Ryan Heald
First Vice President, Financial Advisor, Global Sports and Entertainment Director, NFLPA Registered Institutional Player Financial Advisor
Phone:
(617) 478-6596(617) 478-6596
The Heights Group at Morgan Stanley
Direct:
(617) 478-6598(617) 478-6598
Toll-Free:
(800) 829-9199(800) 829-9199
Our Mission Statement
We help our clients address the complex challenges of managing substantial wealth so they can focus on their careers, families and enjoyment of life.
The Heights Group at Morgan Stanley
At the Heights Group, we are a tightly knit team of experienced investment managers, wealth planners and client service professionals who combine our skills to help successful families and individuals address the complex challenges of managing wealth. Taking a holistic approach, we will work with you to identify your ideal financial destination and develop comprehensive strategies designed to get you where you want to go.
Combining 100 years of collective experience with the powerful resources of Morgan Stanley we help you translate your goals into an actionable financial strategy designed to grow assets, preserve wealth and help ensure a successful financial life and legacy. We are a multigenerational team focused on addressing the lifelong needs of families with multigenerational wealth. With a built-in succession plan, we will be there to advise you through every stage of your career, into your retirement and on to the goals of the next generation.
We look forward to learning more about you and your family, and discussing how we can help you reach your goals.
Combining 100 years of collective experience with the powerful resources of Morgan Stanley we help you translate your goals into an actionable financial strategy designed to grow assets, preserve wealth and help ensure a successful financial life and legacy. We are a multigenerational team focused on addressing the lifelong needs of families with multigenerational wealth. With a built-in succession plan, we will be there to advise you through every stage of your career, into your retirement and on to the goals of the next generation.
We look forward to learning more about you and your family, and discussing how we can help you reach your goals.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Global Sports & Entertainment
As Morgan Stanley Global Sports and Entertainment Directors, we understand the unique financial complexities of your career and have the tools needed to help drive your financial success. We're an elite team with deep, diverse experience, and backed by Morgan Stanley’s global resources and cutting-edge technology. We are equipped to work with you to achieve all your financial goals.
Our goal is to help you create and implement strategies to protect what you have earned, create an enduring legacy, and pursue your most important life goals.
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▪ HOW WE CAN HELP ▪
Taking care of your family without compromising your own future is important. We can help you understand the mechanics of your financial well-being and navigating the financial world. Our goal is to help you extend your brand or expand your footprint. We aim to stretch peak earnings and plan for your lifetime, as well as helping assist you make the difference you want to see in the world.
▪ OUR PROCESS ▪
First we will develop a sustainable budget. Second, we will determine and articulate your financial goals. After that, we will then set financial boundaries that help safeguard your money. We will create strategies to help preserve, grow and transfer wealth. Lastly, we will continue to analyze investment and/or business opportunities.
▪ INVESTING IN LIFE AFTER THE GAME ▪
Careers in sports and entertainment follow unique financial trajectories that may benefit from a tailored investing approach. A planned approach with the right asset allocation framework can help athletes and entertainers preserve and, in some cases, enhance their career earnings.
Our goal is to help you create and implement strategies to protect what you have earned, create an enduring legacy, and pursue your most important life goals.
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▪ HOW WE CAN HELP ▪
Taking care of your family without compromising your own future is important. We can help you understand the mechanics of your financial well-being and navigating the financial world. Our goal is to help you extend your brand or expand your footprint. We aim to stretch peak earnings and plan for your lifetime, as well as helping assist you make the difference you want to see in the world.
▪ OUR PROCESS ▪
First we will develop a sustainable budget. Second, we will determine and articulate your financial goals. After that, we will then set financial boundaries that help safeguard your money. We will create strategies to help preserve, grow and transfer wealth. Lastly, we will continue to analyze investment and/or business opportunities.
▪ INVESTING IN LIFE AFTER THE GAME ▪
Careers in sports and entertainment follow unique financial trajectories that may benefit from a tailored investing approach. A planned approach with the right asset allocation framework can help athletes and entertainers preserve and, in some cases, enhance their career earnings.
Life Events
Life moves fast, especially for athletes. The goal is to help professional athletes in any stage of their career plan for all the things that they may endure throughout their journey including when they decide to hang up their cleats.
