OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
For over twenty years, our team has had the pleasure of working with some truly extraordinary families, in many cases spanning across multiple generations. Many of them have built their wealth through private family businesses or corporate & public service, or they serve as family stewards for wealth that was created many generations ago.
We serve our clients as trusted advisors. We have been there for them as they experience many of the most defining moments in their lives. These moments may be as simple as welcoming new children or grandchildren into their families, starting a new business or career, or as complex as dealing with the challenges of aging parents, long-term illness, and the passing of loved ones. With many of our clients, we have shared in both good and challenging times, both in their lives and in the financial markets. It is through these long-term relationships that we and they have mutually come to appreciate the importance of stability, transparency, and trust.
As we have always maintained, our primary objective is to provide clients with the support and confidence required to help achieve their long-term personal, professional, and financial goals. We provide access to some of the most sophisticated wealth management resources in the world, delivered by an experienced team of professionals who truly care.
We welcome the opportunity to become a part of your family’s future. Together, we can build a lasting relationship that can extend for generations to come.
Joe is a co-founder and senior partner of the Narragansett Bay Group at Morgan Stanley, and currently oversees the portfolio management and alternative investment elements of the practice, in addition to sitting on the team’s investment committee.
He began his career in 1992 at Hambrecht & Quist in Boston, where he advised executives on corporate cash management, pre-IPO planning, employee stock option planning, and individual wealth management. He later transitioned his practice to Smith Barney, which was subsequently acquired by Morgan Stanley.
Joe holds a BA from Colby College. In addition, he was granted the esteemed Family Wealth Advisor designation, which is issued to select financial advisors within Morgan Stanley who have successfully completed a comprehensive accreditation program.
He currently resides in East Greenwich, RI with his family. He sits on a committee for the Classical High School Alumni Association and is actively involved with the Jamestown Art Center. Joe is an avid art collector, and enjoys mountain biking, skiing and gardening.
Securities Agent: AZ, CA, CO, CT, DC, FL, KS, MA, MD, MI, MT, NC, NH, NJ, NY, PA, RI, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Nancy is a co-founder of the Narragansett Bay Group, and currently oversees the financial planning component of the practice, in addition to collaborating on investment management, and sitting on the team’s investment committee.
Prior to joining Morgan Stanley, Nancy owned and operated a local cafe and catering business until 2003 when she made the decision to sell her ownership interest. She went on to begin her career as a Financial Advisor at Smith Barney, which was subsequently acquired by Morgan Stanley.
Nancy holds a BA from Boston College, and is a past graduate of the Moses Brown School. In addition, she holds professional designations which include Certified Financial Planner®, awarded by the CFP Board, and the Chartered Retirement Plan Counselor® certification from the College for Financial Planning.
She currently lives in Providence, RI, has been a lifelong athlete, and enjoys skiing and cooking. She serves as Vice President of the Eastside Commons Condominium Association. In addition, she currently holds her CrossFit Level 1 certificate and maintains ownership interest in NoRisk CrossFit, LLC, located in Smithfield, RI.
Securities Agent: AZ, CA, CO, CT, DC, FL, KS, MA, MI, MT, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative
Nathan currently serves as the managing partner of the Narragansett Bay Group. He is responsible for overseeing the team’s corporate services, cash management and lending solutions, and investment analytics. In addition, he is a member of the team's investment committee.
Prior to joining Morgan Stanley, he developed and operated a privately owned business located in southeastern Massachusetts. His experience also includes an associate role within Ernst & Young LLP, where he consulted in the areas of financial statement analysis and audit/assurance services for a number of large multinational corporations.
Nathan holds a BA from Bridgewater State and both MS and MBA degrees from Northeastern University. In addition, he holds professional designations which include the Certified Investment Management Analyst® certification from The Wharton School at The University of Pennsylvania, and the Chartered Retirement Plan Specialist® certification from the College for Financial Planning.
He currently resides in Swansea, MA with his wife, and enjoys playing ice hockey, skiing, competitive sports and golf.
Securities Agent: AZ, CA, CO, CT, DC, FL, IL, KS, MA, MI, MT, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Jennifer collaborates on both financial planning and insurance planning for the Narragansett Bay Group. In addition to her advisory responsibilities, she oversees the service and marketing operations for the team.
She joined Morgan Stanley following a long career in the Hospitality and Foodservice Management industry. Most recently, she held a Consultant-Analyst position with one of the largest privately owned companies in the U.S., where her focus was on increasing the efficiency and profitability of large scale businesses throughout the Northeast. In addition, she has held a number of managerial and consultative positions within the industry, both in New England, and the U.S. Virgin Islands.
Jennifer holds a BA from Bridgewater State College. During her undergraduate studies, she spent a semester studying at the University of Oxford, and lived for several years in the U.S. Virgin Islands.
She currently resides in Massachusetts, and enjoys music, cooking, reading, and traveling.
Securities Agent: AZ, CA, CO, CT, DC, FL, IL, KS, MA, MD, ME, MI, MT, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, VT; General Securities Representative; Investment Advisor Representative
Michelle currently manages the administrative, day-to-day operations for the practice.
She joins Morgan Stanley following a long tenure in the field of accounting. Most recently, she held a position as a tax administrator with one of the largest firms in New England, and among the top 100 CPA firms in the nation. Michelle is an experienced customer service professional, having worked directly with senior management assisting high net worth clients for many years, and is committed to delivering the highest level of service to all clients of the Narragansett Bay Group.
Michelle currently resides in Cumberland, Rhode Island, and enjoys traveling, boating, gardening and cooking.
On the Markets
Creating customized financial strategies for the challenges that today's families face.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
OneView organizes all of your financial data in one location, regardless of where your accounts are held, giving you a comprehensive view of your finances.
Whether you’re a first time homebuyer or refinancing an existing home, Morgan Stanley can provide a flexible approach to mortgage financing.
This 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.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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