Deborah W. Moses, CFA
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(617) 570-9409(617) 570-9409
The Moses Group at Morgan Stanley
Direct:
(617) 570-9409(617) 570-9409
Direct:
(212) 903-7761(212) 903-7761
Our Mission Statement
A boutique team leveraging the resources of a global firm to deliver comprehensive wealth solutions for sophisticated clients.
About Us
"With Wealth Comes Responsibility"
We believe there are three pillars to successful client outcomes: Lifestyle, Longevity, and Legacy. We start by listening to your vision for each of these stages. We then work backwards to help you create a family wealth management plan aligning your actions today with your intentions for the future.
The Moses Group at Morgan Stanley delivers a full suite of family office services to multi-generational families, entrepreneurs and executives. Grounded in customized investment portfolios and family-centric financial planning, our knowledge and expertise extend to virtually every aspect of our clients' lives: trust & estate planning strategies, business and/or executive planning, lending & cash management, life insurance, philanthropy, family governance, lifestyle advisory, and more.
As stewards of our clients' financial lives, we aim to be their primary point of contact for every important financial decision.
We believe there are three pillars to successful client outcomes: Lifestyle, Longevity, and Legacy. We start by listening to your vision for each of these stages. We then work backwards to help you create a family wealth management plan aligning your actions today with your intentions for the future.
The Moses Group at Morgan Stanley delivers a full suite of family office services to multi-generational families, entrepreneurs and executives. Grounded in customized investment portfolios and family-centric financial planning, our knowledge and expertise extend to virtually every aspect of our clients' lives: trust & estate planning strategies, business and/or executive planning, lending & cash management, life insurance, philanthropy, family governance, lifestyle advisory, and more.
As stewards of our clients' financial lives, we aim to be their primary point of contact for every important financial decision.
Services Include
- Professional Portfolio ManagementFootnote1
- Estate Planning StrategiesFootnote2
- Trust AccountsFootnote3
- Endowments and FoundationsFootnote4
- Philanthropic ManagementFootnote5
- Sustainable InvestingFootnote6
- Business PlanningFootnote7
- Retirement PlanningFootnote8
- Cash ManagementFootnote9
- Life InsuranceFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
At the Moses Group, we work with a broad range of clientele. However, many of our clients find themselves and their families across more than one of the below categories.
Above all, our priority is to work with like-minded individuals who desire in depth financial, trust, and estate planning complemented by customized portfolio management and a full suite of family office services. By leveraging the power of our team and a global firm to deliver these resources, we give our clients as much time as possible to focus on their lives where it matters most.
Above all, our priority is to work with like-minded individuals who desire in depth financial, trust, and estate planning complemented by customized portfolio management and a full suite of family office services. By leveraging the power of our team and a global firm to deliver these resources, we give our clients as much time as possible to focus on their lives where it matters most.
Business Owners
Whether you require assistance navigating the sale or transfer of your business, the advice or capital required to grow the business, or simply a plan which will safeguard your assets and build on your continued success, The Moses Group is properly equipped to help you.
By combining the corporate resources of Morgan Stanley and our Investment Bank with the personal, founder-focused resources of a boutique team, we are able to coordinate every facet of your life and your business from creation to sale.
Preparing for the Transaction of a LifetimeBy combining the corporate resources of Morgan Stanley and our Investment Bank with the personal, founder-focused resources of a boutique team, we are able to coordinate every facet of your life and your business from creation to sale.
Multi-Generational Families
While all multi-generational families face complex financial issues, each has its own challenges, opportunities and aspirations.
Based on a deep understanding of these factors, we can help you create a customized, comprehensive plan to help you achieve your unique vision of a successful life and legacy for both you and your family.
Our Family Office ServicesBased on a deep understanding of these factors, we can help you create a customized, comprehensive plan to help you achieve your unique vision of a successful life and legacy for both you and your family.
Corporate Executives
Focused on the needs of prominent executives and their families, our team offers an experienced perspective across complex executive compensation packages, restricted and incentive stock or options, concentrated equity positions, and illiquid balance sheets.
Corporate Executive Capabilities
Financial Services Professionals
Whether you work at a Private Equity or Venture Capital firm, a Hedge Fund, or an Investment Bank, we are intimately familiar with the typical industry career paths and complex compensation structures in financial services.
Our solutions are centered around providing liquidity, helping you manage your carry or restricted stock, planning for and mitigating the associated tax consequences, and providing you with the peace of mind to focus on your work and your family.
Our solutions are centered around providing liquidity, helping you manage your carry or restricted stock, planning for and mitigating the associated tax consequences, and providing you with the peace of mind to focus on your work and your family.