New Contract
Whether it's your first or third contract, we find the best possible ways to help use these earnings for your long-term success financially.
Real Estate
Sports is an unpredictable business and buying a home is a big decision. Whether it's your dream home or an investment, our team can help navigate those decisions and guide the process.
Retirement
No one can play on forever, no matter how much they'd like to, so it's so important to start planning for that bitter sweet day. The right time to start planning is today.
Name, Image, and Likeness (NIL)
NCAA college athletes now have the opportunity to benefit from their name, image and likeness. Understanding the rules in addition to practicing good financial fitness will be essential to setting up your future.
Name, Image, and Likeness (NIL)
Morgan Stanley Global Sports & Entertainment Named Institutional Financial Advisor for the NFL Players Association
In an effort to address the financial needs of its participating athletes, the NFLPA launched its Institutional Financial Advisors Registration Program in 2019, allowing players access to a list of Financial Advisors affiliated with leading financial institutions. Ryan and Brooke both hold the designation of NFLPA. As an NFLPA Institutional Financial Advisor participant, Morgan Stanley Global Sports & Entertainment will have oversight of the Financial Advisors who will be designated to provide guidance to the members of the NFLPA.
Learn More
Equity Endorsement Deals: Tips for Pros
Star athletes and entertainers have been inking endorsement deals that include equity compensation. Here’s what to consider when determining whether this approach makes sense for you.
Equity Endorsement Deals: Tips for ProsAwards, Education & Charity
Ryan Heald
First Vice President | Financial Advisor | Global Sports and Entertainment Director at Morgan Stanley
View My Full Linkedin Profile
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NFLPA
National Football League Players Association (NFLPA)
Registered Institutional Player Financial Advisor
Registered Institutional Player Financial Advisor
Boston College
1997 - 2000
Carroll School of Management
NCAA Division 1 Football
Carroll School of Management
NCAA Division 1 Football
San Diego State University
2006 - 2007
Fowler College of Business
Master of Business Administration (MBA)
Sports Business Management
Fowler College of Business
Master of Business Administration (MBA)
Sports Business Management
Harvard Business School
2022
The Business of Entertainment, Media, and Sports (BEMS)
The Business of Entertainment, Media, and Sports (BEMS)
Columbia Business School
2023
The Business of Sports
The Business of Sports
Boston College Varsity Club
Board Member
Past President Council
The Boston College Varsity Club is a prestigious organization that honors the accomplishments of former varsity athletes while fostering strong connections among alumni, current athletes and the broader BC community. Through events, networking opportunities, and philanthropy, the club supports the development of athletics and student-athlete programs at Boston College.
Past President Council
The Boston College Varsity Club is a prestigious organization that honors the accomplishments of former varsity athletes while fostering strong connections among alumni, current athletes and the broader BC community. Through events, networking opportunities, and philanthropy, the club supports the development of athletics and student-athlete programs at Boston College.
Team IMPACT
Non-profit organization that connects children with serious illnesses or disabilities to college athletic teams, providing them with life-changing experiences through inclusion and mentorship. By fostering relationships between these children and student athletes, Team IMPACT helps build confidence, support, and a sense of belonging for all involved.
Concussion Legacy Foundation
Advisory Board Member
The Concussion Legacy Foundation is a non-profit organization dedicated to advancing the study, treatment, and prevention of brain trauma in athletes. By promoting research, raising awareness, and advocating for better safety measures, the foundation aims to reduce the long-term impact of concussions and CTE.
The Concussion Legacy Foundation is a non-profit organization dedicated to advancing the study, treatment, and prevention of brain trauma in athletes. By promoting research, raising awareness, and advocating for better safety measures, the foundation aims to reduce the long-term impact of concussions and CTE.
