocation, tactical investment implementation, trust services, estate and legacy planning strategies and life and long-term care insurance. We provide cash management services, liability management advice and access to a variety of lending products. Our cross balance sheet management allows us to serve as the "Chief Financial Officer" for many of our clients.
Our practice is process driven and is comprised of the following steps:
Our practice is process driven and is comprised of the following steps:
1. Understanding our clients' financial objectives and life goals
2. Identifying the appropriate risk tolerance and investment time horizon
3. Determining the appropriate asset allocation strategy and implementation
4. Monitoring results on an ongoing basis, reviewing those results with clients and making adjustments as necessary
Specializations
We provide resources that describe why adding Alternative Investments to a portfolio makes sense, how they can enhance your business, and how to get started. Please reach out to us if you would like to know more about Alternative Investments in your portfolio.
Private Equity
Private Real Estate
Private Credit
Single Manager Hedge Funds
Morgan Stanley Resources and Research
At Morgan Stanley, we provide clients with easily digestible financial analysis from our market research experts. The links below provide further insight on the markets and economic landscape.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
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Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning
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Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative InvestmentsLocation
1229 Post Road
Fairfield, CT 06824
US
Direct:
(203) 319-5164(203) 319-5164
Meet The Fairfield 7 Mile Island Group
Brian R. Lavigne
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director
Phone:
(203) 319-5194(203) 319-5194
Marsha Lundvall
Vice President, Wealth Management Associate
Phone:
(203) 319-5164(203) 319-5164
Matthew C. Carrano
Registered Client Service Associate, Financial Planning Specialist
Phone:
(203) 319-5148(203) 319-5148
About Paul M. Miolene
Paul is an Alternative Investment Director, Financial Advisor and Senior Vice President with Morgan Stanley. He spent most of his career in Connecticut and his main office is located in Fairfield, CT. Currently he spends most of his time working out of Stone Harbor, NJ, part of 7 Mile Island, where he now resides. He has 33 years of Wealth Management Industry experience servicing high net worth individuals, corporations, and family offices providing tailored investment strategies and unique investment solutions.. Prior to his time at Morgan Stanley Paul was employed as a Financial Advisor with Merrill Lynch from 1990-2006.
Before entering the field of financial services Paul worked as a Financial Liaison Manager working between Franco-American interests and spent significant time in France. He attended the University of Connecticut and received a Bachelor of Science in Finance and a Bachelor of Arts in French, and was a member of the Varsity Hockey Team.
Paul and his wife Leanne enjoy their life at the shore and caring for their pets. Paul stays active cycling, running, golfing, and skiing.
Before entering the field of financial services Paul worked as a Financial Liaison Manager working between Franco-American interests and spent significant time in France. He attended the University of Connecticut and received a Bachelor of Science in Finance and a Bachelor of Arts in French, and was a member of the Varsity Hockey Team.
Paul and his wife Leanne enjoy their life at the shore and caring for their pets. Paul stays active cycling, running, golfing, and skiing.
Securities Agent: VA, IL, FL, DC, MI, CO, OH, NC, MD, DE, VT, SC, NY, NV, UT, RI, NH, CT, AZ, WY, KS, IN, CA, NJ, MN, WA, PA, TX, MA, GA, OR, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278640
NMLS#: 1278640
About Brian R. Lavigne
Brian is a Sr. Portfolio Manager, Alternative Investment Director, Financial Advisor and Partner of The Fairfield 7 Mile Island Group at Morgan Stanley Wealth Management. A former founding Partner of The 1842 Group at Morgan Stanley, He has 23 years of Wealth Management industry experience servicing High Net Worth Individuals, Institutions and Financial Advisors. This is Brian’s 20th year at Morgan Stanley.
Brian served as an Executive Director in the Capital Markets Division of Morgan Stanley Wealth Management where he advised many of the firm’s top Financial Advisors and Wealth Management clients. He worked closely with Local and Regional Management, Private Banking and Consulting Group Divisions as well as third party Asset Managers to provide Wealth Management solutions for clients. Brian held a number of roles within the Fixed Income Group and was responsible for Corporate and Municipal Portfolio Construction and Analysis and worked closely with the Equity Solutions Group.
Previously, Brian worked as an Investment Professional in the Private Wealth Management Division of Goldman Sachs and The Ayco Company LP, a Goldman Sachs Company. He was responsible for servicing and advising High Net Worth relationships in areas such as asset allocation, asset manager selection and investment implementation across Equities, Fixed Income, Hedge Funds, Private Equity, Structured Products and Single-Stock Risk Management Solutions.
