Stephen Kelliher, QPFC
Managing Director, Wealth Management, Financial Advisor, Institutional Consulting Director, Corporate Client Group Director, Senior Portfolio Management Director
Phone:
(781) 681-4933(781) 681-4933
The Kelliher Corbett Group at Morgan Stanley
Stephen Kelliher, QPFCJack Corbett, CPM®Joseph McLaughlin, QPFC, CRPS®Bennett White, QPFCBruce HendersonRyan McDonough, CFA, CFP®Matthew Snyder, CFA, QPFC
Direct:
(781) 681-4949(781) 681-4949
Toll-Free:
(877) 535-4437(877) 535-4437
Industry Award WinnerOur Mission Statement
To serve as a dedicated & seasoned advocate, providing thoughtful investment advice and solutions tailored to our clients’ unique goals.
OUR STORY & APPROACH
The Kelliher Corbett Group serves as a dedicated and seasoned advocate, providing thoughtful investment advice and solutions tailored to our clients' unique goals. Founded in 1992, the team of 14 investment professionals manages over $5 billion* in assets, offering a full suite of investment management and advisory services to individuals, families, corporations, and institutions. Clients benefit from the scope, scale, and oversight of a global financial services firm coupled with the independence, objectivity, and individualized service capabilities of a boutique advisory and consulting group. (*as of 6/30/2025)
It is our longstanding philosophy that risk is manageable, and that managing risk all of the time, including before a crisis, is the best way to ride out inevitable and often unpredictable events.
Experience & Resources that Make a Difference:
- 14-Member Practice with More than 280 Years of Combined Experience
- Over $5 Billion in Assets Under Management (as of 6/30/2025)
- Over 100 Institutional & Corporate Clients
- Serving Approximately 40,000 Retirement Plan Participants
- Backed by the Strength of Morgan Stanley - $7.9 Trillion in Assets (as of 12/31/2024)
Independent & Objective Stewards:
- Open Architecture Platform
- Independent, Non-Proprietary Investments
- Complete Fee Transparency & Cost-Efficient Solutions
Awards
- 4X "Top 100 Institutional Consulting Teams" – Barron's: The Kelliher Corbett Group (2022-2025)
- 15x "Top Retirement Plan Advisers" – Planadviser: The Kelliher Corbett Group (2004-2014, 2016, 2018, 2022, 2024)
- 8x "Top DC Advisor Teams" – NAPA: The Kelliher Corbett Group (2017-2025)
- 10X "America's Top 1200 Financial Advisers" – Barron's: Stephen Kelliher (2014-2019, 2021, 2022, 2023, 2024)
Disclosures:
2022, 2023, 2024, 2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)). Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2004-2014, 2016, 2018, 2022, 2024 PLANADVISER Top Retirement Advisors Source: planadviser.com Awarded May 2004-2014, 2016, 2018, 2022, 2024. Data compiled by ISS Media based on responses to PLANADVISER survey as of Jan/Feb of the year the award was given
2017-2025 NAPA's Top DC Advisor Teams: Source: Source: napa-net.org (2017-2025) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31 of the year prior to year the award was given.
2021–2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2014-2019, 2021, 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR COMPREHENSIVE ADVISORY & CONSULTING SOLUTIONS
Experience Resources that Make A Difference
Even elite athletes seek out a coach with the experience and qualifications to offer the training and support required to continually improve their game. The same is true when you're managing a retirement plan and helping your employees plan for their future. For over 30 years, The Kelliher Corbett Group has worked in a collaborative and professional manner with retirement Plan Sponsors to create a reliable process around all critical areas of plan design and oversight. As seasoned professionals with a focus on the retirement plan industry, we know what it takes to achieve measurable results and drive positive outcomes that make a difference to your organization and its employees. We've built our practice around customizing financial solutions for unique organizations just like yours.
