Our Story & Services

At the Vine Brook Group, we are a seasoned team of wealth management professionals who have come together because we recognize that our whole is much more valuable than the sum of our parts. Given that there is so much at stake, we want to be sure we can always put our best foot forward when it comes to delivering world class ideas and service to help our clients meet their goals and fulfill their dreams.

Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals.

As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue.

Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Services Include
  • Estate Planning Strategies1
  • Financial Planning2
  • Lending Products
  • Life Insurance3
  • Long Term Care Insurance4
  • Philanthropic Services
  • Planning for Education Funding5
  • Retirement Planning6
  • Sustainable Investing7
  • Wealth Management8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Flash Report Library

The below Flash Reports highlight research and strategies that address many key concerns of uniquely successful people.



Flash Report Library:

Five Reasons to Make Philanthropy a Family Affair
The Road to Longevity: Living to 120 – and Beyond
What’s Your High-Net-Worth Personality?
Wills & Trusts: The Foundations of Your Rock-Solid Estate Plan
Three ‘Spy Secrets’ That Can Protect You, Your Family, and Your Business
Want to Promote Family Entrepreneurship? Consider a Family Bank

Working Together

For Life's Most Important Goals

With experienced professionals, reaching your most important goals can be less challenging and more rewarding. We are ready to help you meet your goals, by listening to your story, understanding your circumstance, and combining our insights with the resources of Morgan Stanley.

Setting a confident course
Thorough, thoughtful planning — planning that analyzes where you are as well as where you want to go — is the most important step in establishing a path to your goals. We will work with you to explore and define your objectives and needs, and then structure a plan that is uniquely your own.
                •Retirement planning
                •Education planning
                •Estate planning strategies


Shaping your retirement
Together, we can work to make decisions that could help you move toward the retirement you expect. Whether you are building retirement wealth or making the transition to generating income from your assets, we can help you develop and implement a strategy based on your vision of retirement.
              •IRAs (Traditional; Roth)
              •IRA rollovers


Educating new generations
Helping to meet the education costs of children and grandchildren may be one of the most attractive and personally fulfilling investment opportunities available to you. We can help you access appropriate investment vehicles — 529 plans and custodial accounts.

Giving back through philanthropy
Many successful individuals seek opportunities to support cultural and educational institutions, and nonprofit organizations and activities. Properly undertaken, charitable giving can provide planning flexibility and benefits for you. We can help you analyze and implement a strategy that rewards you while it benefits causes you care about.
                •Donor advised funds 


Strengthening your business
The links between business ownership and personal wealth are many and complex. Whether your objective is to grow your business, realize its value through a succession strategy or sale, or maintain family ownership by the next generation, we can examine your alternatives in light of both business and personal objectives. And, should circumstance require it, we can use the access to banking and lending services of Morgan Stanley.
              •Retirement plans
              •Succession planning  


Protecting your wealth
Insurance can play a critical role in virtually any comprehensive financial strategy, helping you to protect the value of your assets, protect your income and your family’s financial security —even perform important functions in a business succession or estate plan. We can help you analyze your current insurance portfolio and work to update your coverages to fulfill personal and strategic goals.
              •Life and disability income insurance
              •Life insurance trusts
              •Long term care insurance
    Values:
    The wealth management practice that we operate, and have operated for many years, was founded based upon a set of core values and a professional oath. These define our behavior and guide our decisions as we continue to grow and develop as individuals and as an organization.

    We believe that building strong and lasting relationships with our clients, employees, colleagues and network associates is the most important thing we can do to achieve our collective goals. Our commitment to developing, building and maintaining these relationships has been and will continue to be unwavering.

    We believe that all our relationships must be founded on trust, and that this trust must be earned. We believe that we must continuously cater to the interests of our clients, employees, colleagues and network associates, helping each achieve their own success.

    We believe that quality, as defined by our clients, employees, colleagues and network associates, is a key to achieving and maintaining trust. We know that this trust will only be earned if we deliver consultative services and products that meet the high standards demanded by these definitions. We understand that quality is dynamic, and we will continuously work to improve the quality of the advisory services and products we deliver.

    We believe that communication, commitment and follow-through define integrity and build trust. Therefore, we are committed to communicating what we mean and doing what we have communicated. Integrity must ultimately define all our thoughts and actions.

    We believe in innovation. The creative application of our knowledge and experience, and the creative utilization of technology, are critical to achieving and maintaining a leadership role in the markets we serve.

    We believe the people in and involved with our organization are our greatest resource, and that personal growth and opportunity for this group of people is critical to our long-term success. We will promote empowerment in decision-making, teamwork and a reward system based on contribution to the overall good of our organization.

    Professional Oath:
    We shall, in all our professional relationships, make every conscious effort to ascertain and understand all conditions surrounding those we serve, and render that service which, in the same circumstances, we would apply to ourselves.