Female Executives
As a uniquely female-led team ourselves, we're focused on empowering women to think big, achieve financial security, navigate unique financial situations, and create an impact in their respective fields.
Through a thoughtful planning process, we work with female executives across all industries to provide tailored wealth management strategies which will allow them to take on any unforeseen obstacles life may bring with confidence.
Women and Wealth: Planning for Your Financial FutureThrough a thoughtful planning process, we work with female executives across all industries to provide tailored wealth management strategies which will allow them to take on any unforeseen obstacles life may bring with confidence.
Next-Generation
We devote time and resources to helping a select group of the next generation of business leaders with structuring wealth plans to navigate complex comp structures, real estate acquisition, the complexities of a growing family, and more.
By beginning this process early, we’re able to accelerate outcomes and provide a relationship and breadth of services that grow as you do.
By beginning this process early, we’re able to accelerate outcomes and provide a relationship and breadth of services that grow as you do.
Our Capabilities for Business Owners
As an entrepreneur or business owner, you know the value of hard work and your time is at a premium. You've invested years- or perhaps decades- into your enterprise, and your personal wealth is intertwined with your company. Whether you are focused on accelerating your growth, preparing to transition or exit, or somewhere in between, we are intimately familiar with the complexities and considerations of your situation.
Through four decades of service to business owners and their multi-generational families, we have learned that there is no substitute for thoughtful and proactive advice. This starts with a comprehensive plan encompassing every facet of your life, your business and your family. From there, we are able to leverage the resources of a global firm to coordinate solutions for nearly every area of your life and business, in concert with your other professional advisors.
Through four decades of service to business owners and their multi-generational families, we have learned that there is no substitute for thoughtful and proactive advice. This starts with a comprehensive plan encompassing every facet of your life, your business and your family. From there, we are able to leverage the resources of a global firm to coordinate solutions for nearly every area of your life and business, in concert with your other professional advisors.
1: Forming a Business / Angel Round
As your Financial Advisors, we view our role as the quarterback of your advisory team, helping you to coordinate a cohesive group of professionals encompassing legal, tax/accounting, and investment banking advice. A coordinated and responsive team will allow you to focus on the business while providing guidance to help you maximize your personal and entrepreneurial potential.
2: Early Stage / Series AB Rounds
The early stage of a company’s growth phase is a productive time for you to conduct in-depth estate planning. In our experience, the demands of growing a business often relegate an estate plan to the back burner until an impending exit or untimely passing. Performing planning in the early stages can help to mitigate risk, maximize tax efficiency, and secure the future of both your family and your business.
Key Estate Planning Documents3: Mid and Late Stage / Series CD Rounds
As your business matures, the resources of Morgan Stanley prove valuable in helping you raise debt or equity for growth, establish corporate retirement and financial wellness plans, update your personal and business insurance lines as appropriate, introduce philanthropic initiatives, and more. At this point, more in depth business and estate planning is warranted, along with a valuation of the business. With the rest of your advisory team, we can help you assess growth drivers and weigh exit planning options as desired.
4: Preparing For a Liquidity Event
It is important to consider and implement income tax and wealth transfer strategies prior to a potential liquidity event. In addition to strategic tax planning, a liquidity event often raises greater issues for you: fundamental questions regarding family goals or “mission,” wealth stewardship and your next step either into retirement or a new venture.
Pre-Liquidity Estate Planning Strategies5: Post Liquidity Planning
The post liquidity stage brings various considerations such as continuing to build out a family “mission statement,” family governance and wealth education, philanthropic planning, and lifestyle advisory. Should the company now be public, the conversation centers around liquidity planning and programs for the exercise of stock.
Family Office Resources OverviewValuable Tools & Resources
Our comprehensive suite of digital tools and financial services, coupled with high-touch client service, is designed to help enhance every aspect of your financial life. Below are a few of the technologies and services we have to offer our clients.
Financial Planning
Leveraging our Goals Planning System, we can work with you to create a personalized wealth strategy. Over time, we will adapt it to changing circumstances, helping you achieve your goals and protect what is meaningful to you.
Learn More
Trust, Tax & Estate Planning
Many want their estate plan to have certainty and simplicity. However, an effective estate plan has to address the exact opposite- uncertainty and complexity. The guide below is designed to help you prepare to meet with your estate attorney and includes some questions, answers, definitions, and ideas you might want to consider when meeting with your attorney.