We Provide Advisory Consulting Solutions to:
- Defined Contribution Plans - Profit Sharing, 401(k), 403(b) and 457 Plans
- Defined Benefit and Cash Balance Plans
- Non-qualified Deferred Compensation Plans
Choose Your Fiduciary Wisely
When hiring a fiduciary advisor to help you fulfill your duties under ERISA, it's important to align yourself with a firm that has the size, strength and resources to meet your needs today and in the future. Fiduciary support is only as meaningful as the organization standing behind it. As a client of the Kelliher Corbett Group, you will benefit from: ERISA fiduciary governance best practices, efficient and cost-effective administration, with improved outcomes for you and your employees.
Retirement Plan Participants: please contact KelliherCorbettGrp@MorganStanley.com with any plan-related inquiries.
Custom Solutions for Individuals & Families
What are your financial goals and dreams?
The Kelliher Corbett Group has the experience and resources to translate your goals into a personalized strategy.
Our Core Focus is Risk Management.
Working closely with you and acting as your advocate, Portfolio Manager, and Financial Advisor, we will develop a tailored investment portfolio that is durable through even the most challenging market cycles. We are passionate about developing a long-term relationship with you that fosters trust and delivers the results you desire.
Core Services & Capabilities:
- Custom Portfolio Management
- Financial & Retirement Planning - LifeView
- Trust & Legacy Planning
- Charitable Giving
- Investment Tax Optimization Strategies **A Disciplined Approach:**The Kelliher Corbett Group's personalized wealth management process begins with you, your investment objectives and your financial goals. Leveraging our vast resources including intellectual capital, experience and dedicated personal service, we can work with you to create a custom portfolio. Then, over time, we can adapt it to changing circumstances, helping you to achieve and protect goals.
Prudent Stewardship That Seeks to Optimize the Resources That Support Your Mission
Like many leaders of nonprofit organizations, you face a growing list of challenges such as managing your operating budget and funding sources. For charitable entities, new donations can be hard to nurture year after year and market volatility can take a toll on existing investments.
The management of institutional portfolios has never been a simple matter, and today, investment and fiduciary responsibilities are more demanding than ever before. You need an investment consultant who not only understands these sensitivities but has the knowledge and experience to execute your investment strategy within your risk parameters while supporting the long-term mission and strategic goals of your organization.
For more than 30 years, The Kelliher Corbett Group at Morgan Stanley has provided full-scale, customized solutions for a wide range of institutional clients. We offer a unique client experience: the close relationship you expect from an investment boutique, backed by the industry leading analysis and oversight of a global leader.
GIVING BACK
The Kelliher Corbett Group personally sponsors or donates to approximately 50 different charitable organizations annually.
- Alzheimer's Association
- American Cancer Society
- American Diabetes Association
- Bishop Feehan High School
- Boomer Esiason Foundation
- Boston Bruins Foundation
- Boy Scouts
- Boys & Girls Clubs of Dorchester
- Cape Abilities
- Colby College
- Cornell University
- Credit Union Kids at Heart
- DCU for Kids
- Family Services Greater Boston
- Friends of Marshfield Animal Shelter
- Girl Scouts
- Habitat for Humanity
- Home Base
- Homes for Our Troops
- International Fund for Animal Welfare
- Johnny Mac Soldiers Fund
- Journey Forward
- Juvenile Diabetes Research Foundation
- Marshfield Area Pet Shelter
- Massachusetts Maritime Academy Foundation
- McCourt Foundation
- Muscular Dystrophy Association
- Music Drives us Foundation
- NHL Alumni Children's Hospital PRO-AM Tournament
- Norwell Food Pantry
- Pan-Mass Challenge
- Plymouth, MA Babe Ruth Baseball
- Project Bread
- Rhode Island Senior Games
- Samaritans Inc.
