Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • 529 Plans2
  • Alternative Investments3
  • Annuities4
  • Asset Management5
  • Estate Planning Strategies6
  • Exchange Traded Funds7
  • Financial Planning8
  • Lending Products
  • Professional Portfolio Management9
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

701 Town Center Dr
Suite 902
Newport News, VA 23606
Direct:
(757) 873-3300(757) 873-3300
Toll Free:
(800) 338-8948(800) 338-8948

Meet The Neighbor Group

About Me

Shawn Neighbor is an Executive Director, Financial Advisor and Portfolio Management Director with Morgan Stanley. Shawn has been in the financial industry since 1999 when he started with Legg Mason, a predecessor to Morgan Stanley. His role is to help guide clients through the investment process and provide total financial planning. As a Portfolio Management Director he provides a range of investment management styles that focus on each client’s needs.

Shawn grew up in El Paso, TX and graduated from Northern Colorado University with a Bachelor’s Degree in Meteorology. Shawn went on to receive another Bachelor’s in Business Administration with a concentration in Finance from Christopher Newport University. While at CNU, Shawn was named Most Outstanding Senior in Finance and graduated Summa Cum Laude.

In the Financial field, Shawn has been credited with great success. He is recognized as a Portfolio Management Director for the group’s Portfolio Management program. Shawn provides out clients with sound advice for their future and is dedicated to helping them reach their financial goals.

Shawn is not only dedicated to his work but he is committed to helping in the community as well. He donates his time to coaching youth sports for the Virginia Venom Baseball league. Shawn is most proud of his family and is grateful for all the support they provide him. He resides in Williamsburg, VA with his wife Bernadine and two children, Macy and Davis.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WI, WV; Investment Advisor Representative; General Securities Representative

About Me

Matt is a Financial Advisor with the Neighbor Group at Morgan Stanley. Matt began his career in the financial industry in 2006 when he joined the Bonnewell Group at Citi Smith Barney, a predecessor to Morgan Stanley Smith Barney.  Matt assists the team with the implementation of Capital Markets Research into investment portfolios and provides our clients with investment and financial strategies to help them achieve their financial goals.

Matt grew up in Williamsburg, Virginia and is a graduate of Virginia Wesleyan University in Norfolk, Virginia. While there, he studied Finance and upon graduation he received his Bachelor’s degree in Business. Matt resides in Norfolk, Virginia with his wife and daughter.

License/Certifications: Series 7, 66 and Life and Health and Long Term Care.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 1794300

About Me

Katy Hampton is a Portfolio Associate with Morgan Stanley. Katy has been a member of the Neighbor Group since she began her career in the industry with Citi Smith Barney in 2006. Katy provides our clients with outstanding customer service with a very personal approach. She assists our clients with all administrative aspects of their accounts. She also provides the team with trade support and client reporting.

Katy grew up in Newport News, VA and attended Old Dominion University. While there she studied abroad in Morocco, Germany, and Poland. Upon graduation she received her Bachelor’s Degree in Political Science.

Katy is on the board of Cub Scout Pack 13 out of Hampton VA, is an avid camper and also volunteers at Waters Edge Church. She is also an active member of Hampton City Schools PTA. Katy lives in Hampton, Virginia with her husband, Reggie and her two children, Clinton and Paris.

License/Certifications: Series 7, 66.
Currently Licensed in the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA,

About Me

Angela Reid joined the Neighbor Group at Morgan Stanley at the end of summer 2014 and is responsible for client relationship management and servicing clients.

In 1995 Angie graduated from Christopher Newport University with a Business of Science degree in Biology. She has worked as a Cytogentic Technologist for CHKD and as a Quality Control Analyst for Anheuser Busch.  Prior to joining Morgan Stanley, Angie had been a stay-at-home mom for 10 years.  She has served on the PTA board from 2010-2012 as the Membership Chair and 2012-2014 as Secretary and since 2012 has been the volunteer cheer coach for the Seaford Bulldogs cheer squad

Originally from Hampton, Angie lives in Yorktown Virginia with her husband Dan and their three children.  When not on the sidelines cheering on her kids you will find her spending time relaxing at the beach or supporting her favorite UVA team.

Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
How to Prepare for Changes this Tax Season

How to Prepare for Changes this Tax Season

April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

More from Morgan Stanley

Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Neighbor Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

7An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

8Morgan 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.

9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

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 suitable 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”) 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.


CRC 2019752 10/2018