The Queally Waxman Angell Wealth Management Group at Morgan Stanley

As a licensed investment professional and Financial Advisor for nearly four decades, Kevin Queally believes that customization is the key to any successful investment strategy and wealth plan. Kevin relies on his years of experience in order to identify any blind spots that may exist in a current plan, and fill them in accordance with the unique needs of each and every client.

Kevin began his career after graduating from Boston College with a double major in Accounting and Finance, where he also captained the college’s golf team. Starting as an accountant at Ernst & Whinney, he quickly learned the importance of attention to detail and tax-efficiency in financial matters. These skills would prove invaluable as he transitioned to financial advisory in 1986 at Merrill Lynch, where he began to utilize them in creating comprehensive plans for wealthy clients. These strategies include considerations for estate planning strategies, philanthropy, succession of assets, and the unique legal and regulatory rules that apply to executives and other high net worth individuals and families. Kevin would later join Morgan Stanley in 2008, where he continues to help guide clients through making difficult financial decisions with ease.

Over his career, this commitment to clients has led Kevin to constantly seek out new avenues through which he can expand his level of service. He has maintained his status as a non-practicing Certified Public Accountant (CPA), and is also a member of the American Institute of Certified Public Accountants and Massachusetts Society of CPAs. Kevin completed the education, experience, and examination requirements to become a Chartered Retirement Planning Councilor (CRPC), as well as the intensive training needed to become a Family Wealth Director and Dedicated Equity Plan Specialist at Morgan Stanley. In 2020, Kevin was selected as a National Football League Players Association (NFLPA) Registered Institutional Player Financial Advisor.

This dedication to clients has not gone without commendation. Kevin has been recognized consistently throughout his career for excellence in client service, including being named as a Best-In-State Wealth Advisor by Forbes in 2018-2024.

Outside of work, Kevin is an avid golfer and skier. He is also the founder and co-chairman of the New England area Teammates of Kids charitable organization and is on the Friends Council for Families First Parenting. He lives in Weston, Massachusetts with his wife, The Honorable Jennifer D. Queally, who is a Massachusetts State Judge, and their four children.

2018 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

With over 27 years of financial services experience creating and delivering customized financial plans for high-net-worth individuals and families, Jeffrey Waxman takes pride in finding solutions that simplify the complexity that comes with wealth. Jeff believes that being proactive at each turn is the only way to craft, implement, and monitor a successful wealth plan. As such, Jeff strives to find investment solutions for his clients, but also coordinate with their accountants and attorneys in order to ensure the comprehensiveness of the plan.

Jeff’s career as a Financial Advisor began at Merrill Lynch in 1994 after graduating from The Isenberg School of Management at the University of Massachusetts, Amherst. Jeff learned about the importance of understanding a client’s financial situation prior to developing and implementing a plan. His detail-oriented skill set would follow him to Morgan Stanley in 2008, where he maintains a high emphasis on understanding his clients' present and future needs before acting.

Jeff has received the Certified Investment Management Analyst^® (CIMA^®) designation from The Wharton School of the University of Pennsylvania. In addition, he has earned and currently maintains four Morgan Stanley designations: (1) Family Wealth Director, a designation held by less than 1% of all Morgan Stanley advisors, (2) Dedicated Equity Plan Specialist, (3) Investing with Impact Director and (4) Lending Specialist.

As a Dedicated Equity Plan Specialist, Jeff coordinates the group’s Corporate Executive Services, which focuses on techniques to manage concentrated private and publicly traded securities. In addition to these responsibilities, Jeff also heads the group’s efforts in Impact Investing and incorporating Environmental, Social, and Governance (ESG) standards in wealth plans, helping clients to incorporate their personal values and remain socially aware during the portfolio construction process.

Outside of the office, Jeff is a former board member of the Somerville Homeless Coalition (SHCI), which helps to provide food, shelter, and support to the homeless in and around Somerville. Jeff is also a former Vice President of the Sharon Youth Lacrosse Association (SYL). He is a frequent golfer and resides in his home town of Sharon, where he lives with his wife and two sons.

As a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor with Morgan Stanley, Ryan has one singular professional goal: create confidence for the families he works with and for. Ryan has spent over 20 years in the financial advisory industry exclusively working with successful, affluent families and businesses. He particular enjoys working with families during meaningful life transitions where thoughtful financial planning and collaboration have immense impact and lasting legacy. Known for a clear and caring approach, Ryan understands the trust and confidence that clients put in our practice.

Ryan received a BA in Business Administration from the University of Vermont and has previously passed several securities industry exams, including the FINRA Series 7, 31, 66 and the MA Life and Health Insurance Producer Exam. In 2007, he earned the CERTIFIED FINANCIAL PLANNER™ distinction.