- South Shore Conservatory
- Special Olympics – Massachusetts
- Special Olympics – Rhode Island
- Stonehill College
- Susan G. Komen 3-day
- The ALS Association
- The Angel Fund
- The Arc of the South Shore
- The Bridge Center
- The Credit Union Association of Rhode Island
- The Leukemia & Lymphoma Society
- The One Fund
- The Tomorrow Fund at Hasbro Children's Hospital
- The Watershed Fund
- Ultimate Explorer / National Park Foundation
- United Way of Massachusetts Bay and Merrimack Valley
- Wounded Warrior Project
- Xaverian Brothers Retirement Fund
The Professional Alliance Group Program: Working Together to Achieve More
Opportunity Outline BrochureUpcoming Events:
Building Better Retirement Plans Workshop SeriesRecent Event Topics & Materials:
A unique time in history to impact the financial security of your employees and your communityResources & Market Updates
Key Financial Data 2025Disclosures
2022, 2023 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.
2022 NAPA’s Top DC Advisor Teams
Source: napa-net.org (March 2023) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31, 2022.
Source: Barrons.com (Awarded April 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.
2022 NAPA’s Top DC Advisor Teams
Source: napa-net.org (March 2023) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31, 2022.
Location
141 Longwater Drive
Ste 102
Norwell, MA 02061
US
Direct:
(781) 681-4949(781) 681-4949
Toll-Free:
(877) 535-4437(877) 535-4437
Meet The Kelliher Corbett Group
Jack Corbett, CPM®
Executive Director, Financial Advisor, Government Entity Specialist, Portfolio Management Director
Phone:
(781) 681-4913(781) 681-4913
Joseph McLaughlin, QPFC, CRPS®
Senior Vice President, Financial Advisor, Institutional Consulting Director, Corporate Retirement Director, Financial Wellness Director, Qualified Plan Financial Consultant
Phone:
(781) 681-4904(781) 681-4904
Bennett White, QPFC
First Vice President, Financial Advisor, Senior Institutional Consultant, Corporate Retirement Director, Financial Wellness Director
Phone:
(781) 681-4934(781) 681-4934
Bruce Henderson
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(781) 681-4908(781) 681-4908
Ryan McDonough, CFA, CFP®
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(781) 681-4943(781) 681-4943
Matthew Snyder, CFA, QPFC
Financial Advisor, Financial Planning Specialist
Phone:
(781) 681-4925(781) 681-4925
Gregory Bryant
Assistant Vice President, Business Development Director, Corporate Client Group
Phone:
(781) 681-4907(781) 681-4907
Jeffrey Feccia, QPFC
Assistant Vice President, Business Development Director
Phone:
(781) 681-4910(781) 681-4910
Nicholas Pulli
Portfolio Manager Associate
Phone:
(781) 681-4965(781) 681-4965
Liam Leonard
Wealth Management Analyst
Phone:
(781) 681-4902(781) 681-4902
Austin O'Shea
Portfolio Management Associate
Phone:
(781) 681-4936(781) 681-4936
Alicia O'Connell
Group Director
Phone:
(781) 681-4944(781) 681-4944
Lori Levy
Client Service Associate
Phone:
(781) 681-4935(781) 681-4935
About Stephen Kelliher
Steve founded the group in 1992. He oversees all aspects of investment strategy and investment management. As the group’s Senior Portfolio Management Director, Steve is responsible for both the strategic oversight and day-to-day management of client assets.
Steve has been named by Barron’s Magazine as one of America’s Top 1,200 Financial Advisors ten times (2014-2019-2024). Steve’s group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Prior to joining Morgan Stanley in May 2007, Steve spent fifteen years in a similar capacity at Smith Barney. Before joining Smith Barney in 1992. He spent six years in the technology industry working in Product Management; first at Wang Laboratories and then at Motorola. Mr. Kelliher is a graduate of Providence College and holds a Bachelor of Science in Business. His post-graduate experience includes extensive study at Bentley College’s McCallum Graduate School of Business.
Disclosures:
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2014 - 2019, 2021, 2022, 2023, 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2014 - 2019, 2021, 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Steve has been named by Barron’s Magazine as one of America’s Top 1,200 Financial Advisors ten times (2014-2019-2024). Steve’s group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Prior to joining Morgan Stanley in May 2007, Steve spent fifteen years in a similar capacity at Smith Barney. Before joining Smith Barney in 1992. He spent six years in the technology industry working in Product Management; first at Wang Laboratories and then at Motorola. Mr. Kelliher is a graduate of Providence College and holds a Bachelor of Science in Business. His post-graduate experience includes extensive study at Bentley College’s McCallum Graduate School of Business.
