Senior Vice President, Financial Advisor, Executive Financial Services Director
Phone:
(781) 681-4939(781) 681-4939
The Whitfield Group at Morgan Stanley
Direct:
(781) 681-4900(781) 681-4900
Our Mission Statement
Empowering your financial life with clarity, integrity, and purpose.
Our Story and Services
At The Whitfield Group, our story is rooted in family, shared vision, and a deep commitment to helping clients build, preserve, and enjoy their wealth. As brothers, we always imagined a future where we could combine our complementary strengths and shared values into one unified practice. That vision became a reality in 2024 with the launch of The Whitfield Group.
With decades of combined experience and a foundation built on trust, our practice is designed to support the sophisticated needs of families, high-net-worth individuals, and business owners. We provide clients with comprehensive, personalized wealth management that goes beyond numbers—offering thoughtful guidance through life’s transitions, market shifts, and major financial decisions.
William (‘Bill’) Whitfield, a Certified Financial Planner™ and Executive Financial Services Director, specializes in working with executives—particularly those managing stock options and equity compensation—to create integrated plans aligned with their personal and professional goals.
Robert (‘Bob’) Whitfield, a Certified Financial Planner™, brings extensive experience in serving high net-worth individuals and their families, as well as successful business owners and executives, with a focus on planning (e.g., pre-liquidity planning, financial planning, retirement planning, tax & estate planning).
Our practice is built on a goals-based planning process, world-class service, and the belief that successful wealth management starts with understanding what matters most to each client. Backed by the global strength and resources of Morgan Stanley, we work together to deliver clarity, confidence, and a clear path forward.
Our goal is simple: to help you navigate your financial life with confidence, backed by the strength of our team and the resources of Morgan Stanley - and at The Whitfield Group, it’s not just business—it’s personal.
With decades of combined experience and a foundation built on trust, our practice is designed to support the sophisticated needs of families, high-net-worth individuals, and business owners. We provide clients with comprehensive, personalized wealth management that goes beyond numbers—offering thoughtful guidance through life’s transitions, market shifts, and major financial decisions.
William (‘Bill’) Whitfield, a Certified Financial Planner™ and Executive Financial Services Director, specializes in working with executives—particularly those managing stock options and equity compensation—to create integrated plans aligned with their personal and professional goals.
Robert (‘Bob’) Whitfield, a Certified Financial Planner™, brings extensive experience in serving high net-worth individuals and their families, as well as successful business owners and executives, with a focus on planning (e.g., pre-liquidity planning, financial planning, retirement planning, tax & estate planning).
Our practice is built on a goals-based planning process, world-class service, and the belief that successful wealth management starts with understanding what matters most to each client. Backed by the global strength and resources of Morgan Stanley, we work together to deliver clarity, confidence, and a clear path forward.
Our goal is simple: to help you navigate your financial life with confidence, backed by the strength of our team and the resources of Morgan Stanley - and at The Whitfield Group, it’s not just business—it’s personal.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
141 Longwater Drive
Ste 102
Norwell, MA 02061
US
Direct:
(781) 681-4900(781) 681-4900
Meet The Whitfield Group
Phone:
(781) 681-4916(781) 681-4916
About William Whitfield
My practice focuses on working closely with high-net-worth executives and their families to help ensure they have a solid understanding of their finances and an integrated approach to managing their wealth. Our goals-based process includes a tailored financial plan and a commitment to ongoing education and outstanding service. This commitment to clients has earned our practice recognition on the Forbes "America's Top Next Generation Wealth Advisors" in 2018, 2019 and 2022.*
I am a 2004 graduate of Stonehill College, where I majored in Finance and minored in Computer Information Systems. Soon after graduation, I began my financial services career at Merrill Lynch and joined Morgan Stanley in 2012. I hold my FINRA Series 7 and 66 licenses and earned my Certified Financial Planner designation in 2009. Morgan Stanley named me an Executive Financial Services Director in 2018. This credential has been earned by less than 2% of the firm's advisors and grants me access to an extensive array of resources designed specifically for corporate executives.
Over the years, I have built a successful practice, advising executives on how to effectively integrate valuable corporate benefits – specifically the management of their stock options and restricted stock – into their personal wealth plans. Through a goals-based process and Morgan Stanley's world-class service platform, our team works diligently to provide clients with clarity and confidence about their finances, so they may enjoy their wealth and help achieve their lifetime goals.
Originally from Stoughton, Massachusetts, I currently live in the south shore of MA with my wife, Lorena, and my five children. Outside of the office, I am active in various youth hockey organizations, donating my time in the area of player development. My favorite leisure activities include golf, hockey and spending time with family and friends.
*Forbes America's Top Next-Gen Wealth Advisors (2018, 2019, 2022)
Source: Forbes.com Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from:
2022 Award (August 2022) - 3/31/21 - 3/31/22.
2019 Award (June 2019) - 3/31/18 - 3/31/19
2018 Award (July 2019) - 3/31/17 - 3/31/18
I am a 2004 graduate of Stonehill College, where I majored in Finance and minored in Computer Information Systems. Soon after graduation, I began my financial services career at Merrill Lynch and joined Morgan Stanley in 2012. I hold my FINRA Series 7 and 66 licenses and earned my Certified Financial Planner designation in 2009. Morgan Stanley named me an Executive Financial Services Director in 2018. This credential has been earned by less than 2% of the firm's advisors and grants me access to an extensive array of resources designed specifically for corporate executives.
Over the years, I have built a successful practice, advising executives on how to effectively integrate valuable corporate benefits – specifically the management of their stock options and restricted stock – into their personal wealth plans. Through a goals-based process and Morgan Stanley's world-class service platform, our team works diligently to provide clients with clarity and confidence about their finances, so they may enjoy their wealth and help achieve their lifetime goals.
Originally from Stoughton, Massachusetts, I currently live in the south shore of MA with my wife, Lorena, and my five children. Outside of the office, I am active in various youth hockey organizations, donating my time in the area of player development. My favorite leisure activities include golf, hockey and spending time with family and friends.
*Forbes America's Top Next-Gen Wealth Advisors (2018, 2019, 2022)
Source: Forbes.com Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from:
2022 Award (August 2022) - 3/31/21 - 3/31/22.
2019 Award (June 2019) - 3/31/18 - 3/31/19
2018 Award (July 2019) - 3/31/17 - 3/31/18
Securities Agent: MD, NH, VA, SC, OH, WI, WA, VT, TX, TN, SD, RI, PA, OR, NY, NV, NJ, NC, MT, ME, MA, IN, IL, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 13783
NMLS#: 13783
About Me
Securities Agent: FL, WI, RI, MT, MA, CT, CA, AR, SD, OR, NY, MD, IL, DC, PA, NH, AZ, VT, NJ, CO, VA, NV, DE, TX, OH, WA, SC, NC, ME, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1548784
NMLS#: 1548784
Contact William Whitfield
Contact Robert D Whitfield
Wealth Management
Global Investment Office
Portfolio Insights
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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
Rational Investing in an Age of Uncertainty
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Whitfield Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)