Phone:
(203) 625-4664(203) 625-4664
The Fawcett Group at Morgan Stanley
Direct:
(203) 861-5758(203) 861-5758
Our Mission Statement
Our mission is to empower clients with personalized financial strategies that foster growth, security, and peace of mind, ensuring their financial goals are met with integrity and expertise.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Services to You
Welcome to the Fawcett Group at Morgan Stanley. Our team is composed of professionals dedicated to providing personalized financial guidance and strategic investment solutions. We understand that each client has unique financial goals and challenges, and we are committed to crafting tailored strategies that align with your individual needs and aspirations.
Our team specializes in a comprehensive range of services, including customized portfolio construction, fixed-income strategies, and thorough financial planning. By leveraging our deep industry knowledge and the extensive resources of Morgan Stanley, we aim to deliver innovative solutions that help our clients navigate the complexities of the financial landscape. We pride ourselves on our proactive approach, ensuring that your financial plan evolves with your life circumstances and market conditions.
At The Fawcett Group, we believe in building lasting relationships based on trust, transparency, and exceptional service. Our commitment to excellence drives us to continuously enhance our skills and stay informed about the latest market trends and financial strategies. We invite you to connect with us to explore how we can support you in achieving your financial objectives and securing a prosperous future.
Schedule a meeting with us to discuss how we can assist you in developing a wealth management strategy that aligns with your lifetime goals.
Retirement Planning
We are here to help you create a well-rounded planning approach for retirement and create your estate planning strategy designed to preserve, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. We are here to help manage your employer's retirement plan (e.g., 401(k) plan), identify your personal goals, track your progress toward achieving them and work together to create a customized plan.
Wealth Management
At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage. We provide a range of solutions to meet you where you are—no matter your starting point or preferred investing approach. We understand that as family or institutional wealth increases, the implementation of investment strategies becomes increasingly complex and portfolios require close monitoring to remain within intended parameters.
Workplace Advisors - Equity Compensation
As the administrator of your company's equity compensation plan, we pride ourselves on helping you manage your awards effectively. We are here to provide easy access to your account, answer questions about your awards and handle your transactions accurately and conveniently. We help build financial confidence through insightful advice, thoughtful education and cutting-edge technology across a suite of workplace solutions.
Cash Management & Lending
As a client, you will have access to a suite of cash management solutions as a competitive alternative to a traditional bank. Through your Morgan Stanley Active Assets Account or CashPlus Brokerage Account, you can access a full suite of Cash Management Solutions to help you manage your everyday finances. Additionally, we're able to provide qualified clients with financing solutions for almost any personal or business need using the eligible securities in your brokerage account as collateral for a flexible line of credit.
Our Approach Working with You
Our clients rely upon our investment guidance, not only for themselves, but for their businesses, the non-profits they work with, as well as other institutional enterprises in which they are involved. They value our advice on issues that may go far beyond investments to include questions relating to wealth transfer, liability management and equity compensation.
Our clients understand that we will only offer advice after discovering who they are as people, not just investors. That means asking the right questions about what they value, what they want their wealth to accomplish and what they believe the challenges may be.
Your goals, hopes and dreams are at the center of our work. That's why we'll plan to meet with you at length when you first begin working with us. We'll ask questions and listen to what you say matters. Once we fully understand your situation, we'll suggest ways to put your money to work.
Working with us, you can expect us to:
• Develop a detailed financial strategy based on your goals.
• Set up a long-term wealth plan.
• Take the emotion out of investing, so you can concentrate on what you enjoy.
• Be flexible. When changes come to your life, or in the market, we'll adjust your financial strategy accordingly.
Some of our work is best coordinated with your other key advisors. If you like, we can connect directly with your:
• Tax specialist
• Trust attorney
• Family office
Online Tools and Features Available To You
Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, and smart. As a part of our services, these resources are readily available to all of our clients. Learn more about each tool and feature to see how it can easily help you manage and secure your financial journey.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Total Wealth View
It's hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
eDelivery
You shouldn't have to wait for important paperwork like statements, tax documents, or trade confirmations. With eDelivery, you'll get email notifications as soon as they're available on Morgan Stanley Online.