Ryan lives in Medfield, MA with his wife and their three active children. When not at the office, Ryan can be found the athletic fields of Medfield, coaching his kids’ youth sports and driving to a kids activity. If he does get the time for himself, his hobbies center around the outdoors and being as active as possible.

Molly Slowe is a Financial Advisor with the Queally Waxman Angell Wealth Management Group at Morgan Stanley. With a desire to help individuals and families achieve their financial goals, she leverages her understanding of financial markets, investments, and strategies along with the resources of broader Morgan Stanley to help tailor bespoke financial plans for her clients. Through her work, Molly aims to build long lasting relationships with her clients, while helping to guide them through life stages. Furthermore, she is passionate about increasing financial literacy and independence, particularly for women. The daughter of an entrepreneur, Molly had early exposure to business management. She admired her father's work ethic and business knowledge and eventually worked with him to better understand the inner workings of a client-first, relationships-based practice, obtaining invaluable knowledge that she takes forward in her current role with the team.

Prior to joining Morgan Stanley, Molly spent time at SPDR ETFs on an internal sales desk working with other Financial Advisors. She graduated from Boston College with a B.S. in Management from the Carroll School of Management. Molly currently holds her Series 7 and Series 63 licenses.

A former Division 1 athlete of Boston College's ice hockey team, Molly enjoys staying active outside of work. She is an avid golfer and loves to run, play pickleball, and read in her free time. Molly is also a member of the Boston College GOLD (Graduates of the Last Decade) Leadership council and serves on the Young Professionals Board at Team Impact.

Sendi joined the Queally Waxman Angell Wealth Management Group in January of 2013 as a Consulting Group Analyst. She is a fully licensed financial professional with over 10 years of experience in the industry’s leading institutions. Sendi’s primary role is to support the wealth management practice of the team as a Group Director. She focuses on financial planning, investment strategy and implementation, client reviews, and advanced planning. She also leads the Group’s business development and aides in establishing complex executive strategies for the Group’s high net-worth clients, as well as ensuring that the banking and lending, client onboarding, and marketing operations are as efficient as possible.

As an alumna of Boston University, Sendi graduated with honors earning a Bachelor’s Degree in Political Science and International Relations. She is Series 7, 31, and 66 licensed, and also holds Massachusetts state licenses in Variable, Health, and Life Insurance.

Sendi has studied, worked, and lived in a number of countries around the world. She is bilingual in Russian and English, and speaks Spanish and French. In her free time, Sendi enjoys spending time with her growing family and giving back to her local community.

Nick is a Client Associate with the Queally Waxman Angell Group. For the team, he provides client service through various forms of operational and administrative support, which include resolving client inquiries and processing client requests. Nick is passionate about building and maintaining relationships with clients and helping them to achieve their goals through their wealth management journey.

Prior to joining Morgan Stanley in October of 2022, Nick graduated from Stonehill College in the Spring of 2022 where he graduated as a Moreau Honors Scholar and earned two bachelor degrees - one in Business Management and one in Environmental Studies. He also worked as an assistant manager of a popular seafood restaurant in Chatham, MA, which offered him additional management perspective as he approaches the Financial Services industry.

Nick is a firm believer that any time outdoors is time well spent. Outside of the office, he is an avid hiker and kayaker and loves to explore new outdoor spaces, especially the National Park System. Nick highly values his family and tries to spend time with his parents and younger brother whenever possible.

Tyler Walls is a Registered Client Service Associate for the Queally Waxman Angell Wealth Management Group. His responsibilities include processing client inquiries, money movement, and transactions. Tyler is also responsible for research on new initiatives and other operational and administrative duties. He enjoys assisting high net worth clients achieve their financial goals. Working in what may be a confusing arena for high net worth individuals, he is passionate about providing value as part of a team.

Tyler attended Towson University in Towson, MD where he studied Information Technology. Prior to joining Morgan Stanley, he started at T. Rowe Price in Baltimore, MD working in Operations for 3 years. He then transitioned to their high net worth client services team in 2018 and obtained his Series 7 and 63 licenses while in MD. Tyler started with Morgan Stanley in January of 2022 as a Client Service Associate and obtained his Series 66 license in July of 2022.

Outside of the office, Tyler is a sports fan (Baseball and Football primarily), but is also interested in music, technology, finance, fitness, and traveling. Growing up and playing sports through college, he enjoyed the camaraderie and competitive aspects of playing for a team. While visiting other sports stadiums or attending music events, Tyler became interested in traveling as a means of gaining perspective and enjoying different cultures.

Tyler currently lives in Brighton, MA with his girlfriend and enjoys staying involved with Boston sports teams and participating in community activities in the Boston area.