2013-2024 Five Star Wealth Manager Award
2013-2024 Five Star Wealth Manager
Source: fivestarprofessional.com (Awarded 2013-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 05/18/2012 - 11/06/2012
2014 Award - 05/18/2013 - 11/06/2013
2015 Award - 05/18/2014 - 11/06/2014
2016 Award - 05/18/2015 - 11/06/2015
2017 Award - 03/26/2016 - 11/23/2016
2018 Award - 03/23/2017 - 11/10/2017
2019 Award - 04/18/2018 - 11/06/2018
2020 Award - 04/01/2019 - 12/13/2019
2021 Award - 05/25/2020 - 11/30/2020
2022 Award - 05/24/2021 - 11/19/2021
2023 Award - 05/23/2022 - 01/06/2023
2024 Award - 04/10/2023 - 10/31/2023
Awards DisclosureSource: fivestarprofessional.com (Awarded 2013-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 05/18/2012 - 11/06/2012
2014 Award - 05/18/2013 - 11/06/2013
2015 Award - 05/18/2014 - 11/06/2014
2016 Award - 05/18/2015 - 11/06/2015
2017 Award - 03/26/2016 - 11/23/2016
2018 Award - 03/23/2017 - 11/10/2017
2019 Award - 04/18/2018 - 11/06/2018
2020 Award - 04/01/2019 - 12/13/2019
2021 Award - 05/25/2020 - 11/30/2020
2022 Award - 05/24/2021 - 11/19/2021
2023 Award - 05/23/2022 - 01/06/2023
2024 Award - 04/10/2023 - 10/31/2023
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Brooke Heald
First Vice President | Financial Advisor | Global Sports and Entertainment Director | Portfolio Manager at Morgan Stanley
View My Full Linkedin Profileㅤ
NFLPA
National Football League Players Association (NFLPA)
Registered Institutional Player Financial Advisor
Registered Institutional Player Financial Advisor
Boston College
1995 - 1999
Morrissey College of Arts and Sciences
NCAA Division 1 Football
Morrissey College of Arts and Sciences
NCAA Division 1 Football
Portfolio Manager
Brooke holds the Portfolio Manager designation. He works with his clients to help them make informed investment decisions catered to their individual portfolio, aiming to meet specific financial goals while managing risk.
Home for Little Wanderers
Charitable work with this organization. The Home for Little Wanderers has empowered vulnerable kids and families since 1800s.
Woods-Mullen Shelter
The Woods-Mullen Shelter offers temporary housing and support services for individuals experiencing homelessness in Boston. It provides a safe environment, along with access to essential resources such as healthcare, counseling, and assistance in securing permanent housing.
Boston College Varsity Club
Board Member
The Boston College Varsity Club is a prestigious organization that honors the accomplishments of former varsity athletes while fostering strong connections among alumni, current athletes and the broader BC community. Through events, networking opportunities, and philanthropy, the club supports the development of athletics and student-athlete programs at Boston College.
The Boston College Varsity Club is a prestigious organization that honors the accomplishments of former varsity athletes while fostering strong connections among alumni, current athletes and the broader BC community. Through events, networking opportunities, and philanthropy, the club supports the development of athletics and student-athlete programs at Boston College.
2013-2024 Five Star Wealth Manager Award
2013-2024 Five Star Wealth Manager
Source: fivestarprofessional.com (Awarded 2013-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 05/18/2012 - 11/06/2012
2014 Award - 05/18/2013 - 11/06/2013
2015 Award - 05/18/2014 - 11/06/2014
2016 Award - 05/18/2015 - 11/06/2015
2017 Award - 03/26/2016 - 11/23/2016
2018 Award - 03/23/2017 - 11/10/2017
2019 Award - 04/18/2018 - 11/06/2018
2020 Award - 04/01/2019 - 12/13/2019
2021 Award - 05/25/2020 - 11/30/2020
2022 Award - 05/24/2021 - 11/19/2021
2023 Award - 05/23/2022 - 01/06/2023
2024 Award - 04/10/2023 - 10/31/2023
Awards DisclosureSource: fivestarprofessional.com (Awarded 2013-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 05/18/2012 - 11/06/2012
2014 Award - 05/18/2013 - 11/06/2013
2015 Award - 05/18/2014 - 11/06/2014
2016 Award - 05/18/2015 - 11/06/2015
2017 Award - 03/26/2016 - 11/23/2016
2018 Award - 03/23/2017 - 11/10/2017
2019 Award - 04/18/2018 - 11/06/2018
2020 Award - 04/01/2019 - 12/13/2019
2021 Award - 05/25/2020 - 11/30/2020
2022 Award - 05/24/2021 - 11/19/2021
2023 Award - 05/23/2022 - 01/06/2023
2024 Award - 04/10/2023 - 10/31/2023
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Senior Bowl
Morgan Stanley sponsors the Senior Bowl through its Global Sports and Entertainment division. As part of it's sponsorship, Morgan Stanley provides financial education sessions for the participating players. These sessions focus on helping athletes create tailored financial plans and understand how to manage their wealth effectively as they transition to professional careers. This partnership is an ongoing collaboration aimed at preparing players for the financial complexities of their future.
