SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
WESTMINSTER GROUP AT MORGAN STANLEY A Wealth Management Boutique
PATRICK T . LEBEAU , ADPA ®, CFP ®
Executive Director , Portfolio Management Director , Family Wealth Director , Alternative Investments Director , Financial Advisor
JOHN BERKERY
Executive Director , Senior Portfolio Manager , Financial Advisor
ROB SHERWIN
Managing Director-Wealth Management , Wealth Advisor , Senior Portfolio Management Director
JOHN WALTER
Executive Director , Portfolio Management Director , Financial Advisor
LAURA FISKE
Investment Consultant , Estate Planning Specialist
JASON HANTMAN
Senior Vice President , Portfolio Management Director , Financial Advisor
LAURA LEONE
Registered Client Service Associate
KRISTEN DALTON
Senior Registered Client Service Associate
Help reserve your values . Grow your wealth . Transfer with intention .
• Manage investments with an unwavering focus on your financial strategy and personal goals .
• Create comprehensive wealth management plans based on the values that guide your life and legacy .
• Simplify financial complexity to help you achieve clarity and control .
Named one of Forbes ’ Best-In-State Wealth Management Teams 2024 list .
Morgan Stanley Wealth Management
One Financial Plaza , 19th Floor Providence , RI 02903
401-863-8410 Patrick . T . LeBeau @ morganstanley . com
Source : Forbes . com ( Jan 2024 ) 2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024 . 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 3 / 31 / 22 – 3 / 31 / 23 . Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings . This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively , a major component of a ranking algorithm that includes client retention , industry experience , review of compliance records , firm nominations , and quantitative criteria , including assets under management and revenue generated for their firms . Investment performance is not a criterion . Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client ’ s experience ; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence . This ranking is not indicative of the Financial Advisor ’ s future performance . Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes . For more information , see www . SHOOKresearch . com .
* Morgan Stanley and its Financial Advisors do not provide tax advice . Individuals should seek advice based on their particular circumstances from an independent tax advisor . CFP Board owns the marks CFP ®, CERTIFIED FINANCIAL PLANNER™ , and CFP ® ( with plaque design ) in the U . S . © 2024 Morgan Stanley Smith Barney LLC . Member SIPC . NMLS ID : 652712 CRC 3650134 06 / 2024 .
146 RHODE ISLAND MONTHLY l AUGUST 2024