Welcome

Welcome to the Neville Group at Morgan Stanley Private Wealth Management whose heritage was forged by helping solve the complex financial needs of the most sophisticated clients of the firm. Providing appropriate solutions requires understanding client objectives, time horizon, purpose, and culture. Relationship building, hard work, and execution skillset are hallmarks of our practice. It is an extension then that appropriate and educated decision making is the hallmark of our clients. We believe the client deserves to have every fiber of the firm’s resources committed to their solutions. Our team looks forward to beginning the process of engaging with you as our client.Click Here to view our team brochure.
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About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

185 Asylum St
21st Floor
Hartford, CT 06103
US
Direct:
(860) 275-0777(860) 275-0777

Meet The Neville Group

About Me

Peter Neville is a senior Vice President and Private Wealth Advisor within Morgan Stanley Private Wealth Management. His team provides insights and strategies to ultra-high net worth families, foundations, endowments, and selected institutional relationships. He joined Morgan Stanley in 1988, has been with the firm for over twenty-seven years and in the finance industry for over thirty years having started with Merrill Lynch in Hartford in 1981. Peter is a Senior Investment Management Consultant with the firm’s Consulting Group and a graduate of the distinguished Investment Management Analyst program the Wharton School of Business. He is in a select group of advisors with the title of Corporate Cash Investment Director. In addition, he ranked number 51 within the top 100 Wirehouse Advisors in America for 2011 as complied by Meridian- IQ and, for 2012, 2013 and 2014 ranked number 8, number 29, and number 30 respectively within the state of Connecticut as one of Barron’s Top 1,000 advisors. He began his career in business in marketing with IBM in 1977 having attended the Whittemore School of Business at the University of New Hampshire in Durham. He is a former executive committee member at The Village for Families and Children in Hartford and at Deerfield Academy in Massachusetts.
Securities Agent: CT, WI, WA, VA, UT, TX, TN, SC, PR, PA, OR, OH, NY, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, GA, FL, DE, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1809611

About Me

Breck is a Private Wealth Advisor having joined the Neville Group at Morgan Stanley Private Wealth Management as a partner in January 2014 after spending six years building a national platform at Southwire Company. Breck’s role within the team looks to strengthen the institutional interests of both large corporate clients and the institutional needs of sophisticated families and individuals. His experience and success in building relationships in his prior career are ideal for understanding complex client needs and helping deliver solutions for both new and existing institutional relationships. Breck is a graduate of The University of the South and received his BA in American Studies.
Securities Agent: CT, WI, WA, VA, UT, TX, TN, SC, PR, PA, OR, OH, NY, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1809615

About Me

Securities Agent: CT, WI, WA, VA, UT, TX, TN, SC, PR, PA, OR, OH, NY, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative

About Me

Jason Dazey joined the Neville Group in 2015, having spent 15 years working in the operations and management ends of the financial industry. With deep experience in the areas of organization, execution and process improvement, Jason manages the team’s day-to-day operations, anticipating client needs and executing on their behalf.

Jason attended college at Northern Arizona University. He lives with his wife and three children in Westbrook, CT.
Professional Insights

Neville Team Brochure


Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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