Senior Vice President, Financial Advisor, Financial Advisor, Senior Portfolio Management Director
Phone:
(603) 629-0201(603) 629-0201
The Slattery Group at Morgan Stanley
Direct:
(603) 629-0201(603) 629-0201
Our Mission Statement
Helping you with wealth planning strategies for your life and legacy
Our Story and Services
As a team of professionals, we offer depth of experience and service to our clients. For more than 30 years, our lead professional Thomas Slattery, CFA, Financial Advisor and Senior Vice President – Wealth Management, has worked with clients to help meet their investment needs. We are all available to work with you and answer your questions.
Tom graduated from Williams College and began his financial services career with EF Hutton in 1982. After establishing his practice, he qualified to be a member of the CFA Institute of Charlottesville, Virginia, in 1999. The CFA designation ranks amongst the most prestigious achievements in the investment management industry. Tom was also admitted membership to the New York Society of Security Analysts (NYSSA). Since 1937, the NYSSA has provided an independent forum for the exchange of investment ideas and research. He served from 2011 to 2014 as a Board Member of the Portfolio Management Institute (PMI), a professional organization of more than 300 portfolio managers throughout the United States dedicated to improving the education and skills of its members. At Morgan Stanley, Tom serves as Portfolio Management Director and Family Wealth Director.
Tom graduated from Williams College and began his financial services career with EF Hutton in 1982. After establishing his practice, he qualified to be a member of the CFA Institute of Charlottesville, Virginia, in 1999. The CFA designation ranks amongst the most prestigious achievements in the investment management industry. Tom was also admitted membership to the New York Society of Security Analysts (NYSSA). Since 1937, the NYSSA has provided an independent forum for the exchange of investment ideas and research. He served from 2011 to 2014 as a Board Member of the Portfolio Management Institute (PMI), a professional organization of more than 300 portfolio managers throughout the United States dedicated to improving the education and skills of its members. At Morgan Stanley, Tom serves as Portfolio Management Director and Family Wealth Director.
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Managed Investment Approaches- Discretionary Portfolio Management
Dividend Value Portfolio
The Dividend Value managed portfolio has an objective of long-term growth of capital. The common stock portfolio consists of 25 to 30 separate companies with investments per company of up to 4% of the total value. Companies selected show what we feel is an attractive valuation as measured by price earnings multiple, above average earnings growth, and profitability as measured by return on equity. Growth of dividends is an extremely important factor associated with building wealth and income. The Dividend Value portfolio focuses on quality companies that can potentially increase dividends. This strategy is appropriate for an investor with aggressive risk tolerance and a long-term time horizon.
Growth and Income Portfolio
The Growth and Income managed portfolio combines the dividend value approach with fixed income investments. Up to 50% of the portfolio is invested in the dividend companies described above. The remaining 50% of the portfolio is invested in fixed income securities. The mix of ½ common stocks and ½ fixed income or bonds can help reduce volatility and increase current income. The fixed income portfolio consists of a diversified portfolio of corporate bonds, US Treasury and agency securities, preferred stocks, and other fixed income securities. With diversified holdings, the fixed income portfolio aims to provide steady income. This strategy is appropriate for an investor with moderate risk tolerance and an intermediate time horizon.
Fixed Income Portfolio
The Fixed Income managed portfolio is invested 100% in fixed income securities. The diversified portfolio consists of corporate bonds, US Treasury and agency securities, preferred stocks, and other fixed income securities. With diversified holdings the fixed income portfolio attempts to provide steady income. This strategy is appropriate for an investor with conservative risk tolerance and can be tailored to a variety of time horizons. As a team of professionals, we offer depth of experience and service to our clients.
Investment Philosophy
At Morgan Stanley, our investment philosophy is centered on a value-oriented approach, underpinned by rigorous fundamental analysis. Below are our primary focus points.
Large Universe of Companies
The selection process starts with a broad universe of US and international companies. There are over 5,000 companies to search for selection and inclusion in the portfolio.
Low Price in Relations to Earnings Price
Relative to earnings (P/E) is one measure of value. We want to own companies at an attractive price relative to earnings. The price paid for an investment is an important determinant of the total return.
Positive Earnings
Dynamics We favor companies with improving earnings and upwardly trending earnings estimates. We believe earnings drive stock prices. Growing earnings coupled with attractive valuation provides a powerful lever for long term portfolio potential. Our objective is to own a portfolio whose earnings are expected to grow over time.
High Profitability
We favor companies that are expected to have high profit margins. Profitable companies generate earnings that can be used to grow the business, pay dividends, or buy back shares in the market. Return on Equity (ROE) measures profits in relation to the equity utilized by the company. High ROE is another key measure for selecting companies.
Dividend Yield and Dividend Growth
We also favor companies that pay a dividend. Dividends provide a measure of stability to the portfolio and help reduce the volatility of the stock market. We prefer dividend paying companies with a history of dividend growth.
Catalyst for Recognition
In an effort to maximize long-term gains, we look beyond compiling a list of undervalued stocks. We also identify specific catalysts that we believe will cause a stock's price to rise, closing the gap between today's share price and anticipated value of the company.
Value of the Company
We routinely analyze whether each company in the portfolio is a compelling value. We evaluate the uniqueness of a franchise or brand and seek to own companies with undervalued assets.
EVERYTHING YOU NEED, ALL IN ONE PLACE
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online (MSO)
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Online Security Center
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Location
1155 Elm Street 6th
6th Fl
Manchester, NH 03101
US
Direct:
(603) 629-0201(603) 629-0201
Meet The Slattery Group
About Thomas Slattery
Thomas Slattery, CFA, Senior Vice President of Wealth Management at Morgan Stanley, has over 40 years of experience in investment management. He began his career at EF Hutton in 1982, joined the CFA Institute in 1999, and has been a member of the New York Society of Security Analysts since the same year. From 2011 to 2014, he served on the Board of the Portfolio Management Institute. At Morgan Stanley, he holds the roles of Senior Portfolio Management Director and Family Wealth Director. Thomas has been recognized in the Forbes Best-In-State Wealth Advisors ranking from 2020 to 2023.
Disclaimer:
2020-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Disclaimer:
2020-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: VA, OK, ME, CO, NY, IA, MD, DE, PA, GA, DC, ID, TX, NJ, MA, FL, VT, OH, NC, MI, OR, NH, CT, CA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 176224
NMLS#: 176224
Contact Thomas Slattery
Wealth Management
Global Investment Office
Portfolio Insights
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
- Alternative Investments
- Impact Investing
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Slattery Group today.
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
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)