Learn More
MSIQ: Providing Insights To Sustainable Investors
Morgan Stanley Impact Quotient (MSIQ) assists clients interested in sustainable investing determine whether their investments are aligned with their impact goals. Through providing clients with a comprehensive framework to identify & prioritize 100+ social and environmental impact preferences, while also harnessing the insights of proprietary Morgan Stanley analytics, it equips your financial advisor with investment solutions that may better align your portfolio.
Learn More
Family Office Resources
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities. Our Family Office services will help you manage the complex, multigenerational challenges of managing significant wealth.
Learn More
Equity Compensation 101
When you own company equity, you become a shareholder in your company. Equity programs vary widely, so it's important to understand the details and how it fits into your financial plan.
Learn More
Cash Management Solutions
Morgan Stanley has a full suite of cash management solutions for your cash needs. Our Active Assets Account allows you to manage your investments and cash in one place. For a dedicated cash account, as an alternative to your traditional bank, explore our Morgan Stanley CashPlus Account.
Learn More
Data Security
At Morgan Stanley, our highest priority is keeping your information protected. Morgan Stanley dedicates significant resources to protecting your assets and personal information.
Strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraud.
- Routine testing of our systems and security protocols.
- Independent review by outside security firms
Learn MoreStrong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraud.
- Routine testing of our systems and security protocols.
- Independent review by outside security firms
Portfolio Risk Platform - Aladdin
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Learn MoreIn the Press
These accolades are a testament to our valued clients and the trust that they place in our team.
2025 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams 2025
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24.
Recognition LinkSource: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24.
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
Awards DisclosureForbes Best-In-State Wealth Advisors 2023
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from
6/30/21 - 6/30/22.
Awards Disclosure6/30/21 - 6/30/22.
Forbes Best-In-State Women Advisors 2024
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
Award DisclosureForbes Best-In-State Women Advisors 2023
Source: Forbes.com (awarded Feb 2023) Data compiled by Shook research LLC based on time period from 9/30/21 - 9/30/22.
Award DisclosureForbes Best-In-State Women Advisors 2022
February 2022 - Deborah W. Moses is named as #9 to the Forbes list of Best-In-State Women Advisors for the Boston Private Wealth category.
"Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
"
Click Here to View the Full List"Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
"
Forbes Best-In-State Wealth Advisors 2021
February 2021 - Deborah W. Moses is named to the Forbes list of Best-In-State Wealth Advisors for the Boston Private Wealth category.
"Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
"
Click Here to View the Full List"Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
"
Forbes Top Women Wealth Advisors 2020
February 2020 - Deborah W. Moses is named to the Forbes list of Top Women Wealth Advisors for the Boston Private Wealth category.
"Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
"
Click Here to View the Full List"Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
"
Deborah W. Moses is Promoted to Managing Director
Deborah W. Moses is promoted to Managing Director at Morgan Stanley in 2018.
Click Here to Read the Press ReleaseBarron's Top Women Financial Advisors 2017
Deborah W. Moses is recognized on Barron's Top Women Financial Advisors in 2017.
"Barron's Top 100 Women Financial Advisors
Source: Barron's.com (Awarded June 2017) Data compiled by Barron's based on time period from Mar 2016 - Mar 2017.
"
Click Here to View the Full List"Barron's Top 100 Women Financial Advisors
Source: Barron's.com (Awarded June 2017) Data compiled by Barron's based on time period from Mar 2016 - Mar 2017.
"
Forbes Top Women Wealth Advisors 2021
Deborah W. Moses is named to the Forbes list of Top Women Wealth Advisors for the Boston Private Wealth category in 2021.
"Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
"
Click Here to View the Full List"Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
"
Location
28 State Street
Fl
Boston, MA 02109
US
Direct:
(617) 570-9409(617) 570-9409
55 East 52nd Street
30th Floor
New York, NY 10055
US
Direct:
(212) 903-7761(212) 903-7761
Meet The Moses Group
Ellis W. M. Tonissi, CFP®, QPFC
First Vice President, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, CERTIFIED FINANCIAL PLANNER®, Qualified Plan Financial Consultant, Workplace Advisor - Equity Compensation
Thomas B. Ames, QPFC
Financial Advisor, Financial Planning Specialist, Qualified Plan Financial Consultant
Phone:
(617) 589-3453(617) 589-3453
Emily J. Murphy
Senior Client Service Associate
Phone:
(617) 570-9484(617) 570-9484
Carol Hunt
Wealth Management Associate
Phone:
(617) 570-9493(617) 570-9493
About Deborah W. Moses, CFA
Deborah Moses is a Managing Director, Senior Portfolio Management Director and founder of The Moses Group at Morgan Stanley. A seasoned professional with over 30 years of experience, Debbie has spent her career working to be the trusted advisor and customized portfolio manager to high net worth multi-generational families. Long lasting relationships enable her to help clients achieve their investment and financial objectives while striving to preserve and grow their net worth.