Disclosures:
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2014 - 2019, 2021, 2022, 2023, 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2014 - 2019, 2021, 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: OR, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
CA Insurance License #: 4284041
CA Insurance License #: 4284041
About Jack Corbett
Jack provides asset allocation and portfolio management for endowment, pensions, and other fiduciary clients, including nonprofit organizations. He has more than 30 years of experience as a portfolio manager and financial advisor. Jack's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Jack spent 11 years with Smith Barney, a Morgan Stanley predecessor firm. He joined Stephen Kelliher in 2007 to form the Kelliher Corbett Group. The Group’s focus is on institutional and nonprofit clients. He is a regular speaker at events and conferences for nonprofit organizations.
Jack studied finance and computer science at the University of Massachusetts at Amherst and graduated in 1988. He joined the Economics department at Harvard University as a teaching assistant and was subsequently hired by the Harvard Management Company which is responsible for the University’s endowment. Jack has earned his Certified Portfolio Manager designation.
Jack is passionate about serving the nonprofit community both personally and as an advisor. He currently is on the Board of Directors at the Boys and Girls Clubs of Dorchester and previously served as a Board member of the Beth Israel Deaconess Hospital Foundation in Plymouth. Jack served on the Town of Duxbury Finance Committee.
Disclosures:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Jack spent 11 years with Smith Barney, a Morgan Stanley predecessor firm. He joined Stephen Kelliher in 2007 to form the Kelliher Corbett Group. The Group’s focus is on institutional and nonprofit clients. He is a regular speaker at events and conferences for nonprofit organizations.
Jack studied finance and computer science at the University of Massachusetts at Amherst and graduated in 1988. He joined the Economics department at Harvard University as a teaching assistant and was subsequently hired by the Harvard Management Company which is responsible for the University’s endowment. Jack has earned his Certified Portfolio Manager designation.
Jack is passionate about serving the nonprofit community both personally and as an advisor. He currently is on the Board of Directors at the Boys and Girls Clubs of Dorchester and previously served as a Board member of the Beth Israel Deaconess Hospital Foundation in Plymouth. Jack served on the Town of Duxbury Finance Committee.
Disclosures:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: AZ, MA, IL, NM, IA, WI, WA, SC, NV, MT, MN, UT, NY, IN, NH, MO, KY, PA, NE, ME, MD, DE, CO, TN, RI, NJ, CT, AR, OR, VT, VA, TX, OK, KS, FL, DC, OH, NC, MI, ID, GA, CA; General Securities Representative; Investment Advisor Representative
About Joseph McLaughlin
Joe oversees all aspects of qualified and non-qualified plan advisory services – design, investment management, employee communications, and operational and regulatory issues. He advises clients on the selection, implementation and monitoring of plan service providers and investment options, as well as developing education strategies.
Joe brings over 30 years of experience and commitment to his work. A frequent public speaker on a range of investment and ERISA-related topics, his technical background plays an integral role in the development and support of the group’s corporate retirement plan business.
Joe earned a B.A. in Economics from Stonehill College and has continued his education for many years. He earned a Chartered Retirement Plans Specialist™ (CRPS®) designation from the College for Financial Planning and a Qualified Plan Financial Consultant (QPFC®) designation.
Joe has been named one of the nation’s “Top Retirement Advisers” in PLANSPONSOR magazine’s annual survey from 2004-2024. The Financial Times recognized Joe in 2017 & 2018 as one of America’s “Top 401 Retirement Advisors.” He was a founding member of the National Retirement Advisor Council and has served in a leadership role for the National Association of Plan Advisors (NAPA). Joe's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Joe lives in Lakeville, MA with his wife. He is a committed endurance athlete, completing multiple century-distance cycling events, a half-ironman triathlon, and the Boston marathon in 2016. He is a private pilot, working on his instrument rating.