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have the resources of MSO on the go.
Digital Vault
Digital Vault lets you easily and conveniently manage and share life's most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
Portfolio Risk Platform
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
All About Fixed Income
Fixed Income can help to be a huge factor when it comes to sustaining your wealth. Please view the resources below to get a better idea on how you can leverage them in your portfolio and what you can expect the fixed income market to look like moving forward. Additionally here are a few of the well-known benefits of investing in fixed income:
• Offer regular interest payments
• May serve as a reliable source of income
• Can help to mitigate risk and maintain overall portfolio stability
• Can be helpful for preserving capital and adding diversification to a portfolio
This resource helps to list various strategies that investors can leverage into their portfolio.
As the market for sustainable bonds grows, Morgan Stanley Investment Management's fixed-income leaders discuss why the asset class is becoming so important for ESG investors and what key trends to watch.
On the regulatory front, we think 2024 will start seeing a move towards greater harmonisation across product labelling and sustainability reporting frameworks across jurisdictions, which can help create efficiencies and fast track investment flows in sustainable activities.
Location
One Fawcett Place, 3rd
Floor
Greenwich, CT 06830
US
Direct:
(203) 861-5758(203) 861-5758
Meet The Fawcett Group
Vice President, Wealth Management, Financial Advisor, Associate Vice President, Wealth Management, CERTIFIED FINANCIAL PLANNER®
Phone:
(203) 861-5758(203) 861-5758
Spencer DeVito
Registered Client Service Associate
Phone:
(203) 625-4814(203) 625-4814
About Michael DeVito
Michael B. DeVito is a Senior Vice President and Financial Advisor at Morgan Stanley. He started his career in the financial services industry in 1992 as an intern at Merrill Lynch in Burlington, VT and has been with Morgan Stanley since 2023.
Soon after graduation from The University of Vermont in 1993, Michael joined Merrill Lynch in New York City and work as a Sales Assistant supporting a team of financial advisors and learning the business. His career at Merrill Lynch lasted for 10 years and was promoted to an Investment Associate. In 2003, Michael joined Morgan Stanley in Greenwich, CT as Financial Advisor that focused on helping individuals and their families reach their financial goals. In particular, he focused on financial planning, fixed income strategies and building well positioned portfolios.
Michael continued his career with a 10-year stint at UBS Financial between 2014 and 2023 before returning to Morgan Stanley in 2023. Michael works closely with his clients to develop strategies to help them reach their goals through an emphasis on client service, rigorous monitoring of portfolios and a deep knowledge of the financial markets.
He resides in New Canaan, Connecticut, with his wife and three children. During his spare time, he enjoys skiing with his family, playing golf and competing in platform tennis.
Soon after graduation from The University of Vermont in 1993, Michael joined Merrill Lynch in New York City and work as a Sales Assistant supporting a team of financial advisors and learning the business. His career at Merrill Lynch lasted for 10 years and was promoted to an Investment Associate. In 2003, Michael joined Morgan Stanley in Greenwich, CT as Financial Advisor that focused on helping individuals and their families reach their financial goals. In particular, he focused on financial planning, fixed income strategies and building well positioned portfolios.
Michael continued his career with a 10-year stint at UBS Financial between 2014 and 2023 before returning to Morgan Stanley in 2023. Michael works closely with his clients to develop strategies to help them reach their goals through an emphasis on client service, rigorous monitoring of portfolios and a deep knowledge of the financial markets.
He resides in New Canaan, Connecticut, with his wife and three children. During his spare time, he enjoys skiing with his family, playing golf and competing in platform tennis.
