The Beshore Thomas Group at Morgan Stanley

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The Beshore Thomas Group


Markets will always be unpredictable. Achieving your goals doesn't have to be.

Our Story and Services

About Us

At the Beshore Thomas Group, helping our clients achieve their goals is our mission - that's why financial planning is at the center of our client process.

We believe the cornerstone for financial success is establishing and then following a plan, so we work closely with our clients to create plans that act as the foundation of everything we do to inform and guide each of our decisions.

Our intent is to thoroughly understand your financial needs and then align the resources of Morgan Stanley to help you meet or exceed them. With our experience, we will help you to evaluate near-term concerns, plan for long-term goals, and assist you in developing and executing a strategy that is precisely your own.

Ready to get started today? Complete this questionnaire, send it to us, and we'll follow up to schedule an appointment with you.

Services Include

  • Retirement Planning
  • Financial Planning
  • 401(k) Rollovers
  • Sustainable Investing
  • Wealth Management
  • Cash Management
  • Planning for Education Funding
  • Annuities
  • Life Insurance
  • Business Succession Planning
  • Endowments and Foundations
  • Philanthropic Services

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

Impact Investing

Impact Investing

You're doing good for the world. Shouldn't your investments do the same?

Impact Investing is all about ensuring that your investments have a positive impact on the world that we all live in. 

Great news! Sustainable Investing has seen a 135% increase in assets under management from 2012-20161

Another misconception is that you must be a multi-millionaire in order for your investments to have a positive impact on the world. While that may have been the case in the past, sustainable investing is becoming increasingly democratized and we work with clients with as little as $10,000 to develop portfolios that are best suited to their principles and goals. 

A few examples of the themes we integrate into client portfolios:

  • Religious Values
  • Climate Action
  • Gender Diversity

Learn more about Investing with Impact here.

1. Report on the Sustainable and Responsible Investing Trends in the United States. U.S. SIF Foundation, 2016.

The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

Meet The Beshore Thomas Group


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

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


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


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


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Beshore Thomas Group today.

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