The Geraghty Team

Jim Geraghty has more than 30 years of experience working with ultra high net worth individuals, providing highly customized financial advice and investment solutions. Jim is currently a member of the Morgan Stanley Chairman’s Club, an exclusive membership for the Firms top advisors, and has been recognized as one of America’s Top Advisors by Barron’s for each of the past seven years (2008-2019).

After receiving his B.A. from Brown University in 1985, Jim began his financial services career with Kidder, Peabody & Company. From 1994 to 1999, Jim worked for Donaldson, Lufkin & Jenrette before joining Morgan Stanley Private Wealth Management in 2001.

Jim is involved with numerous causes that benefit disadvantaged youth throughout Massachusetts and beyond. He serves as a board member and Chair of the Advisory Committee for the United Teen Equality Center, for which he was awarded the FBI Director’s Community Leadership Award in 2014. He was honored as a “White Man Who Can Jump,” receiving the 2014 Get Konnected! Director’s Community Leadership Award, given to white, male business leaders who are diversity game changers. Jim serves as the Vice Chair of the board of the Robert F. Kennedy Children’s Action Corps, Co-Chair of the Jackson Square Project and as the Philanthropic Trustee of the Boston Medical Center. He is an active supporter of the American Ireland Fund and has held a seat on the VIP Committee for the Morgan Stanley Foundation.

A hockey player with great passion for the game, Jim is the founder and current board member of the Massachusetts Children’s Hockey Foundation and was an assistant coach for the Irish national hockey team.

Jim lives in Westford, Massachusetts with his wife, Susan, and their four children.


2018-2019 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State). Source: Barrons.com (Awarded 2018-2019). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Jimmy Geraghty is committed to providing sound investment advice and personalized service to clients of the team. His background in banking and lending gives him the skillset to analyze and understand both sides of the balance sheet. Jimmy recently received Morgan Stanley’s renowned designation of Family Wealth Director, a distinction held by just 2% of all Morgan Stanley advisors. Family Wealth Directors consist of a highly trained group serving an elite clientele. It enables Jimmy to access the advanced resources needed to help affluent families address the complex multigenerational challenges of managing significant wealth. He has demonstrated competence in a wide range of family wealth management areas, including wealth transfer, family dynamics, asset management, risk management, lending, philanthropy, income taxation and business succession planning, monetizing business ownership and control, and restricted securities for corporate executives. Developing tax-efficient investing strategies, he provides the experience and vision to help build and, more importantly, preserve a long-lasting asset base and financial legacy.

Jimmy is passionate about his philanthropic work and is deeply involved in the Boston community. Jimmy founded the Beantown Cup annual golf tournament at Granite Links, which supports inner-city students in the community. He recently served as a Chair of the Thompson Island Isle Society, which aims to close the achievement and opportunity gaps facing Boston middle school students. He also represented Boston at the Ireland Fund Global Leaders Conference in Kerry, Ireland. He received his B.A. in Economics from the University of Connecticut, where he was a member of the ski team. Jimmy currently resides with his wife and daughter in Malden, MA.

Joining the Geraghty Team in 2014, Kaitlin Taber brings over fifteen years of wealth management experience to the team. Kaitlin assists with all aspects of the client relationship, including trading, estate planning strategies, portfolio analysis, and retirement planning. Prior to joining Morgan Stanley, Kaitlin worked for Brighton Jones, LLC, and Bernstein Global Wealth Management in Seattle. She began her career in wealth management at the Atlantic Trust Company in Boston.

Kaitlin is a graduate of Providence College with a B.A. degree in History. She maintains the Series 7 and 63 securities licenses. She resides in Pembroke, Massachusetts with her husband and two children.

Brinley began her career in finance in 2006 and held positions at Pacific Crest Securities, Jefferies and Bain Capital before joining Morgan Stanley in 2015. Her responsibilities on the team include account onboarding, internal and external asset transfers and money movements, assisting clients with administrative and operational requests and overall account maintenance. She graduated from Union College with a major in Economics and a minor in History. Brinley recently relocated from Boston to West Palm Beach, FL with her husband Will and daughters Francine and Shelby. In her spare time, enjoys tackling home improvement projects, running, traveling and trying new restaurants.