Learn more
Walter Camp Football Foundation
The Heights Group at Morgan Stanley has been a presenting sponsor of the Walter Camp Football Foundation National Player of the Week Award through 2023 and 2024. The Walter Camp Football Foundation honors the legacy of Walter Camp, known as the "Father of American Football," by recognizing excellence in collegiate and professional football through its annual All-America teams and awards. The organization also promotes community engagement and youth outreach programs, fostering the values of sportsmanship, teamwork, and leadership.
Learn moreModern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more about Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
LifeView
LifeView is a suite of planning tools that creates a realistic, integrated strategy meant to incorporate aspects of an individual’s financial life, including investments and cash management needs. It also provides progress-to-goals reporting which illustrate complex planning strategies.
Access the LifeView Risk Tolerance Questionnaire
Family Office Resources
Family Office Resources (FOR) is a helpful resource that provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Learn more about Family Office Resources
Online Security Center
Safeguarding your assets and personal information is among our highest priorities here at The Heights Group. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about the Online Security Center
Goals-Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Learn more about Goals-Based Planning
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform
2025 Tax Tables
This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2025 federal tax tablesLocation
28 State Street
26th Floor
Boston, MA 02109
US
Direct:
(617) 478-6598(617) 478-6598
Toll-Free:
(800) 829-9199(800) 829-9199
Meet The Heights Group
Brooke Heald
First Vice President, Financial Advisor, Portfolio Manager, Global Sports and Entertainment Director
Phone:
(617) 478-6594(617) 478-6594
Wilson Bullard
Business Development Associate, Financial Planning Specialist
Phone:
(617) 589-3458(617) 589-3458
About Ryan Heald
Ryan Heald is a founding member of The Heights Group with two decades of experience advising high net worth individuals and professional athletes. He is a NFL Players Association Registered Institutional Player Financial Advisor and among fewer than 1% of Morgan Stanley Financial Advisors to have earned the designation of Global Sports and Entertainment Director. Ryan and The Heights Group are part of a highly specialized wealth management division that is optimized to address the unique and complex financial needs of professional athletes, coaches and entertainers.
The Heald Brothers (Ryan and Brooke) are the only Global Sports & Entertainment Directors in New England and are often featured guest financial education and Name, Image, and Likeness (NIL) speakers to NCAA and pro teams including the New England Patriots, Tampa Bay Buccaneers, Cape Cod Baseball League, Reese’s Senior Bowl, and Boston College Athletics. In recognition of his efforts on behalf of his clients, Ryan has received the Boston Magazine Five Star Wealth Management Award for 12 consecutive years (2013-2024).
Ryan has served as a consultant to the Boston Red Sox, focusing on revenue sharing in Major League Baseball. He also held a graduate internship at Athletes First, a sports representation agency in Laguna Hills, California. These experiences give him the advantage of truly understanding the dynamic landscape of the sports industry and the financial concerns facing professional athletes.
Ryan graduated from Boston College with a bachelor’s degree from the Wallace E. Carroll School of Management, and was a member of BC's varsity football team. He completed The Business of Entertainment, Media, and Sports (BEMS) program at Harvard Business School and he holds a Master of Business Administration (MBA) from San Diego State University’s Fowler School of Business.
Active in the community, Ryan serves on the Past Presidents Council of the Boston College Varsity Club. He also serves on an Executive Committee of Team IMPACT and Advisory Board of the Concussion Legacy Foundation, an organization dedicated to researching traumatic brain injuries with the purpose of helping athletes reach their full potential on and off the field. Ryan enjoys fishing, skiing, and has traveled to more than 30 countries.
