The Halcyon Group

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. Our team will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.  With three generations represented on the team, the Halcyon Group takes pride in understanding the unique needs of different generations and in managing assets from one generation to the next.  Some challenges, like the need to manage the relationship between investment risk and return, start early and never go away.  Others, like estate planning, tax planning, and financial planning, come later. Financial planning is an integral part of our process; our team is made up of a Certified Financial Planner® and two Financial Planning Specialists.   When it comes to service, the Halycon Group goes above and beyond the basics.  We have created our own high standards of care and actively reach out to our clients.  Underpinning all that we do are four core values: Putting clients first, doing the right thing, leading with exceptional ideas, and giving back.  We are dedicated to providing first-class service by championing the interests of our clients.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

7515 Halcyon Summit Dr
Ste 300
Montgomery, AL 36117
US
Direct:
(334) 270-2634(334) 270-2634
Toll-Free:
(800) 526-0678(800) 526-0678

Meet The Halcyon Group

Photo of Paul Winn

Paul Winn, CFP®

Senior Vice President, Financial Advisor, Financial Planning Specialist

Phone:
(334) 270-2634(334) 270-2634

About Me

Securities Agent: WA, AL, VA, TX, TN, SC, PA, OR, NY, NJ, NE, NC, MS, MO, MI, MD, MA, LA, KY, KS, IN, ID, GA, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1484884

About Me

Paul began his professional career as a CPA.  He has been with Morgan Stanley, and its predecessor firms, since 1988.  As the founder of the Halcyon Group at Morgan Stanley, he leads the team in providing clients with a high quality wealth planning experience.  The team is continually looking to enhance their process, and particularly focused on finding unique ways to help clients save money and keep expenses low.

 

Paul has been recognized by Forbes Magazine inaugural list of Best-In-State Wealth Advisors for 2018.

 

He is active in the community and is a past recipient of Morgan Stanley’s prestigious “Community Impact” award.

 

Paul is an accounting graduate of Auburn University and holds an MBA from the University of Alabama.  He is an avid tennis player, golfer and fisherman.  Paul, and his wife Connie, have one son, Travis.  Travis is also a Financial Advisor with Morgan Stanley, and is a valuable member of the Halcyon Group team.
Securities Agent: WA, AL, VA, TX, TN, SC, PA, OR, NY, NJ, NE, NC, MS, MO, MI, MA, LA, KY, KS, IN, ID, GA, FL, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative

About Me

Securities Agent: WA, AL, VA, TX, TN, SC, PA, OR, NY, NJ, NE, NC, MS, MO, MI, MA, LA, KY, KS, IN, ID, GA, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1272710
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.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

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Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Make Your Words Memorable

Make Your Words Memorable

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Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Access Morgan Stanley Online

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Ready to start a conversation? Contact The Halcyon Group today.
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