Having started her career as a research analyst for five years at Sun Life of Canada, she was a Managing Director at Scudder, Stevens & Clark until its purchase by Eaton Vance Management in 2004. Debbie joined Morgan Stanley in 2016 so as to provide her clients with the vast, client-centric resources of a highly regarded global wealth management firm.
Debbie majored in Economics at Goucher College and earned her MBA from Babson College. She is a Chartered Financial Analyst, Chartered Investment Counselor and member of Boston Analysts Society and Boston Economic Club. She has been recognized by Forbes as a 2021, 2022 and 2023 Best-In-State Wealth Advisor and a 2017, 2020 & 2021, 2022 Top Women Wealth Advisor.
She and her husband reside in Chestnut Hill, MA. They have two sons, Ellis, who is with The Moses Group in New York City and Parker, who is pursuing a Masters in Architecture at Boston Architectural College. She has extensive charitable involvement, mostly environmental, and is a Corporate Trustee of The Trustees of Reservations, having been Vice Chair and Treasurer for Massachusetts Audubon Society. In addition to being an Investment Committee member for New England Baptist Hospital and Concord Academy, she was Treasurer for the Chilton Club. A formerly competitive equestrienne and squash player, family interests include sailing, skiing and travel.
Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
Barron's Top 100 Women Financial Advisors
Source: Barron's.com (Awarded June 2017) Data compiled by Barron's based on time period from Mar 2016 - Mar 2017.
2020, 2021, 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com ( 2020, 2021, 2022). Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State ranking awarded in 2020, 2021, 2022. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in September of the previous year the award was issued having commenced in September of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Forbes Best-In-State Wealth Advisors (2023)
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from
6/30/21 - 6/30/22.
Having started her career as a research analyst for five years at Sun Life of Canada, she was a Managing Director at Scudder, Stevens & Clark until its purchase by Eaton Vance Management in 2004. Debbie joined Morgan Stanley in 2016 so as to provide her clients with the vast, client-centric resources of a highly regarded global wealth management firm.
Debbie majored in Economics at Goucher College and earned her MBA from Babson College. She is a Chartered Financial Analyst, Chartered Investment Counselor and member of Boston Analysts Society and Boston Economic Club. She has been recognized by Forbes as a 2021, 2022 and 2023 Best-In-State Wealth Advisor and a 2017, 2020 & 2021, 2022 Top Women Wealth Advisor.
She and her husband reside in Chestnut Hill, MA. They have two sons, Ellis, who is with The Moses Group in New York City and Parker, who is pursuing a Masters in Architecture at Boston Architectural College. She has extensive charitable involvement, mostly environmental, and is a Corporate Trustee of The Trustees of Reservations, having been Vice Chair and Treasurer for Massachusetts Audubon Society. In addition to being an Investment Committee member for New England Baptist Hospital and Concord Academy, she was Treasurer for the Chilton Club. A formerly competitive equestrienne and squash player, family interests include sailing, skiing and travel.
Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
Barron's Top 100 Women Financial Advisors
Source: Barron's.com (Awarded June 2017) Data compiled by Barron's based on time period from Mar 2016 - Mar 2017.
2020, 2021, 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com ( 2020, 2021, 2022). Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State ranking awarded in 2020, 2021, 2022. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in September of the previous year the award was issued having commenced in September of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Forbes Best-In-State Wealth Advisors (2023)
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from
6/30/21 - 6/30/22.
Securities Agent: AZ, WA, VT, VI, VA, UT, TX, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MO, MN, MI, ME, MD, MA, KS, IL, GA, FL, DE, DC, CT, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1662614
NMLS#: 1662614
About Ellis W. M. Tonissi
Ellis Tonissi is a lead Financial Advisor, Senior Portfolio Manager, and CERTIFIED FINANCIAL PLANNER™ focused on delivering bespoke wealth management solutions to our elite clientele of multi-generational families, entrepreneurs, financial professionals, and corporate executives.
In his role, Ellis focuses on implementing family-centric wealth plans for each client. Grounded in customized investment management, his experience extends across many areas of complex planning around closely held business interests, equity compensation and/or carried interest. Further, he serves as a conduit between clients and The Moses Group’s internal and external partners, working to help ensure the team delivers a holistic boutique office experience for each client and their family.
Ellis began his career as a management consultant, advising Fortune 100 financial institutions on strategy, operations, and technology. In 2017, Ellis moved to Morgan Stanley Wealth Management. He spent two years in management in New York City before officially joining and establishing a New York City presence for The Moses Group in 2019. Ellis is a graduate of the Noble & Greenough School and Connecticut College, where he was a member of the varsity sailing team and Chief of Finance for the student body.