2013-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 05/18/2012 - 11/06/2012
2014 Award - 05/18/2013 - 11/06/2013
2015 Award - 05/18/2014 - 11/06/2014
2016 Award - 05/18/2015 - 11/06/2015
2017 Award - 03/26/2016 - 11/23/2016
2018 Award - 03/23/2017 - 11/10/2017
2019 Award - 04/18/2018 - 11/06/2018
2020 Award - 04/01/2019 - 12/13/2019
2021 Award - 05/25/2020 - 11/30/2020
2022 Award - 05/24/2021 - 11/19/2021
2023 Award - 05/23/2022 - 01/06/2023
2024 Award - 04/10/2023 - 10/31/2023
https://www.morganstanley.com/disclosures/awards-disclosure.html
The Heald Brothers (Ryan and Brooke) are the only Global Sports & Entertainment Directors in New England and are often featured guest financial education and Name, Image, and Likeness (NIL) speakers to NCAA and pro teams including the New England Patriots, Tampa Bay Buccaneers, Cape Cod Baseball League, Reese’s Senior Bowl, and Boston College Athletics. In recognition of his efforts on behalf of his clients, Ryan has received the Boston Magazine Five Star Wealth Management Award for 12 consecutive years (2013-2024).
Ryan has served as a consultant to the Boston Red Sox, focusing on revenue sharing in Major League Baseball. He also held a graduate internship at Athletes First, a sports representation agency in Laguna Hills, California. These experiences give him the advantage of truly understanding the dynamic landscape of the sports industry and the financial concerns facing professional athletes.
Ryan graduated from Boston College with a bachelor’s degree from the Wallace E. Carroll School of Management, and was a member of BC's varsity football team. He completed The Business of Entertainment, Media, and Sports (BEMS) program at Harvard Business School and he holds a Master of Business Administration (MBA) from San Diego State University’s Fowler School of Business.
Active in the community, Ryan serves on the Past Presidents Council of the Boston College Varsity Club. He also serves on an Executive Committee of Team IMPACT and Advisory Board of the Concussion Legacy Foundation, an organization dedicated to researching traumatic brain injuries with the purpose of helping athletes reach their full potential on and off the field. Ryan enjoys fishing, skiing, and has traveled to more than 30 countries.
2013-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 05/18/2012 - 11/06/2012
2014 Award - 05/18/2013 - 11/06/2013
2015 Award - 05/18/2014 - 11/06/2014
2016 Award - 05/18/2015 - 11/06/2015
2017 Award - 03/26/2016 - 11/23/2016
2018 Award - 03/23/2017 - 11/10/2017
2019 Award - 04/18/2018 - 11/06/2018
2020 Award - 04/01/2019 - 12/13/2019
2021 Award - 05/25/2020 - 11/30/2020
2022 Award - 05/24/2021 - 11/19/2021
2023 Award - 05/23/2022 - 01/06/2023
2024 Award - 04/10/2023 - 10/31/2023
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: TX, AZ, NJ, NH, NC, MS, WI, VA, CT, WA, OK, IL, ID, FL, CO, AR, LA, OH, NY, MN, OR, NV, MT, MD, IN, MA, TN, SC, MI, AL, UT, MO, KY, GA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 148462
NMLS#: 148462
About Brooke Heald
A founding member of The Heights Group with more than two decades of experience, Brooke Heald focuses on several key aspects of investment planning and portfolio construction, including asset allocation, analysis and selection of investment managers, and performance reporting.
Brooke has earned the title of Morgan Stanley Portfolio Manager, placing him among a select group of Financial Advisors who are qualified by the firm—based on training, experience and commitment—to independently manage client assets. Brooke is also among fewer than 1% of Morgan Stanley Financial Advisors to have earned the designation of Global Sports and Entertainment Director.
The Heald Brothers (Brooke and Ryan) are the only Global Sports & Entertainment Directors in New England and have been featured guest financial education speakers to the New England Patriots, Tampa Bay Buccaneers, Cape Cod Baseball League, Reese’s Senior Bowl, and Boston College Football.
Dedicated to character and integrity, Brooke holds a certificate in Financial Planning from Boston University. In recognition of his efforts on behalf of his clients, he has been recognized as an eight time recipient of the Five Star Wealth Management Award (2013-2024) as noted in Boston Magazine.
Brooke earned a bachelor’s degree from Boston College, where he was also a standout player on the varsity football team. His journey from non scholarship walk-on to earning a full scholarship as a starting Linebacker at BC under Head Coach Tom O'Brien was documented by many national media outlets. Brooke has served on the Board of the Boston College Varsity Club and his experience as a Division 1 student-athlete has contributed to his ability to mentor and advise current student-athletes and professional athlete clients alike, emphasizing the importance of goal setting and career development.