Disclosures:
2004-2024 PLANSPONSOR Top Retirement Advisors (formerly referred to as Top 100 Retirement Advisors)
Source: planadviser.com (May 2004-2024) awarded in May 2004-2024. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb of the year in which the award was given. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Ratings are based on the opinion of ISS Media and may not be representative of any one client’s experience nor indicative of the financial advisor’s future performance.
2017-2018 Financial Times 401 Top Retirement Advisors Source: ft.com Financial Times 401 Top Retirement Advisors ranking awarded in Awarded 2018; data 12/31/15 - 12/31/17; Awarded 2017; data 12/31/14 - 12/31/16. Each ranking was determined based on an evaluation process conducted by the Financial Times during the periods indicated below. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Ratings are based on the opinion of the Financial Times and may not be representative of any one client’s experience nor indicative of the financial advisor’s future performance. For more on methodology please go to www.ft.com/reports.
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Joe brings over 30 years of experience and commitment to his work. A frequent public speaker on a range of investment and ERISA-related topics, his technical background plays an integral role in the development and support of the group’s corporate retirement plan business.
Joe earned a B.A. in Economics from Stonehill College and has continued his education for many years. He earned a Chartered Retirement Plans Specialist™ (CRPS®) designation from the College for Financial Planning and a Qualified Plan Financial Consultant (QPFC®) designation.
Joe has been named one of the nation’s “Top Retirement Advisers” in PLANSPONSOR magazine’s annual survey from 2004-2024. The Financial Times recognized Joe in 2017 & 2018 as one of America’s “Top 401 Retirement Advisors.” He was a founding member of the National Retirement Advisor Council and has served in a leadership role for the National Association of Plan Advisors (NAPA). Joe's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Joe lives in Lakeville, MA with his wife. He is a committed endurance athlete, completing multiple century-distance cycling events, a half-ironman triathlon, and the Boston marathon in 2016. He is a private pilot, working on his instrument rating.
Disclosures:
2004-2024 PLANSPONSOR Top Retirement Advisors (formerly referred to as Top 100 Retirement Advisors)
Source: planadviser.com (May 2004-2024) awarded in May 2004-2024. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb of the year in which the award was given. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Ratings are based on the opinion of ISS Media and may not be representative of any one client’s experience nor indicative of the financial advisor’s future performance.
2017-2018 Financial Times 401 Top Retirement Advisors Source: ft.com Financial Times 401 Top Retirement Advisors ranking awarded in Awarded 2018; data 12/31/15 - 12/31/17; Awarded 2017; data 12/31/14 - 12/31/16. Each ranking was determined based on an evaluation process conducted by the Financial Times during the periods indicated below. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Ratings are based on the opinion of the Financial Times and may not be representative of any one client’s experience nor indicative of the financial advisor’s future performance. For more on methodology please go to www.ft.com/reports.
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: KY, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
About Bennett White
Bennett oversees all aspects of the Group’s retirement plan advisory services, including fiduciary governance, plan design, investment selection and oversight, and employee engagement. He advises clients on vendor selection, conversions, and ongoing operational issues.
Bennett has more than 30 years of experience supporting retirement plan sponsors. He joined the Group in 2000. Previously, he was the northeast Regional 401(k) Director for Putnam Investments.
Bennett has earned a variety of professional designations, including Senior Institutional Consultant, Corporate Retirement Plan Director, and Financial Wellness Director.
His group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
He lives with his wife in Acton, MA. They have two adult-age children, both avid rowers. Bennett enjoys sailing, boating, hiking, mountain biking, and most of all, skiing. He frequently volunteers and served as co-chair of the Acton Congregation Church's Youth Committee for over 10 years.
Disclosures:
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Bennett has more than 30 years of experience supporting retirement plan sponsors. He joined the Group in 2000. Previously, he was the northeast Regional 401(k) Director for Putnam Investments.
