About Us

At the Insignia Group at Morgan Stanley, we believe wealth management is most effective in a collaborative environment and that your future deserves the highest level of clarity, purpose and experience. Helping clients establish a clear understanding of their current financial situation and how they envision their future sets the stage for success.  Purposefully crafting wealth and investment management strategies and designing a course of action with our clients, sets that journey in motion.  Implementing the plan means proactively adapting to help meet the evolving needs of our clients and the changing markets with precision and experience.   People seek financial freedom in many forms; we are devoted to helping our client align with the freedoms they seek.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Business Succession Planning3
  • Divorce Financial Analysis4
  • Estate Planning Strategies5
  • Fixed Income6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

45 William St
Ste 130
Wellesley, MA 02481
US
Direct:
(781) 431-6710(781) 431-6710
Toll-Free:
(800) 767-7462(800) 767-7462

Meet The Insignia Group

Photo of Daniel Finn

Daniel Finn, CFP®

Senior Vice President, Wealth Advisor, Portfolio Management Director

Phone:
(781) 416-2428(781) 416-2428

About Me

Dan has served in the private client group at Morgan Stanley and its predecessor firms since 1998. He co-founded The Insignia Group at Morgan Stanley with Julie Winston, Financial Advisor, in January 2012.  Believing any real change starts with action, Dan is a passionate advocate for our clients.   The details, nuances and elements that form the basis of a thoughtful investment portfolio resonate with Dan, who brings that fascination to our clients’ financial concerns.

As a Family Wealth Director and Senior Vice President with The Insignia Group at Morgan Stanley, Dan is determined to remain at the forefront of the wealth management field.   Dan earned his CERTIFIED FINANCIAL PLANNER™ designation in 2002 and holds the position of Portfolio Management Director.  Dan has been recognized by the Financial Times, as one the top 400 Financial Advisors in the United States (2015 & 2016).  Dan was also recognized by Forbes as one of the top Financial Advisors in Massachusetts in 2018, in their inaugural ranking.

Dan is invested in his community of South Natick, MA, and is actively involved with several non-profit organizations.  He currently serves on the board of the Riverbend School and on the Investment Committee of Combined Jewish Philanthropies of Greater Boston.  When not in the office, Dan enjoys traveling with his wife Dana and their three children Lindi, Nathaniel and Alice.
Securities Agent: TX, CA, WY, VT, VA, TN, SC, RI, PA, OH, NY, NV, NJ, NH, NE, MI, ME, MD, MA, KY, IL, GA, FL, DE, DC, CT, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 176232

About Me

Julie launched her financial services career in 2003, and today is a Vice President and CERTIFIED FINANCIAL PLANNER with The Insignia Group at Morgan Stanley, co-founding the team with Daniel Finn in January 2012.

Service holds a special meaning when applied to Julie Winston; her more than 20 years with the US Military bear her steadfast devotion to her country. She applies that same commitment and courage to her work every day at The Insignia Group, focused on championing our clients in their quest for a secure financial future.

Recently retired from the Massachusetts Army National Guard, Julie closed out her career last serving as the Operations Officer for the 151 Regional Support Group, providing logistical support to other Service members and the local population when called to serve by the Governor.  Having previously served as the Executive Officer for the 726th Finance Battalion in Afghanistan, Julie returned in February 2008 and was awarded the Bronze Star Medal for her exceptional leadership and financial accomplishments with the Central Bank of Afghanistan for helping stabilize the Afghani currency.

Julie holds a BBA from the University of Massachusetts Amherst, as well as a Masters in Financial Planning from Bentley University.  She also earned the Certified Divorce Financial Analyst designation, reflecting her commitment to covering all aspects of financial planning. Julie provides holistic financial planning advice, and prides herself on constantly updating her current financial knowledge-base to provide thoughtful solutions.

Outside of the office, Julie enjoys CrossFit, training for distance races, and spending time outdoors with her family.   Julie lives in Holliston, MA with her husband and two children.
Securities Agent: TX, WY, VT, VA, TN, SC, RI, PA, OH, NY, NV, NJ, NH, NE, MI, ME, MD, MA, KY, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282421

About Me

Chris joined Morgan Stanley in 2008, and is a Financial Advisor with The Insignia Group in Wellesley, Massachusetts.   Chris earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015 and is committed to providing holistic financial planning advice for our clients. Chris exercises his passion for the capital markets researching investment strategies and evaluating asset allocation models.

Chris graduated from Bentley College with a Bachelor of Science in Economics and Finance. Chris lives in Boston with his wife Kate, an oncology nurse at the Dana Farber Cancer Institute. The two enjoy spending time together outdoors playing golf, tennis, and hiking the White Mountains of New Hampshire. They will become a family of three in September with the addition of a baby girl; stay tuned!
Securities Agent: TX, RI, WY, VT, VA, TN, SC, PA, OH, NY, NV, NJ, NH, NE, MI, ME, MD, MA, KY, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1384980

About Me

Meghan joined Morgan Stanley in 2015 as a Senior Registered Associate with The Insignia Group in Wellesley.  Bringing seven years of client service experience to the team, Meghan spearheads the administrative areas of our practice, working closely with clients on operational requests, transactions, and questions.  Meghan appreciates the impact she has on helping clients as they develop a sound financial future for themselves and their families.  Her organization, attention to detail, and passion for helping people allow her to offer our clients an extraordinary experience.

Meghan graduated from the University of Maine with a Bachelor of Science in Business Administration in 2008.  Outside the office Meghan enjoys CrossFit, cooking, reading and spending time with family and friends.

About Me

Sophia joined Morgan Stanley in 2018 as a Client Service Associate with The Insignia Group in Wellesley. Her attention to detail, friendly demeanor, and focused work ethic make her an excellent addition to the team. Sophia is very excited to begin working with clients to help them achieve their financial goals. 

Sophia graduated from Elon University with a Bachelor in Business Management and a minor in Political Science. Outside of the office, she enjoys socializing, traveling, and getting outside.
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

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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.

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Access Morgan Stanley Online

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Ready to start a conversation? Contact The Insignia Group today.
Market Information Delayed 20 Minutes
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.

1Morgan 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.

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 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.

4Morgan 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.

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.

6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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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.

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CRC 2019752 10/2018