Active in the community, Brooke has led volunteer initiatives for several charitable organizations including The Woods Mullen Shelter and Home For Little Wanderers. Brooke enjoys skiing and coaching the Duxbury Youth Soccer teams of his sons, Lucas and Cameron.
2013-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 05/18/2012 - 11/06/2012
2014 Award - 05/18/2013 - 11/06/2013
2015 Award - 05/18/2014 - 11/06/2014
2016 Award - 05/18/2015 - 11/06/2015
2017 Award - 03/26/2016 - 11/23/2016
2018 Award - 03/23/2017 - 11/10/2017
2019 Award - 04/18/2018 - 11/06/2018
2020 Award - 04/01/2019 - 12/13/2019
2021 Award - 05/25/2020 - 11/30/2020
2022 Award - 05/24/2021 - 11/19/2021
2023 Award - 05/23/2022 - 01/06/2023
2024 Award - 04/10/2023 - 10/31/2023
https://www.morganstanley.com/disclosures/awards-disclosure.html
Brooke has earned the title of Morgan Stanley Portfolio Manager, placing him among a select group of Financial Advisors who are qualified by the firm—based on training, experience and commitment—to independently manage client assets. Brooke is also among fewer than 1% of Morgan Stanley Financial Advisors to have earned the designation of Global Sports and Entertainment Director.
The Heald Brothers (Brooke and Ryan) are the only Global Sports & Entertainment Directors in New England and have been featured guest financial education speakers to the New England Patriots, Tampa Bay Buccaneers, Cape Cod Baseball League, Reese’s Senior Bowl, and Boston College Football.
Dedicated to character and integrity, Brooke holds a certificate in Financial Planning from Boston University. In recognition of his efforts on behalf of his clients, he has been recognized as an eight time recipient of the Five Star Wealth Management Award (2013-2024) as noted in Boston Magazine.
Brooke earned a bachelor’s degree from Boston College, where he was also a standout player on the varsity football team. His journey from non scholarship walk-on to earning a full scholarship as a starting Linebacker at BC under Head Coach Tom O'Brien was documented by many national media outlets. Brooke has served on the Board of the Boston College Varsity Club and his experience as a Division 1 student-athlete has contributed to his ability to mentor and advise current student-athletes and professional athlete clients alike, emphasizing the importance of goal setting and career development.
Active in the community, Brooke has led volunteer initiatives for several charitable organizations including The Woods Mullen Shelter and Home For Little Wanderers. Brooke enjoys skiing and coaching the Duxbury Youth Soccer teams of his sons, Lucas and Cameron.
2013-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 05/18/2012 - 11/06/2012
2014 Award - 05/18/2013 - 11/06/2013
2015 Award - 05/18/2014 - 11/06/2014
2016 Award - 05/18/2015 - 11/06/2015
2017 Award - 03/26/2016 - 11/23/2016
2018 Award - 03/23/2017 - 11/10/2017
2019 Award - 04/18/2018 - 11/06/2018
2020 Award - 04/01/2019 - 12/13/2019
2021 Award - 05/25/2020 - 11/30/2020
2022 Award - 05/24/2021 - 11/19/2021
2023 Award - 05/23/2022 - 01/06/2023
2024 Award - 04/10/2023 - 10/31/2023
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: NH, FL, CT, VA, GA, MS, MO, AL, OR, NC, MD, MA, WI, MN, KY, ID, CO, IL, AZ, MI, MT, TN, SC, OH, NY, NV, IN, CA, WA, TX, OK, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1624632
NMLS#: 1624632
About Wilson Bullard
As a Business Development Associate and CERTIFIED FINANCIAL PLANNER (CFP), Wilson is responsible for assisting in the upkeep and management of financial plans, as well as the day-to-day operations of all client needs.
After receiving a BA from Colgate University, he began his career with BayBank, servicing high net worth clients with banking, lending and investment needs. Over the next 15 years, Wilson held a variety of roles through multiple mergers with BankBoston, Fleet Bank, Quick & Reilly and finally Bank of America. His experience ranges from leading the Shareholder Services Group of the Boston 1784 Mutual Funds, partnering with Financial Advisors to manage every aspect of their client's needs and managing retail Bank of America branches. Wilson joined Morgan Stanley in 2012 as a Wealth Advisor Associate prior to becoming a member of the Compass Bay Group.