Bennett has earned a variety of professional designations, including Senior Institutional Consultant, Corporate Retirement Plan Director, and Financial Wellness Director.
His group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
He lives with his wife in Acton, MA. They have two adult-age children, both avid rowers. Bennett enjoys sailing, boating, hiking, mountain biking, and most of all, skiing. He frequently volunteers and served as co-chair of the Acton Congregation Church's Youth Committee for over 10 years.
Disclosures:
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: MA, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
About Bruce Henderson
Bruce works with individual investors to provide comprehensive investment planning, with a primary concentration on retirement strategies.
Bruce has more than 37 years of investment experience as a Financial Advisor with Morgan Stanley or a predecessor firm. His past experience as a Branch Manager enhances his knowledge of all aspects of Wealth Management. Bruce's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Bruce received his undergraduate degree from Colby College, Waterville, Maine and his MBA from the Johnson School at Cornell University.
Bruce lives in Hingham, MA and works with clients from 26 different states. In his free time he participates in a number of animal rescue groups, fostering dogs for eventual adoption.
Disclosures: 2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Bruce has more than 37 years of investment experience as a Financial Advisor with Morgan Stanley or a predecessor firm. His past experience as a Branch Manager enhances his knowledge of all aspects of Wealth Management. Bruce's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Bruce received his undergraduate degree from Colby College, Waterville, Maine and his MBA from the Johnson School at Cornell University.
Bruce lives in Hingham, MA and works with clients from 26 different states. In his free time he participates in a number of animal rescue groups, fostering dogs for eventual adoption.
Disclosures: 2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: CA, AR, AZ, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Ryan McDonough
Ryan works closely with individual investors and families, helping them identify their goals, and creating and implementing plans to help reach them. He provides comprehensive retirement planning, with a focus on Social Security strategies, tax mitigation and investment management.
Ryan earned a Bachelor of Science in Finance from Bentley University in Waltham, MA. There, he was an active member of Bentley’s Investment Group, which is responsible for managing a portion of Bentley’s endowment.
To further enhance his ability to help clients reach their goals, he has since earned both the Chartered Financial Analyst and Certified Financial Planner designations. Ryan's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Ryan lives in Duxbury, MA with his wife and daughter. In his spare time, he enjoys golfing and woodworking.
Disclosures:
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Ryan earned a Bachelor of Science in Finance from Bentley University in Waltham, MA. There, he was an active member of Bentley’s Investment Group, which is responsible for managing a portion of Bentley’s endowment.
To further enhance his ability to help clients reach their goals, he has since earned both the Chartered Financial Analyst and Certified Financial Planner designations. Ryan's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Ryan lives in Duxbury, MA with his wife and daughter. In his spare time, he enjoys golfing and woodworking.
Disclosures:
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: MO, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1460441
NMLS#: 1460441
About Matthew Snyder
Matthew works with individuals and families to provide comprehensive investment and retirement planning, assisting them in identifying their unique goals and creating a plan to achieve them. Mathew also focuses on the institutional retirement space, working with plan sponsors to create and manage their workplace retirement plans.
Matthew joined The Kelliher Corbett Group in 2015, working as an Investment Analyst through early 2022. He is a graduate of Providence College with a Bachelor of Science degree in Finance and a minor in Economics. He received the prestigious Chartered Financial Analyst (CFA®) designation in 2018. Matt's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Matthew resides in Plymouth, MA with his wife, daughter, and dog. Matthew enjoys spending time with family and friends at home as well as visiting Cape Cod. He is an avid golfer, enjoys hiking, and traveling to new destinations. One of his lifetime goals is to visit every national park in the United States.
Disclosures:
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Matthew joined The Kelliher Corbett Group in 2015, working as an Investment Analyst through early 2022. He is a graduate of Providence College with a Bachelor of Science degree in Finance and a minor in Economics. He received the prestigious Chartered Financial Analyst (CFA®) designation in 2018. Matt's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s four times (2022-2025).
