The Talbot Group at Morgan Stanley

Mr. Boutté is a Managing Director and Senior Portfolio Manager of The Talbot Group at Morgan Stanley Wealth Management. He has been named one of the 2017, 2018, 2020 & 2021 "America's Top Next-Generation Wealth Advisors"& "Best-in-State Wealth Advisors" list in 2019, 2020 and 2021. Mr. Boutté is ranked #2 in the State of Maryland by Forbes ranking of America's Top Next-Generation Wealth Advisors. This list, developed by SHOOK Research, is a ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Since 1979, the Portfolio Management Group at Morgan Stanley has been creating customized investment strategies for high net worth individual and institutional clients. As a portfolio manager, Mr. Boutté is part of a group of Financial Advisors who are qualified by the firm to manage client assets based on training, experience and commitment to client service.

Mr. Boutté’s practice offers a broad range of financial products and services – including asset management and access to equity research, wealth management strategies, trust services and investment banking through Morgan Stanley Investment Management. Mr. Boutté offers a high touch service model, fee transparency and access to an investment strategy that the team’s clients understand. To better serve those clients with complex estate, tax and financial issues, Mr. Boutté added Peter Boyle, a CFP^® professional, to his team in 2022 after working together for several years. Mr. Boyle supports the financial planning needs of their clientele and is committed to abiding by a strict code of professional conduct, known as the CFP^® Board’s Code of Ethics and Professional Responsibility. Mr. Boyle holds a Master’s Degree in Financial Planning from Northwestern University Business School and an undergraduate degree from University of Maryland.

Originally from Easton, MD, Br. Boutté currently resides in Easton with his wife, Krista and their two children, Lea and Mason. In his free time, Gray enjoys spending quality time with his family, as well as practicing mixed martial arts, spending time on the water in their boat and playing golf at the Talbot Country Club.

2017-2018,2020-2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2018,2020-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

2017-2018,2020-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2017-2018,2020-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Mr. Boyle is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ supporting the financial planning needs of The Talbot Group at Morgan Stanley Wealth Management. He is committed to abiding by a strict code of professional conduct, known as the CFP^® Board’s Code of Ethics and Professional Responsibility.

Mr. Boyle believes that helping clients achieve their financial goals begins by completely understanding their needs. Only then can he provide comprehensive investment and retirement planning guidance that seeks to answer their most fundamental question: Can I attain my goals?

Mr. Boyle seeks to achieve this by taking a holistic approach to helping our clients build, protect, manage and transition their wealth throughout their life. He does this by utilizing the four cornerstones of Wealth: Investments, Liability Management, Risk Management through Insurance Services and Trust, Estate and Fiduciary services. He believes The Talbot Group clients deserve a Financial Advisor who consistently earns their trust, shares in their vision and works diligently to uncover a variety of possible solutions which aim to create a legacy for their family.

Mr. Boyle believes his success is measured by the strength of the team’s client relationships. Mr. Boyle feels passionate about the importance of financial planning as it empowers his clients to make informed financial decisions that will matter in their lives. Mr. Boyle holds a Master’s Degree from Northwestern University and an undergraduate degree from the University of Maryland.
An Annapolis, MD native, he is a boating enthusiast, and enjoys traveling to participate in a wide range of physical activities such as skiing, camping and hiking. When not on the water, Mr. Boyle enjoys spending time with his tight-knit family, as well as his close friends.

Lisa Hunter, CFP^®, is a Vice President, Family Wealth Advisor, and Financial Advisor with Hunter/Hatfield at Morgan Stanley.

Lisa has over 18 years of experience as a financial advisor, having been with Morgan Stanley since 2004. She earned a bachelor's degree from Tufts University where she majored in Anthropology. After undergraduate studies, she built an art advisory practice at a nationally renowned gallery in Boston, Massachusetts. The experience cemented Lisa’s understanding and respect for the strong entrepreneurial spirit of business owners and the daily risks they take to make their businesses successful. To strengthen her business experience, she earned a MBA (Master of Business Administration) from the Simmons School of Management where she focused on investing, business strategy and financial planning. She holds the Certified Financial Planner (CFP^®), and because of her success incorporating financial planning in her practice, Morgan Stanley nominated and achieved its Family Wealth Advisor designation.

Lisa Hunter is based in Easton, Maryland, and works with clients across the country. Her clients include business owners, multi-generational families, and individuals.

