Our Story and Services

For us, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve.Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Services Include
  • Wealth Management1
  • Retirement Planning2
  • Financial Planning3
  • Qualified Retirement Plans4
  • Exchange Traded Funds5
  • Long Term Care Insurance6
  • Annuities7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Process

Gain an understanding of your…
• Lifestyle
• Current and future income stream and debt load
• Retirement objectives (Travel / Home)
• Family legacy wishes
• Investment style (Preservation, Conservative, Moderate, Aggressive)
• Cash flow needs


Discuss your Estate Documents and Estate Taxes with your attorney

Develop a customized Financial Plan

Implement and manage your investments

Provide ongoing advice with important decisions regarding:
• Social Security enrollment
• Medicare enrollment – Parts A, B, and D
• Long Term Care

All Financial Questions

    Location

    1500 Main St
    19th Fl
    Springfield, MA 01115
    US
    Direct:
    (413) 736-1136(413) 736-1136
    Toll-Free:
    (800) 628-9064(800) 628-9064
    Fax:
    (413) 417-2937(413) 417-2937

    Meet The Gregory Group

    About Me

    Michael earned his B.S. degree in Accounting and Economics from Central Connecticut State University and his M.S. degree in Finance from Western New England University. Prior to joining Morgan Stanley in 2001, Michael was a practicing Accountant for 25 years. Michael’s strong analytical skills combined with his many years of experience have proven to be an asset in helping people develop their financial plans. Michael also served 9 years with the 103rd Fighter Wing of the Connecticut Air National Guard where he held a Secret Security Clearance. He is a former Trustee of the Springfield Symphony Orchestra and was a member of its endowment investment committee. He has lived in East Longmeadow, Massachusetts for over 35 years where he and his wife Kris raised their family.
    Securities Agent: TX, WA, VT, VA, UT, SC, RI, OH, NY, NH, NC, ME, MD, MA, GA, FL, DC, CT, CO, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 176616

    About Me

    Steven earned his B.S. degree from Winthrop University in Rock Hill, South Carolina. Since joining Morgan Stanley, his focus has been to create financial plans unique to each client, helping them to achieve their financial goals. Prior to joining Morgan Stanley, Steven held the position of Retirement Planning Specialist at Mass Mutual. In this role, he assisted retirement plan participants in portfolio rebalancing, IRA rollovers, and understanding qualified plan distribution options. He lives with his wife Erika and family in Longmeadow, Massachusetts.
    Securities Agent: CT, WA, VT, VA, UT, SC, RI, OH, NY, NM, NJ, NH, NC, ME, MD, MA, GA, FL, DC, CO, CA; General Securities Representative; Investment Advisor Representative

    About Me

    Matthew earned his B.S. degree in Finance, with Honors, from Cedarville University in Cedarville, Ohio, where he also studied Engineering, Physics, and Biblical Studies. Prior to joining Morgan Stanley, Matthew held positions of responsibility at Monson Savings Bank and the State Of Connecticut. Matthew prides himself on ensuring an excellent client experience. Matthew also serves on the Board of Elders and teaches High School Sunday School at Bethlehem Church. He lives with his wife Kelley and family in Longmeadow, Massachusetts.
    From Our Team

    Michael Wilson: Monthly Investment Perspectives Webcast


    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact The Gregory Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    3Morgan 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.

    4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    5An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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.

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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) 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.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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