    Location

    112 Worcester Street
    Wellesley, MA 02481
    US
    Direct:
    (781) 672-5000(781) 672-5000
    Toll-Free:
    (800) 344-4495(800) 344-4495

    Meet The Vine Brook Group

    About Me

    Jordan King brings over 30 years of work experience to his role as First Vice President, Portfolio Management Director, and Senior Investment Management Consultant  at The Vine Brook Group at Morgan Stanley. Jordan began his career in business development roles at MCI Communications and Wang Laboratories, before joining Shearson Lehman Brothers in 1992. Jordan spent 11 years at UBS Financial Services before joining Morgan Stanley in 2008. Jordan received his BA in Economics from the University of Massachusetts at Amherst. Outside of Morgan Stanley, Jordan is a musician (drummer) and enjoys playing basketball, sailing, skiing, and is an avid car enthusiast.
    Securities Agent: WA, VT, VA, TX, SC, RI, PA, OR, NY, NJ, NH, NE, MI, ME, MD, MA, IL, GA, FL, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative
    NMLS#: 1274480

    About Me

    Robert Sarly brings over 40 years of work experience to his role as Senior Vice President, Senior Portfolio Management Director, and Senior Investment Management Consultant at The Vine Brook Group at Morgan Stanley. Robert began his career as an Investment Consultant at the World Bank, before joining Merrill Lynch in 1980. Robert then moved to Morgan Stanley and its predecessor firms in 1986. Robert is a graduate of MIT and The Technion (Israel Institute of Technology). He also holds a Certified Investment Management Analyst certificate from the Wharton School of the University of Pennsylvania. Additionally, Robert is an avid tennis player and art collector.
    Securities Agent: WA, VT, VA, TX, SC, RI, PA, OR, NY, NJ, NH, NE, MI, ME, MD, MA, IL, GA, FL, DC, CT, CO, CA, AZ, AL; General Securities Representative
    NMLS#: 1288088

    About Me

    Pam Lasher, a Certified Financial Planner® and Certified Divorce Financial AnalystTM, brings over 30 years of experience in the financial services industry to her role as a financial advisor. Pam started her career in the mid-1980’s in the Wellesley office of a national brokerage firm before moving to Morgan Stanley in 2007. Pam received her Bachelor of Science in Business Administration from the University of New Hampshire, Durham. Outside of her work at Morgan Stanley, Pam is involved with the Women’s Fund of Southeastern MA and is a co-founder of the Westwood Professional Women’s Group. Pam enjoys exercise, sailing and traveling.

    Direct: (781) 672-5276
    Toll Free Number: (800) 488-1241
    Securities Agent: TX, RI, WA, VT, VA, SC, PA, OR, NY, NJ, NH, NE, MI, ME, MD, MA, IL, GA, FL, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1785337

    About Me

    Craig Slater brings over 30 years of work experience to his role as a Portfolio Manager at The Vine Brook Group at Morgan Stanley. Craig started his career in financial services at Bear Stearns, in investment banking, before joining a Wall Street leveraged buyout group. After business school and several executive leadership positions, Craig became a Financial Advisor with the Bulfinch Group in Needham, MA. After leading Archway Private Client Group, a wealth management boutique based in Wellesley, MA, Craig joined BNY Mellon Wealth Management as a Vice President of Business Development, before joining Morgan Stanley. Craig received his BA from Tufts University and his MBA from the Stern School of Business at NYU. Outside of work, Craig is active as an Olympic-distance triathlete.
    Securities Agent: RI, WA, VT, VA, TX, SC, PA, OR, NY, NJ, NH, NE, MI, ME, MD, MA, IL, GA, FL, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1197563

    About Me

    Debra Davidoff is a Portfolio Associate and Financial Planning Associate who came to Morgan Stanley in June of 2008 from UBS Financial Services where she was the Branch Risk Officer. Debby has over 28 years of experience in the financial services industry. Debby is known for providing premier client service. She has the Series 3, 7, 63 and insurance licenses. Debby received her Bachelor of Arts degree in Psychology from Boston University. She started her career in the financial services industry at Kidder, Peabody & Co. Inc., as an Assistant in the Municipal Bond Department. Debby enjoys working out, traveling, cooking and fishing.

    About Me

    Monique Hager is a Portfolio Associate and Financial Planning Associate who brings 18 years of relationship management to the financial services industry. Monique began her financial services career with Morgan Stanley in 1998. She has held various positions on both the operational and client-facing sides of the business. In addition to her insurance licenses, Monique holds her Series 7, 63 and 65 securities licenses. Monique has attained the Accredited Wealth Management Advisor designation from the College of Financial Planning, has received an Associate's Degree in Paralegal Studies from Anna Maria College and has a Bachelor of Science in Business Administration from Nichols College.
    From Our Team

    Sustainable Solutions Global Focus List - Feb 2018


    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    From Clueless to Clued In: Teaching Teens About Money

    From Clueless to Clued In: Teaching Teens About Money

    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    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
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Ready to start a conversation? Contact The Vine Brook Group today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

    2Morgan 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.

    3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    4Insurance products 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 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.

    7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    8Morgan 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.

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    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.

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