Wilson lives in Marblehead with his wife Kristin and their three teenage children. They enjoy spending their free time outdoors, at the beach, sailing and biking.
After receiving a BA from Colgate University, he began his career with BayBank, servicing high net worth clients with banking, lending and investment needs. Over the next 15 years, Wilson held a variety of roles through multiple mergers with BankBoston, Fleet Bank, Quick & Reilly and finally Bank of America. His experience ranges from leading the Shareholder Services Group of the Boston 1784 Mutual Funds, partnering with Financial Advisors to manage every aspect of their client's needs and managing retail Bank of America branches. Wilson joined Morgan Stanley in 2012 as a Wealth Advisor Associate prior to becoming a member of the Compass Bay Group.
Wilson lives in Marblehead with his wife Kristin and their three teenage children. They enjoy spending their free time outdoors, at the beach, sailing and biking.
Contact Ryan Heald
Contact Brooke Heald
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Jessica Birkins
Private Banker
Christian Catricala
Private Banker
Todd Vogel
Private Banker
About Jessica Birkins
Jessica Birkins is a Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jessica began her career in financial services in 2010, and joined Morgan Stanley in 2017 as a Associate Private Banker. Prior to joining the firm, she was a Team Leader and Internal Wholesaler at Eaton Vance.
Jessica is a graduate of the Connecticut College, where she received a Bachelor of Arts in Economics. She lives in Scituate, Massachusetts with her family. Outside of the office, Jessica enjoys spending time with her family, running, and reading.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jessica began her career in financial services in 2010, and joined Morgan Stanley in 2017 as a Associate Private Banker. Prior to joining the firm, she was a Team Leader and Internal Wholesaler at Eaton Vance.
Jessica is a graduate of the Connecticut College, where she received a Bachelor of Arts in Economics. She lives in Scituate, Massachusetts with her family. Outside of the office, Jessica enjoys spending time with her family, running, and reading.
NMLS#: 1699963
About Christian Catricala
Christian Catricala is a Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts and Rhode Island.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Christian began his career in financial services in 2015, and joined Morgan Stanley in 2016 as a Rotational Analyst supporting a variety of divisions in Wealth Management. Prior to being promoted to his current role, he was an Associate Private Banker supporting Wealth Management offices in Boston, Massachusetts.
Christian is a graduate of the Merrimack College, where he received a Bachelor of Science in Accounting and Marketing. He lives in Melrose, Massachusetts with his wife. Outside of the office, Christian enjoys cooking, biking, and traveling.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Christian began his career in financial services in 2015, and joined Morgan Stanley in 2016 as a Rotational Analyst supporting a variety of divisions in Wealth Management. Prior to being promoted to his current role, he was an Associate Private Banker supporting Wealth Management offices in Boston, Massachusetts.
Christian is a graduate of the Merrimack College, where he received a Bachelor of Science in Accounting and Marketing. He lives in Melrose, Massachusetts with his wife. Outside of the office, Christian enjoys cooking, biking, and traveling.
NMLS#: 1773684
About Todd Vogel
Todd Vogel is a Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Todd began his career in financial services in 1997, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Todd is a graduate of Bates College, where he received a Bachelor of Arts in Political Science, and Clark University, where he received his Master of Business Administration. He lives in Newton, MA with his family. Outside of the office, Todd enjoys coaching for the Newton Boys and Girls Soccer Clubs.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Todd began his career in financial services in 1997, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Todd is a graduate of Bates College, where he received a Bachelor of Arts in Political Science, and Clark University, where he received his Master of Business Administration. He lives in Newton, MA with his family. Outside of the office, Todd enjoys coaching for the Newton Boys and Girls Soccer Clubs.
NMLS#: 1150893
Wealth Management
Global Investment Office
Portfolio Insights
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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
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
Are You Prepared for Tax Day?
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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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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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Ready to start a conversation? Contact The Heights Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
6Morgan 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.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
8Morgan 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.
9Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
6Morgan 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.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
8Morgan 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.
9Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