Matthew resides in Plymouth, MA with his wife, daughter, and dog. Matthew enjoys spending time with family and friends at home as well as visiting Cape Cod. He is an avid golfer, enjoys hiking, and traveling to new destinations. One of his lifetime goals is to visit every national park in the United States.
Disclosures:
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, NE, NJ, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 2539303
NMLS#: 2539303
About Gregory Bryant
Gregory J. Bryant
Assistant Vice President
Business Development Director
Corporate Client Group
Greg works with fiduciaries to help implement and manage retirement programs. As the daily contact for institutional and corporate clients, he supports our clients in communication, plan implementation, plan administration, and fiduciary education.
Greg brings more than 25 years of industry experience to his role as the team’s Corporate Relationship Manager. Prior to joining the Kelliher Corbett Group, Greg was a client relationship manager at Fidelity Investments.
Greg lives in Plymouth with his wife and son. He is an avid runner and has coached for many of his son’s sports teams.
Assistant Vice President
Business Development Director
Corporate Client Group
Greg works with fiduciaries to help implement and manage retirement programs. As the daily contact for institutional and corporate clients, he supports our clients in communication, plan implementation, plan administration, and fiduciary education.
Greg brings more than 25 years of industry experience to his role as the team’s Corporate Relationship Manager. Prior to joining the Kelliher Corbett Group, Greg was a client relationship manager at Fidelity Investments.
Greg lives in Plymouth with his wife and son. He is an avid runner and has coached for many of his son’s sports teams.
About Jeffrey Feccia
Jeff specializes in marketing, communications, and business development at the Kelliher Corbett Group. In his role, he is responsible for directing educational workshops and events for clients and prospects, as well as managing the group's websites and professional social media outlets. He joined the team in early 2020 from Eaton Vance, a wholly-owned subsidiary of Morgan Stanley, where he served as an Institutional Client Analyst, bringing over ten years of industry experience to the role.
He holds an MBA with a Focus in Management & Entrepreneurship from the University of Massachusetts and a bachelor’s degree in Entrepreneurship & Marketing from the University of Rhode Island. Jeff further enriched his global business perspective through studies in Global Business Management at Macquarie University in Sydney, Australia. He is also a Qualified Plan Financial Consultant (QPFC®).
Jeff is actively involved in community initiatives, including completing multiple Jimmy Fund Boston Marathon walks and Best Buddies 100-mile bike rides, demonstrating his commitment to supporting local foundations.
He holds an MBA with a Focus in Management & Entrepreneurship from the University of Massachusetts and a bachelor’s degree in Entrepreneurship & Marketing from the University of Rhode Island. Jeff further enriched his global business perspective through studies in Global Business Management at Macquarie University in Sydney, Australia. He is also a Qualified Plan Financial Consultant (QPFC®).
Jeff is actively involved in community initiatives, including completing multiple Jimmy Fund Boston Marathon walks and Best Buddies 100-mile bike rides, demonstrating his commitment to supporting local foundations.
About Nicholas Pulli
Nicholas S. Pulli
Portfolio Management Associate
Nick partners with the Kelliher Corbett Group's portfolio management team and financial advisors to build and deliver custom client reports. Nick joined the team in 2022, from Morgan Stanley’s Wealth Advisory Associate (WAA) program where he focused on leveraging Morgan Stanley’s modern wealth management resources to understand each client’s unique objectives and develop a strategy to achieve those goals.
Nick graduated from Boston College in 2019 with a degree in Finance. Outside of work, Nick enjoys golfing in the spring and summer, as well as hockey and snowboarding in the winter. Nick is an avid sports fan, with his roots tied to all things Buffalo. In addition, after losing his grandmother to Alzheimer’s, Nick donates his time to raising awareness and funds to find a cure to the cognitive disease.
Portfolio Management Associate
Nick partners with the Kelliher Corbett Group's portfolio management team and financial advisors to build and deliver custom client reports. Nick joined the team in 2022, from Morgan Stanley’s Wealth Advisory Associate (WAA) program where he focused on leveraging Morgan Stanley’s modern wealth management resources to understand each client’s unique objectives and develop a strategy to achieve those goals.