Core to her client-centric practice is financial planning and wealth management. Lisa brings to bear all the resources of her nationally recognized firm, Morgan Stanley. Lisa is focused on supporting her clients in their pursuit of building wealth and achieving financial security in their retirement years, while enjoying the fruits of their labor along the way. She has developed integrated strategies for financial planning, cash flow management and investment strategies that augment the broader goals of wealth accumulation, preservation of capital, wealth transfer and legacy planning, and always with consideration to tax efficiency.

As your Financial Advisor, Lisa works with you to understand & define your goals. From there, she customizes the vast array of resources available at Morgan Stanley, that are most appropriate to achieve your goals. Working together, she can help you to grow and preserve your wealth for future generations and community interests.

Lisa is a proud mother of three teenage kids. She and her husband enjoy entertaining family and friends, tennis, and golf. Lisa is an active member of the local art museum, as she believes that the arts play a critical role in allowing humanity to adapt and overcome monumental issues.

Shane Hatfield, QPFC, is a Financial Advisor and Financial Planning Specialist at Morgan Stanley. He began his career within the financial service industry in 2014 as a Client Service Associate at Morgan Stanley. He gained five years of experience delivering exceptional support for clients. From there, Shane worked as a Wealth Advisor Associate for two years collaborating with advisors across the mid-Atlantic region. This allowed him to expand his knowledge and experience to deliver comprehensive financial plans, which is core to his practice as a Financial Advisor. Always looking to further his expertise and knowledge, Shane earned the rigorous certification of Qualified Plan Financial Consultant (QPFC) in 2022.

Shane enlisted in the Army Reserves in January 2009 and is currently a Drill Sergeant with a unit in Fort Meade, Maryland. During that time, he earned his Bachelor of Science in Finance from Salisbury University, where he developed an interest in personal financial planning.
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A native of Maryland’s Eastern Shore, Shane lives with his wife and two daughters just outside of Cambridge in East New Market. In his free time, he enjoys running and the outdoors, especially boating with his family.

Taylan is a Financial Advisor with the Talbot Group at Morgan Stanley. Since joining Morgan Stanley in 2016, he has dedicated himself to helping clients achieve their financial goals through comprehensive financial planning and personalized investment strategies. Taylan holds both the Series 7 and Series 66 licenses. He is well-equipped to provide experienced guidance in financial planning, custom portfolio construction, long-term care, estate planning strategies, and risk management through insurance planning.

Taylan believes that the foundation of effective financial advising is a strong, personal relationship with each client. He takes pride in understanding each client’s unique needs, goals, and values to help ensure that the strategies he develops are both personalized and effective. By prioritizing mutual confidence and open communication, Taylan fosters long-term relationships that seek to empower his clients to make informed decisions.

Originally from Southern California, Taylan brings a comprehensive perspective to his work, drawing on the diverse experiences and insights gained from his time on the West Coast. A graduate of California State University, Fullerton with a B.A. in Business Administration and a concentration in Finance, Taylan draws on his academic foundation to offer clients a broader and more informed approach. Now based in Annapolis, Maryland, he leverages his background to help better understand and connect with clients. Taylan is passionate about creating tailored financial strategies that can align with each client’s unique needs and aspirations, seeking to ensure their well-being and level of comfort.

Outside of work, Taylan and his wife enjoy exploring new destinations, trying out diverse restaurants, and hiking in beautiful locations



Disclosures
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

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. 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.

Drawing on 26 years of experience in the financial services industry, Crystal Wise provides a wide range of operational and administrative support services for clients of The Talbot Group. Her many responsibilities include partnering with her Advisors to grow their business by servicing individual client needs and finding solutions that are in their best interest. She is always available to answer their clients’ questions and assist them in a wide range of client services.

Highly adept at handling a broad range of responsibilities quickly and professionally, Ms. Wise enjoys providing what Mr. Boutté and Mr. Boyle refer to as white glove service to every client. Working with investors since 1995, she not only knows how to meet their specific needs, she knows how to anticipate them as well. Ms. Wise has been recognized as a Distinguished Service Professional for her consistent display of professionalism, integrity and core leadership qualities. Prior to joining Morgan Stanley in 2022, she worked at Wells Fargo Advisors. She holds the Series 7 and 66 securities licenses.

Ms. Wise currently resides in Cambridge, MD with her husband, Skip Wise. In her free time, she enjoys boating, staying active and spending quality time with her family and friends.