SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Left to right : JOHN BERKERY , Executive Director , Private Wealth Advisor – Senior Portfolio Manager ; JOHN WALTER , Executive Director , Private Wealth Advisor – Senior Portfolio Manager ; LAURA LEONE , Registered Client Service Associate ; LAURA FISKE , PWM Investment Consultant – Estate Planning Specialist ; PATRICK T . LEBEAU , ADPA ®, CFP ®, Executive Director , Private Wealth Advisor – Senior Portfolio Manager ;
JASON HANTMAN , Senior Vice President , Private Wealth Advisor – Senior Portfolio Manager .
THE WESTMINSTER GROUP A Private Wealth Management Boutique
PATRICK T . LEBEAU ADPA ® , CFP ®
Executive Director , Private Wealth Advisor – Senior Portfolio Manager
JOHN BERKERY
Executive Director , Private Wealth Advisor – Senior Portfolio Manager
JOHN WALTER
Executive Director , Private Wealth Advisor – Senior Portfolio Manager
LAURA FISKE
PWM Investment Consultant – Estate Planning Specialist
JASON HANTMAN
Senior Vice President , Private Wealth Advisor – Senior Portfolio Manager
LAURA LEONE
Registered Client Service Associate
Preserve your values . Grow your wealth . Transfer with Intention .
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 businesses 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 six 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 Private Wealth Management
One Financial Plaza , 19th Floor
Providence , RI 02903
401-863-8410
Patrick . T . LeBeau @ morganstanleypwm . 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 . © 2022 Morgan Stanley Private Wealth Management , a division of Morgan Stanley Smith Barney LLC . Member SIPC . NMLS ID : 652712 CRC 5730517 06 / 23 .
144 RHODE ISLAND MONTHLY l AUGUST 2023