OUR MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
The Doolan/Eldredge Group at Morgan Stanley manages capital for small business owners, medical professionals, successful families and not-for-profit organizations. It is important to us that our clients have a deep understanding of our wealth management strategy and our capability to help meet any needs. Our clients look for us to provide candid portfolio management, extensive financial planning and personalized service.
The Doolan/Eldredge Group is a small, accessible boutique that seeks to leverage the vast array of Morgan Stanley resources which allows us to help deliver customized solutions to each of our clients. Our success lies in our collective knowledge of global allocation strategies, fixed income securities, tax efficient strategies, alternative investments, liquidity solutions and estate planning strategies.
The Doolan/Eldredge Group
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, ID, MA, MD, ME, MI, MT, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, ID, MA, MD, ME, MI, MT, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA; General Securities Representative; Investment Advisor Representative
Kevin serves as an additional contact for the Financial Advisors at the Doolan Eldredge Group. He started his professional financial services career in 2018 at Morgan Stanley. Prior to working at Morgan Stanley Kevin has worked in customer service industry for the past nine years; while being a full-time retail stock and options trader from 2016 to 2018.
Kevin is a native to the city of Portland and graduated from Deering High school and finished with a BS from the University of Southern Maine. Kevin intends to continue his career in financial capital markets here at Morgan Stanley. Prior to Morgan Stanley Kevin has experience in working in a corporate environment working at Idexx Laboratories and worked as a Pharmacy Technician at one of Maine’s largest retailers, Hannaford’s.
Kevin’s passion outside of work is traveling, food, volunteering, and sports.
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.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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