Brian received a Bachelor of Business Administration from The University of Notre Dame in Marketing and Computer Applications. He works in the Fairfield, Connecticut office and resides in New Canaan, Connecticut with his wife and three children.
Outside of work, Brian is an active volunteer in his community. Brian was a former board member of The Voices of September 11th and and active board member of New Canaan Lacrosse Association. He enjoys coaching his kids sports, playing golf, fishing, and spending time with his family, dogs’ Jetty and Dune in Avalon NJ.
CRC #: 5518569
Brian served as an Executive Director in the Capital Markets Division of Morgan Stanley Wealth Management where he advised many of the firm’s top Financial Advisors and Wealth Management clients. He worked closely with Local and Regional Management, Private Banking and Consulting Group Divisions as well as third party Asset Managers to provide Wealth Management solutions for clients. Brian held a number of roles within the Fixed Income Group and was responsible for Corporate and Municipal Portfolio Construction and Analysis and worked closely with the Equity Solutions Group.
Previously, Brian worked as an Investment Professional in the Private Wealth Management Division of Goldman Sachs and The Ayco Company LP, a Goldman Sachs Company. He was responsible for servicing and advising High Net Worth relationships in areas such as asset allocation, asset manager selection and investment implementation across Equities, Fixed Income, Hedge Funds, Private Equity, Structured Products and Single-Stock Risk Management Solutions.
Brian received a Bachelor of Business Administration from The University of Notre Dame in Marketing and Computer Applications. He works in the Fairfield, Connecticut office and resides in New Canaan, Connecticut with his wife and three children.
Outside of work, Brian is an active volunteer in his community. Brian was a former board member of The Voices of September 11th and and active board member of New Canaan Lacrosse Association. He enjoys coaching his kids sports, playing golf, fishing, and spending time with his family, dogs’ Jetty and Dune in Avalon NJ.
CRC #: 5518569
Securities Agent: IN, AZ, WA, NJ, NC, KS, MN, WY, VT, VA, RI, MD, CT, WI, SC, IL, GA, NY, MI, MA, FL, CO, CA, NH, DC, UT, OH, DE, TX, PA, OR, NV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1278823
CA Insurance License #: 4280055
NMLS#: 1278823
CA Insurance License #: 4280055
About Marsha Lundvall
Marsha has 20 years of industry experience, the last 9 of which working as a Morgan Stanley Associate. She recently joined The Fairfield 7 Mile Island Group and brings with her a great deal of experience, knowledge, and attention to detail. She has her Series 7, 63, 66 and Insurance Licenses.
Marsha is responsible for all client onboarding and day-to-day operations. She is also responsible for the operational aspects of alternative investment strategy implementation, active involvement in assisting with client allocation modeling and the development of client financial plans.
Marsha went to MT IDA in Newton, Massachusetts for Paralegal studies.
Marsha is a resident of Fairfield, Connecticut for 24 years with her husband and twin daughters.
Marsha is responsible for all client onboarding and day-to-day operations. She is also responsible for the operational aspects of alternative investment strategy implementation, active involvement in assisting with client allocation modeling and the development of client financial plans.
Marsha went to MT IDA in Newton, Massachusetts for Paralegal studies.
Marsha is a resident of Fairfield, Connecticut for 24 years with her husband and twin daughters.
About Matthew C. Carrano
Matt joined The Fairfield 7 Mile Island Group at Morgan Stanley in 2019. He manages all day-to-day operational activities, assists with the development and implementation of clients’ portfolio strategies along with associated risk analyses, and helps in the monitoring of clients’ financial plans. He also assists in the implementation of the team’s marketing strategy and helps manage it’s social media presence.
Matt strives to provide the highest level of service to the team’s clients, from initial contact and onboarding of new relationships, to assisting clients with the adoption of the firm’s digital tools including Morgan Stanley Online through which clients access all account information and execute necessary operational activities.
Matt received a Bachelor of Science degree from Roger Williams University in Finance, where he worked as Student Fund Manager and Equity Analyst for the Center for Advanced Financial Education. He works in Fairfield, Connecticut and resides in Milford, Connecticut.
Matt strives to provide the highest level of service to the team’s clients, from initial contact and onboarding of new relationships, to assisting clients with the adoption of the firm’s digital tools including Morgan Stanley Online through which clients access all account information and execute necessary operational activities.
Matt received a Bachelor of Science degree from Roger Williams University in Finance, where he worked as Student Fund Manager and Equity Analyst for the Center for Advanced Financial Education. He works in Fairfield, Connecticut and resides in Milford, Connecticut.
Contact Paul M. Miolene
Contact Brian R. Lavigne
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1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
4Morgan 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
5Morgan 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.
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
4Morgan 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
5Morgan 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.
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
