Managing Wealth Involves Far More Than Managing an Investment Portfolio.

The Javaheri Group at Morgan Stanley is a team of wealth management professionals committed to delivering a full range of financial solutions to our clients.We will help you define what is most important, and then formulate the strategies that are suited to help meet your unique needs.Through Morgan Stanley, we offer clients access to industry-leading financial resources, including portfolio management, comprehensive financial planning, Cash management and lending solutions as well as global market and economic insight.The combination of personal attention and differentiating capabilities can create opportunities for your long term wealth management objectives.
Services Include
  • Wealth Management1
  • Asset Management2
  • Sustainable Investing3
  • Retirement Planning4
  • Planning for Education Funding5
  • Estate Planning Strategies6
  • Executive Financial Services7
  • Lending Products
  • Life Insurance8
  • Long Term Care Insurance9
  • Business Planning10
  • Business Succession Planning11
  • Cash Management12
  • Corporate Cash Management
  • Professional Portfolio Management13
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

45 William St
Ste 130
Wellesley, MA 02481
US
Direct:
(781) 416-2491(781) 416-2491

Meet The Javaheri Group

Photo of David Javaheri

David Javaheri

Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director

Phone:
(781) 416-2491(781) 416-2491

About Me

David founded The Javaheri Group at Morgan Stanley, whose mission is to provide clients with an advisory relationship that is professional, proactive and comprehensive.  Prior to joining Morgan Stanley in 2008, David spent 17 years at Merrill Lynch.   During this time, David has assisted families, businesses, and municipalities in developing asset management strategies, focusing on disciplined portfolio management and exceptional client service. 

David is responsible for developing all investment strategies, as well as determining appropriate risk adjusted opportunities in the equity and bond markets.  Over the years, he has developed a focus in fixed income investing, and uses his experience to help bring a higher level of diversification to his clients.  David coordinates with clients’ outside advisors to help ensure that their tax-minimization, philanthropic and estate planning goals are reflected in the wealth management process.

Through the Wharton School at the University of Pennsylvania, David achieved the advanced designation of Certified Investment Management Analyst (CIMA).   The CIMA® program focuses on investment manager selection, performance measurement, designing investment policies, and structuring asset allocation models.

David is a member of the Massachusetts Collectors and Treasurers Association, Massachusetts Municipal Association, Massachusetts Government Finance Officers Association, and the Government Finance Officers of Connecticut.  

In 2017 and 2018, David was named to the Barron’s list of America’s Top 1,200 Advisors.  David has been named to The Financial Times list of America’s Top 400 Financial Advisors from 2013 through 2018.  In addition, in 2018 David was name to Forbes Magazine's inaugural list of America's Best-in-State Wealth Advisors.
 
David and his wife, Stephanie, currently live in Needham, MA with their three children.  For fun, David goes on long runs in the woods, in the dark, with friends.
Securities Agent: CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, PA, RI, SC, SD, TX, UT, VA, VT, WA; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1278789

About Me

As a member of The Javaheri Group since 2003, Shaun has over 15 years of experience providing clients with a personal approach to wealth management.  Shaun began his career at Merrill Lynch before joining Morgan Stanley in 2008. 

In order to deliver a comprehensive advisory relationship, Shaun works with clients to coordinate their investment, financial planning, cash flow and lending needs.  By taking a holistic view, our team is able to advise clients in their decision making process and present custom solutions designed to address their specific objectives.
Shaun is a graduate of Fairfield University with a Bachelor of Science in Finance.  Shaun and his wife, Jacqueline, currently live in Framingham, MA with their two boys. Outside of work, Shaun enjoys time with his family, and the occasional early morning round of golf.
Securities Agent: CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, PA, RI, SC, SD, TX, UT, VA, VT, WA; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1293884

About Me

Stacey Joined Morgan Stanley in 2016 and is a portfolio manager for The Javaheri Group.  She focuses on providing goals-based investment strategies for multi-generational families and their businesses.  In addition, Stacey works with educational and healthcare related endowments and foundations.

Prior to joining Morgan Stanley, Stacey led the client facing multi asset class portfolio management team at State Street Global Advisors in Boston for ten years.  Before that she worked as a senior portfolio manager at Vanderbilt Capital Advisors in New York, MOSAIC Investment Advisors in Chicago, Bankers Trust in Sydney, Australia and Shawmut Investment Advisors in Boston. 

Stacey holds a Bachelors’ degree from Simmons College and a MBA from DePaul University. She earned the Chartered Financial Analyst designation in 1996 and has been a Chartered Alternative Investment Analyst since 2008. Stacey works with numerous charitable and nonprofit organizations and is passionate about working with organizations that focus on education and serving the needs of children.

Stacey currently chairs the Women’s Investment Management Network (“WIMN”) for CFA Society Boston and serves as a Director on the Board at Samaritan’s and Brookview House as well as the advisory board for Charity Warriors.  She also volunteers as the Treasurer for the Broadmeadow Elementary School PTC in Needham, where she resides with her two children.
Securities Agent: CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, PA, RI, SC, SD, TX, UT, VA, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1484205

About Me

Lindsay joined Morgan Stanley and The Javaheri Group in September 2013, with a background in client service and operational management.  She began her career at UBS as a Client Service Associate, with a focus on working with families with special needs. 

Lindsay currently holds Series 7 and 63 securities licenses and is a graduate of the University of Vermont.  She resides in the South Shore and in her free time enjoys skiing, the outdoors, film, music and travel.

About Me

Stephanie began working with The Javaheri Group in January of 2018.  She started her career at State Street after receiving a BSBA in Economics from The University of Miami.  She lives in the South End of Boston, and loves to read, practice yoga and travel.

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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.

3The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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 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.

6Morgan 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.

7Tax 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.

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

10Morgan 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.

11Morgan 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.

12Morgan 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

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