The Boardwalk Group at Morgan Stanley

Contact Us
The Boardwalk Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

About US

Over the years, all of us at The Boardwalk Group have all spoken to our clients about protecting and building their financial security, and the importance of taking steps to prepare for the future.  We believe it is our job to provide clients with the highest quality service and most complete and effective Wealth Management experience possible. Being the best we can for our clients requires people with tenured professional experience, professionals that pursue higher education about the business they love and high caliber interpersonal attention to clients’ wellbeing. As a group, we are passionate about what we do and equally as passionate about how we do it.




Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Professional Portfolio Management
  • Retirement Planning
  • Trust Accounts
  • Wealth Management
  • Estate Planning Strategies
  • Financial Planning

Events

Events

Experience

Experience

Peri Wentworth, First Vice President, brings 45 years of experience in the Financial industry to the team. Peri’s former experiences as, a Pension & Profit Sharing Trust Administrator, the Treasurer of Hyannis Cooperative Bank and Branch Manager of the Charlottesville, Virginia  UBS office add tremendous value to our team. Peri’s in-depth knowledge of Capital Markets and Private Banking services will be an invaluable addition.

Eric Hokanson, Senior Vice President brings 28 years of experience in the Financial industry to the team. Eric is a Senior Vice President and Portfolio Manager for Morgan Stanley. Eric has focused his entire professional career on Wealth Management. His comprehensive understanding of Estate planning strategies helps preserve clients’ legacies. Eric has become adept at leveraging the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies all to help clients build a comprehensive financial plan. Eric’s Estate planning knowledge is a key component of our team.

Donna Drown, First Vice President, brings more than 30 years of experience in the Financial industry to the team. Donna’s began her career focusing on risk assessment and how to mitigate those risks through insurance. She took her vast knowledge of insurance and utilized it inside of her successful Wealth Management career. Donna’s in depth knowledge of both Capital Markets and Insurance will be integral part of the group.

Ryan McMullen, Financial Advisor, brings 8 years of experience in the Financial industry. Prior to his career, Ryan achieved both a MBA in Finance and a Masters in Accounting from Saint Peter’s University. Ryan began his career as a fixed income specialist working with high net worth clients to create an income generation strategies, as clients prepared for retirement.  Ryan’s knowledge of cash flow strategies and the fixed income market is a vital part of our team. 

Community Involvement

Community Involvement

Ryan is currently serving on two boards. He currently is a director and founding member of the Boston College High School Alumni Association.  He also holds a seat as a BC High Associate for Boston College High School which he has served on for the past three years. Ryan has also spent the last four seasons being an assistant coach for the Sandwich High School Varsity Volleyball team.


Eric works with a group of dedicated parents and volunteers for the Sandwich High School Boosters. The goal of the boosters is to provide the students and student athletes the resources needed, to enhance the students experience and help them to be as successful as possible while attending Sandwich High School. He also is a member of the Baseball Club of Cape Cod League. The Baseball Club of Cape Cod is an amateur pay-to-play wood-bat baseball league for adults. They play on the premier fields of the Cape Cod Baseball League. This league hosts the best college players from all across the United States in the summer months on Cape Cod.

 

Meet The Boardwalk Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Ready to start a conversation? Contact The Boardwalk Group today.

Dow    -9.64

22349.59
4:41PM

Nasdaq    4.23

6426.92
5:15PM

S&P 500    1.62

2502.22
4:41PM
Market Information Delayed 20 Minutes

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.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

Awards Disclosures