The Windward NE Group at Morgan Stanley

For more than 27 years, Shawn McCormick has been helping clients grow and preserve the wealth they have worked so hard to achieve. By developing a deep understanding of what his clients hope to accomplish with their wealth, Shawn is able to create and implement customized strategies that help them address their concerns, achieve their goals and adjust as needed as their life evolves or priorities change.

As a Certified Financial Planner™ practitioner, Shawn believes in the importance of planning and upholds a code of ethics that prioritizes his client’s best interests. He also holds a Family Wealth Advisor designation, which reflects his demonstrated ability to work closely with families to understand their circumstances—not just their finances, but also their individual and collective goals and how they may impact one another.

Shawn joined Morgan Stanley in 1995. Having spent his entire career at Morgan Stanley, he is well-positioned to navigate the firm and access whatever resources are required to help his clients pursue their personal and professional aspirations.  

Shawn earned his Bachelor of Business Administration in finance, economics and marketing from the Isenberg School of Management at the University of Massachusetts Amherst.

Shawn lives in West Hartford, Connecticut, with his wife, two children and two dogs. He has been a member of the Estate and Business Planning Council of Hartford since 2009. When he’s not busy helping clients, Shawn enjoys traveling, sailing and skiing.

Phyllis F. Long’s career in financial services began after she graduated from The University of Texas at Austin with a degree in Risk Management and Insurance. She brought the skills and insight gained from her experience working as an Insurance Underwriter at The Hartford into her current role as a Financial Advisor at Morgan Stanley, a position she has held since leaving The Hartford.

As a Certified Financial Planner™ and Senior Portfolio Manager, Phyllis’s responsibility is to create financial plans that take into account virtually all aspects of her clients’ financial lives. Her background as an underwriter combined with her experience as a Financial Advisor give her a broad understanding of how to balance risk and return in order to help reach client goals. By first articulating the personal and financial objectives of her clients, she is then able to work with them to create an asset allocation for their financial assets that is appropriate for what they are trying to achieve. Her comprehensive approach to overall wealth management includes the review of life insurance and annuities, as well as savings and spending plans.

Outside of work, Phyllis enjoys sailing, donating her time to the Hope 4 Life Food Pantry, and spending time with her family in Simsbury, where she lives with her husband, Jim.


Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.

Barbara’s role is working with our clients to understand their lifestyle goals, priorities, values, attitudes, and expectations, creating their personal financial plan to help them reach their unique goals. She also reviews and adjusts each client’s plan according to their changing needs, life events and changing market conditions, to help keep our client’s financial plans relevant to them.
Barbara holds the Chartered Financial Consultant designation.* Coursework included retirement planning, investment planning, insurance planning, income taxation and estate planning strategies, each key aspects of the financial planning process, and requires continued education in the financial planning field.
Financial planning is one of her passions and is reflected in the relationship she builds and fosters with each client. She truly feels that what she does is not work, she enjoys coming to work, and finds it meaningful helping families to help meet their lifestyle goals.
In her spare time, Barbara is active in her church as a member of the finance committee and an usher. She enjoys West Coast Swing dancing and puttering around her yard weeding, as she hasn’t yet met a weed that she likes, planting and watering her flowers.

Disclaimer:
*This role cannot solicit or provide investment advice

Ann joined Morgan Stanley in 2022 as a Senior Client Service Associate. Ann has 13 years of experience in the Financial Industry. In her Client Service Associate role, she is responsible for frontline client relations support and account administration. Ann assists clients navigate our firm's industry-leading technology through our client website and digital planning tools.

Ann and her husband reside in West Hartford, Connecticut, and have 3 adult daughters. Ann enjoys traveling, volunteering, attending baseball games and spending time with family and friends.