Originally from Chestnut Hill, MA, Ellis now resides in the greater New York City area with his family. Outside of the office he can be found sailing competitively, skiing, cycling, or traveling with an analog camera.
In his role, Ellis focuses on implementing family-centric wealth plans for each client. Grounded in customized investment management, his experience extends across many areas of complex planning around closely held business interests, equity compensation and/or carried interest. Further, he serves as a conduit between clients and The Moses Group’s internal and external partners, working to help ensure the team delivers a holistic boutique office experience for each client and their family.
Ellis began his career as a management consultant, advising Fortune 100 financial institutions on strategy, operations, and technology. In 2017, Ellis moved to Morgan Stanley Wealth Management. He spent two years in management in New York City before officially joining and establishing a New York City presence for The Moses Group in 2019. Ellis is a graduate of the Noble & Greenough School and Connecticut College, where he was a member of the varsity sailing team and Chief of Finance for the student body.
Originally from Chestnut Hill, MA, Ellis now resides in the greater New York City area with his family. Outside of the office he can be found sailing competitively, skiing, cycling, or traveling with an analog camera.
Securities Agent: OH, OR, PA, MD, PR, RI, AZ, WA, VT, VA, UT, TX, CA, CO, CT, DC, SC, DE, FL, GA, IL, KS, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1894345
NMLS#: 1894345
About Thomas B. Ames
As a Financial Advisor, Thomas works with business owners and founders to accelerate growth, develop robust succession plans and protect generational wealth. His comprehensive wealth management services extend well beyond traditional investments and encompass both sides of the balance sheet. Prior to joining Morgan Stanley, Thomas worked for two prominent New England families sourcing, structuring and negotiating over $300 million in private equity and real estate deals.
Thomas graduated Tufts University with a Bachelor’s of Science in Engineering Science and received his Masters in Business Administration from Babson College with a concentration in finance and is a member of the Boston Estate Planning Council. Thomas resides in Charlestown, MA with his wife Alison and two children Madeleine and Jack. Outside of work, Thomas enjoys boating, skiing and hunting.
Thomas graduated Tufts University with a Bachelor’s of Science in Engineering Science and received his Masters in Business Administration from Babson College with a concentration in finance and is a member of the Boston Estate Planning Council. Thomas resides in Charlestown, MA with his wife Alison and two children Madeleine and Jack. Outside of work, Thomas enjoys boating, skiing and hunting.
Securities Agent: NC, GA, FL, DC, MD, ME, VT, NM, KS, VA, SC, OH, MN, DE, TX, RI, OR, NV, NJ, IL, CT, AZ, NH, CO, CA, PA, MA, WA, UT, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1949117
NMLS#: 1949117
About Emily J. Murphy
Emily Murphy joined The Moses Group at Morgan Stanley in February 2016. She has over 25 years of experience in the financial services industry. In her role as Senior Client Service Associate, Emily ensures clients receive the first-class level of service they expect and deserve. She is the first point of contact in resolving all client-related issues and needs.
Emily began her career in 1991 at Scudder Stevens & Clark working as a High Net Worth Operations Specialist. She was promoted to Special Services where she became an Operations Specialist, working directly with the Private Investment Counsel group. Her next role at Scudder, in October 1999, was Portfolio Administrator where she worked directly with Portfolio Managers, which included Debbie Moses.
Emily lives in Hanover, MA and has two adult daughters and four grandchildren. She enjoys nothing more than spending free time with her growing family.
Emily began her career in 1991 at Scudder Stevens & Clark working as a High Net Worth Operations Specialist. She was promoted to Special Services where she became an Operations Specialist, working directly with the Private Investment Counsel group. Her next role at Scudder, in October 1999, was Portfolio Administrator where she worked directly with Portfolio Managers, which included Debbie Moses.
Emily lives in Hanover, MA and has two adult daughters and four grandchildren. She enjoys nothing more than spending free time with her growing family.
Contact Deborah W. Moses, CFA
Contact Ellis W. M. Tonissi
Contact Thomas B. Ames
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
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
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- Long Term Care Insurance
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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- 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
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Donor Advised Funds: A Smart Way to Manage Your Giving
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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 Moses Group today.
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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 and other legal matters.
3Morgan 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.
4Morgan 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.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
6The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8When 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.
9Morgan 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
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
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 and other legal matters.
3Morgan 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.
4Morgan 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.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
6The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8When 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.
9Morgan 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
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
