Welcome

For nearly three decades, I have worked exclusively with ultra high net worth clients and their families, helping them address issues that most people will never have to consider. Many of these clients were new to the executive suite when we first met. As they advanced their careers, their wealth management challenges grew more complex. My team and I helped them understand the issues and address the multifaceted challenges of managing and protecting their wealth. Over the years, we have worked together to diversify concentrated stock positions, establish multigenerational wealth transfer plans, develop philanthropic strategies and much more. Our goal is help our clients create and implement investment strategies that endure through multiple market cycles, preserving wealth that continues to sustain the people, causes and institutions that enhance our clients’ lives.

Today, we are a true family practice. We serve about 40 families who have entrusted us with approximately $1.3 billion in assets under our management since August 2001. We believe that family legacies take generations to build, and work with every member of the family to understand their needs and help them pursue their individual and their shared goals.

I look forward to meeting you and your family to discuss how we can help you reach your goals.

Sincerely,

Jim Geraghty
Managing Director
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
  • Professional
    America’s Top Advisors
    2008-2015
    Barron’s Magazine
    James E. Geraghty

    Top 10 Advisors in Massachusetts
    2008
    Boston Business Journal
    James E. Geraghty
  • Philanthropic
    Federal Bureau of Investigation
    Director’s Community Leadership Award
    2014

    Get Konnected!
    Diversity Game Changer Award:
    White Men Who Can Jump
    2014

    Town of Westford
    Gordon B. Seavey Award

Our Philosophy

We believe that we can best serve our clients when our incentives are most closely aligned. So we focus our efforts on helping our clients define the structures needed to best manage their wealth, and determine appropriate asset allocations. We then draw upon the exceptional resources of both Morgan Stanley and our team to identify the best suited strategy for each component of their allocation.

The vast majority of our clients have deposited 100% of their investable assets with us. We value their trust above all else and are deeply committed to acting as faithful stewards. We work hard to provide each of our clients with outstanding service, carefully considered advice and access to any and every resource they need to meet all of their financial challenges.

Location

125 High Street 22nd
Floor
Boston, MA 02110
US
Direct:
(617) 757-8851(617) 757-8851
Toll-Free:
(877) 726-3993(877) 726-3993

Meet The Geraghty Team

About Me

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 (20108-2016). He was also recognized as one of the Top 10 Advisors in Massachusetts by the Boston Business Journal in 2008.

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.
Securities Agent: TX, CA, VA, TN, PR, PA, OH, NY, NV, NJ, NH, NC, MO, MN, MI, MD, MA, IL, GA, FL, DC, CT, CO, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1504787

About Me

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 helps clients construct portfolios tailored to their specific needs and risk tolerance. 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 Irish community. He recently 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. He also has a passion for music and is an accomplished singer and songwriter. Jimmy currently resides in Boston, Massachusetts.
Securities Agent: TX, RI, WA, VA, TN, PR, PA, OH, NY, NV, NJ, NH, NC, MO, MN, MI, MD, MA, IL, GA, FL, DC, CT, CO, CA, AR; General Securities Representative; Investment Advisor Representative

About Me

Joining the Geraghty Team in 2014, Kaitlin Taber brings over ten 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 daughter.

About Me

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 resides in Charlestown with her husband, Will, and in her spare time, enjoys tackling home improvement projects, running, traveling and trying new restaurants.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan 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

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.