Phone:
(617) 748-5832(617) 748-5832
The Volk Trim Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Resources
Below is a glimpse of the myriad of onboarding and informational resources offered here at Morgan Stanley.
Morgan Stanley Online
Morgan Stanley Online has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorization.
Intergenerational Wealth
When wealth is passed from one generation to the next, families enter a delicate transition period. It can either exacerbate divisions within a family or bring members even closer together. See what Mitzi has to say about it.
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.
Your Guide to Life & Money
Our Commitment to our clients span generations to help families build and protect their wealth. For resources to teach your next generation about spending and budgeting, check out the link below.
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Trust & Estate Planning
You can't take it with you, but through a trust, you can define how you want your life's work and wealth to continue to benefit the people and causes you love and care for.
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.
Reserved Living and Giving
Save on travel, dining, holiday gifts and more with Morgan Stanley's Reserved Living and Giving Program.
Tax Loss Harvesting
Under current U.S federal tax law, it's possible to offset your capital gains with capital losses you've incurred that tax year or carried over from a prior tax return.
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Meet The Volk Trim Group
Phone:
(617) 478-6556(617) 478-6556
Faith Winslow, CFP ®
Client Service Associate
Phone:
(617) 748-5846(617) 748-5846
About Kurt Volk
Kurt Volk brings 25+ years of professional experience to families and not-for-profit entities. Kurt advises and collaborates with clients to construct and maintain customized asset allocation solutions. Kurt also provides expertise to holders of concentrated equity positions seeking tax-sensitive wealth preservation. Kurt actively manages mid and large cap equities and tax-exempt and taxable investment grade fixed income.
Kurt’s wealth management experience includes 24 years with Morgan Stanley and Bear Stearns. Kurt began his career working with Ernst & Young’s audit practice. He holds an M.B.A. in Finance from Vanderbilt University, a B.S. in Accounting from Albright College and is a former practicing Certified Public Accountant.
In his spare time, Kurt enjoys watching his kids play sports and skiing with family and friends. Kurt is a member of Vanderbilt University’s Owen Emeritus Board, and has served on the fundraising committee for WriteBoston, a non-profit organization working to improve writing skills in Boston Public Schools.
Kurt’s wealth management experience includes 24 years with Morgan Stanley and Bear Stearns. Kurt began his career working with Ernst & Young’s audit practice. He holds an M.B.A. in Finance from Vanderbilt University, a B.S. in Accounting from Albright College and is a former practicing Certified Public Accountant.
In his spare time, Kurt enjoys watching his kids play sports and skiing with family and friends. Kurt is a member of Vanderbilt University’s Owen Emeritus Board, and has served on the fundraising committee for WriteBoston, a non-profit organization working to improve writing skills in Boston Public Schools.
Securities Agent: NY, NV, ME, UT, FL, NM, NJ, CT, MI, IN, IL, GA, DC, RI, CA, AL, WA, VA, CO, OR, NH, MD, LA, KY, PR, TN, OH, NC, VT, TX, ID, AZ, SC, PA, MA, DE; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1297770
NMLS#: 1297770
About Christopher Trim
For over 29 years, I have assisted clients in achieving their long-term financial goals by working in collaboration with their tax and legal advisers to provide a comprehensive investment strategy and long term planning strategies.
Morgan Stanley since 1993
Paine Webber, 1991-1993
Bear Stearns internship, 1989 - 1991
B.S. Finance, Merrimack College, 1991
Morgan Stanley since 1993
Paine Webber, 1991-1993
Bear Stearns internship, 1989 - 1991
B.S. Finance, Merrimack College, 1991
Securities Agent: VT, TX, FL, CO, CA, KY, AL, RI, NV, TN, NM, MA, IN, DE, PA, OH, IL, NJ, DC, AZ, SC, NH, NC, MI, ME, OR, LA, GA, CT, VA, UT, NY, MD, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1390867
NMLS#: 1390867
About Faith Winslow
Faith joined Morgan Stanley in 2021 as a client service associate where she is responsible for enhancing the client experience. She transferred to the Boston office to work with us in July of 2023. Her collected personality, attentiveness, and organization skills allow her to not only provide support to the team and branch but deliver exceptional client service. She is a fully registered securities professional holding the Series 7 and 66 Licenses.
Faith began her focus on financial services at Bryant University where she received her B.S in financial services with a minor in economics. She graduated with the Honors Program and Summa Cum Laude. During her spare time in college, Faith had a variety of client service roles in various industries including financial services, real estate, retail, and education services. These positions revealed her passion for helping people, especially in the financial services industry.
Faith grew up in Maine, and now lives in Boston, Massachusetts with some close friends. She enjoys spending time outside, playing the piano, traveling and seeing family and friends.
Faith began her focus on financial services at Bryant University where she received her B.S in financial services with a minor in economics. She graduated with the Honors Program and Summa Cum Laude. During her spare time in college, Faith had a variety of client service roles in various industries including financial services, real estate, retail, and education services. These positions revealed her passion for helping people, especially in the financial services industry.
Faith grew up in Maine, and now lives in Boston, Massachusetts with some close friends. She enjoys spending time outside, playing the piano, traveling and seeing family and friends.
Contact Kurt Volk
Contact Christopher Trim
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
A Simple Six-Step Retirement Checkup
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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
The Robots are Coming
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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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact The Volk Trim 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)