Nick graduated from Boston College in 2019 with a degree in Finance. Outside of work, Nick enjoys golfing in the spring and summer, as well as hockey and snowboarding in the winter. Nick is an avid sports fan, with his roots tied to all things Buffalo. In addition, after losing his grandmother to Alzheimer’s, Nick donates his time to raising awareness and funds to find a cure to the cognitive disease.
About Liam Leonard
Liam joined the Kelliher Corbett Group in 2023 as a Client Relationship Analyst.
Liam is a graduate of Lynn University with a BS in Investment Management with a minor in Marketing. His passion for client relations developed during college while working as a Project Manager for a luxury design and construction company.
A Jersey Shore native, Liam is new to the Boston area and is enjoying exploring the city. Outside of work, Liam spends his time golfing, snowboarding, and keeping fit. He is a car enthusiast and enjoys playing baseball and softball, surfing, and traveling.
Liam is a graduate of Lynn University with a BS in Investment Management with a minor in Marketing. His passion for client relations developed during college while working as a Project Manager for a luxury design and construction company.
A Jersey Shore native, Liam is new to the Boston area and is enjoying exploring the city. Outside of work, Liam spends his time golfing, snowboarding, and keeping fit. He is a car enthusiast and enjoys playing baseball and softball, surfing, and traveling.
About Austin O'Shea
Austin joined the Kelliher Corbett Group in 2025 as a Wealth Management Associate. He joins with three years of prior industry and service experience at Merrill Lynch. Austin partners with the Kelliher Corbett Group financial advisors to create custom client reports and conduct research.
Austin attended Loyola University Maryland’s Sellinger School of Business and Management, majoring in Finance and developing a passion for the markets and helping people and businesses accomplish their goals.
A Milton, Ma. native, Austin enjoys all things Boston sports, trying new restaurants, and playing golf and basketball. In the summer, he enjoys spending time on Cape Cod and Prince Edward Island with his family. He remains an active alumnus at St. Sebastian’s School in Needham, Ma.
Austin attended Loyola University Maryland’s Sellinger School of Business and Management, majoring in Finance and developing a passion for the markets and helping people and businesses accomplish their goals.
A Milton, Ma. native, Austin enjoys all things Boston sports, trying new restaurants, and playing golf and basketball. In the summer, he enjoys spending time on Cape Cod and Prince Edward Island with his family. He remains an active alumnus at St. Sebastian’s School in Needham, Ma.
About Alicia O'Connell
Alicia’s primary responsibilities include handling wire transfers, issuing checks, providing stock quotes, maintaining client records, credit and debit card support, assisting with online access, account maintenance and establishment of new accounts.
She has more than 19 years of industry experience.
She has more than 19 years of industry experience.
About Lori Levy
Lori joined the Kelliher Corbett Group at Morgan Stanley in 2023 as a Client Service Associate. Her responsibilities include interacting with clients to execute account openings and funds management, maintaining client records, and performing administrative duties. Lori is a graduate of Bates College with a BA in Economics. She enjoys spending time with her two adult children and their families.
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Contact Matthew Snyder
Awards and Recognition
Barron's Top 100 Institutional Consulting Teams
2022-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
NAPA's Top DC Advisor Teams
2017-2025 NAPA's Top DC Advisor Teams Source: Source: napa-net.org (Awarded 2017-2025) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31 of the year prior to year the award was given.
Barron's Top 1,200 Financial Advisors: State-by-State
2014-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2014-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
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Wealth Management
Global Investment Office
Portfolio Insights
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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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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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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
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Small Business Retirement Plans
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Kelliher Corbett Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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, charitable giving, philanthropic planning and other legal matters.
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.
4When 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.
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.
6When 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.
7Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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, charitable giving, philanthropic planning and other legal matters.
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.
4When 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.
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.
6When 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.
7Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
