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
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.
Eric Hokanson is a Senior Vice President, Financial Advisor, of Wealth Management with Morgan Stanley. Eric began working with Morgan Stanley in Hyannis, MA in 2007. He has been working with clients on wealth management and investment strategies since 1989. Eric has become adept at leveraging the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies, and build a comprehensive financial plan, to help meet the objectives of a client.
Eric holds a degree in Public Administration from the Stonehill College. Eric’s active Industry Licenses are: 7,8,63,65,31-Life & Health Insurance Licensed
He currently lives in Sandwich, Massachusetts with his wife and two children. During his down time Eric enjoys traveling, working to support local youth athletic programs, skiing, golf and spending time with his family
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA; General Securities Representative; Investment Advisor Representative
Ryan McMullen is a Financial Advisor with Morgan Stanley and is experienced in personal Wealth Management and Asset Management. Ryan prides himself on providing clients with comprehensive and personalized financial advice following a holistic approach to Wealth Management. His goal is to focus on client’s values, concerns, and long term objectives first and creating tailored financial solutions that speaks to their unique financial situation.
Prior to his work at Morgan Stanley, Ryan worked with ultra-high net worth clients focusing on tax free investing at The GMS Group.
Ryan earned his MBA in Finance and MS in Accounting from Saint Peter’s University Graduate School of Business. Ryan holds undergraduate degrees in Marketing and Economics from Saint Peter’s University.
Ryan currently lives in Cohasset, MA with his wife Joana, their son Grayson and their dog Finn. During some down time Ryan enjoys golf, sailing, basketball, volleyball, traveling and spending time with his family.
Securities Agent: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA; General Securities Representative; Investment Advisor Representative
Donna Drown is a First Vice President, Financial Advisor, of Wealth Management at Morgan Stanley. Donna came to Morgan Stanley in 2008. Donna began her Wealth Management career at A.G. Edwards in 1999 before they merged with Wachovia, which shortly thereafter merged with Wells Fargo. She has built her career focusing on how to work closely with her clients and develop financial plans to help each individual client achieve their very specific goals. Donna’s extensive background in insurance business prior to her career in Wealth Management is a huge asset to every plan she develops for a client.
Donna currently lives in Chatham, MA with her husband Wes. They have three grown children and four grandchildren. In her free time Donna enjoys making Nantucket baskets, sailing, skiing, traveling and spending time with her grandchildren.
Securities Agent: AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA, WY; General Securities Representative; Investment Advisor Representative
Peri Wentworth has 40 years of financial services experience. She is First Vice President, Financial Advisor, of Wealth Management with Morgan Stanley and Portfolio Manager, joining the firm in 2008. She began her career at the Equitable Trust Company in Baltimore, Maryland under the guidance of Carter Randall of “Wall Street Week” fame. She focuses on retirement planning and is passionate about working with client’s to formulate their personal goals and realize their vision for success with family, finances, estate , church, education, real estate, all the moving parts that make our lives more purpose filled.
Peri has served on committees and Board of Directors for groups such as the Hyannis Public Library, St. Andrews by the Sea Episcopal Church, YMCA, Project Bread-the Walk for Hunger, Hyannis Yacht Club and the Hyannisport Club. She has been a Cape Cod resident since 1971 where she raised her two daughters. She currently lives in West Yarmouth with her Bernese Mountain dog, Toby.
Peri holds an undergraduate degree from May Washington College of the University of Virginia in Economics. Active licenses include: Commodities and Futures Series 3, Series 7, 63 & 65, Manager Series 9 & 10 and Life, Health and Annuity Insurance.
Securities Agent: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
J. Cameron Morris is a Senior Registered Associate with Morgan Stanley and has been with the firm since 2008 in a wealth management operations capacity. Cam prides himself in the execution of any and all service related matters for our clients. He also maintains an extensive working understanding of our Morgan Stanley fee based systems and platforms used within the group on a daily basis.
Prior to his arrival at Morgan Stanley; Cam had worked in the financial services industry in Boston with a student loan company which allowed him to travel extensively around the United States. Cam is a graduate of the University of Massachusetts, Amherst with a Bachelor of Arts in Economics.
Cam was born and raised on Cape and currently lives in Cummaquid, MA with his wife Brenda and their dog Finn. During time away from work he can be found on the water, traveling, and spending time with his family.
Michele Sparrow is a Senior Client Service Associate with Morgan Stanley and has been with the firm since 2007. Prior to Morgan Stanley, Michele worked at Smith Barney as the Branch Managers Assistant and brings over 15 years of experience in the financial services industry. She is also the recipient of the complex service excellence award in recognition of contributions of the firm’s core values. She has exceptional interpersonal and organizational skills and is very detail oriented which allows her to offer great client service.
Michele lives in Cotuit, MA and enjoys spending her time away from work with friends & family and traveling.
Nancy D. Bober is a Registered Client Service Associate. She joined the firm in 2011 bringing to the group over 12 years of experience in the banking and financial services industry. Nancy executes service related matters for our clients as well as assisting in developing and maintaining existing client relationships.
She has an Associate’s degree in Business and Merchandising from the Fashion Institute of Technology and is FINRA Series 7, 63, 66 and insurance licensed.
Nancy resides in Chatham with her husband, son, and two dogs. In her free time she enjoys gardening, cooking, and absorbing the beauty and bounty of Cape Cod with her friends and family.
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
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.
Discover a more rewarding way to manage your everyday finances. Access benefits, savings, and enhanced services from your Morgan Stanley Financial Advisor.
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