Securities Agent: RI, GA, MA, PA, CO, OR, TN, NC, ME, SC, NH, TX, NY, MD, IL, FL, CA, VA, MT, NJ, LA, OH, MO, MI, DE, KS, CT, AZ, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
About Paul Chadwick
Paul Chadwick is a CERTIFIED FINANCIAL PLANNER® (CFP®), Associate Vice President, and a Financial Advisor at Morgan Stanley. He joined the firm in 2003 and works closely with his clients to construct detailed financial plans that match their long-term goals with their investments.
When working with clients, Paul begins his process by developing a comprehensive analysis of his client’s current situation and vision for their future. He takes into consideration their risk tolerance and investment timeline, while placing a strong emphasis on diversification, asset allocation and finding appropriate investments for long term growth. To help clients achieve their goals, Paul continues to monitor all investment performance and meets regularly with his clients to review their portfolio and their changing needs.
He began his career in investment management at Montgomery Securities in San Francisco in 1997 where he worked with executives of technology and healthcare companies. During his time there, he worked closely with the restricted stock department on non-saleable positions, Rule 144 trades and monetizing concentrated positions. In addition, Paul worked as a Financial Advisor for Oppenheimer & Company where he developed asset allocated portfolios, strategies for fixed income accounts and comprehensive diversification models. He also spearheaded a due diligence process to properly analyze mutual funds and third-party asset managers all within the context of the overall financial plan.
Paul received his MBA from the University of San Francisco in 2001 and his bachelor’s degree in history from Kenyon College. He holds his Series 7, Series 63, Series 65, and Series 66 financial securities licenses and holds Life/Health Insurance & Variable Annuities licenses. He grew up in Greenwich, Connecticut and currently resides in Pound Ridge, New York with his wife, Eleanor and their sons, Harry and Benjamin.
When working with clients, Paul begins his process by developing a comprehensive analysis of his client’s current situation and vision for their future. He takes into consideration their risk tolerance and investment timeline, while placing a strong emphasis on diversification, asset allocation and finding appropriate investments for long term growth. To help clients achieve their goals, Paul continues to monitor all investment performance and meets regularly with his clients to review their portfolio and their changing needs.
He began his career in investment management at Montgomery Securities in San Francisco in 1997 where he worked with executives of technology and healthcare companies. During his time there, he worked closely with the restricted stock department on non-saleable positions, Rule 144 trades and monetizing concentrated positions. In addition, Paul worked as a Financial Advisor for Oppenheimer & Company where he developed asset allocated portfolios, strategies for fixed income accounts and comprehensive diversification models. He also spearheaded a due diligence process to properly analyze mutual funds and third-party asset managers all within the context of the overall financial plan.
Paul received his MBA from the University of San Francisco in 2001 and his bachelor’s degree in history from Kenyon College. He holds his Series 7, Series 63, Series 65, and Series 66 financial securities licenses and holds Life/Health Insurance & Variable Annuities licenses. He grew up in Greenwich, Connecticut and currently resides in Pound Ridge, New York with his wife, Eleanor and their sons, Harry and Benjamin.
Securities Agent: SD, MN, KY, TN, IN, GA, FL, VT, PA, OR, NV, SC, NH, MD, CA, VA, TX, MI, ME, IL, CT, AL, WV, WA, OH, MO, MA, NC, MT, KS, ID, DE, LA, UT, RI, NY, NJ, CO, AZ, WI, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 119092
NMLS#: 119092
About Spencer DeVito
Spencer joined our team as a Registered Service Associate in August of 2025. Spencer began his career in the financial industry at UBS Financial Services in 2021, where he spent four years working as a training financial advisor, client service associate, and eventually a junior service manager.
Spencer graduated from the University of Vermont with a bachelor’s degree in Political Science and currently lives in Hoboken, NJ. In his free time, Spencer enjoys snowboarding with friends and family, listening to music, and exploring new cities.
Spencer graduated from the University of Vermont with a bachelor’s degree in Political Science and currently lives in Hoboken, NJ. In his free time, Spencer enjoys snowboarding with friends and family, listening to music, and exploring new cities.
Contact Michael DeVito
Contact Paul Chadwick
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Fawcett Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
