Banking and Wealth Management - Page 14

SPONSORED CONTENT Wealth & Legacy / Wealth Management

PRIVATE WEALTH MANAGEMENT BOUTIQUE
The Westminster Group
JOHN BERKERY
Executive Director , Private Wealth Advisor – Portfolio Manager
JOHN WALTER
Executive Director , Private Wealth Advisor – Portfolio Manager
LAURA FISKE
Group Director
PATRICK T . LEBEAU , ADPA ® , CFP ®
Executive Director , Private Wealth Advisor
JASON HANTMAN
Senior Vice President , Private Wealth Advisor – Portfolio Manager
LAURA LEONE
Registered Client Service Associate
BRITTNEY LAFLEUR
Client Service Associate
PATRICK T . LEBEAU , ADPA ® , CFP ®
Executive Director , Private Wealth Advisor
Morgan Stanley Private Wealth Management 
 One Financial Plaza , 19th Floor
Providence , RI 02903 
 401-863-8410 Patrick . T . LeBeau @ morganstanleypwm . com
The Westminster Group at Morgan Stanley Private Wealth Management combines the vast resources of a global financial services firm with the individualized services of an investment boutique to address the planning , governance , liability management and investing needs of ultra high net worth families , their business and philanthropic enterprises . Our goal is to help preserve and grow your financial , family , and social capital so that it can have a positive impact today and for generations to come .
Drawing on a deep understanding of your financial life , our client advisory team of seven highly experienced professionals can :
• Manage investments with an unwavering focus on your financial strategy and personal goals .
• Create comprehensive , multigenerational wealth management plans based on your needs , challenges and the values that guide your life and legacy .
• Simplify financial complexity to help you achieve clarity and control .
* 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 . © 2022 Morgan Stanley Private Wealth Management , a division of Morgan Stanley Smith Barney LLC . Member SIPC . NMLS ID : 652712 CRC 4801516 07 / 22
136 RHODE ISLAND MONTHLY l AUGUST 2022