The Judd Group at Morgan Stanley

Since entering the financial services industry in 2003, Michael has been helping clients find and create a path to their dreams. He combines a disciplined approach to managing money with a talent for bringing financial concepts to life through stories and case studies, giving his clients confidence that their hard-earned wealth is in capable hands.

Prior to joining Morgan Stanley in 2008, Michael was a financial advisor at Merrill Lynch. Previously, he served in the U.S. Army and the Massachusetts Army National Guard. Michael earned his B.S. in business administration from Worcester State College.

Michael and his wife have been married since 1987, and they live in a house he built with his own hands in 1994. They have three children—two daughters and a son—and five grandchildren. Michael has been an athletics coach for 30 years, the last 13 of which were at the high school level. He believes there are strong parallels between coaching athletes and coaching clients, as both are fundamentally about helping people to achieve their goals. In his spare time, Michael enjoys gardening, woodworking and spending time with his grandkids

Dalton joined the Judd Group at Morgan Stanley in 2021. Before joining the Judd Group, Dalton graduated from Trinity College with a B.A in American Studies. He has 6 years of industry experience and most recently spent 4 years at Natixis Investment Managers in Boston.
Dalton currently lives in Boston’s Back Bay area, but as an avid outdoorsman you can often find him spending his free time fly fishing and hunting across America

With her outgoing personality and financial acumen, Meaghan helps clients articulate the values, priorities and aspirations that form their vision of the future. She believes in going the extra mile to customize the advisory experience for each client, and feels privileged to have the opportunity to help people achieve their most important goals. Meaghan’s areas of focus are financial planning, investment performance and engaging with the next generation of wealth creators. Meaghan started working with Financial Advisor Michael Judd in 2014.

Previously, Meaghan worked at Sirios Capital Management LP, a Boston-based long-short equity hedge fund, where she spent 5 years in the firm’s finance and fund administration group, eventually transitioning into a compliance role. Meaghan began her financial services career in 2005 at UBS Private Wealth Management. She earned her B.S. in finance from Fairfield University and was a member of the Women’s varsity lacrosse team.

Meaghan resides in Westborough with her husband and their three young daughters. Her greatest joy is being a mother and being active with her daughters. She enjoys the outdoors, gardening and spending time with her family and friends.

As an accomplished and motivated leader with experience in project management, sales development, client services and account management, Zachary helps clients by providing a superior and first-class client experience. He believes in going above and beyond for each client and the opportunity to cultivate quality relationships. Zachary began his career with Morgan Stanley in 2023.

Previously, Zachary worked at Winged Keel Group, a New York City-based Private Life Insurance Brokerage Firm, where he spent three years in various roles including Client Service, New Business Account Management and Life Insurance Case Design.

Zachary is a graduate of Baldwin Wallace University where he earned his MBA. He is also a graduate of Hiram College where he earned his B.A. in Business Management. Zachary grew up in Northeast Ohio and now resides in Worcester, MA, with his husband. He enjoys cooking, sports, music, traveling and supporting the local Worcester theatre and arts communities.